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Ralliant (RAL) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Ralliant (RAL) Q3 2026 earnings results →

Q3 2026 Revenue up 17% year over year to $620M · 14¢ of every $1 of revenue kept as net profit · operating margin 18.9%

Ralliant made $620M in Q3 2026 (+17% Y/Y): Sensors and Safety Systems $376M, Test and Measurement $244M. Operating margin 18.9%, net earnings $86.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.

Revenue$620M
Year over year+17%
Operating margin18.9%
Net earnings$86.1M
Operating cash flow$111M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $620.1M in Q3 2026, up 17% year over year and up 9% from the previous quarter. Sensors and Safety Systems was the largest line at 61% of revenue. Sensors and Safety Systems added $49.9M year over year (up 15%), 55% of the total change.

Gross margin was 53.2%, up 2.4 points from Q3 2025. Operating profit was $117.5M, a 18.9% margin (up 9.1 points year over year). Of the extra revenue versus Q3 2025, 72% reached operating profit, above the 10% margin then. Operating expenses fell 2% while revenue rose 17%. Net earnings were $86.1M, up 116% year over year. The effective tax rate was 16.8%.

Operating cash flow was $111.3M (down 20% year over year), 129% of net earnings. Non-cash charges added back $28.8M of depreciation and amortization and $12.6M of share-based compensation. Working capital and other items used $16.2M. Capital expenditures of $9.4M left free cash flow of $101.9M.

Quarterly history

Ralliant revenue by quarterRalliant revenue by quarter$503MQ2 2025$529MQ3 2025$554MQ4 2025$535MQ1 2026$568MQ2 2026$620MQ3 2026
Ralliant net earnings by quarterRalliant net earnings by quarter$47.6MQ2 2025$39.9MQ3 2025−$1.4BQ4 2025$44.2MQ1 2026$57.2MQ2 2026$86.1MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 4, 2026$620M+17%18.9%$86.1M$111M
Q2 202610-QJul 30, 2026$568M+13%14.5%$57.2M$106M
Q1 202610-QMay 12, 2026$535M+11%12.7%$44.2M$19.1M
Q4 202510-KFeb 26, 2026$554M+1%-246.7%−$1.4B$102M
Q3 202510-QNov 6, 2025$529M-0.5%9.8%$39.9M$139M
Q2 202510-QAug 11, 2025$503M-6%11.7%$47.6M$85.4M

Charts

Ralliant: revenue growth, year over year and quarter over quarterRalliant: revenue growth, year over year and quarter over quarterY/YQ/Q-6%Q2 20250%+5%Q3 2025+1%+5%Q4 2025+11%-4%Q1 2026+13%+6%Q2 2026+17%+9%Q3 2026
Latest (Q3 2026): Y/Y +17%, Q/Q +9%.
Ralliant: where the cash came from (+) and went (−), TTM to Q3 2026Ralliant: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$338MOther financing−$236MCash drawn (+) / kept (−)−$102MNet borrowing (+) / repaid (−)$59.2MCapital spending−$34.5MDividends−$22.4MExchange rates−$2.3MOther investing$600K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Ralliant: profit against cash, quarter by quarterRalliant: profit against cash, quarter by quarterNet incomeOperating cash flow$82.7M$161MQ4 2024$63.9M$72.0MQ1 2025$47.6M$85.4MQ2 2025$39.9M$139MQ3 2025−$1.4B$102MQ4 2025$44.2M$19.1MQ1 2026$57.2M$106MQ2 2026$86.1M$111MQ3 2026
Latest (Q3 2026): Net income $86.1M, Operating cash flow $111M.
Ralliant: diluted shares by fiscal yearRalliant: diluted shares by fiscal year113MFY2023113MFY2024113MFY2025
+0.1% since FY2023: more shares outstanding (issuance, stock pay).
Ralliant: long-term debt falling due (FY2025)Ralliant: long-term debt falling due (FY2025)$531M2026$619M2028
Cash $319M, short-term investments —, long-term debt $1.1B at 2025-12-31.
Ralliant in its industry: growth against margin (17 companies, SIC 3823)Ralliant in its industry: growth against margin (17 companies, SIC 3823)revenue growth, year over year →↑ operating marginmedian +8%median 18%DHRAMEROPKEYSMKSIFTVSTCGNXMLABHURCSYPRSENSINISFCUVCLIRQURTRAL (+17%, 19%)
Industrial Instruments For Measurement, Display, and Control; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Ralliant

Ralliant Corporation (“Ralliant,” the “Company,” or “it”) is a global technology company with businesses that design, develop, manufacture, and service precision instruments and highly engineered products. Ralliant empowers engineers with precision technologies essential for breakthrough innovation in an electrified and digital world, enabling its customers to bring advanced technologies to market faster and more efficiently. Its strategic segments – Test and Measurement and Sensors and Safety Systems – include well-known brands with prominent positions across a range of attractive end markets. The Company is headquartered in Raleigh, North Carolina, and has a global team of approximately 7,000 employees with solutions that are used in more than 90 countries by over 90,000 customers.

In its own words, from its 10-K, filed Feb 26, 2026.

Ralliant against its Industrial Instruments For Measurement, Display, and Control peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +17% against the peers' median +13%. Operating margin: 18.9% against the peers' median 23.1%.

CompanyQuarterRevenueY/YOp. margin
RAL RalliantQ3 2026$620M+17%18.9%
DHR DanaherQ3 2026$6.6B+8%19.0%
AME AmetekQ3 2026$2.2B+17%26.3%
ROP Roper TechnologiesQ3 2026$2.2B+8%28.7%
KEYS Keysight TechnologiesQ3 FY26$1.8B+36%25.0%
MKSI MKSQ3 2026$1.4B+43%23.1%
FTV FortiveQ3 2026$1.1B+8%21.3%
ST Sensata Technologies HoldingQ3 2026$1.0B+8%17.5%
CGNX CognexQ3 2026$313M+13%32.2%

Source: Ralliant 10-Q on SEC EDGAR · CIK 2041385 · Industrial Instruments For Measurement, Display, and Control

Guidance and outlook

Ralliant Revenue: guidance against what was reportedRalliant Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 2025$554MFY2026Q1 2026$535MQ2 2026$568MQ3 2026$620MQ4 2026
Met or beat 4 of 4 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Ralliant: what its forward-looking statements are about (10-Q filed 2026-11-04)Ralliant: what its forward-looking statements are about (10-Q filed 2026-11-04)Other3Demand2Costs2The economy1Buybacks & dividends1Financing1
10 statements; tone +0.00 (−1 all cautious, +1 all confident); 3 hedged.
Ralliant: outlook statements against the filing beforeRalliant: outlook statements against the filing beforeConfident1Cautious1

13F: who owns RAL and who is buying

Largest holders of RAL (13F)Largest holders of RAL (13F)BlackRock$1.0BDodge & COX$1.0BVanguard Group$725MVanguard Portfolio Management LLC$565MVanguard Capital Management LLC$372MMillennium Management LLC$332MState Street$281MFlossbach von Storch SE$187MMorgan Stanley$174MFuller & Thaler Asset Management$166M
Funds' net buying of RAL by quarter (13F)Funds' net buying of RAL by quarter (13F)$5.0B2025-06$138M2025-09$174M2025-12−$56.7M2026-03−$61.1M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on RAL

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results

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