Ralliant Corporation disclosure: passive ownership update by Dodge & Cox. Dodge & Cox reports beneficial ownership of 13,747,551 shares of Common Stock, representing 12.3% of the class, with 12,974,437 shares held with sole voting power. The filing notes that clients of Dodge & Cox, including the Dodge & Cox Stock Fund, hold interests; the Stock Fund's stake is stated as 9,146,776 shares (8.2%).
The filing is an amendment to a Schedule 13G and reflects passive institutional ownership and voting/dispositive power details certified by the filer.
Ralliant Corporation entered into an accelerated share repurchase (ASR) program to buy back $100 million of its common stock under a previously announced, Board-approved repurchase authorization.
The final number of shares will depend on the Rule 10b-18 volume-weighted average price of the stock during the program, which is expected to run and fully settle in the second quarter of 2026.
Ralliant Corporation reported first-quarter 2026 results showing strong sales growth but lower profitability. Sales rose to $534.6 million from $481.8 million, with organic revenue up 8.8% on higher volumes and pricing across both Sensors and Safety Systems and Test and Measurement.
Net earnings declined to $44.2 million from $63.9 million, and diluted EPS fell to $0.39 from $0.57, mainly due to higher standalone public company costs, increased compensation, and new interest expense of $14.7 million on term loans taken at separation. Operating margin compressed from 15.3% to 12.7%, despite gross margin holding around 51%.
Cash from operations dropped to $19.1 million from $72.0 million, reflecting working capital outflows and higher incentive and tax payments. Ralliant ended the quarter with $268.0 million in cash and $1.15 billion of term debt, and repurchased about 1.2 million shares for $50.5 million. The board expanded the share repurchase authorization to $500.0 million and the company announced an Enterprise Productivity Program targeting $50–$60 million of net annualized savings by the end of 2028.
Ralliant Corporation reported first quarter 2026 results and raised its full-year outlook. Revenue was $534.6 million, up 11% year-over-year and 8.8% organically. Net earnings were $44.2 million, with diluted EPS of $0.39 and adjusted EPS of $0.57.
Net earnings margin was 8.3%, down from 13.3% a year earlier, while adjusted EBITDA margin was 18.6%. Sensors & Safety Systems revenue grew 11% and Test & Measurement revenue grew 12%. Test & Measurement narrowed its operating loss and saw significant adjusted EBITDA margin improvement.
Ralliant generated $19.1 million of operating cash flow in the quarter and $302.6 million of trailing twelve-month free cash flow. The Board increased share repurchase authorization to $500 million and the company plans a $100 million accelerated share repurchase. An Enterprise Productivity Program is expected to deliver $50–60 million of annual run-rate savings by 2028. Full-year 2026 guidance now calls for $2.185–$2.245 billion of revenue, adjusted EBITDA margin of 19.5–20.5%, and adjusted EPS of $2.53–$2.69.
Ralliant Corp ownership disclosure: Vanguard Capital Management reports beneficial ownership of 5,926,675 shares of Ralliant Corp Common Stock, representing 5.30% of the class as of 03/31/2026. Vanguard reports sole dispositive power over 5,926,675 shares and sole voting power over 859,423 shares.
The filing is a Schedule 13G passive ownership disclosure signed by Ashley Grim on 04/30/2026 and lists Vanguard’s Malvern, PA office as the reporting address.
Ralliant Corp: Schedule 13G filing reports institutional ownership. Vanguard Portfolio Management reports beneficial ownership of 8,468,985 shares of Ralliant Corp Common Stock, representing 7.57% of the class.
The filing shows Vanguard Portfolio Management has sole dispositive power over 8,468,985 shares and sole voting power for 13,732 shares. The filing is signed by Ashley Grim on 04/29/2026.
Ralliant Corporation is asking stockholders to vote at its virtual 2026 Annual Meeting on four items: electing three Class I directors, an advisory vote on 2025 executive pay, an advisory vote to hold future pay votes every one year, and ratifying Ernst & Young LLP as independent auditor for 2026.
The company presents itself as a standalone precision technologies business with approximately $2.1 billion in 2025 revenue, operating through Sensors & Safety Systems and Test & Measurement segments serving utilities, aerospace, defense, electronics, and industrial customers. It reports about 7,000 team members, 20 manufacturing sites, 90,000 customers, and roughly 2,200 active patents.
The nine-member Board is led by an independent chair, with eight independent directors and fully independent committees. Ralliant describes a classified board structure that will be phased out so that beginning with the 2029 meeting all directors will stand for annual election, and other governance provisions such as supermajority voting and stockholder special-meeting rights will sunset. The proxy emphasizes performance-based executive compensation, robust clawback and stock ownership policies, and highlights outreach meetings with stockholders representing about 42% of outstanding shares to discuss governance, compensation, and strategy.
Ralliant Corporation has amended its senior credit facility to extend and adjust its term loans. The company refinanced a $530.8 million term loan due December 2026 with a new $550 million term loan maturing in March 2029 at a borrowing rate that is 12.5% of a basis point higher than the prior rate.
The amendment also reduces a separate $619.2 million term loan due June 2028 to $600 million and lowers its borrowing rate by 12.5% basis points. In addition, it removes an 85% cap on netting cash and cash equivalents held outside the United States when calculating the consolidated net leverage ratio, while all other material credit agreement terms remain unchanged.
Ralliant Corp: The Vanguard Group filed Amendment No. 2 to a Schedule 13G/A reporting 0 shares of Common Stock, representing 0% ownership following an internal realignment. The filing cites SEC Release No. 34-39538 (January 12, 1998) as the basis for disaggregated reporting by subsidiaries.
The amendment states certain Vanguard subsidiaries or business divisions will report beneficial ownership separately and that The Vanguard Group, Inc. no longer is deemed to have beneficial ownership of securities held by those entities. The filing is signed by Ashley Grim, Head of Global Fund Administration.