Reliance Steel & Aluminum Co. · RS · Next earnings

Reliance Steel & Aluminum Co. reports Wednesday, Feb 17, 2027

RS reports after market close with consensus EPS at $5.87 and revenue at $4.45B. Last quarter: Reliance posts record quarter as pricing and volume gains drive results

Reports After market close118 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $5.87 Calendar consensus
Consensus revenue $4.45B Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session After market close 118 days away

Where RS left off: FY2026 Q3

Full report

Reliance posts record quarter as pricing and volume gains drive results

EPS surprise +17.4% Reported $8.02 vs $6.83
Revenue surprise +10.0% Reported $5.21B vs $4.74B
Stock move -0.7% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its broader outlook, including roughly $300 million of full-year 2026 capital expenditures, with about half directed to strategic growth investments.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher-than-anticipated LIFO expense could pressure earnings.
  • Supply constraints may affect carbon steel and specialty products.
  • Trade policy, geopolitics, and seasonal demand may add volatility.
  • Freight, fuel, and labor inflation could weigh on margins.

Questions analysts left open

  • Sustainability of border-wall volume and run-rate beyond 2027.
  • Extent of SG&A leverage once border-wall contribution is excluded.
  • Impact of higher LIFO expense on future profitability.
  • Potential seasonal decline in Q4 shipments.

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Recent RS quarters

All RS earnings
-0.7%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.