Reliance (RS) reported $3.5 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 11.9%. EPS of $2.40 for the same period compares to $2.22 a year ago.The reported revenue represents a surprise of +3.44% over the Zacks Consensus Estimate of $3.38 billion. With the consensus EPS estimate being $2.80, the EPS surprise was -14.36%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

分组1 - Reliance reported quarterly earnings of $2.4 per share, missing the Zacks Consensus Estimate of $2.8 per share, representing an earnings surprise of -14.36% [1] - The company posted revenues of $3.5 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.44%, compared to year-ago revenues of $3.13 billion [2] - Reliance has topped consensus revenue estimates four times over the last four quarters, while it has surpassed consensus EPS estimates just once during the same period [2] 分组2 - The stock has added about 17.8% since the beginning of the year, outperforming the S&P 500, which has returned zero [3] - The current consensus EPS estimate for the coming quarter is $4.70 on revenues of $3.79 billion, and for the current fiscal year, it is $18.17 on revenues of $14.84 billion [7] - The Mining - Miscellaneous industry, to which Reliance belongs, is currently in the top 22% of over 250 Zacks industries, indicating a favorable outlook [8]

EXHIBIT 99.1 Reliance, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results – Strongest Q4 growth since 2021 with net sales of $3.5 billion up 11.9% and record tons sold up 5.8% year- over-year – 2025 net sales of $14.3 billion up 3.3% year-over-year – Record annual tons sold of 6.4 million up 6.2% – Repurchased $594.1 million of common stock in 2025 reducing outstanding shares by 4%, including $200.1 million in Q4 – Increased quarterly dividend 4.2% to $1.25 per share (annual: $5.00) PHOENIX, F ...

Core Insights - Reliance, Inc. reported strong Q4 growth with net sales of $3.5 billion, an increase of 11.9% year-over-year, and record tons sold of 6.4 million, up 6.2% for the full year 2025 [1][4][8] - The company repurchased $594.1 million of common stock in 2025, reducing outstanding shares by 4%, and increased its quarterly dividend by 4.2% to $1.25 per share [1][21][22] - Management expressed confidence in continued demand and pricing strength entering 2026, with expectations for tons sold to increase by 5% to 7% in Q1 2026 compared to Q4 2025 [11][23] Financial Performance - Q4 2025 net sales were $3,498.6 million, a decrease of 4.2% from Q3 2025 but an increase of 11.9% from Q4 2024 [2][37] - Gross profit for 2025 was $4.11 billion, consistent with the prior year, while non-GAAP FIFO gross profit margin expanded to 29.6% [9][10] - Net income attributable to Reliance for Q4 2025 was $116.5 million, down 38.5% year-over-year, with diluted EPS of $2.22, a decrease of 38.2% from Q4 2024 [2][10][37] Market Dynamics - The company achieved a significant increase in domestic market share to approximately 17% from 15% in 2024, driven by strong operational execution and market demand [11] - Demand in non-residential construction, the largest end market, improved, with expectations for continued healthy demand in early 2026 [13] - The broader manufacturing sector showed improved demand, particularly in military, industrial machinery, and construction machinery sectors [14] Cash Flow and Capital Allocation - Reliance generated cash flow from operations of $276.1 million in Q4 2025 and $831.4 million for the full year [19] - For 2025, the company deployed $1.18 billion towards stockholder returns and organic growth activities, including $594.1 million in share repurchases and $254.7 million in dividends [20][22] Business Outlook - The company anticipates a modest improvement in FIFO gross profit margin in Q1 2026 and expects non-GAAP earnings per diluted share to be in the range of $4.50 to $4.70, reflecting year-over-year growth of 19% to 25% [23]

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PHOENIX, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Reliance, Inc. (NYSE: RS) announced today that Karla Lewis, President and Chief Executive Officer, Arthur Ajemyan, Senior Vice President and Chief Financial Officer, and Stephen Koch, Executive Vice President and Chief Operating Officer, will participate in the BMO Global Metals, Mining & Critical Minerals Conference on Tuesday, February 24, 2026, and Wednesday, February 25, 2026, in Hollywood, Florida. Reliance is scheduled to present on Wednesday, February 25th a ...

