Ralliant Corp (NYSE:RAL)

Q3 2025 Ralliant Corp Earnings Call Transcript

Nov 6, 2025 / 01:30 PM GMT

Release Date Price: $46.86 (+5.54%)

Transcript 10-Q8-K

Key Points

Positve

Ralliant Corp (RAL) delivered financial results at or above the high end of guidance ranges, showcasing strong execution of strategic priorities.
The company reported significant free cash flow with a conversion rate above the long-term expectation of greater than 95%.
Ralliant Corp (RAL) experienced high growth in the utilities and defense markets, with defense revenue growing 18% year over year.
The company launched two new high-performance precision instruments, enhancing its product roadmap and innovation capabilities.
Ralliant Corp (RAL) is capitalizing on secular growth trends in defense technologies, grid modernization, and electrification, positioning itself for future growth.

Negative

Adjusted EBITDA margin declined year over year due to lower test and measurement volume and increased operating expenses.
Western Europe and China experienced revenue declines of 6% year over year, driven by customer cautiousness and geopolitical headwinds, respectively.
The test and measurement segment saw a 14% year-over-year revenue decline as customers remained cautious with capital investments.
Adjusted EPS was reduced year over year due to lower adjusted EBITDA and the addition of $16 million in interest expense following the spin-off.
The company faces ongoing pressure from tariffs, which continue to be a small gross margin percentage headwind.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RAL.N - Ralliant Corp
Q3 2025 Ralliant Corp Earnings Call
Nov 06, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, my name is Donna, and I will be your conference facilitator this morning. At this time, I would like to welcome everyone to Rianant Corporation's 3rd quarter 2025 earnings results conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply press star, then the number 1 on your telephone keypad. If you would like to withdraw your question, please press 2.

I would now like to turn the call over to Nathan McKern, Vice President of Investor relations. Mr. McKern, you may begin your conference.

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