Inferra AI / Company / RAL
Ralliant Corp
RAL · Industrials
Last earnings Jul 30, 2026
Key results
Revenuequarter
$535 million
For the first quarter, revenue of $535 million was up 11% year-over-year and up 9% organically year-over-year.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Net incomequarter
$44 million
Net earnings were $44 million, and adjusted net earnings were $65 million, resulting in EPS of $0.39 and adjusted EPS of $0.57.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Adjusted net incomequarter
$65 million
Net earnings were $44 million, and adjusted net earnings were $65 million, resulting in EPS of $0.39 and adjusted EPS of $0.57.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
EPSquarter
$0.39
Net earnings were $44 million, and adjusted net earnings were $65 million, resulting in EPS of $0.39 and adjusted EPS of $0.57.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Net earnings margin was 8.3%, a 500 basis point decline year-over-year.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Growthquarter
up 11%
Revenue of $324 million, up 11%, and up 9% organically Operating profit of $89 million and operating profit margin of 27.3%, up 2% and down 240 basis points, respectively Adjusted EBITDA of $92 million and adjusted EBITDA margin of 28.4%, up 2% and down 245 basis points
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Revenue of $210 million, up 12%, and up 9% organically Operating loss of $3 million and
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
operating margin of (1.5)%, up 73% and 480 basis points, respectively Adjusted EBITDA of $25 million and adjusted EBITDA margin of 11.9%, up 96% and 515 basis points, respectively up 700 basis points on a normalized basis T M returned to growth with
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
revenue up double-digits and 9% organically, as electrification and defense demand fueled strong performance in the Communications and Diversified Electronics end markets.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Free cash flowquarter
$345 million
On a trailing twelve-month basis, the Company generated $345 million of cash flow from operating activities and $303 million in free cash flow.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Gross marginquarter
$272.3 million
Gross profit 272.3 243.4
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Selling, general, and administrativequarter
$(160.5) million
Selling, general and administrative (160.5) (128.3)
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
AI analysis
Q1 2026 · reported May 12, 2026
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $535 million | — | — |
| Net income | $44 million | — | — |
| Adjusted net income | $65 million | — | — |
| EPS | $0.39 | — | — |
| Growth | up 11% | — | — |
| Free cash flow | $345 million | — | — |
| Gross margin | $272.3 million | — | — |
| Selling, general, and administrative | $(160.5) million | — | — |
Guidance · company-stated
Direction: Raised
“Goodwill Impairment In the fourth quarter of 2025, in connection with its annual impairment testing, the Company recorded an impairment charge to the Test Measurement reporting unit goodwill of $1.4 billion primarily driven by revised expectations for the EA Elektro-Automatik business, reflecting slower than anticipated progression and recent reduction in industry forecasts of future electric vehicle adoption.”
Classified from the release's primary full-year outlook statement.
Margin
Cash flow & capex
Capital allocation
Balance Sheet and Cash Flow On a reported basis, the Company generated $19 million of cash flow from operating activities and invested $9 million in capital expenditures.
Event summary
Net earnings were $44 million, and adjusted net earnings were $65 million, resulting in EPS of $0.39 and adjusted EPS of $0.57
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “Goodwill Impairment In the fourth quarter of 2025, in connection with its annual impairment testing, the Company recorded an impairment charge to the Test Measurement reporting unit goodwill of $1.4 billion primarily driven by revised expectations for the EA Elektro-Automatik business, reflecting slower than anticipated progression and recent reduction in industry forecasts of future electric vehicle adoption.”
Company outlook — Raised (“raising”)
“Our first quarter performance exceeded the high end of guidance, and we are raising 2026 full year guidance, said Tami Newcombe, President and Chief Executive Officer.”
Company outlook — Lowered (“reduction”)
“Goodwill Impairment In the fourth quarter of 2025, in connection with its annual impairment testing, the Company recorded an impairment charge to the Test Measurement reporting unit goodwill of $1.4 billion primarily driven by revised expectations for the EA Elektro-Automatik business, reflecting slower than anticipated progression and recent reduction in industry forecasts of future electric vehicle adoption.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Balance Sheet and Cash Flow On a reported basis, the Company generated $19 million of cash flow from operating activities and invested $9 million in capital expenditures.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
At the end of the first quarter, the Company had $268 million of cash and equivalents and $1.15 billion of long-term debt.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
On May 7, 2026, the Board of Directors declared a quarterly cash dividend of $0.05 per share of common stock.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
The second quarter 2026 dividend is payable on June 23, 2026, to stockholders of record as of the close of business on June 8, 2026.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
During the quarter, the Company repurchased 1.2 million shares of common stock at an average price per share of $42.40 for $50 million.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
At the end of the first quarter, $150.0 million remained under the original share repurchase authorization.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Strategy & priorities
This positions us well to deliver organic revenue growth above our through-cycle target as we continue to execute our profitable growth strategy and support our customers at the forefront of data center infrastructure, physical AI, critical defense programs, and power grid resilience.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Newcombe continued, With our commitment to ongoing margin expansion, we have implemented an Enterprise Productivity Program, which is expected to deliver $50-60 million of annualized run-rate savings by 2028.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
It will be supported by disciplined execution across the organization, enabled by the Ralliant Business System and a culture that prioritizes simplicity and continuous improvement.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
On a normalized basis, adjusted EBITDA margin expansion was driven by operating leverage on higher revenue that was partially offset by mix impact from higher Defense Space growth.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
On a normalized basis, adjusted EBITDA margin expansion was driven by higher operating leverage from higher sales and productivity savings.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Risks & headwinds
Semiconductors declined as broad acceleration in customer investment was more than offset by the headwind from a large customer project completed in Q3 2025.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
These forward-looking statements are subject to a number of risks and uncertainties, including but not limited to the risks and uncertainties set forth under Information Relating to Forward-Looking Statements and Risk Factor Summary, Risk Factors, and Management s Discussion and Analysis of Financial Condition and Results of Operations in the Company s Annual Report on Form 10-K filed with the U.
SEC original ↗Ralliant Corp — Earnings release (8-K exhibit)EX-99May 12, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
16 documents- Q2 2026
- 10-QRAL
Jul 30, 2026
- 8-KRAL
Jul 30, 2026
- Q1 2026
- 8-KRAL
Jun 10, 2026
- 8-KRAL
May 13, 2026
- 10-QRAL
May 12, 2026
- 8-KRAL
May 12, 2026
- Q4 2025
- 8-KRAL
Mar 31, 2026
- 10-KRAL
Feb 26, 2026
- 8-KRAL
Feb 17, 2026
- 8-KRAL
Feb 4, 2026
- Q3 2025
- 8-KRAL
Nov 25, 2025
- 10-QRAL
Nov 6, 2025
- 8-KRAL
Nov 5, 2025
- Q2 2025
- 8-KRAL
Aug 11, 2025
- 10-QRAL
Aug 11, 2025
- Q1 2025
- 8-KRAL
Jun 30, 2025
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Ralliant Corp are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Ralliant Corp are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Ralliant Corp by name or ticker. A mention is counted once per document, from the document text the library holds.
“ding:… …effectuated through the pro rata distribution of all of the outstanding shares of Ralliant common stock as a dividend to Fortive shareholders. Each holder of record of the Company’s common stock received one share of …”
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