Ralliant Corporation (RAL) AI Stock Analysis

Ralliant Corporation designs, develops, manufactures, sells, and services precision instruments and engineered products in the United States, China, and internationally. The company operates through two segments: Test and Measurement, and Sensors and Safety Systems. Its Test and Measurement unit offers oscilloscopes, probes, source measuring units, semiconductor test systems, bi-directional power supplies, and measurement software under brands such as TEKTRONIX, KEITHLEY INSTRUMENTS, SONIX, and EA ELECTRO-AUTOMATIK. The Sensors and Safety Systems unit supplies power grid monitoring solutions, mission-critical defense and space safety systems, and specialized sensors under brand names including QUALITROL, GEMS SENSORS, and SETRA SYSTEMS to semiconductor, utilities, and aerospace industries.

Annual revenue moved from $2.09B in FY2022 to $2.16B in FY2023, then fell slightly to $2.15B in FY2024 and dropped 4.0% to $2.07B in FY2025, reflecting a 3-year revenue CAGR of -0.3%. Operating margins contracted from 22.7% in FY2022 to 12.5% in FY2025. After earning $303.0M in FY2024, net income dropped to -$1.22B in FY2025, driving net margin to -59.1%. However, trailing twelve months revenue recovered to $2.19B as of June 30, 2026, supported by 12.8% quarterly revenue growth and 21.4% quarterly earnings growth year-over-year.

As of June 30, 2026, Ralliant held $270.9M in cash and short-term investments against total debt of $1.15B, resulting in net debt of $877.6M. Shareholders' equity stood at $1.53B, supported by total assets of $3.71B. The company maintained a debt-to-equity ratio of 0.75 and a current ratio of 1.52. During FY2025, operating cash flow reached $397.6M, which funded capital expenditures of $39.2M and dividend payments of $11.3M, leaving $358.4M in free cash flow.

Ralliant Corporation trades at a forward P/E of 21.7x, compared to 18.8x for the median of its US-listed Technology peers. Its EV to EBITDA multiple sits at 13.0x, below the peer group median of 16.6x, while its price-to-sales ratio of 3.4x sits above the peer median of 2.8x. Over the past year, the stock gained 55.2%, outpacing the S&P 500 SPY return of 16.8%. The shares closed at $66.55 on October 16, 2026, which is 15.4% above their 200-day average.

Ralliant pays a quarterly dividend with an annual forward payout of $0.20 per share, yielding 0.30%. The payout ratio is 8.5%, and the company has paid consecutive dividends for 2 years. Its last ex-dividend date was September 8, 2026.

Wall Street coverage includes 6 Strong Buy, 1 Buy, 3 Hold, and 1 Sell recommendations. The mean price target is $79.18, representing an upside of 19.0% over the last close of $66.55. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.30B and EPS of $2.87. Ralliant beat EPS expectations in 3 of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of Ralliant Corporation (RAL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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