Regal Rexnord (RRX)
Market Price (5/22/2026): $197.32 | Market Cap: $13.1 BilSector: Industrials | Industry: Electrical Components & Equipment
Regal Rexnord (RRX)
Market Price (5/22/2026): $197.32Market Cap: $13.1 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Attractive yieldFCF Yield is 6.2% Low stock price volatilityVol 12M is 46% Megatrend and thematic driversMegatrends include Automation & Robotics, Renewable Energy Transition, and Water Infrastructure. Themes include Factory Automation, Show more. | Weak multi-year price returns2Y Excs Rtn is -16%, 3Y Excs Rtn is -20% | Key risksRRX key risks include [1] substantial indebtedness from strategic acquisitions like Altra that limits financial flexibility, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Attractive yieldFCF Yield is 6.2% |
| Low stock price volatilityVol 12M is 46% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Renewable Energy Transition, and Water Infrastructure. Themes include Factory Automation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -16%, 3Y Excs Rtn is -20% |
| Key risksRRX key risks include [1] substantial indebtedness from strategic acquisitions like Altra that limits financial flexibility, Show more. |
Qualitative Assessment
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Regal Rexnord (RRX) stock has gained about 20% since 1/31/2026 because of the following key factors:
1. Strong First Quarter 2026 Financial Performance and Upgraded Outlook. Regal Rexnord reported better-than-expected Q1 2026 results on May 6, 2026, with adjusted earnings per share (EPS) of $2.17, beating the Zacks Consensus Estimate of $2.11 by 3.09%. Revenue also surpassed expectations, reaching $1.48 billion against a consensus of $1.43 billion, an outperformance of 3.37%. Following these results, management raised its full-year 2026 sales guidance by 150 basis points, now projecting approximately $6.20 billion in revenue, representing 4.5% growth over the previous outlook.
2. Robust Order Momentum, Particularly in Automation & Motion Control and Data Center Markets. The company experienced significant order strength in Q1 2026, with enterprise daily orders increasing by 8.5% year-over-year and backlog growing 6.7% sequentially. The Automation & Motion Control (AMC) segment was a primary driver, with orders surging over 34% (28% excluding data center), fueled by strong demand in data center, aerospace & defense, discrete automation, and medical markets. This performance reflects the company's strategic growth investments and benefits from secular tailwinds.
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1. Strong First Quarter 2026 Financial Performance and Upgraded Outlook. Regal Rexnord reported better-than-expected Q1 2026 results on May 6, 2026, with adjusted earnings per share (EPS) of $2.17, beating the Zacks Consensus Estimate of $2.11 by 3.09%. Revenue also surpassed expectations, reaching $1.48 billion against a consensus of $1.43 billion, an outperformance of 3.37%. Following these results, management raised its full-year 2026 sales guidance by 150 basis points, now projecting approximately $6.20 billion in revenue, representing 4.5% growth over the previous outlook.
2. Robust Order Momentum, Particularly in Automation & Motion Control and Data Center Markets. The company experienced significant order strength in Q1 2026, with enterprise daily orders increasing by 8.5% year-over-year and backlog growing 6.7% sequentially. The Automation & Motion Control (AMC) segment was a primary driver, with orders surging over 34% (28% excluding data center), fueled by strong demand in data center, aerospace & defense, discrete automation, and medical markets. This performance reflects the company's strategic growth investments and benefits from secular tailwinds.
