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Ralliant Corporation

NYSE:RAL Stock Report

Market Cap: US$7.4b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Ralliant Management

Management criteria checks 0/4

Ralliant's CEO is Tami Newcombe, appointed in Jun 2025, has a tenure of 1.25 years. total yearly compensation is $12.43M, comprised of 7.5% salary and 92.5% bonuses, including company stock and options. directly owns 0.22% of the company’s shares, worth $16.60M. The average tenure of the management team and the board of directors is 1.4 years and 1.3 years respectively.

Key information

Tami Newcombe

Chief executive officer

US$12.4m

Total compensation

CEO salary percentage7.54%
CEO tenure1.3yrs
CEO ownership0.2%
Management average tenure1.4yrs
Board average tenure1.3yrs

Recent management updates

Recent updates

Seeking Alpha • Sep 01

Ralliant: A 2-Engine Earnings Story Is Taking Shape

Summary Ralliant is rated 'Buy' as it transitions from spin-off noise to an earnings acceleration story, driven by strong segment growth and improved guidance. RAL's Sensors & Safety Systems and Test & Measurement segments both achieved double-digit growth, with the latter poised to become a material earnings contributor as recovery continues. Management forecasts FY revenue of $2.25–$2.30B, adjusted EBITDA margin of 20–21%, and adjusted EPS of $2.76–$2.90, with expectations for margin expansion and 7% revenue growth next year. Valuation remains attractive at ~22x forward earnings and ~17x EBITDA, with >20% upside to a $75 fair value estimate as operating leverage and peer multiple convergence play out. Read the full article on Seeking Alpha
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Narrative Update • Aug 21

RAL: Buybacks And Higher Margin Outlook Will Support Future Upside

Analysts have updated their view on Ralliant, raising the fair value estimate from about $68.55 to $77.10 as they incorporate revised assumptions for revenue growth, profit margins, the discount rate, and a slightly lower future P/E multiple. What’s in the News for Ralliant Ralliant issued earnings guidance for the third quarter of 2026, with revenue projected in a range of $570 million to $590 million.
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Narrative Update • Aug 07

RAL: Buybacks And Raised Guidance Will Frame A More Balanced Outlook

Analysts now see higher potential for Ralliant, increasing their price target by about $10 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What’s in the News for Ralliant Ralliant issued earnings guidance for the third quarter of 2026, with revenue projected in a range of $570 million to $590 million.
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Narrative Update • Jul 24

RAL: Index Shifts And Buybacks Will Highlight Overstretched Expectations

Analysts have raised their price target on Ralliant to $52.60 from $47.25, citing updated assumptions for revenue growth, profit margins and future P/E that result in a higher fair value estimate under a slightly lower discount rate. What’s in the News for Ralliant Ralliant was dropped from the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index, according to recent index rebalancing announcements.
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Narrative Update • Jul 10

RAL: Expanded Buybacks Will Support Future Returns After Index Reclassification

Analysts have raised their price target on Ralliant from $70.00 to $85.00, citing updated assumptions for revenue growth, profitability, and a slightly lower discount rate as the basis for the higher fair value estimate. What’s in the News for Ralliant Ralliant was dropped from the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index, according to index constituent updates.
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Narrative Update • Jun 26

RAL: Buybacks And Margin Assumptions Will Shape A Balanced Outlook

Analysts have lifted their price target on Ralliant to $68.55 from $51.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the main drivers behind the change. What's in the News for Ralliant Ralliant issued earnings guidance for the second quarter of 2026, with expected revenue in a range of $540 million to $556 million.
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New Narrative • Jun 01

Electrification And Defense Cycles Will Strain Margins And Expose Long Duration Demand Risks

Catalysts About Ralliant Ralliant supplies Test & Measurement instruments, precision sensors and safety systems for electrification, Utilities and Defense & Space customers. What are the underlying business or industry changes driving this perspective?
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New Narrative • May 16

AI Grid Modernization And Defense Backlog Will Drive Powerful Long Term Tailwinds

Catalysts About Ralliant Ralliant provides Test & Measurement instruments, precision sensors and safety systems for customers in electrification, defense, utilities and advanced electronics. What are the underlying business or industry changes driving this perspective?
Analysis Article • May 15

