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Earnings analysis · 10-Q

RAL earnings analysis

Filed May 12, 2026 · Our reading of the company's report

The latest report

Ralliant Corporation reported strong performance in Q1 2026 with revenue of $534.6 million, surpassing expectations and marking an 11% increase year-over-year. The company also achieved EPS of $0.57, exceeding estimates…

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Ralliant Corporation reported strong performance in Q1 2026 with revenue of $534.6 million, surpassing expectations and marking an 11% increase year-over-year. The company also achieved EPS of $0.57, exceeding estimates and showcasing improvement despite rising operational costs that pressured margins.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

51% Gross margin Operating margin Aug 2025 May 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $49 Operating expenses $38 Left as operating profit $13

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Aug 2025 May 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$0.57
Segment
Sensors and Safety Systems
Segment
Test and Measurement

What stood out

  • Revenue Growth Exceeds Expectations

    Q1 2026 revenue was $534.6 million, beating estimates by 3.7% and growing 11% year-over-year.

  • EPS Surpasses Estimates

    Diluted EPS for Q1 2026 was $0.57, exceeding the estimate of $0.49 by 16.3%.

  • Strong Organic Revenue Contribution

    Organic revenue growth was 8.8%, driven by volume increases of 6.9% and pricing increases of 1.9%.

  • Successful Cost Savings Program Launched

    Ralliant announced an Enterprise Productivity Program targeting $50-$60 million in annual savings by 2028.

  • Segment Sales Growth

    The Sensors and Safety Systems segment grew 10.6%, while Test and Measurement grew 11.6% year-over-year.

  • Cash Balance Maintained

    Ralliant held $268.0 million in cash as of April 3, 2026, demonstrating solid liquidity.

What to watch

  • Increased Operating Costs

    SG&A expenses rose significantly by $32.2 million year-over-year due to standalone public company costs.

  • Decline in Operating Margins

    Operating profit margin declined to 12.7%, a 260 basis points drop from 15.3% in Q1 2025.

  • High Interest Expense Impact

    Interest expense of $14.7 million was recorded, a stark increase as there was none in the prior year.

Management's outlook

Outlook deferred to earnings press release / call.

Earlier filings 3

10-K · February 26, 2026

Ralliant Corporation's 10-K filing for the year ending December 31, 2025, reveals significant operational challenges marked by a notable goodwill impairment that impacted its earnings. The company reported total revenue…

10-Q · November 6, 2025

Ralliant Corporation's Q3 2025 performance showcased robust earnings exceeding expectations, with revenues of $529 million and an EPS of $0.60. However, the company faced operational challenges reflected in gross and…

10-Q · August 11, 2025

Ralliant Corporation reported Q2 2025 results reflecting a revenue decline of 5.7% year-over-year to $503.3 million and EPS of $0.67, beating estimates of $0.60. The Test and Measurement segment saw significant…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.