Earnings summaries and quarterly performance for Ralliant.
Research analysts who have asked questions during Ralliant earnings calls.
JM
Julian Mitchell
Barclays Investment Bank
3 questions for RAL
Also covers: AIRJ, ALLE, AME +26 more
Scott Graham
Seaport Research Partners
3 questions for RAL
Also covers: AEIS, AME, AOS +8 more
CK
Chris Krueger
TD Cowen
2 questions for RAL
Christopher Snyder
Morgan Stanley
2 questions for RAL
Also covers: ALH, ALLE, AME +21 more
Deane Dray
RBC Capital Markets
2 questions for RAL
Also covers: AME, ATKR, CARR +21 more
IZ
Ian Zaffino
Oppenheimer & Co. Inc.
2 questions for RAL
Also covers: ACA, ALSN, ARMK +19 more
KW
Kevin Wilson
Truist Securities
2 questions for RAL
Also covers: ACM, CGNX, J +1 more
PM
Piyush Maheshwari
Citi
2 questions for RAL
Robert Jamieson
Vertical Research Partners
2 questions for RAL
Also covers: AME, BDC, KEYS +4 more
Amit Daryanani
Evercore
1 question for RAL
Also covers: AAPL, AKAM, ANET +22 more
David Ridley-Lane
Bank of America
1 question for RAL
Also covers: ATMU, CNM, DOV +6 more
Piyush Avasthy
Citi
1 question for RAL
Also covers: CGNX, SYM, ZBRA
RJ
Rob Jamison
Vertical Research Partners
1 question for RAL
Also covers: IEX
Recent press releases and 8-K filings for RAL.
Ralliant Reports Q4 2025 Results, Issues 2026 Guidance, and Records Goodwill Impairment
RAL
Earnings
Guidance Update
M&A
- Ralliant Corporation reported Q4 2025 revenue of $555 million, a 1% year-over-year improvement, with Adjusted EPS of $0.69 and an Adjusted EBITDA margin of 20.8%.
- The company recorded a $1.4 billion non-cash goodwill impairment in Q4 2025, primarily related to the EA business within the Test and Measurement segment, due to electric vehicle demand headwinds.
- For Q1 2026, Ralliant expects revenue between $508 million and $522 million, and Adjusted EPS of $0.46 to $0.52.
- Full-year 2026 guidance projects revenue between $2.1 billion and $2.2 billion and Adjusted EPS of $2.22 to $2.42.
- The company authorized a quarterly cash dividend of $0.05 per share and has a $200 million share repurchase authorization remaining.
1 day ago
Ralliant Corporation Reports Q4 2025 Results and Provides 2026 Outlook
RAL
Earnings
Guidance Update
Demand Weakening
- Ralliant Corporation reported Q4 2025 revenue of $555 million, a 1% year-over-year improvement, with an Adjusted EBITDA margin of 20.8% and Adjusted EPS of $0.69. The company generated $92 million in free cash flow, achieving a 117% conversion rate over the trailing 12 months, and maintained net leverage of 1.9x adjusted EBITDA.
- A $1.4 billion non-cash goodwill impairment was recorded in Q4 2025, primarily related to the EA, Elektro-Automatik business within the Test and Measurement segment, due to lower-than-expected electric vehicle demand and revised forecasts.
- For Q1 2026, Ralliant forecasts revenue between $508 million and $522 million, Adjusted EBITDA margin of 17%-18%, and Adjusted EPS of $0.46-$0.52 per share. The full-year 2026 guidance includes revenue of $2.1 billion-$2.2 billion, Adjusted EBITDA margin of 18%-20%, and Adjusted EPS of $2.22-$2.42 per share.
- The Sensors and Safety Systems segment grew 6% year-over-year in Q4 2025, while the Test and Measurement segment revenue declined 6% year-over-year but showed sequential improvement. The company plans to increase CapEx to 2%-3% of revenue in 2026 to invest in commercial, innovation, and manufacturing for growth.
