Reliance Inc (NYSE:RS) Reports Mixed Q2 2025 Results: Revenue Misses, EPS Shows Resilience

Reliance Inc (NYSE:RS) reported mixed second-quarter 2025 results, with revenue falling short of analyst expectations while earnings per share (EPS) demonstrated resilience. The market reaction has been muted, with shares dipping slightly in after-hours trading following the release.

Key Financial Highlights

• Revenue: The company posted net sales of $3.66 billion, a 4.0% year-over-year increase, driven by record second-quarter tons sold. However, this figure missed the consensus estimate of $3.79 billion.
• EPS: Non-GAAP EPS came in at $4.43, up 18% from the previous quarter but below the $4.82 analysts had projected.
• Profitability: Gross profit margin remained strong at 29.9%, reflecting disciplined cost management despite revenue pressures.
• Capital Allocation: Reliance repurchased $79.9 million worth of its common stock, signaling confidence in its financial position.

Market Reaction

Following the earnings release, RS shares declined by approximately 0.48% in after-hours trading. The muted reaction suggests investors are weighing the revenue miss against the company’s solid profitability and sequential earnings growth. Over the past month, the stock has gained nearly 10%, indicating broader optimism around the company’s performance.

Forward-Looking Estimates

Analysts expect Reliance to generate $3.68 billion in sales for Q3 2025, with full-year revenue projected at $14.45 billion. The company did not provide explicit guidance in its press release, leaving investors to rely on external estimates. The discrepancy between reported revenue and expectations may raise questions about demand trends in key sectors such as construction, aerospace, and energy—markets that Reliance heavily serves.

Conclusion

Reliance’s Q2 results reflect a challenging revenue environment but underscore the company’s ability to maintain profitability. The stock’s recent performance suggests that investors remain cautiously optimistic, though the revenue miss could weigh on sentiment in the near term.

For more detailed earnings estimates and historical performance, see Reliance Inc’s earnings data.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.