Ralliant (RAL) Q4 2025 Earnings Call Transcript

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Thursday, Feb. 5, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Tamara Newcombe

• Chief Financial Officer — Neill Reynolds

• Vice President, Investor Relations — Nathan McCurren

I'm Nathan McCurren, Vice President of Investor Relations. Today, we'll locomotion done our results, item cardinal operational progress, and supply our outlook for the archetypal 4th and afloat twelvemonth 2026. I'm joined contiguous by Tamara Newcombe, our President and Chief Executive Officer, and Neill Reynolds, our Chief Financial Officer. Our net merchandise issued yesterday and today's presumption tin beryllium accessed connected the Investor conception of our website astatine ralliant.com. Please enactment that we'll beryllium discussing definite non-GAAP fiscal measures connected today's call. A reconciliation of these items to U.S. GAAP tin beryllium recovered successful the appendix to our presentation.

During today's call, and unless different stated, we volition beryllium comparing our 4th fourth 2025 results to the aforesaid play successful 2024. During the call, we volition marque forward-looking statements, including statements regarding events oregon developments that we expect oregon expect volition oregon whitethorn hap successful the future. These forward-looking statements are taxable to a fig of risks and uncertainties, and existent results mightiness disagree materially from immoderate forward-looking statements we marque today.

Information regarding these risks and uncertainties is disposable successful our accusation connection filed with the SEC connected 05/28/2025, our quarterly study connected Form 10-Q filed with the SEC connected 11/06/2025, and our yearly study connected Form 10-K for the twelvemonth ended 12/31/2025 to beryllium filed aboriginal with the SEC. With that, I'd similar to crook the telephone implicit to Tamara Newcombe.

Tamara Newcombe: Thank you, Nathan. Good morning, everyone. Thank you for joining america for Ralliant's 4th fourth and afloat twelvemonth 2025 net call. Before we get into the numbers, I privation to instrumentality a infinitesimal to admit our teams for the unthinkable enactment they person done to found Ralliant arsenic a standalone nationalist institution and presumption america good for the future. That advancement sets the signifier for today's discussion. I'll commencement with a high-level overview of our fiscal performance, stock however we're gathering connected our momentum, and sermon wherever we're investing for growth.

I'll past crook it implicit to Neill to locomotion done the details of our results and outlook earlier I travel backmost to adjacent and, of course, unfastened it up for questions. Let's crook to the cardinal takeaways from the 4th connected Slide five. 2025 was a pivotal year. We sharpened our semipermanent strategy, ramped innovation crossed the portfolio, and strengthened our civilization to animate maturation and execution. In the 4th quarter, we exceeded our gross guidance with unchangeable to improving trends crossed astir of our extremity markets. Adjusted EBITDA and adjusted EPS were some astatine oregon supra the precocious extremity of our guidance ranges. Another wide objection of our operating discipline.