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Stock Movement Drivers
Fundamental Drivers
The 21.8% change in RRX stock from 1/31/2026 to 5/21/2026 was primarily driven by a 9.5% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 161.18 | 196.39 | 21.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,872 | 5,996 | 2.1% |
| Net Income Margin (%) | 4.4% | 4.8% | 9.1% |
| P/E Multiple | 41.6 | 45.6 | 9.5% |
| Shares Outstanding (Mil) | 66 | 66 | -0.2% |
| Cumulative Contribution | 21.8% |
Market Drivers
1/31/2026 to 5/21/2026| Return | Correlation | |
|---|---|---|
| RRX | 21.8% | |
| Market (SPY) | 7.6% | 51.5% |
| Sector (XLI) | 3.4% | 70.0% |
Fundamental Drivers
The 40.0% change in RRX stock from 10/31/2025 to 5/21/2026 was primarily driven by a 25.8% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 140.27 | 196.39 | 40.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,872 | 5,996 | 2.1% |
| Net Income Margin (%) | 4.4% | 4.8% | 9.1% |
| P/E Multiple | 36.2 | 45.6 | 25.8% |
| Shares Outstanding (Mil) | 66 | 66 | -0.2% |
| Cumulative Contribution | 40.0% |
Market Drivers
10/31/2025 to 5/21/2026| Return | Correlation | |
|---|---|---|
| RRX | 40.0% | |
| Market (SPY) | 9.5% | 50.7% |
| Sector (XLI) | 10.7% | 67.9% |
Fundamental Drivers
The 87.3% change in RRX stock from 4/30/2025 to 5/21/2026 was primarily driven by a 47.1% change in the company's Net Income Margin (%).| (LTM values as of) | 4302025 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 104.87 | 196.39 | 87.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,034 | 5,996 | -0.6% |
| Net Income Margin (%) | 3.3% | 4.8% | 47.1% |
| P/E Multiple | 35.5 | 45.6 | 28.4% |
| Shares Outstanding (Mil) | 66 | 66 | -0.2% |
| Cumulative Contribution | 87.3% |
Market Drivers
4/30/2025 to 5/21/2026| Return | Correlation | |
|---|---|---|
| RRX | 87.3% | |
| Market (SPY) | 35.5% | 51.3% |
| Sector (XLI) | 31.7% | 64.8% |
Fundamental Drivers
The 55.2% change in RRX stock from 4/30/2023 to 5/21/2026 was primarily driven by a 165.0% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 126.54 | 196.39 | 55.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,218 | 5,996 | 14.9% |
| Net Income Margin (%) | 9.4% | 4.8% | -49.0% |
| P/E Multiple | 17.2 | 45.6 | 165.0% |
| Shares Outstanding (Mil) | 66 | 66 | -0.2% |
| Cumulative Contribution | 55.2% |
Market Drivers
4/30/2023 to 5/21/2026| Return | Correlation | |
|---|---|---|
| RRX | 55.2% | |
| Market (SPY) | 85.6% | 55.4% |
| Sector (XLI) | 78.3% | 65.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| RRX Return | 55% | -29% | 25% | 6% | -9% | 39% | 85% |
| Peers Return | 23% | -9% | 24% | 15% | 22% | 12% | 119% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| RRX Win Rate | 83% | 42% | 58% | 50% | 42% | 60% | |
| Peers Win Rate | 63% | 38% | 52% | 53% | 60% | 64% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| RRX Max Drawdown | -18% | -37% | -40% | -27% | -44% | -22% | |
| Peers Max Drawdown | -17% | -33% | -21% | -16% | -28% | -17% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PH, TKR, ROK, EMR, DOV.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/21/2026 (YTD)
How Low Can It Go
| Event | RRX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.6% | -18.8% |
| % Gain to Breakeven | 44.1% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -34.6% | -9.5% |
| % Gain to Breakeven | 52.8% | 10.5% |
| Time to Breakeven | 99 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -19.6% | -6.7% |
| % Gain to Breakeven | 24.4% | 7.1% |
| Time to Breakeven | 76 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.3% | -24.5% |
| % Gain to Breakeven | 54.6% | 32.4% |
| Time to Breakeven | 616 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.7% | -33.7% |
| % Gain to Breakeven | 65.9% | 50.9% |
| Time to Breakeven | 74 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.3% | -19.2% |
| % Gain to Breakeven | 27.0% | 23.8% |
| Time to Breakeven | 102 days | 105 days |
In The Past
Regal Rexnord's stock fell -30.6% during the 2025 US Tariff Shock. Such a loss loss requires a 44.1% gain to breakeven.
