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Side-by-side financial comparison of Ralliant Corp (RAL) and RLI CORP (RLI). Click either name above to swap in a different company.
Ralliant Corp is the larger business by last-quarter revenue ($529.1M vs $465.7M, roughly 1.1× RLI CORP). RLI CORP runs the higher net margin — 19.6% vs 7.5%, a 12.0% gap on every dollar of revenue. On growth, RLI CORP posted the faster year-over-year revenue change (6.1% vs -0.5%). RLI CORP produced more free cash flow last quarter ($155.0M vs $126.6M).
RLI Corp. is an American insurance company specializing in property insurance and casualty insurance. It is headquartered in Peoria, Illinois.
RAL vs RLI — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $529.1M | $465.7M |
| Net Profit | $39.9M | $91.2M |
| Gross Margin | 50.8% | — |
| Operating Margin | 9.8% | 24.4% |
| Net Margin | 7.5% | 19.6% |
| Revenue YoY | -0.5% | 6.1% |
| Net Profit YoY | -56.1% | 123.1% |
| EPS (diluted) | $0.35 | $1.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $465.7M | ||
| Q3 25 | $529.1M | $509.3M | ||
| Q2 25 | $503.3M | $499.8M | ||
| Q1 25 | — | $407.7M | ||
| Q4 24 | — | $439.1M | ||
| Q3 24 | $531.7M | $470.0M | ||
| Q2 24 | $533.7M | $416.4M | ||
| Q1 24 | — | $444.8M |
| Q4 25 | — | $91.2M | ||
| Q3 25 | $39.9M | $124.6M | ||
| Q2 25 | $47.6M | $124.3M | ||
| Q1 25 | — | $63.2M | ||
| Q4 24 | — | $40.9M | ||
| Q3 24 | $90.9M | $95.0M | ||
| Q2 24 | $64.8M | $82.0M | ||
| Q1 24 | — | $127.9M |
| Q4 25 | — | — | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 49.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 52.6% | — | ||
| Q2 24 | 51.5% | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 24.4% | ||
| Q3 25 | 9.8% | 30.9% | ||
| Q2 25 | 11.7% | 31.3% | ||
| Q1 25 | — | 19.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | 20.9% | 24.9% | ||
| Q2 24 | 19.7% | 24.8% | ||
| Q1 24 | — | 36.0% |
| Q4 25 | — | 19.6% | ||
| Q3 25 | 7.5% | 24.5% | ||
| Q2 25 | 9.5% | 24.9% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | 17.1% | 20.2% | ||
| Q2 24 | 12.1% | 19.7% | ||
| Q1 24 | — | 28.8% |
| Q4 25 | — | $1.00 | ||
| Q3 25 | $0.35 | $1.35 | ||
| Q2 25 | $0.42 | $1.34 | ||
| Q1 25 | — | $0.68 | ||
| Q4 24 | — | $-2.87 | ||
| Q3 24 | $0.81 | $2.06 | ||
| Q2 24 | $0.57 | $1.78 | ||
| Q1 24 | — | $2.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $264.2M | — |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $3.0B | $1.8B |
| Total Assets | $5.3B | $6.2B |
| Debt / EquityLower = less leverage | 0.39× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $264.2M | — | ||
| Q2 25 | $198.6M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | $1.1B | $100.0M | ||
| Q2 25 | $1.1B | $100.0M | ||
| Q1 25 | — | $100.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | — | $100.0M | ||
| Q2 24 | — | $100.0M | ||
| Q1 24 | — | $100.0M |
| Q4 25 | — | $1.8B | ||
| Q3 25 | $3.0B | $1.9B | ||
| Q2 25 | $3.0B | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $4.0B | $1.7B | ||
| Q2 24 | $4.0B | $1.6B | ||
| Q1 24 | — | $1.5B |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $5.3B | $6.2B | ||
| Q2 25 | $5.2B | $6.0B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $5.8B | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $5.3B |
| Q4 25 | — | — | ||
| Q3 25 | 0.39× | 0.05× | ||
| Q2 25 | 0.38× | 0.06× | ||
| Q1 25 | — | 0.06× | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.06× | ||
| Q1 24 | — | 0.07× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $138.6M | $156.8M |
| Free Cash FlowOCF − Capex | $126.6M | $155.0M |
| FCF MarginFCF / Revenue | 23.9% | 33.3% |
| Capex IntensityCapex / Revenue | 2.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 3.47× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $156.8M | ||
| Q3 25 | $138.6M | $179.2M | ||
| Q2 25 | — | $174.7M | ||
| Q1 25 | — | $103.5M | ||
| Q4 24 | — | $128.1M | ||
| Q3 24 | — | $219.4M | ||
| Q2 24 | — | $141.8M | ||
| Q1 24 | — | $70.9M |
| Q4 25 | — | $155.0M | ||
| Q3 25 | $126.6M | $177.8M | ||
| Q2 25 | — | $173.4M | ||
| Q1 25 | — | $102.5M | ||
| Q4 24 | — | $127.6M | ||
| Q3 24 | — | $219.0M | ||
| Q2 24 | — | $139.1M | ||
| Q1 24 | — | $69.9M |
| Q4 25 | — | 33.3% | ||
| Q3 25 | 23.9% | 34.9% | ||
| Q2 25 | — | 34.7% | ||
| Q1 25 | — | 25.1% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 46.6% | ||
| Q2 24 | — | 33.4% | ||
| Q1 24 | — | 15.7% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | 2.3% | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 0.2% |
| Q4 25 | — | 1.72× | ||
| Q3 25 | 3.47× | 1.44× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | — | 3.13× | ||
| Q3 24 | — | 2.31× | ||
| Q2 24 | — | 1.73× | ||
| Q1 24 | — | 0.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RAL
| Industrial Manufacturing | $111.1M | 21% |
| Defense And Space | $93.6M | 18% |
| Diversified Electronics | $91.0M | 17% |
| Test And Measurement | $76.8M | 15% |
| Communications | $60.7M | 11% |
| Semiconductors | $51.4M | 10% |
| Other Direct End Markets | $44.4M | 8% |
RLI
| Casualty Segment | $246.8M | 53% |
| Property Insurance Segment | $122.5M | 26% |
| Other | $59.3M | 13% |
| Surety Insurance Segment | $37.1M | 8% |
