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    Chip Roy • Roy Asset Management

    There is no available evidence that Chip Roy works as an analyst at Roy Asset Management or holds any related financial analyst role. Chip Roy is best known as a U.S. Congressman representing Texas' 21st district, and although his background includes experience as an investment banking analyst for NationsBanc Capital Markets earlier in his career, there are no credible records linking him to Roy Asset Management or outlining coverage of specific companies, investment performance metrics, securities licenses, or recent professional achievements in asset management. No LinkedIn profile was found for a Chip Roy associated with Roy Asset Management to confirm such details.

    Chip Roy's questions to Richardson Electronics Ltd (RELL) leadership

    Chip Roy's questions to Richardson Electronics Ltd (RELL) leadership • Q4 2025

    Question

    Chip Roy of Roy Asset Management asked about the path to more consistent sequential growth in the Green Energy Solutions (GES) business and the timing of an inflection point for the semiconductor CapEx business, which has been in a down cycle.

    Answer

    Greg Peloquin, EVP, explained that GES growth will remain project-based and somewhat lumpy, but annual growth is expected to continue, driven by global expansion and new product introductions. CEO Edward Richardson addressed the semiconductor business, noting a key customer has worked through its excess inventory, meaning new orders will now translate directly to sales, signaling a positive inflection point for the high-margin business.

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    Chip Roy's questions to Richardson Electronics Ltd (RELL) leadership • Q4 2025

    Question

    Asked about the timeline for achieving consistent sequential growth in the Green Energy Solutions (GES) business and for an outlook on the recovery of the semiconductor CapEx business.

    Answer

    GES growth will remain project-based and lumpy in the near term, but strong annual growth is expected, driven by global expansion and new products. The semiconductor business is poised for improvement as a major customer (Lam Research) has worked through its excess inventory, meaning new orders will now translate directly to sales.

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