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| Event | RRX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.6% | -18.8% |
| % Gain to Breakeven | 44.1% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -34.6% | -9.5% |
| % Gain to Breakeven | 52.8% | 10.5% |
| Time to Breakeven | 99 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.3% | -24.5% |
| % Gain to Breakeven | 54.6% | 32.4% |
| Time to Breakeven | 616 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.7% | -33.7% |
| % Gain to Breakeven | 65.9% | 50.9% |
| Time to Breakeven | 74 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.3% | -19.2% |
| % Gain to Breakeven | 27.0% | 23.8% |
| Time to Breakeven | 102 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -31.4% | -12.2% |
| % Gain to Breakeven | 45.9% | 13.9% |
| Time to Breakeven | 286 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -29.1% | -6.8% |
| % Gain to Breakeven | 41.1% | 7.3% |
| Time to Breakeven | 277 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -37.2% | -17.9% |
| % Gain to Breakeven | 59.2% | 21.8% |
| Time to Breakeven | 128 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -42.8% | -53.4% |
| % Gain to Breakeven | 74.9% | 114.4% |
| Time to Breakeven | 128 days | 1085 days |
In The Past
Regal Rexnord's stock fell -30.6% during the 2025 US Tariff Shock. Such a loss loss requires a 44.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Regal Rexnord (RRX)
Regal Rexnord Corporation, together with its subsidiaries, designs, manufactures, and sells industrial powertrain solutions, power transmission components, electric motors and electronic controls, air moving products, and specialty electrical components and systems worldwide. It operates through four segments: Commercial Systems, Industrial Systems, Climate Solutions, and Motion Control Solutions. The Commercial Systems segment provides AC and DC motors, electronic variable speed controls, fans, blowers, and precision stator and rotor kits. The Industrial Systems segment offers AC motors for industrial applications; electric alternators for prime and standby power applications to data centers, distributed energy, microgrid, rental marine, agriculture, healthcare, mobile, and defense markets; and switchgear for healthcare, government, and waste water applications, as well as residential, commercial, and industrial applications. The Climate Solutions segment provides fractional motors, electronic variable speed controls, and blowers for use in a residential and light commercial air moving applications; and fractional horsepower motors and blowers for white goods, water heating equipment, small pumps, compressors, and fans. The Motion Control Solutions segment offers bearings; conveyors; disc, gear, grid, elastomeric, and torsionally soft couplings; mechanical power transmission drives and components; worm gearing, shaft configuration, helical, bevel, helical bevel, worm, hypoid, and spur gearing products; and aerospace components. This segment serves beverage, bulk handling, metal, special machinery, energy, and aerospace and general industrial markets. The company sells its products directly to original equipment manufacturers and end-users through a network of direct and independent sales representatives, and distributors. The company was formerly known as Regal Beloit Corporation. The company was founded in 1955 and is headquartered in Beloit, Wisconsin.
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1. Like a diversified Parker Hannifin, making the motors, gears, and power transmission parts for industrial machinery and climate systems.
2. Similar to Nidec, but with a broader portfolio of industrial components including bearings, gears, and electrical systems beyond just motors.
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- Electric Motors: A broad range of AC, DC, and fractional horsepower motors designed for industrial, commercial, and residential applications.
- Electronic Controls: Electronic variable speed controls and other systems used to manage and optimize the performance of motors and related equipment.
- Air Moving Products: Fans and blowers for residential, light commercial, and industrial air handling, including HVAC and appliance applications.
- Power Transmission Components: Essential mechanical components such as bearings, couplings, and gearing products that transmit power within machinery.
- Industrial Powertrain Solutions: Integrated systems that combine motors, controls, and power transmission components for complex industrial applications.
- Electric Alternators: Generators that provide prime or standby power for critical infrastructure such as data centers, healthcare, and industrial sites.
- Switchgear: Electrical equipment used to control, protect, and isolate electrical circuits across residential, commercial, and industrial settings.
