Earnings Releases·Nov 4, 2026, 6:33 AM ET

Ralliant — Third Quarter 2026 Earnings Summary

Revenue reached $620 million, up 17% year-over-year, while net earnings per diluted share rose 117% to $0.77 and adjusted EPS increased 64% to $0.93.
Full-year 2026 revenue guidance was raised to $2.340–$2.360 billion, with adjusted EPS guidance set at $3.10–$3.16 and adjusted EBITDA margin guidance at approximately 21.5%.
Both Sensors & Safety Systems and Test & Measurement segments delivered double-digit organic growth, driven by defense backlogs, grid modernization, and AI infrastructure investments.
Capital allocation strategy targets share repurchases representing approximately 50% of free cash flow for FY 2026, with $400 million remaining under authorization and a $0.05 quarterly dividend declared.
Productivity initiatives are accelerating with an expected exit run-rate of $30–$35 million in 2026, supporting expanded margins and strong cash flow generation.