1 day ago
Ralliant Reports Q4 2025 Results and Provides 2026 Guidance
RAL
Earnings
Guidance Update
New Projects/Investments
- Ralliant reported Q4 2025 revenue of $555 million, a 1% year-over-year increase, with an adjusted EBITDA margin of 20.8% and adjusted EPS of $0.69. The company also generated $92 million in free cash flow, achieving a 117% conversion rate over the trailing twelve months.
- The company recorded a $1.4 billion non-cash goodwill impairment in Q4 2025 related to the Elektro-Automatik (EA) business, acquired in January 2024, due to lower-than-expected electric vehicle demand and revised industry forecasts.
- For Q1 2026, Ralliant expects revenue between $508 million and $522 million, an adjusted EBITDA margin of 17%-18%, and adjusted EPS of $0.46-$0.52 per share.
- For the full year 2026, the company projects revenue of $2.1 billion-$2.2 billion, an adjusted EBITDA margin of 18%-20%, and adjusted EPS of $2.22-$2.42 per share.
- Ralliant is focusing on organic investments in commercial, innovation, and manufacturing, particularly in its Sensors and Safety Systems segment, and has authorized a quarterly cash dividend of $0.05 per share and a $200 million share repurchase authorization.
1 day ago
Ralliant Announces Q4 2025 Results and Provides 2026 Outlook
RAL
Earnings
Guidance Update
Share Buyback
- Ralliant reported Q4 2025 revenue of $555 million and Adjusted EPS of $0.69, with total revenue increasing 1% year-over-year but organic growth remaining flat.
- For Q1 2026, the company anticipates revenue between $508 million and $522 million and Adjusted EPS between $0.46 and $0.52.
- Full-year 2026 guidance projects revenue of $2.1 billion to $2.2 billion, Adjusted EPS of $2.22 to $2.42, and organic revenue growth of +3% to +5%.
- The company declared a quarterly dividend of $0.05 per share on January 29, 2026, and has a $200 million share repurchase authorization that remains fully available.
1 day ago
Ralliant Reports Fourth Quarter and Full Year 2025 Results
RAL
Earnings
Guidance Update
Demand Weakening
- Ralliant Corporation reported Q4 2025 revenue of $555 million, a 1% increase year-over-year, and a net loss of $(1.4) billion or $(12.10) per diluted share. This net loss included a $1.4 billion non-cash goodwill impairment charge in the Test & Measurement segment, driven by revised expectations for the EA Elektro-Automatik business due to slower-than-anticipated EV adoption.
- Adjusted diluted earnings per share (EPS) for Q4 2025 was $0.69.
- The company generated $102 million in operating cash flow and $92 million in free cash flow in Q4 2025.
- For Q1 2026, Ralliant anticipates revenue between $508 million and $522 million and adjusted EPS between $0.46 and $0.52.
- The Board of Directors declared a quarterly cash dividend of $0.05 per share for Q1 2026 and noted that a $200 million share repurchase authorization remains fully available.
2 days ago
Ralliant Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Outlook
RAL
Earnings
Guidance Update
Dividends
- Ralliant reported Q4 2025 revenue of $555 million and a net loss of $(1.4) billion, primarily due to a $1.4 billion non-cash goodwill impairment charge, leading to a diluted net loss per share of $(12.10), while adjusted diluted EPS was $0.69.
- For the full year 2025, the company recorded a net loss of $(1,222.5) million or $(10.78) per diluted share, with adjusted net earnings of $305.3 million or $2.69 per adjusted diluted share.
- Ralliant issued Q1 2026 revenue guidance of $508 to $522 million and adjusted EPS of $0.46 to $0.52.
- For full-year 2026, the company projects revenue of $2.1 to $2.2 billion and adjusted EPS of $2.22 to $2.42.
