RALRalliant Corp
Industrial Instruments For Measurement, Display, And Control
- Revenue
- $2.1B
- 4.0% YoY
- Operating margin
- -57.2%
- 368% YoY
- EBITDA
- −$1.1B
- 286% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $878M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired44% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|
| Revenue | $2.2B | $2.2B | $2.1B | 4.0% |
| Operating income | $512M | $460M | −$1.2B | 357% |
| Net income | $417M | $355M | −$1.2B | 445% |
| Operating cash flow | $462M | $455M | $398M | 13% |
| Capex | $29M | $34M | $39M | 14% |
| Stock-based comp | $25M | $25M | $56M | 129% |
| Dividends | $0 | $0 | $11M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 3
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $12M | $13M | 105 | 113 |