- Aerospace Components: Specialized parts and systems tailored for use within the aerospace industry.
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Louis Pinkham, Chief Executive Officer
Louis Pinkham joined Regal Rexnord Corporation as Chief Executive Officer on April 1, 2019, and became a member of the Board of Directors on May 1, 2019. Prior to joining Regal Rexnord, Mr. Pinkham served as Senior Vice President of Crane Co., a manufacturer of highly engineered industrial products, from 2016 to 2019, and held various leadership roles at Crane Co. from 2012 to 2016, including Group President, Fluid Handling. Before his tenure at Crane Co., he was the Senior Vice President and General Manager of the Critical Power Solutions Division, Electrical Group at Eaton Corporation, where he held progressively responsible global roles from 2000 to 2012. His early career included engineering and quality management positions at ITT Sherotec and a process design engineer role with Molecular Biosystems, Inc. Mr. Pinkham currently serves as the lead Independent Director on the board of Jacobs Solutions Inc. Under his leadership, Regal Rexnord completed the acquisition of Rexnord Corporation's Process & Motion Control business in October 2021, leading to the company's rebranding.
Robert J. Rehard, Executive Vice President and Chief Financial Officer
Robert J. Rehard is the Executive Vice President and Chief Financial Officer of Regal Rexnord. He joined the company in January 2015 as Vice President, Corporate Controller, and Principal Accounting Officer, before being appointed CFO in April 2018. His previous experience includes serving as Division Controller at Eaton and holding senior finance positions at companies such as Baxter, Emerson, Masco, and Cooper. Mr. Rehard began his career at Deloitte & Touche.
Brooke Lang, Executive Vice President & President, Power Efficiency Solutions
Brooke Lang joined Regal Rexnord in July 2022 as Senior Vice President and General Manager of the Conveying and Power Management Division, and is now the Executive Vice President & President, Power Efficiency Solutions. Before joining the company, Mr. Lang was the Vice President and General Manager of the Power Components Division at Eaton. From 2008 to 2016, he held several increasing roles of responsibility at Eaton, including Global Channel Marketing Manager, Director – Product Marketing, and Vice President and General Manager Critical Power Solutions APAC. Mr. Lang started his career at Booz Allen Hamilton.
Jerry R. Morton, Executive Vice President & President, Industrial Powertrain Solutions
Jerry R. Morton joined Regal Rexnord in February 2015. He assumed the role of Executive Vice President & President, Industrial Powertrain Solutions, following the company's acquisition of Altra Industrial Motion Corporation in March 2023.
Hugo Dubovoy Jr., Executive Vice President & General Counsel and Corporate Secretary
Hugo Dubovoy Jr. joined Regal Rexnord in March 2024 as Executive Vice President & General Counsel, and additionally took on the Corporate Secretary role in April 2024. Prior to his current position, Mr. Dubovoy served as Vice President, Deputy General Counsel, and General Counsel of the North American consumer products business for Kimberly-Clark Corporation from 2022 to 2024. He previously held roles of increasing responsibility at W.W. Grainger, Inc.
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Key Risks to Regal Rexnord (RRX)
- Cyclicality of Industrial and Commercial End Markets
Regal Rexnord's business is highly sensitive to global macroeconomic conditions and the cyclical nature of the industrial and commercial sectors it serves. Demand for its industrial powertrain solutions, electric motors, and other components is directly influenced by capital expenditure, manufacturing output, and new construction across various industries, including residential and light commercial HVAC. A slowdown or prolonged downturn in these end markets could lead to reduced demand for the company's products and negatively impact its revenue and profitability. - Supply Chain Volatility, Raw Material Costs, and Trade Policy
The company faces significant risks related to its global supply chain, including potential disruptions, availability constraints, and price volatility of key raw materials such as rare earth magnets and high-grade steel. Additionally, geopolitical events, international trade disputes, and changes in trade policies, including the imposition of tariffs, can lead to increased production costs, operational inefficiencies, and competitive disadvantages. - Integration of Acquisitions and Substantial Indebtedness
Regal Rexnord has undertaken significant acquisitions, notably that of Altra Industrial Motion Corp. As a result, the company carries a substantial debt load, which can limit its financial flexibility, expose it to interest rate fluctuations, and potentially constrain its ability to pursue future strategic investments or withstand economic downturns. Furthermore, the successful integration of acquired businesses is critical for realizing expected synergies and efficiencies; failure to do so could lead to operational and financial challenges, including increased costs and disruption.
