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RF Acquisition Corp II

For the period ended Jun 30, 2026. Filed Aug 7, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2026 · Filed Aug 7, 2026

RFAI$34.49+15.4%Stored close · as of Nov 6, 2026
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

(MARK ONE)

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarter ended June 30, 2026

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from to

Commission file number:001-42106

RF ACQUISITION CORP II

(Exact Name of Registrant as Specified in Its Charter)

Cayman IslandsN/A00-0000000
(State or other jurisdiction ofincorporation or organization)(I.R.S. EmployerIdentification No.)
111 Somerset, #05-07 Singapore238164
(Address of principal executive offices)(Zip Code)

(+65)6904-0766

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Units, each consisting of one ordinary share and one rightRFAIUThe Nasdaq Stock Market LLC
Ordinary shares, par value $0.0001 per shareRFAIThe Nasdaq Stock Market LLC
Rights, each right entitling the holder thereof to one-twentieth of one ordinary shareRFAIRThe Nasdaq Stock Market LLC

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

Large accelerated filer☐Accelerated filer☐
Non-accelerated filer☒Smaller reporting company☒
Emerging growth company☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☒ No ☐

As of August 7, 2026, there were 3,512,500 ordinary shares (excluding 4,831,265 shares subject to possible redemption), par value $0.0001 per share, issued and outstanding.

RF ACQUISITION CORP II

FORM 10-Q FOR THE QUARTER ENDED JUNE 30, 2026

TABLE OF CONTENTS

Page
Part I. Financial Information
Item 1. Interim Financial Statements1
Balance Sheets as of June 30, 2026 and December 31, 2025 (Unaudited)1
Statements of Operations for the Three and Six Months ended June 30, 2026 and 2025 (Unaudited)2
Statements of Changes in Shareholders’ Deficit for the Three and Six Months ended June 30, 2026 and 2025 (Unaudited)3
Statements of Cash Flows for the Six Months ended June 30, 2026 and 2025 (Unaudited)4
Notes to Financial Statements (Unaudited)5
Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations18
Item 3. Quantitative and Qualitative Disclosures Regarding Market Risk22
Item 4. Controls and Procedures22
Part II. Other Information
Item 1. Legal Proceedings23
Item 1A. Risk Factors23
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds23
Item 3. Defaults Upon Senior Securities23
Item 4. Mine Safety Disclosures23
Item 5. Other Information23
Item 6. Exhibits24
Part III. Signatures25

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.