- The Board of Directors declared a quarterly cash dividend of $0.05 per share for Q1 2026 and noted a $200 million share repurchase authorization remains fully available.
2 days ago
Ralliant Corporation Amends Credit Agreement
RAL
Debt Issuance
- Ralliant Corporation entered into Amendment No. 1 to its Credit Agreement on November 24, 2025.
- The amendment reduces the Term SOFR interest rate by 0.10% for the company's revolving credit facility and term loans.
- It also eliminates the ratings-based pricing grid that previously applied to the revolving credit facility and term loans.
- The company permanently reduced outstanding undrawn commitments to $0 for its three-year and eighteen-month term loans, thereby eliminating the 0.125% ticking fee on these commitments.
Nov 25, 2025, 9:45 PM
Ralliant Discusses Post-Spin Performance, Growth Vectors, and Business Outlook at Baird Conference
RAL
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Ralliant, an independent public company since its spin-off five months ago (June 30th), operates with two segments: Sensors and Safety Systems (60% of business) and Test and Measurement (40% of business), reporting $2 billion in revenue last year.
- The company highlights strong growth vectors in defense, with almost twice its annual revenues in backlog for 2026-2028, and power grid modernization, driven by aging infrastructure and retrofits.
- Ralliant plans to increase its CapEx rate from 2% to 2%-3% of revenue by 2026 to support organic growth, including potential expansion of its defense business footprint by 2027-2028.
- The Test and Measurement segment is experiencing a modest recovery, showing 400-500 basis points of margin improvement from Q2 to Q3, with new product launches like the MP5000 opening new market adjacencies.
Nov 11, 2025, 1:55 PM
Ralliant Discusses Post-Spin-Off Performance and Growth Strategy
RAL
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- Ralliant recently completed its spin-off, holding its first earnings call as an independent public company after separating about five months ago (June 30th). The company reported $2 billion in revenue last year with 7,000 employees globally.
- The business is diversified into Sensors and Safety Systems (60%) and Test and Measurement (40%). The Sensors and Safety Systems segment, particularly its defense business, has a strong backlog with almost twice its annual revenues established for 2026, 2027, and 2028.
- Key growth vectors include defense, power grid, and electrification. The power grid business is capitalizing on aging infrastructure and a two-year transformer waitlist through retrofits and AI-driven analytics.
- The Test and Measurement segment is showing sequential revenue improvement despite negative year-over-year trends, with new product launches aimed at expanding market share and driving future growth.
- Ralliant's capital allocation prioritizes organic growth and shareholder returns, with CapEx projected to increase from 2% to 2%-3% of revenue by 2026 to fund growth initiatives.
Nov 11, 2025, 1:55 PM
Ralliant Discusses Post-Spin Progress, Growth Vectors, and Segment Performance
RAL
New Projects/Investments
Product Launch
Guidance Update
- Ralliant, which became an independent public company five months ago, recently held its first earnings call and operates with two segments: Sensors and Safety Systems (60% of business) and Test and Measurement (40% of business), reporting $2 billion in revenue last year.
- The Sensors and Safety Systems segment, including the PacSci EMC defense business, has a strong backlog of nearly twice its annual revenues for 2026-2028 and plans capacity expansion. The power grid business is capitalizing on the need to upgrade 70% of the U.S. grid infrastructure that is over 25 years old.
- The Test and Measurement segment is experiencing a modest recovery with sequential revenue improvement since Q1 and has launched two new products, including the MP5000, which opens a new market adjacency.
- Ralliant targets a total growth rate of 3%-5% and plans to increase its CapEx rate from 2% to 2%-3% of revenue in 2026 to support organic growth. The Sensors and Safety Systems segment operates at high 20s EBITDA %, while Test and Measurement aims for mid-teens to low 20s through cycle, showing 400-500 basis points improvement from Q2 to Q3.
Nov 11, 2025, 1:55 PM
Quarterly earnings call transcripts for Ralliant.
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