Ralliant Reports Q3 2026 Growth Driven by Defense and Electrification Demand
Ralliant (RAL) reported strong third-quarter 2026 financial results, with revenue reaching $620.1 million, a 17% increase year-over-year. The growth was primarily fueled by significant demand in the electrification and defense sectors, alongside a 39% surge in China revenue driven by data center and power grid investments. The company demonstrated improved profitability with an adjusted EBITDA margin of 23.5% and an adjusted EPS of $0.93, representing a 64% increase on a normalized basis. Ralliant also raised its full-year 2026 revenue guidance to a midpoint of $2.35 billion, up $75 million from previous estimates, supported by a defense and space backlog exceeding $1.5 billion.
Topics: defense sector EBITDA margin electrification EPS increase guidance upgrade revenue growth