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Side-by-side financial comparison of Orchid Island Capital, Inc. (ORC) and RICHARDSON ELECTRONICS, LTD. (RELL). Click either name above to swap in a different company.

RICHARDSON ELECTRONICS, LTD. is the larger business by last-quarter revenue ($52.3M vs $38.5M, roughly 1.4× Orchid Island Capital, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs -0.2%, a 268.9% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs 5.7%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs -0.3%).

Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.

The James Richardson Corporation, also going by the name James Richardson Group or JR/Group, is an Australian furniture, hospitality, real estate and retail corporation, headquartered in the Abbotsford suburb of Melbourne, Australia. It is privately owned and employs approximately 2,300 people worldwide. It is perhaps best known among consumers for its duty-free retail stores in airports and border crossings in Australasia and the Middle East. The company is a household name in Israel due to ...

ORC vs RELL — Head-to-Head

Bigger by revenue
RELL
RELL
1.4× larger
RELL
$52.3M
$38.5M
ORC
Growing faster (revenue YoY)
ORC
ORC
+366.9% gap
ORC
372.6%
5.7%
RELL
Higher net margin
ORC
ORC
268.9% more per $
ORC
268.7%
-0.2%
RELL
Faster 2-yr revenue CAGR
ORC
ORC
Annualised
ORC
301.6%
-0.3%
RELL

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric
ORC
ORC
RELL
RELL
Revenue
$38.5M
$52.3M
Net Profit
$103.4M
$-121.0K
Gross Margin
30.7%
Operating Margin
0.3%
Net Margin
268.7%
-0.2%
Revenue YoY
372.6%
5.7%
Net Profit YoY
1764.9%
83.9%
EPS (diluted)

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ORC
ORC
RELL
RELL
Q4 25
$38.5M
$52.3M
Q3 25
$26.9M
$54.6M
Q2 25
$23.2M
Q1 25
$19.7M
$53.8M
Q4 24
$49.5M
Q3 24
$340.0K
$53.7M
Q2 24
$-697.0K
Q1 24
$-2.5M
$52.4M
Net Profit
ORC
ORC
RELL
RELL
Q4 25
$103.4M
$-121.0K
Q3 25
$72.1M
$1.9M
Q2 25
$-33.6M
Q1 25
$17.1M
$-2.1M
Q4 24
$-751.0K
Q3 24
$17.3M
$590.0K
Q2 24
$-5.0M
Q1 24
$19.8M
$750.0K
Gross Margin
ORC
ORC
RELL
RELL
Q4 25
30.7%
Q3 25
31.0%
Q2 25
Q1 25
31.0%
Q4 24
31.0%
Q3 24
30.6%
Q2 24
Q1 24
29.5%
Operating Margin
ORC
ORC
RELL
RELL
Q4 25
0.3%
Q3 25
1.8%
Q2 25
Q1 25
-5.1%
Q4 24
-1.3%
Q3 24
0.6%
Q2 24
Q1 24
1.9%
Net Margin
ORC
ORC
RELL
RELL
Q4 25
268.7%
-0.2%
Q3 25
267.8%
3.5%
Q2 25
-145.0%
Q1 25
86.9%
-3.8%
Q4 24
-1.5%
Q3 24
5094.1%
1.1%
Q2 24
714.3%
Q1 24
-794.2%
1.4%

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ORC
ORC
RELL
RELL
Cash + ST InvestmentsLiquidity on hand
$665.9M
$33.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.4B
$158.5M
Total Assets
$11.7B
$201.8M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ORC
ORC
RELL
RELL
Q4 25
$665.9M
$33.1M
Q3 25
$583.9M
$35.7M
Q2 25
$440.8M
Q1 25
$396.4M
$36.7M
Q4 24
$26.6M
Q3 24
$322.1M
$23.0M
Q2 24
$241.0M
Q1 24
$190.4M
$18.9M
Stockholders' Equity
ORC
ORC
RELL
RELL
Q4 25
$1.4B
$158.5M
Q3 25
$1.1B
$159.4M
Q2 25
$912.0M
Q1 25
$855.9M
$152.9M
Q4 24
$156.2M
Q3 24
$656.0M
$159.1M
Q2 24
$555.9M
Q1 24
$481.6M
$158.6M
Total Assets
ORC
ORC
RELL
RELL
Q4 25
$11.7B
$201.8M
Q3 25
$9.1B
$200.1M
Q2 25
$7.6B
Q1 25
$7.3B
$189.8M
Q4 24
$195.2M
Q3 24
$5.9B
$197.9M
Q2 24
$4.9B
Q1 24
$4.2B
$193.6M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ORC
ORC
RELL
RELL
Operating Cash FlowLast quarter
$120.4M
$-99.0K
Free Cash FlowOCF − Capex
$-1.7M
FCF MarginFCF / Revenue
-3.3%
Capex IntensityCapex / Revenue
3.1%
Cash ConversionOCF / Net Profit
1.16×
TTM Free Cash FlowTrailing 4 quarters
$7.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ORC
ORC
RELL
RELL
Q4 25
$120.4M
$-99.0K
Q3 25
$28.0M
$1.4M
Q2 25
$18.4M
Q1 25
$25.8M
$4.6M
Q4 24
$5.5M
Q3 24
$-14.8M
$412.0K
Q2 24
$19.3M
Q1 24
$45.0M
$-2.5M
Free Cash Flow
ORC
ORC
RELL
RELL
Q4 25
$-1.7M
Q3 25
$342.0K
Q2 25
Q1 25
$4.1M
Q4 24
$4.9M
Q3 24
$-514.0K
Q2 24
Q1 24
$-2.9M
FCF Margin
ORC
ORC
RELL
RELL
Q4 25
-3.3%
Q3 25
0.6%
Q2 25
Q1 25
7.5%
Q4 24
10.0%
Q3 24
-1.0%
Q2 24
Q1 24
-5.6%
Capex Intensity
ORC
ORC
RELL
RELL
Q4 25
3.1%
Q3 25
1.9%
Q2 25
Q1 25
1.0%
Q4 24
1.0%
Q3 24
1.7%
Q2 24
Q1 24
0.8%
Cash Conversion
ORC
ORC
RELL
RELL
Q4 25
1.16×
Q3 25
0.39×
0.72×
Q2 25
Q1 25
1.51×
Q4 24
Q3 24
-0.86×
0.70×
Q2 24
Q1 24
2.28×
-3.37×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ORC
ORC

Segment breakdown not available.

RELL
RELL

Power And Microwave Technologies Group$35.2M67%
Canvys$8.8M17%
Global Energy Solutions$8.3M16%

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