CluenexRalliant RAL
Ralliant scores weak on business quality (3.4 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Ralliant does
Ralliant Corp builds electrical equipment, selling directly to industrial clients who pay for hardware and systems used in factory operations.
- What it does best
Ralliant maintains a 51.0% gross margin, which sits near the middle of its sector at the 38th percentile. Rivals like CGNX achieve gross margins of 68.9%, showing Ralliant lacks top-tier pricing power.
- The main risk
Revenue is shrinking by 4.0% annually while net losses reach $1.2B, threatening the company's ability to service $1.1B in total debt as cash reserves sit at $319.0M.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit at -53.3% alongside a net margin of -56.4%, driven by severe net losses of $1.2B on $2.2B in revenue. Scale destroys profitability here rather than helping it.
The company holds a middle-of-the-pack gross margin in the 38th sector percentile, indicating a weak competitive moat that fails to lock in customers against rivals like KEYS.
Revenue is contracting at a rate of 4.0% annually, sliding from $2.2B in 2023 down to $2.1B in the latest period as the core engine fades.
Total debt of $1.1B outweighs $319.0M in cash, resulting in a net debt position of $830.0M. Free cash flow stands at $328.0M, but the balance sheet is growing softer amid heavy net losses.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on RAL
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Ralliant scores weak on the Cluenex quality check (3.4 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 3, 2026.
See RAL today
- Today's verdict on RAL, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Ralliant (RAL)”, https://cluenex.com/stocks/ral/, data as of Oct 10, 2026.