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Regal Rexnord (RRX) Addressable Market Sizes:
The estimated addressable market sizes for Regal Rexnord's main products and services are as follows:
- Electric Motors: The global electric motor market size is calculated at USD 180.31 billion in 2025.
- Switchgear: The global switchgear market size was estimated at USD 112.99 billion in 2025.
- Alternators: The global alternators market size was valued at USD 19.24 billion in 2024.
- Bearings: The global bearing market size was estimated at USD 143.21 billion in 2025.
- Industrial Couplings: The global industrial couplings market size was estimated at USD 400.5 million in 2024.
- Conveying Equipment: The global conveying equipment market size was estimated at USD 54.88 billion in 2023.
- Power Transmission Components: The global power transmission component market was valued at USD 82.1 billion in 2024.
- Aerospace Parts Manufacturing: The global aerospace parts manufacturing market size stood at USD 1.02 trillion in 2025.
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Regal Rexnord Corporation (RRX) is expected to drive future revenue growth over the next two to three years through several key initiatives and market trends:
- Growth in the Data Center Market: Regal Rexnord is experiencing significant momentum in the data center market, securing substantial orders for its E-Pod solutions. The company reported roughly $735 million in E-Pod orders in Q4 2025, with initial shipments anticipated to begin in early 2027, and projects continued market growth. Management highlighted its large e-Pod solution wins as a key driver behind the company's performance and is investing in capacity to capture additional demand in this double-digit CAGR market.
- Expansion in Automation and Robotics: The company is strategically repositioning its business towards higher-growth areas such as industrial automation and robotics. This includes developing solutions for humanoid robotics, cobots, and surgical robots, with a significant opportunity funnel in humanoid robotics. This focus leverages the trend of reshoring manufacturing turning to automation to offset labor challenges.
- Robust Performance in Aerospace and Defense: The Aerospace and Defense segment is a strong contributor to growth, characterized by robust expansion and a multi-year backlog. This includes demand from defense applications and electromechanical actuation solutions, such as those for eVTOLs (electric vertical takeoff and landing aircraft).
- Strategic Portfolio Transformation and Altra Integration Benefits: Regal Rexnord is actively transforming its portfolio by shifting from commoditized motors towards specialized motion components and integrated powertrain systems, targeting higher-margin growth. This includes the strategic divestment of industrial motors and generators to invest in higher-value powertrain and electrification initiatives. The 2023 acquisition of Altra Industrial Motion is a cornerstone of this strategy, repositioning the company as an integrated industrial powertrain leader and contributing to targeted annual synergies exceeding $160 million by the end of 2025. The company is also prioritizing secular growth themes such as electrification and energy efficiency across its product offerings.
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Outbound Investments
- Regal Rexnord completed the acquisition of Altra Industrial Motion Corp. in April 2023, a deal that was signed in October 2022, significantly enhancing its automation and power transmission portfolio. This acquisition added approximately $1.9 billion in sales.
- In 2021, Regal Rexnord merged with Rexnord's industrial power transmission business, a transaction valued at approximately $1.2 billion.
- The company acquired Arrowhead Systems, a producer of industrial process automation solutions, in November 2021.
Share Repurchases
- Regal Rexnord repurchased approximately $315.05 million in common stock between December 2021 and September 2024.
Capital Expenditures
- The company is investing in a new 100,000 square foot assembly facility in Texas to support data center demand growth.
