Reliance Steel & Aluminium

RS

Market cap $14.6B

Reliance, Inc. ( RS ) Baird 55th Annual Global Industrial Conference November 13, 2025 10:05 AM EST Company Participants Karla Lewis - President, CEO & Director Stephen Koch - Executive VP & COO Conference Call Participants Davis Sunderland - Robert W. Baird & Co. Incorporated, Research Division Presentation Davis Sunderland Robert W.

PHOENIX, Ariz., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Reliance, Inc. (NYSE: RS) announced today that its management team will participate in the following upcoming investor conferences: The Baird 2025 Global Industrial Conference on Thursday, November 13, 2025 in Chicago, Illinois.

Reliance remains a core holding, supported by its diversified operations, strong balance sheet, and industry leadership in North American metal service centers. RS earnings have normalized post-pandemic, with margins stabilizing around 7-8% of sales and annual earnings per share near $14.50, below previous expectations. Valuation stands at 19x earnings, but a margin recovery to 10% could drive EPS toward $20 and reduce multiples, offering upside potential.

RS posts higher Q3 sales but softer profits amid pricing and shipment gains. Outlook points to stable Q4 demand.

Reliance, Inc. (NYSE:RS ) Q3 2025 Earnings Call October 23, 2025 11:00 AM EDT Company Participants Karla Lewis - President, CEO & Director Stephen Koch - Executive VP & COO Arthur Ajemyan - CFO & Senior VP Conference Call Participants Kimberly Orlando - ADDO Investor Relations Katja Jancic - BMO Capital Markets Equity Research Timna Tanners - Wells Fargo Securities, LLC, Research Division Philip Gibbs - KeyBanc Capital Markets Inc., Research Division Bennett Moore - JPMorgan Chase & Co, Research Division Michael Harris - Goldman Sachs Group, Inc., Research Division Martin Englert - Seaport Research Partners Lawson Winder - BofA Securities, Research Division Presentation Operator Greetings, and welcome to the Reliance Inc. Third Quarter 2025 Earnings Conference Call and Webcast. [Operator Instructions] It's now my pleasure to turn the call over to Kim Orlando with ADDO Investor Relations.

While the top- and bottom-line numbers for Reliance (RS) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Reliance (RS) came out with quarterly earnings of $3.64 per share, missing the Zacks Consensus Estimate of $3.68 per share. This compares to earnings of $3.64 per share a year ago.

–   Net sales of $3.65 billion with record third-quarter tons sold, up 6.2% year-over-year –   Gross profit margin of 28.3%; non-GAAP FIFO gross profit margin of 29.0% –   LIFO expense of $25.0 million, or $0.35, compared to LIFO income of $50.0 million, or $0.68 per share in the third quarter of 2024 –   EPS of $3.59; non-GAAP EPS of $3.64 –   Repurchased $60.9 million of common stock PHOENIX, Ariz., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Reliance, Inc. (NYSE: RS) today reported its financial results for the third quarter ended September 30, 2025.

Beyond analysts' top-and-bottom-line estimates for Reliance (RS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.

Reliance (RS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.