The beat-and-raise quarter with double-digit organic growth across both segments and strong FCF generation supports a bullish read-through. Monitor Q3 guidance midpoint ($580M revenue, $0.75 adjusted EPS) vs consensus for further upside confirmation.
Price Chart
Executive Summary
Ralliant Corp reported Q2 2026 revenue of $568M (+13% YoY) and adjusted EPS of $0.68, beating the $0.62 consensus by 9.7%. Both segments grew double-digits, and the company raised full-year 2026 guidance for revenue ($2.250-$2.300B), adjusted EBITDA margin (20.0%-21.0%), and adjusted EPS ($2.76-$2.90). The beat and raised guidance are the primary catalysts, supported by strong operating leverage and a $100M ASR completion.
Key Financial Metrics
Key Facts
- Revenue of $568M, up 13% YoY (12.6% organic), exceeding $550.8M consensus
- Adjusted EPS of $0.68 beat $0.62 consensus by 9.7%
- Full-year 2026 guidance raised: revenue $2.250-$2.300B, adjusted EPS $2.76-$2.90
- Both segments grew double-digits: SSS +12%, TM +15%
- TTM free cash flow of $328M; $100M ASR completed in Q2
Financial Impact
EPS beat of $0.06 (+9.7%) on $568M revenue (+13% YoY); full-year guidance raised by ~$50M at midpoint
Risk Factors
- Tariff policy changes could pressure margins despite current offset strategy
- Geopolitical disruption (Middle East conflict) remains a stated assumption risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0002041385-26-000062 |
| Document: 0002041385-26-000062-index.html | 0002041385-26-000062 |
| Document: 0002041385-26-000062.txt | 0002041385-26-000062 |
| 8-K Data (Synthetic) | 0002041385-26-000062 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 17d ago | 144 | $65.15 $68.91 | ▲ +5.77% | ▲ +5.66% | $73.85 (+13.35%) |
Jul 30, 2026 9w ago | 8-K | $67.00 $65.95 | ▼ −1.57% | ▼ −5.19% | $73.85 (+10.22%) |
May 12, 2026 20w ago | 8-K | $59.16 $58.84 | ▼ −0.54% | ▼ −0.62% | $73.85 (+24.83%) |
Apr 23, 2026 23w ago | DEFA14A | $45.38 $43.62 | ▼ −3.88% | ▼ −5.36% | $73.85 (+62.74%) |
US Market Status
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