RF Industries, Ltd. (RFIL) Q3 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Rf Industries, Ltd..

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.756 on the capex spend of our Tier 1 carrier customers. 00:00:03.756 -- 00:00:08.302 One year later, we can proudly say that fast-growing markets like aerospace, transportation, 00:00:08.302 -- 00:00:13.048 and data centers are now contributing to our sales pipeline, in addition to our strong 00:00:13.048 -- 00:00:15.952 standing in our traditional markets. 00:00:15.952 -- 00:00:20.718 Ray will go into more detail on our product innovation go-to-market strategy and trends 00:00:20.718 -- 00:00:23.722 we're seeing across our end markets. 00:00:23.722 -- 00:00:28.501 In aerospace, we continue to win repeat orders from a leader in this market, With mission-critical 00:00:28.501 -- 00:00:33.229 components, failure is not an option, and you don't get a second chance, so our success 00:00:33.229 -- 00:00:37.296 here continues to add to our credibility and reputation. 00:00:37.296 -- 00:00:42.264 The transportation market, including both in vehicles and in transportation hubs, is 00:00:42.264 -- 00:00:46.672 a wide-open field for us. For example, we've already received a meaningful order for 00:00:46.672 -- 00:00:49.837 a terminal infrastructure project at a major U.S. 00:00:49.837 -- 00:00:54.932 airport. As you know, the current administration justifiably wants to see our airport 00:00:54.932 -- 00:00:59.579 terminals upgrade their functionality in line with world-class airports. 00:00:59.579 -- 00:01:03.946 So this could evolve into significant opportunity for us. 00:01:03.946 -- 00:01:07.711 Municipal governments also want to upgrade their transportation infrastructures with 00:01:07.711 -- 00:01:12.499 distributed antenna deployments that will improve communication connectivity and efficiencies 00:01:12.499 -- 00:01:15.143 for their bus ...