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Ralliant Corporation (RAL)
NYSE:RAL
Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.67Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture. Operationally the company showed resilience: revenue slightly up year-over-year, sequential quarterly improvement, strong free cash flow conversion (117% TTM), healthy leverage (1.9x), and targeted strategic wins in defense, utilities and data centers. However, material negative items temper the tone: a $1.4 billion noncash goodwill impairment related to the EA business, persistent Test & Measurement weakness year-over-year (though improving sequentially), and near-term margin pressure driven by higher standalone costs and planned reinvestments. Guidance for 2026 shows modest revenue growth but contemplates lower margins in the near term due to structural spin-related costs and incremental investments. Overall, positives around cash generation, balance sheet discipline, customer wins and targeted investments are balanced by significant one-time impairment, segment-level softness, and margin headwinds.Company Guidance
Quarterly Revenue and Sequential Improvement
Q4 revenue of $555 million, up 1% year-over-year and showing 5% sequential growth quarter-over-quarter; company reported sequential revenue improvement every quarter in 2025.
Adjusted Profitability and EPS
Adjusted EBITDA margin of 20.8% in Q4; adjusted diluted EPS of $0.69 (a 15% sequential increase), with adjusted EBITDA and adjusted EPS at or above the high end of guidance ranges.
Strong Free Cash Flow and Conversion
Generated $92 million of free cash flow in Q4 and achieved a trailing twelve-month free cash flow conversion rate of 117%, above the stated long-term target (>95%).
Healthy Balance Sheet and Leverage
Ended the quarter with $319 million cash and cash equivalents and maintained net leverage of 1.9x adjusted EBITDA, within the company’s target leverage range (1.5x–2.0x).
Sensors & Safety Systems Momentum
Sensors and Safety Systems (≈60% of revenue) grew 6% year-over-year and 3% sequentially in Q4; segment adjusted EBITDA margin reported at 28% despite some year-over-year pressure. Defense & Space saw a record revenue quarter driven by missile program replenishment; utilities grew 6% YoY due to grid modernization tailwinds.
Test & Measurement Sequential Recovery and Communications Strength
Test & Measurement revenue was $217 million: down 6% YoY but up 7% sequentially. Communications end market grew 29% YoY and 36% sequentially, led by data center, defense and research demand and new Tektronix high-performance product traction.
Capital Allocation and Shareholder Returns
Board authorized a quarterly cash dividend of $0.05 per share and a $200 million share repurchase authorization remains fully available; company prioritizes organic reinvestment while maintaining return-of-capital actions.
Cost Savings Program Progress
Launched cost savings program targeting $9–$11 million of annualized run-rate savings by 2026; delivered $1 million in Q4 (approximately $4 million annual run rate) and reiterated productivity focus via Ralliant Business System (RBS) and AI augmentation.
2026 Guidance Reflects Modest Growth
Full-year 2026 revenue guidance of $2.1B–$2.2B (2%–6% YoY growth), adjusted EBITDA margin guidance of 18%–20%, adjusted EPS of $2.22–$2.42, and CapEx planned at 2%–3% of revenue.
Strategic Wins and Product Innovation
Notable customer wins: PACSCI EMC backlog growth and record revenue in defense; Qualitrol selected by a large cloud provider for global data center asset monitoring; Tektronix launched an automated testing platform (MP5000) with early customer traction.
RAL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RAL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $56.28 | $38.39 | -31.79% |
Nov 05, 2025 | $44.36 | $46.81 | +5.52% |
Aug 11, 2025 | $44.64 | $44.44 | -0.45% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ralliant Corporation (RAL) report earnings?
Ralliant Corporation (RAL) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Ralliant Corporation (RAL) earnings time?
Ralliant Corporation (RAL) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is RAL EPS forecast?
Currently, no data Available