Zacks Investment Research·1d ago
These 2 Basic Materials Stocks Could Beat Earnings: Why They Should Be on Your RadarFinding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Reliance Steel is experiencing a robust cyclical upswing, with revenue accelerating 26.5% YoY to $4.6B in Q2 2026 and EPS up 42.4% to $6.28, driven by strong pricing and volume. However, the company's cash conversion has deteriorated sharply, with operating ca...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 26.5% YoY to $4.6B in Q2 2026, but gross margin contracted to 26.6% from 29.2% a year earlier, indicating pricing power is being offset by rising input costs.
Stronger-than-expected demand in steel and aluminum end-markets is driving revenue and earnings growth.
Improved pricing conditions are lifting revenue and EPS above current consensus estimates.
Potential for earnings to exceed expectations, leading to analyst upgrades and investor confidence.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $6.27+14.6% vs $5.47 | $4.6B+8.7% vs $4.3B |
Q2 2026 Apr 22, 2026 | $5.16+11.4% vs $4.63 | $4.0B+3.5% vs $3.9B |
Q1 2026 Feb 18, 2026 | $2.40-15.2% vs $2.83 | $3.5B+1.5% vs $3.4B |
Q4 2025 Oct 22, 2025 | $3.64-1.1% vs $3.68 | $3.7B+6.0% vs $3.4B |
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Here is how Reliance (RS) and Sensient Technologies (SXT) have performed compared to their sector so far this year.
RS' 33% YTD rally reflects strong construction demand, strategic acquisitions and robust shareholder returns through dividends and buybacks.
Reliance, Inc. (RS) Presents at Jefferies Global Industrials Conference 2026 Transcript
Benchmark RS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Reliance Steel & Aluminum Co. (RS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $384.63 | $19.64B | 27.51 | 3.32% | 5.17% | 10.26% | 1.25% | |
| $175.02 | $7.2B | 21.24 | 4.51% | 15.65% | 18.46% | — | |
| $234.29 | $33.79B | 29.32 | 3.63% | 7.83% | 17.66% | — | |
| $64.66 | $7.15B | 87.38 | -1.61% | 6.72% | 13.65% | — | |
| $47.86 | $532.97M | 24.29 | -10.03% | 0.73% | 2.39% | — | |
| $124.10 | $6.93B | 34.76 | -1.35% | 5.9% | 16.51% | — |
Reliance Steel & Aluminum Co. (RS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Reliance Steel & Aluminum Co. (RS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
May 21, 2026·SEC
Apr 22, 2026·SEC
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Reliance Steel & Aluminum Co. (RS) stock FAQ — growth, dividends, profitability & financials explained
Reliance Steel & Aluminum Co. (RS) reported $15.81B in revenue for fiscal year 2025. This represents a 2317% increase from $654.0M in 1996.
Reliance Steel & Aluminum Co. (RS) grew revenue by 3.3% over the past year. Growth has been modest.
Yes, Reliance Steel & Aluminum Co. (RS) is profitable, generating $895.2M in net income for fiscal year 2025 (5.2% net margin).
Yes, Reliance Steel & Aluminum Co. (RS) pays a dividend with a yield of 1.25%. This makes it attractive for income-focused investors.
Reliance Steel & Aluminum Co. (RS) has a return on equity (ROE) of 10.3%. This is reasonable for most industries.
Reliance Steel & Aluminum Co. (RS) generated $539.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
