Ralliant Corp — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Q3 2026 revenue reached $620.1M (+17% YoY), with net earnings of $86.1M ($0.77 diluted EPS) and adjusted EPS of $0.93. Both segments showed double-digit organic growth: Sensors & Safety Systems +15% to $375.9M; Test & Measurement +21% to $244.2M. Ralliant raised full-year 2026 guidance to $2.34–$2.36B revenue and $3.10–$3.16 adjusted EPS. Adjusted EBITDA margin expanded 310 bps to 23.5%; net earnings margin improved 630 bps to 13.9%. TTM free cash flow was $303M. Book-to-bill exceeded 1.1; Enterprise Productivity Program targeting $50–60M annualized savings by 2028.
Why this rating
Strong organic growth (17% overall, 15–21% by segment), significant margin expansion (310+ bps), FCF generation ($303M TTM), and raised guidance represent solid operational momentum. At $3B market cap, ~$2.34B revenue is material; this growth trajectory and margin gains are meaningful but not transformational. Recent Fortive spin (Q3 2025) limits prior-year comparability; execution risk remains on $50–60M cost-target.
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