Ralliant Beats Q2 Estimates, Raises Full-Year Guidance on 13% Revenue Growth
RAL sits 85% above its 52-week low of $37.27 on elevated volume (2.5× avg).
Summary
Ralliant reported Q2 2026 revenue of $568M (+13% YoY), adjusted EPS of $0.68, and raised full-year guidance. The $100M ASR was completed, with $400M remaining for buybacks.
Updates
· Reuters — Shares closed at $66.97 before the release.
Key Events · Earnings and Guidance · RAL
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Q2 Revenue +13% to $568M
Revenue grew 13% year-over-year to $568 million, with organic growth of 12.6%. Both segments posted double-digit gains: Sensors & Safety Systems up 12%, Test & Measurement up 15%.
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Adjusted EPS of $0.68 Beats Guidance
Adjusted EPS of $0.68 exceeded the high end of prior guidance. GAAP net earnings were $57 million ($0.51 per diluted share), with adjusted net earnings of $76 million.
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Full-Year 2026 Guidance Raised
Ralliant raised full-year revenue guidance to $2.25-$2.30 billion, adjusted EBITDA margin to 20.0%-21.0%, and adjusted EPS to $2.76-$2.90, reflecting strong demand and operational execution.
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$100M ASR Completed; $400M Buyback Remaining
The $100 million accelerated share repurchase program was fully settled in Q2, contributing to $161 million returned to shareholders year-to-date. $400 million remains under the existing authorization.
Analysis · RAL · Industrial Applications And Services
Ralliant delivered a strong Q2 with revenue of $568 million, up 13% year-over-year, and raised its full-year outlook across all key metrics. Adjusted EPS of $0.68 beat the high end of guidance, driven by double-digit organic growth in both segments and expanding margins. The company also completed its $100 million accelerated share repurchase program, returning $161 million to shareholders year-to-date. With $400 million remaining on the buyback authorization and a healthy balance sheet, the raised guidance signals management confidence in sustained demand across electrification and defense end markets.
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In the 30 days to Oct 5, 2026, 36.9% of the 964 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.65%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, RAL was trading at $69.03 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $7.5B. The 52-week trading range was $37.27 to $75.41. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.