Ralliant (NYSE:RAL) Releases Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Posted by Francis Steltz on May 13th, 2026

Ralliant (NYSE:RAL – Get Free Report) posted its quarterly earnings results on Tuesday. The company reported $0.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.49 by $0.08, FiscalAI reports. The company had revenue of $534.60 million during the quarter. The firm’s revenue for the quarter was up 11.0% on a year-over-year basis. Ralliant updated its FY 2026 guidance to 2.530-2.690 EPS and its Q2 2026 guidance to 0.580-0.640 EPS.

Here are the key takeaways from Ralliant’s conference call:

Ralliant reported a strong Q1 2026 beat across the board, with revenue of $535 million up 11% year over year, adjusted EBITDA margin of 18.6%, and adjusted EPS of $0.57 all above the high end of guidance.
The company raised full-year 2026 guidance after seeing stronger-than-expected demand, especially in Test and Measurement and defense, with full-year revenue now expected at $2.185 billion-$2.245 billion and adjusted EPS at $2.53-$2.69.
Defense and Space remains a major growth driver, with over $1 billion in backlog spanning 40+ programs and management saying the business should stay in double-digit growth this year, supported by replenishment demand and modernization spending.
Test and Measurement returned to growth with 9% organic revenue growth and its highest book-to-bill since 2022, helped by strong demand in communications and diversified electronics, while semiconductors remain temporarily pressured by lapping a large customer project.
Management announced a new Enterprise Productivity Program targeting $50 million-$60 million of annualized savings by 2028, while also stepping up shareholder returns through a $500 million buyback authorization and plans for a $100 million accelerated share repurchase in Q2.

Ralliant Price Performance

RAL traded up $0.97 during trading on Wednesday, reaching $60.13. 869,758 shares of the stock were exchanged, compared to its average volume of 1,698,355. Ralliant has a 1 year low of $37.27 and a 1 year high of $62.35. The company has a market capitalization of $6.73 billion and a price-to-earnings ratio of 30.52. The business’s 50 day moving average price is $44.59 and its two-hundred day moving average price is $47.19. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.58.

Ralliant Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 8th will be paid a $0.05 dividend. This represents a $0.20 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, June 8th. Ralliant’s dividend payout ratio (DPR) is 10.20%.

Trending Headlines about Ralliant

Here are the key news stories impacting Ralliant this week:

Positive Sentiment: Ralliant beat Q1 expectations, reporting $0.57 in adjusted EPS versus the $0.49 consensus, with revenue of $534.6 million rising 11% year over year. Ralliant earnings report and conference call
Positive Sentiment: The company raised its 2026 outlook, guiding for adjusted EPS of $2.53-$2.69 and Q2 EPS of $0.58-$0.64, both above analyst estimates, which suggests management sees continued momentum. Ralliant productivity savings and guidance article
Positive Sentiment: Ralliant also announced a $100 million accelerated share repurchase, a capital return move that can support earnings per share and signal confidence in the stock’s valuation. Ralliant share repurchase announcement
Positive Sentiment: Management said it expects $50 million to $60 million in productivity savings by 2028, reinforcing margin improvement potential and longer-term earnings growth. Ralliant productivity savings article

Insider Buying and Selling at Ralliant

In related news, SVP Karen M. Bick sold 2,530 shares of the stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $46.50, for a total value of $117,645.00. Following the completion of the transaction, the senior vice president owned 42,652 shares of the company’s stock, valued at approximately $1,983,318. This represents a 5.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

Hedge Funds Weigh In On Ralliant

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Allworth Financial LP increased its stake in Ralliant by 134.4% during the fourth quarter. Allworth Financial LP now owns 511 shares of the company’s stock valued at $26,000 after acquiring an additional 293 shares during the period. Rothschild Investment LLC boosted its stake in shares of Ralliant by 98.1% during the 4th quarter. Rothschild Investment LLC now owns 612 shares of the company’s stock worth $31,000 after buying an additional 303 shares during the last quarter. Keybank National Association OH lifted its stake in Ralliant by 1.6% in the 4th quarter. Keybank National Association OH now owns 19,667 shares of the company’s stock valued at $1,001,000 after purchasing an additional 305 shares during the last quarter. UMB Bank n.a. increased its holdings in shares of Ralliant by 49.6% during the fourth quarter. UMB Bank n.a. now owns 983 shares of the company’s stock worth $50,000 after purchasing an additional 326 shares during the period. Finally, Maryland State Retirement & Pension System increased its stake in Ralliant by 1.5% in the fourth quarter. Maryland State Retirement & Pension System now owns 21,940 shares of the company’s stock valued at $1,117,000 after acquiring an additional 329 shares during the last quarter.

Wall Street Analyst Weigh In

Several research firms have recently commented on RAL. Zacks Research raised shares of Ralliant from a “strong sell” rating to a “hold” rating in a research report on Monday, April 13th. Barclays boosted their price objective on Ralliant from $52.00 to $67.00 and gave the company an “overweight” rating in a research note on Wednesday. Morgan Stanley reiterated an “overweight” rating and set a $45.00 price objective on shares of Ralliant in a research note on Friday, February 6th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $64.00 price objective on shares of Ralliant in a research note on Wednesday. Finally, Oppenheimer restated an “outperform” rating and issued a $65.00 price target on shares of Ralliant in a research note on Wednesday. Seven investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $55.80.

Read Our Latest Analysis on Ralliant

Ralliant Company Profile

(Get Free Report)

Ralliant, Inc (NYSE: RAL) is a medical technology company focused on enabling point-of-care cell therapy solutions in the field of regenerative medicine. The company develops and markets systems that isolate, concentrate and store adipose-derived stromal vascular fraction (SVF) cells directly from a patient’s own fat tissue, facilitating same-day, autologous treatments without the need for extensive laboratory infrastructure.

The company’s core product portfolio includes proprietary device platforms and single-use processing kits engineered to streamline the workflow for clinicians.