Verified call record已核验电话会记录 · 2026-07-23

RELL · RELL Q4 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Continue in Terminal在终端继续研究RELL

12 exact excerpts 条原文摘录 16 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

demandrisksq_and_a

“Customers are looking for ways to manage growing power demand, improve reliability, support renewable generation, and reduce exposure to grid constraints and energy cost volatility.”

Ed Richardson · CEOclaim_fa14265b13f0d0eb5640ec8571399ba5

demandrisksq_and_a

“Tariff uncertainty, geopolitical risks, inflation, and uneven industrial demand continue to create challenges for many companies.”

Ed Richardson · CEOclaim_22b1cebc18c579e859273bf0cb2ec6ca

performanceq_and_a

“Consolidated net sales increased 27.6% to $66.2 million, compared to net sales of $51.9 million in the prior year's fourth quarter.”

Bob Ben · CFOclaim_00d4a57231f9e9f26ca6d8e1f7de770e

Exact numeric spans精确数值片段27.6%66.2 million51.9 million

performancesegment_changesq_and_a

“Canvys sales increased $2.8 million, or 29.5%, reflecting higher sales in North America.”

Bob Ben · CFOclaim_4e7bb47ecc21dbc07cb56529d377669a

Exact numeric spans精确数值片段2.8 million29.5%

capital_allocationq_and_a

“Capital expenditures of $1.0 million in the fourth quarter of fiscal 2026 were primarily related to our manufacturing business, facilities improvements, and IT systems versus $0.8 million in the fourth quarter of fiscal 2025.”

Bob Ben · CFOclaim_505dc11c9e770600808ac0b1a1282daf

Exact numeric spans精确数值片段1.0 million20260.8 million

capital_allocationq_and_a

“Total capital expenditures were $4.4 million in fiscal 2026 as compared to $2.8 million in fiscal 2025.”

Bob Ben · CFOclaim_55615f74d9cedd24203178802897ec27

Exact numeric spans精确数值片段4.4 million20262.8 million

capital_allocationq_and_a

“We paid $0.9 million in the fourth quarter and $3.4 million in fiscal 2026 for cash dividends.”

Bob Ben · CFOclaim_6dca67096e37ec84b3b843e92e04b314

Exact numeric spans精确数值片段0.9 million3.4 million2026

demandsegment_changesq_and_a

“We have now received orders outside of North America from customers in Brazil, Australia, India, France, and Italy, adding to our strong rollout in North America.”

Greg Peloquin · COOclaim_a4a5417b86ff5af1e1358fcea138d1a0

performancedemandq_and_a

“Coming out of a year with increased sales, new products, increased customer base, and new technology partners, and a 24.8% increase in the combined backlog of the two SBUs, we believe FY 2027 will be another year of growth for both PMT and GES.”

Greg Peloquin · COOclaim_41d30ebb115e0657ca30244bf832c4cf

Exact numeric spans精确数值片段24.8%2027

marginsriskssegment_changesq_and_a

“Product mix, tariffs, freight, and other supply chain costs continued to create pressure, but margins remained solid.”

Jens Ruppertclaim_216a08221780c6622c34486a1bb7585c

marginsdemandmanagement_commitmentsq_and_a

“We remain committed to improving profitability and creating sustainable value for our shareholders, customers, and employees as we move forward.”

Ed Richardson · CEOclaim_c9a368254d53c630191db8db4de7a100

guidancedemandq_and_a

“However, we expect every quarter new orders to make more than backlog is right now.”

Jens Ruppertclaim_7155dac4cf32d88094bf32fa9c7778cd

Inspect the source receipts检查来源回执28 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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`claim_00d4a57231f9e9f26ca6d8e1f7de770e`	quote	7	408–539	`ff3a2279611343…`
`claim_e69a68417b4729161db9ac389020f171`	numeric	7	441–446	`7eddebf62fc139…`
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`claim_6dca67096e37ec84b3b843e92e04b314`	quote	13	104–198	`aed25b14f7048a…`
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`claim_0f0fddfb3d0549e22a0fda293f3a6424`	numeric	13	152–163	`26af2be35f949f…`
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`claim_48fd942e2427e7ab4bfe410bf33a6085`	numeric	20	282–287	`dbf3765b8eabf2…`
`claim_e66cffd672cf39a12d51ed677042d4d3`	numeric	20	352–356	`5313e5bf17148d…`
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`claim_c9a368254d53c630191db8db4de7a100`	quote	33	376–520	`258e45b6241c2b…`
`claim_7155dac4cf32d88094bf32fa9c7778cd`	quote	79	190–273	`964894a7b1a074…`