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Rafael Holdings Widens H1 Net Loss to $16.2M as R&D Spending Surges 428%

Rafael Holdings, a life sciences and real estate company, reported a net loss of $16.2 million for the six months ending January 31, 2026, compared to a loss of $13.6 million in the prior-year period.

Rafael Holdings, Inc. (NYSE American: RFL), a life sciences and real estate company, reported a net loss of $16.2 million for the six months ending January 31, 2026, compared to a net loss of $13.6 million in the prior-year period. The company generated minimal revenue of $451,000 during the half year, up from $205,000 a year earlier. Read more earnings reports.

Research and development expenses jumped to $12.0 million for the six-month period, a 428% increase from $2.3 million in the prior-year period. The operating loss for the half year widened to $16.8 million from $10.5 million.

For the three months ending January 31, 2026, the company posted a net loss of $6.4 million, compared to a loss of $4.6 million in the same quarter last year. Second-quarter revenue totaled $211,000, up from $77,000 in the prior-year quarter.

Cash and cash equivalents declined to $37.8 million as of January 31, 2026, down from $52.8 million as of July 31, 2025. The company used $14.3 million in cash for operations during the first half of fiscal 2026, compared to $5.4 million in the same period last year.

Total assets fell to $99.3 million as of January 31, 2026, from $114.1 million six months earlier. Stockholders' equity declined to $79.2 million from $94.4 million over the same period.

The company reported basic and diluted loss per share of $0.32 for the six months ending January 31, 2026, compared to a loss of $0.57 per share in the prior-year period. The weighted average shares outstanding more than doubled to 51.2 million from 24.1 million, reflecting equity issuances during the period.

Financial MetricSix Months Ending Jan 31, 2026Six Months Ending Jan 31, 2025
Total Revenue$451,000$205,000
Operating Loss($16,796,000)($10,483,000)
Net Loss($16,233,000)($13,647,000)
R&D Expenses$12,013,000$2,273,000
Loss Per Share (Basic)($0.32)($0.57)
Cash from Operations($14,329,000)($5,357,000)

Total liabilities increased marginally to $16.1 million as of January 31, 2026, from $15.7 million as of July 31, 2025. Accounts payable rose to $8.2 million from $6.9 million over the six-month period.

The company's accumulated deficit stood at $248.5 million as of January 31, 2026, compared to $232.3 million as of July 31, 2025, reflecting the continued net losses during the period.