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Reliance Worldwide Corporation Limited (RLLWF) Q2 2026 Earnings Call Transcript

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⚡ Quantum Brief
Reliance Worldwide Corporation reported Q2 2026 earnings on February 16, 2026, with results aligning with tariff impact forecasts but falling short of internal targets despite strong operational execution. CEO Heath Sharp acknowledged a challenging period marked by evolving tariffs, praising teams for maintaining discipline while advancing strategic initiatives amid market volatility. CFO Andrew Johnson and Sharp led the call from Atlanta, presenting half-year results for the period ending December 31, 2025, before opening the floor to analyst questions. Major financial institutions, including Goldman Sachs, JPMorgan, and UBS, participated in the Q&A, signaling strong investor interest in the company’s performance and outlook. The earnings reflect ongoing tariff pressures, with leadership emphasizing resilience and operational agility as key factors in navigating the current economic landscape.
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SA Transcripts158.43K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Reliance Worldwide Corporation Limited (RLLWF) Q2 2026 Earnings Call February 16, 2026 5:00 PM EST Company Participants Heath Sharp - CEO, MD & DirectorAndrew Johnson - Executive VP & Chief Financial OfficerPhilip King - Group Investor Relations Director Conference Call Participants Niraj-Samip Shah - Goldman Sachs Group, Inc., Research DivisionLee Power - JPMorgan Chase & Co, Research DivisionHarry Saunders - E&P, Research DivisionBrook Campbell-Crawford - Barrenjoey Markets Pty Limited, Research DivisionPeter Steyn - Macquarie ResearchKeith Chau - MST Financial Services Pty Limited, Research DivisionRamoun Lazar - Jefferies LLC, Research DivisionShaurya Visen - BofA Securities, Research DivisionDaniel Kang - CLSA Limited, Research DivisionSamuel Seow - Citigroup Inc., Research DivisionNathan Reilly - UBS Investment Bank, Research DivisionJames Casey - Ord Minnett Limited, Research Division Presentation Operator Thank you for standing by, and welcome to the Reliance Worldwide Corporation Half Year Earnings Call. [Operator Instructions] I would now like to hand the conference over to Mr. Heath Sharp, CEO. Please go ahead. Heath SharpCEO, MD & Director Good morning, everyone. Welcome to RWC's Financial Year 2026 Half Year Earnings Call. This is Heath Sharp. I'm joined here in Atlanta by Andrew Johnson, our CFO. Today, we'll cover our results for the 6 months ended 31 December 2025. Then we'll move to Q&A. Before I get into the numbers, I want to recognize the effort behind this half. This has been a demanding period. The results are in line with the tariff impact we forecast, but they're not at the level we aspire to deliver. Notwithstanding, they required tremendous execution to achieve. Our teams have worked incredibly hard. I'm very proud of their efforts. They have navigated an ever-changing tariff environment with discipline and speed, and they've continued to progress major strategic initiatives at the same time. That combination matters, and it

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