Ralliant (NYSE:RAL) Releases Q1 2026 Earnings Guidance

Ralliant (NYSE:RAL) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.460-0.520 for the period, compared to the consensus earnings per share estimate of 0.530. The company issued revenue guidance of $508.0 million-$522.0 million, compared to the consensus revenue estimate of $501.8 million. Ralliant also updated its FY 2026 guidance to 2.220-2.420 EPS.

Ralliant Price Performance

NYSE RAL opened at $38.47 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.49 and a quick ratio of 1.03. The firm has a market cap of $4.34 billion and a P/E ratio of 30.29. The stock’s 50-day moving average is $51.72 and its two-hundred day moving average is $46.77. Ralliant has a fifty-two week low of $37.27 and a fifty-two week high of $57.02.

Ralliant (NYSE:RAL) last announced its earnings results on Wednesday, February 4th. The company reported $0.69 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.02. The business had revenue of $554.60 million for the quarter, compared to the consensus estimate of $543.04 million. The business’s revenue for the quarter was up 1.2% on a year-over-year basis. Ralliant has set its Q1 2026 guidance at 0.460-0.520 EPS and its FY 2026 guidance at 2.220-2.420 EPS.

Ralliant Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Monday, March 9th will be paid a $0.05 dividend. The ex-dividend date is Monday, March 9th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.5%. Ralliant’s dividend payout ratio is currently 15.75%.

Analyst Ratings Changes

A number of brokerages have issued reports on RAL. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ralliant in a research note on Monday, December 29th. Vertical Research upgraded Ralliant from a “hold” rating to a “buy” rating and set a $45.00 price target on the stock in a research report on Friday. Barclays raised their price target on Ralliant from $59.00 to $60.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Truist Financial began coverage on Ralliant in a research note on Friday, December 12th. They issued a “buy” rating and a $62.00 price objective on the stock. Finally, Citigroup upgraded Ralliant from a “neutral” rating to a “buy” rating and increased their target price for the stock from $53.00 to $61.00 in a report on Monday, December 8th. Seven analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Ralliant presently has an average rating of “Moderate Buy” and a consensus price target of $56.70.

Key Ralliant News

Here are the key news stories impacting Ralliant this week:

• Positive Sentiment: Q4 results: Ralliant reported $0.69 EPS (beat by $0.02) and $555M revenue (beat consensus), showing slight organic growth and a sequential improvement. Ralliant Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Technical/market note: Ralliant reportedly earned a relative strength rating upgrade and hit a technical benchmark—this can attract short‑term technical buyers. Ralliant earns relative strength rating upgrade; hits key benchmark
• Neutral Sentiment: Revenue outlook: Ralliant set FY‑2026 revenue guidance at $2.1B–$2.2B (roughly in line with consensus revenue), indicating management still expects top‑line stability despite restructuring and investments. Ralliant outlines $2.1B–$2.2B 2026 revenue target
• Neutral Sentiment: Earnings materials available: Full call transcript and slide deck were released for investors to review management’s explanations and assumptions. Ralliant (RAL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Goodwill impairment and GAAP loss: The company recorded a $1.4B non‑cash goodwill impairment in its Test & Measurement segment (largely from EA Elektro‑Automatik), producing a GAAP net loss of ~$1.4B (‑$12.10/share). That charge triggered the steep share decline. Ralliant Plunges on $1.4B Electric Vehicle Impairment Charge
• Negative Sentiment: Guidance shortfall on EPS: FY‑2026 EPS guidance (2.22–2.42) and Q1 guidance (0.460–0.520) are below Street EPS expectations, signaling near‑term profit pressure and likely weighing on valuation multiples. Ralliant FY2026 Guidance (press release / slide deck)
• Negative Sentiment: Investor litigation risk: Multiple law firms have launched investigations into whether Ralliant’s disclosures complied with securities laws after the impairment—raising the prospect of lawsuits or regulatory scrutiny. Johnson Fistel investor alert Holzer & Holzer investigation
• Negative Sentiment: Market reaction: Shares fell to an intra‑day all‑time low as investors sold after the impairment and loss disclosures. That price action can increase volatility and reduce investor confidence in the near term. Ralliant (RAL) Drops to All-Time Low on Hefty Losses

Institutional Trading of Ralliant

Several hedge funds and other institutional investors have recently modified their holdings of RAL. Palisade Asset Management LLC bought a new stake in Ralliant during the third quarter worth $26,000. BOKF NA bought a new stake in shares of Ralliant in the 3rd quarter valued at about $29,000. Wilmington Savings Fund Society FSB acquired a new stake in Ralliant in the 3rd quarter valued at about $30,000. EverSource Wealth Advisors LLC bought a new position in Ralliant during the second quarter worth about $39,000. Finally, Public Employees Retirement System of Ohio increased its position in Ralliant by 2.4% during the third quarter. Public Employees Retirement System of Ohio now owns 37,974 shares of the company’s stock worth $1,661,000 after buying an additional 878 shares during the last quarter.

Ralliant Company Profile

Ralliant, Inc (NYSE: RAL) is a medical technology company focused on enabling point-of-care cell therapy solutions in the field of regenerative medicine. The company develops and markets systems that isolate, concentrate and store adipose-derived stromal vascular fraction (SVF) cells directly from a patient’s own fat tissue, facilitating same-day, autologous treatments without the need for extensive laboratory infrastructure.

The company’s core product portfolio includes proprietary device platforms and single-use processing kits engineered to streamline the workflow for clinicians.