AI brief of an SEC Form 8-K · Reliance (RS)

Reliance Q4 net sales up 11.9% to $3.5 billion; non-GAAP EPS $2.40 below guidance

Mixed Impact 3 of 5 earnings Written later

Reliance reported fourth-quarter 2025 net sales of $3.5 billion, up 11.9% from a year earlier, with tons sold up 5.8%. Non-GAAP diluted EPS of $2.40 came in below management's $2.65 to $2.85 guidance range; the company said that normalizing for LIFO and tax impacts would have placed it within guidance at $2.65. Full-year 2025 diluted EPS fell 10.2% to $13.98, and the company guided first-quarter 2026 non-GAAP EPS to $4.50 to $4.70.

Key points

  • Q4 2025 net sales $3.5 billion, up 11.9% year over year; diluted EPS $2.22 versus $1.93 a year earlier
  • Q4 non-GAAP diluted EPS $2.40 versus management guidance of $2.65 to $2.85, including a $0.25 per share unfavorable LIFO and tax true-up
  • Full-year 2025 net sales $14.3 billion, up 3.3%; diluted EPS $13.98, down 10.2%
  • Q1 2026 non-GAAP EPS guidance $4.50 to $4.70; quarterly dividend of $1.25 per share payable March 20, 2026

The filing

CompanyReliance (RS)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:10 PM ET
Accession number0001171843-26-000886

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.