Ralliant Q1 results beat estimates, lifts outlook

Ralliant

12/05/2026 12:12

Overview

Precision technologies provider's Q1 revenue grew 11% yr/yr, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company raised full-year guidance and expanded share repurchase authorization to $500 mln

Outlook

Ralliant sees Q2 2026 revenue of $540 mln to $556 mln

Company raises full-year 2026 revenue outlook to $2.185 bln to $2.245 bln

Ralliant expects full-year 2026 adjusted EPS of $2.53 to $2.69

Result Drivers

DEFENSE & SPACE DEMAND - Growth in Defense & Space was driven by execution against a multi-year backlog from replenishment of missile and munitions programs

TEST & MEASUREMENT RECOVERY - Test & Measurement segment returned to year-over-year growth as global demand accelerated, especially in communications and diversified electronics

HIGHER EMPLOYEE COSTS - Operating profit margin and adjusted EBITDA margin declined, primarily due to higher employee costs

Company press release: ID:nBwWCkNba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$535 mln
$515.11 mln (10 Analysts)
Q1 Adjusted EPS
Beat
$0.57
$0.49 (12 Analysts)
Q1 EPS
$0.39
Q1 Adjusted Net Earnings
Beat
$65 mln
$53.25 mln (8 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Ralliant Corp is $47.50, about 4.2% below its May 11 closing price of $49.56

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)