分组1 - Wall Street analysts expect Reliance to report quarterly earnings of $2.80 per share, reflecting a year-over-year increase of 26.1% [1] - Revenues are anticipated to reach $3.38 billion, which is an 8.2% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.3% in the past 30 days, indicating a reassessment of initial estimates by analysts [1] 分组2 - Analysts project 'Net Sales- Carbon Steel' to be $1.84 billion, representing a 9.5% increase year-over-year [4] - 'Net Sales- Alloy' is expected to reach $146.15 million, indicating a 2.1% increase from the prior year [4] - 'Net Sales- Stainless Steel' is forecasted at $476.93 million, showing a 0.8% increase compared to the previous year [4] 分组3 - The estimate for 'Net Sales- Aluminium' is $587.58 million, suggesting a 10% year-over-year change [5] - The average selling price per ton sold is projected to be $2275.56, up from $2170.00 in the same quarter last year [5] - The consensus estimate for 'Shipments (Tons sold)' stands at 1.51 million, compared to 1.44 million in the year-ago quarter [5] 分组4 - Analysts expect 'Tons Sold - Aluminium' to reach 77.25 thousand, an increase from 75.80 thousand reported last year [6] - The average prediction for 'Tons Sold - Stainless Steel' is 70.95 thousand, up from 67.70 thousand in the same quarter last year [6] - 'Tons Sold - Alloy' is estimated at 28.06 thousand, compared to 27.80 thousand from the previous year [7] 分组5 - 'Tons Sold - Carbon Steel' is projected to be 1.26 million, an increase from 1.19 million reported last year [7] - Reliance shares have increased by 14.2% in the past month, contrasting with the Zacks S&P 500 composite's decline of 0.3% [7] - Reliance holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [7]

PHOENIX, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Reliance, Inc. (NYSE:RS) announced today that it will report fourth quarter and full year 2025 financial results for the period ended December 31, 2025, on Wednesday, February 18, 2026, after the market closes. Reliance management will host a conference call on Thursday, February 19, 2026, at 11:00 a.m. Eastern Time. The call will be broadcast live over the Internet hosted on the Investors section of the Company's website at reliance.com. Reliance, Inc. Fourth Quar ...

Company Overview - Reliance Inc. is identified as the largest metal service center company in North America, with leadership represented by President and CEO Karla Lewis and Executive Vice President and COO Steve Koch [1]. Event Details - The presentation is hosted by Michael Harris from Goldman Sachs, indicating a formal setting for discussing Reliance Inc.'s operations and strategies [1]. - The event allows for audience participation, encouraging questions from attendees, which suggests an interactive format aimed at engaging stakeholders [3].

Summary of Reliance (NYSE:RS) 2025 Conference Call Company Overview - **Company**: Reliance, Inc. - **Industry**: Metal Service Center - **Sales**: Approximately $15 billion - **Locations**: About 320, primarily in the U.S. with some international presence - **Business Model**: Purchases metal in bulk, warehouses it, and sells in smaller quantities, focusing on value-added processing for about 50% of orders - **Average Order Size**: $3,000 per order - **Delivery Capability**: 40% of orders delivered the next day [3][4] Market Sentiment and Outlook - **End Markets**: Non-residential construction and general manufacturing are experiencing healthy demand - **Data Centers**: Significant growth expected over the next 5 to 10 years, with strong sales into construction and internal mechanisms [5][6] - **General Manufacturing**: Steady demand, particularly in consumer products, rail, shipbuilding, and defense-related sectors [6][7] - **Aerospace**: Strong demand expected to continue, with multi-year backlogs [8][9] - **Semiconductors**: Current struggles due to overstocking but anticipated growth as new chip plants are built [9] - **Defense Spending**: Increased U.S. government spending on military and defense projects expected to drive growth [9][10] Competitive Advantages - **Decentralized Structure**: Decision-making close to customers enhances service and relationship management [4][18] - **Fleet Management**: Owns a fleet of approximately 1,800 trucks, allowing for efficient delivery and logistics [19] - **Customer Service Focus**: Emphasis on maintaining strong relationships with customers, particularly smaller family-owned businesses [15][16] Growth Strategy - **Acquisitions**: Completed 76 acquisitions since IPO in 1994, focusing on companies that are accretive to earnings and have strong management [21][22] - **Organic Growth**: Increased capital expenditures on value-added processing equipment to meet customer demands [22][23] - **Market Segments**: Targeting growth in flat rolled products and exploring new end markets [12][21] Capital Allocation - **Priorities**: Focus on profitable long-term growth through organic and acquisition strategies, alongside consistent shareholder returns [40][41] - **Dividend Policy**: Paid quarterly dividends for over 65 years, with a practice of annual increases [41] - **Share Repurchases**: Active in repurchasing shares opportunistically based on market conditions [41][42] Industry Dynamics - **Consolidation**: The industry is ripe for continued consolidation, with Reliance holding only 17% of the market share [27][28] - **Emerging Technologies**: Investment in automation and AI expected to enhance operational efficiency and maintain competitive edge [29][30][31] - **Mills and Distribution**: Reliance does not foresee a significant shift of mills re-entering the distribution business, as both sectors serve distinct market needs [34][35][38] Conclusion - **Outlook**: Reliance is well-positioned for future growth due to its diversified market presence, strong customer relationships, and strategic investments in technology and capacity [43][44]