RAL · Ralliant Corp
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Ralliant reported Q2 revenue of $568M (+13% YoY) with adjusted EBITDA margin of 19.8% and adjusted EPS of $0.68, both above the high end of guidance, and raised full-year 2026 revenue guidance to $2.25–$2.30B, adjusted EBITDA margin to 20–21%, and adjusted EPS to $2.76–$2.90.
- + Adjusted EBITDA margin was 19.8% and adjusted EPS was $0.68, both above the high end of guidance.
- + Company raised full-year 2026 revenue guidance to $2.25–$2.30B, adjusted EBITDA margin to 20–21%, and adjusted EPS to $2.76–$2.90.
- + Normalized adjusted EBITDA margin improved 390 basis points YoY driven by operating leverage and productivity savings.
- + Q2 free cash flow was $99M with trailing 12-month free cash flow conversion of 114%, above the 95% target.
- + Returned $161M to shareholders year-to-date, including completion of $100M accelerated share repurchase; $400M remains under repurchase authorization.
- + Defense backlog remains over $1B with scaling production at 2–5x historic levels on priority munitions programs including FAD, Pac-3, and Tomahawk.
- − Utilities revenue growth of 4% was below expectations due to ~4 percentage point shipment timing headwind from Middle East delays.
- − Semiconductor end market expected to face a larger YoY comp headwind in Q3 from lapping a large customer project in 2025.
- − Outlook for defense segment margin includes expected degradation from higher-volume lower-margin programs over time.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RAL
this stock
Ralliant Corp
|
$7.75B | +35.9% | -4.0% | — | 4.8% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +75.6% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +129.2% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -7.2% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RAL | -1.2% | +13.3% | +55.4% | +12.1% | +35.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.5% | +13.2% | +43.3% | +12.6% | +24.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.