- Regal Rexnord anticipates investing $50 million to $100 million in data center initiatives in 2026.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
| 03062026 | RRX | Regal Rexnord | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 15.5% | 15.5% | -6.0% |
| 04302025 | RRX | Regal Rexnord | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 43.0% | 105.1% | 0.0% |
| 10312023 | RRX | Regal Rexnord | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 36.9% | 44.0% | -15.9% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 202.08 |
| Mkt Cap | 38.7 |
| Rev LTM | 8,542 |
| Op Inc LTM | 1,526 |
| FCF LTM | 1,237 |
| FCF 3Y Avg | 1,040 |
| CFO LTM | 1,451 |
| CFO 3Y Avg | 1,242 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.0% |
| Rev Chg 3Y Avg | 3.6% |
| Rev Chg Q | 9.0% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 10.5% |
| Op Inc Chg 3Y Avg | 5.1% |
| Op Mgn LTM | 17.8% |
| Op Mgn 3Y Avg | 16.5% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 17.0% |
| CFO/Rev 3Y Avg | 14.6% |
| FCF/Rev LTM | 14.5% |
| FCF/Rev 3Y Avg | 12.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 38.7 |
| P/S | 3.8 |
| P/Op Inc | 20.5 |
| P/EBIT | 19.7 |
| P/E | 31.2 |
| P/CFO | 20.9 |
| Total Yield | 3.8% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 3.7% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -6.0% |
| 3M Rtn | -9.2% |
| 6M Rtn | 18.7% |
| 12M Rtn | 39.5% |
| 3Y Rtn | 65.1% |
| 1M Excs Rtn | -8.8% |
| 3M Excs Rtn | -16.5% |
| 6M Excs Rtn | 6.1% |
| 12M Excs Rtn | 9.2% |
| 3Y Excs Rtn | -9.7% |
Segment Financials
Assets by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Industrial Powertrain Solutions | 7,529 | 8,009 | 5,028 | ||
| Automation & Motion Control | 4,642 | 4,909 | 2,202 | ||
| Power Efficiency Solutions | 1,862 | 2,036 | 2,234 | ||
| Industrial Systems | 476 | 860 | 838 | ||
| Eliminations | 804 | ||||
| Climate Solutions | 983 | 890 | |||
| Commercial Systems | 1,264 | 1,320 | |||
| Motion Control Solutions | 7,261 | 1,542 | |||
| Total | 14,034 | 15,431 | 10,269 | 10,367 | 4,589 |
Price Behavior
Price Behavior
| Market Price | $196.39 | |
| Market Cap ($ Bil) | 13.0 | |
| First Trading Date | 12/01/1983 | |
| Distance from 52W High | -15.1% | |
| 50 Days | 200 Days | |
| DMA Price | $199.49 | $166.90 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -1.6% | 17.7% |
| 3M | 1YR | |
| Volatility | 57.2% | 45.9% |
| Downside Capture | 295.03 | 191.52 |
| Upside Capture | 176.47 | 180.61 |
| Correlation (SPY) | 64.0% | 53.7% |
RRX Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.98 | 2.39 | 1.85 | 1.81 | 1.86 | 1.54 |
| Up Beta | 3.08 | 2.86 | 2.62 | 2.34 | 2.40 | 1.56 |
| Down Beta | -0.55 | 3.81 | 2.88 | 2.39 | 2.09 | 1.62 |
| Up Capture | 106% | 157% | 206% | 214% | 249% | 329% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 16 | 26 | 41 | 71 | 134 | 384 |
| Down Capture | -275% | 205% | 67% | 105% | 121% | 109% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 6 | 17 | 23 | 54 | 117 | 367 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RRX | |
|---|---|---|---|---|
| RRX | 41.1% | 46.0% | 0.88 | - |
