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Reliance
Reliance (RS) investor relations material
Reliance Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved record tons sold in 2025, up 6.2% year-over-year, with U.S. market share rising to 17% from 15%.
Outperformed industry shipment trends, gaining market share and posting net sales of $14.3 billion, up 3.3%.
Maintained strong operational execution and expanded market share despite macroeconomic and competitive challenges.
Increased quarterly dividend by 4% to $1.25 per share and repurchased $594.1 million in stock, reducing shares outstanding by 4%.
Diversified business model and scale offset market-specific weaknesses, supporting stable performance.
Financial highlights
2025 non-GAAP gross profit margin was 28.8%, slightly below the sustainable range due to $114 million in LIFO expense.
Q4 2025 net income attributable to shareholders was $116.5 million, up 10.6% year-over-year.
Full-year 2025 earnings per diluted share declined 10.2% year-over-year; excluding LIFO, non-GAAP FIFO EPS rose 13.5%.
Generated $831 million in operating cash flow in 2025.
Returned $849 million to shareholders via dividends and share repurchases in 2025.
Outlook and guidance
2026 CapEx budget set at $275 million, with total expected spending of $300–$325 million including carryover.
First quarter 2026 tons sold expected to rise 5%-7% sequentially, with average selling price per ton up 3%-5%.
First quarter 2026 non-GAAP EPS guidance: $4.50–$4.70, up 19%-25% year-over-year, including $25 million LIFO expense.
Gross profit margin expected to improve in 2026 as tariff impacts lessen and demand strengthens.
Anticipates continued healthy demand in Q1 2026, with some uncertainty from trade policy.
Structural product demand drivers and margin profile
Organic growth vs. M&A strategy and valuation
Aerospace and semiconductor market margin impact
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Next Reliance earnings date
35th BMO Global Metals, Mining & Critical Minerals Conference25 Feb, 2026
Reliance
Next Reliance earnings date
35th BMO Global Metals, Mining & Critical Minerals Conference25 Feb, 2026
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Frequently asked questions
Reliance Inc. is a global diversified metal solutions provider. Founded in 1939, the company operates the largest metals service center network in North America, with over 300 locations across 40 states and 12 countries including Belgium, Canada, China, France, India, and the United Kingdom. Reliance Inc. offers value-added metals processing services and distributes more than 100,000 metal products such as alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steels. The company's services cater to a wide range of industries including general manufacturing, non-residential construction, transportation, aerospace, energy, electronics, and semiconductor fabrication. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
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