Results: Ralliant Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Ralliant Corporation ( NYSE:RAL ) investors will be delighted, with the company turning in some strong numbers with its...
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New Narrative • Feb 07

Grid Modernization And Defense Spending Will Support This Undervalued Supplier’s Long-Term Potential

Catalysts About Ralliant Ralliant provides test, measurement, sensor and safety systems used across defense, utilities, industrial manufacturing, electronics and semiconductor applications. What are the underlying business or industry changes driving this perspective?
Analysis Article • Dec 09

Estimating The Intrinsic Value Of Ralliant Corporation (NYSE:RAL)

Key Insights Ralliant's estimated fair value is US$54.87 based on 2 Stage Free Cash Flow to Equity With US$51.33 share...

CEO Compensation Analysis

How has Tami Newcombe's remuneration changed compared to Ralliant's earnings?
DateTotal CompensationSalaryCompany Earnings
Jul 03 2026n/an/a

-US$1b

Apr 03 2026n/an/a

-US$1b

Dec 31 2025US$12mUS$937k

-US$1b

Compensation vs Market: Tami's total compensation ($USD12.43M) is above average for companies of similar size in the US market ($USD8.45M).

Compensation vs Earnings: Insufficient data to compare Tami's compensation with company performance.


CEO

Tami Newcombe (60 yo)

1.3yrs
Tenure
US$12,429,096
Compensation

Ms. Tamara S. Newcombe, also known as Tami, is President, CEO of Ralliant Corporation since June 2025 and is its Director since June 28, 2025. Ms. Newcombe was the CEO of Precision Technologies at Fortive...


Leadership Team

NamePositionTenureCompensationOwnership
Tamara Newcombe
President1.3yrsUS$12.43m0.22%
$ 16.6m
Neill Reynolds
Senior VP & CFO1.3yrsUS$4.80m0.050%
$ 3.7m
Amir Kazmi
Senior VP and Chief Technology & Growth Officer ?1.4yrsUS$2.66m0.038%
$ 2.9m
Jonathon Boatman
SVP, Chief Legal & Government Affairs Officer and Corporate Secretary1.5yrsUS$2.12m0.026%
$ 1.9m
Karen Bick
Senior VP & Chief People Officer1.7yrsUS$2.37m0.029%
$ 2.1m
Teo Osben
Chief Accounting Officerno datano data0.054%
$ 4.0m
Nathan McCurren
Vice President of Investor Relationsno datano datano data
Alvenia Scarborough
Vice President of Communications1.7yrsno datano data
Darien Davis
Vice President of Corporate Developmentno datano datano data
Christopher Bohn
President of Tektronixno datano datano data
Corey Christmann
President of PacSci EMCno datano datano data
Jochen Feiler
President of Hengstler-Dynaparless than a yearno datano data
1.4yrs
Average Tenure
51yo
Average Age

Experienced Management: RAL's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Tamara Newcombe
President1.3yrsUS$12.43m0.22%
$ 16.6m
Kate Mitchell
Independent Director1.3yrsUS$254.16k0.0076%
$ 565.5k
Alan Spoon
Independent Director1.3yrsUS$221.87k0.027%
$ 2.0m
Ganesh Moorthy
Independent Chairman1.3yrsUS$289.16k0.0076%
$ 567.0k
Larry Worrell
Independent Director1.3yrsUS$226.87k0.0053%
$ 397.3k
Neil Schrimsher
Independent Director1.3yrsUS$214.37k0.0031%
$ 229.2k
Kevin Bryant
Independent Director1.3yrsUS$214.37k0.0042%
$ 313.2k
Luis Müller
Independent Director1.3yrsUS$264.01k0.0031%
$ 229.2k
Anelise Sacks
Independent Director1.3yrsUS$214.37k0.0049%
$ 363.1k
1.3yrs
Average Tenure
60yo
Average Age

Experienced Board: RAL's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 02:32
End of Day Share Price 2026/09/11 00:00
Earnings2026/07/03
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ralliant Corporation is covered by 13 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
François TrahanBMO Capital Markets Equity Research
David Ridley-LaneBofA Global Research
Piyush AvasthyCitigroup Inc

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