| Sector ETF (XLI) | 20.3% | 15.5% | 1.00 | 68.6% |
| Equity (SPY) | 26.8% | 12.1% | 1.67 | 53.7% |
| Gold (GLD) | 37.5% | 26.8% | 1.16 | 12.9% |
| Commodities (DBC) | 43.5% | 18.6% | 1.80 | -22.9% |
| Real Estate (VNQ) | 12.0% | 13.4% | 0.59 | 40.4% |
| Bitcoin (BTCUSD) | -27.2% | 41.8% | -0.65 | 14.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RRX | |
|---|---|---|---|---|
| RRX | 9.2% | 40.0% | 0.33 | - |
| Sector ETF (XLI) | 11.9% | 17.4% | 0.53 | 66.1% |
| Equity (SPY) | 13.8% | 17.0% | 0.64 | 57.9% |
| Gold (GLD) | 19.3% | 18.0% | 0.87 | 9.4% |
| Commodities (DBC) | 10.8% | 19.4% | 0.44 | 11.1% |
| Real Estate (VNQ) | 3.8% | 18.8% | 0.10 | 46.7% |
| Bitcoin (BTCUSD) | 9.3% | 55.6% | 0.37 | 24.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RRX | |
|---|---|---|---|---|
| RRX | 15.5% | 36.3% | 0.50 | - |
| Sector ETF (XLI) | 13.8% | 20.0% | 0.61 | 70.2% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 63.0% |
| Gold (GLD) | 13.2% | 16.0% | 0.68 | 3.8% |
| Commodities (DBC) | 7.8% | 17.9% | 0.35 | 21.1% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 50.2% |
| Bitcoin (BTCUSD) | 67.3% | 66.9% | 1.06 | 17.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | -10.9% | -11.1% | |
| 2/5/2026 | 12.2% | 25.7% | 4.6% |
| 10/30/2025 | -3.7% | -8.6% | -3.7% |
| 8/6/2025 | 0.2% | -1.6% | 1.4% |
| 5/6/2025 | 13.6% | 31.5% | 23.6% |
| 2/6/2025 | -7.9% | -10.8% | -20.9% |
| 11/5/2024 | -1.3% | 3.6% | 1.6% |
| 8/1/2024 | 1.4% | -7.4% | 2.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 15 | 17 |
| # Negative | 10 | 10 | 7 |
| Median Positive | 5.1% | 7.4% | 6.5% |
| Median Negative | -5.3% | -8.0% | -9.5% |
| Max Positive | 13.6% | 31.5% | 29.9% |
| Max Negative | -15.8% | -23.9% | -20.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/26/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted Diluted Earnings Per Share | 10.2 | 10.6 | 11 | 0.0% | Affirmed | Guidance: 10.6 for 2026 | |
| 2026 Adjusted Diluted EPS Growth | 10.0% | 0.0% | Affirmed | Guidance: 10.0% for 2026 | |||
Prior: Q4 2025 Earnings Reported 2/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 GAAP Diluted EPS | 5.29 | 5.69 | 6.09 | 29.0% | Higher New | Actual: 4.41 for 2025 | |
| 2026 Adjusted Diluted EPS | 10.2 | 10.6 | 11 | 9.8% | Higher New | Actual: 9.65 for 2025 | |
| 2026 Adjusted Diluted EPS Growth | 10.0% | ||||||
| 2026 Organic Sales Growth | 3.5% | 0.0% | Affirmed | Guidance: 3.5% for 2026 | |||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Morton, Jerrald R | EVP and Pres. IPS* | Direct | Sell | 5152026 | 209.13 | 9,390 | 1,963,731 | 3,514,688 | Form |
| 2 | Pinkham, Louis V | Chief Executive Officer | Direct | Sell | 5132026 | 211.68 | 22,509 | 4,764,751 | 12,012,647 | Form |
| 3 | Walker-Lee, Robin A | Direct | Sell | 5132026 | 213.85 | 1,297 | 277,363 | 1,176,838 | Form | |
| 4 | Rehard, Robert | EVP and CFO* | Direct | Sell | 2262026 | 223.00 | 968 | 215,864 | 7,681,671 | Form |
| 5 | Scarpelli, Alexander P | SVP, Corp. Controller and CAO* | Direct | Sell | 2262026 | 223.75 | 290 | 64,888 | 776,502 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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