RRX

Regal Rexnord has transformed into a diversified industrial powerhouse, now positioned for secular growth in data centers, automation, aerospace, and robotics. RRX's data center business is set to grow from ~$130M in 2025 to over $900M in 2027, driving a powerful financial inflection and re-rating potential. Consensus underestimates RRX's growth and margin expansion; I see at least 100% upside as the company trades at a steep discount to peers despite superior secular exposure.

Regal Rexnord (RRX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

MILWAUKEE, June 1, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) today announced the appointment of Mark Klossner as Executive Vice President & President, Industrial Powertrain Solutions (IPS), effective immediately. He succeeds Jerry Morton, who will retire after 11 years with Regal Rexnord and a distinguished 39-year career in the power transmission business, which joined the company's portfolio when it was acquired from Emerson in 2015.

Diamondback Energy's shares rose as the sharp rise in oil prices drove a broad rally across US-based oil producers. Consumer finance company Capital One underperformed during the quarter following its announced acquisition of Brex, an AI-native commercial fintech platform. We added global consumer staples leader Kimberly-Clark to the portfolio following its announced acquisition of Kenvue and subsequent share price decline.

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

Regal Rexnord Corporation (RRX) Q1 2026 Earnings Call Transcript

MILWAUKEE, May 6, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) 1Q Highlights Daily Orders Up 8.5% Versus PY Backlog Up 6.7% Sequentially At The Enterprise Level And Up In All Segments AMC Orders Up Over 34% Versus PY On Broad-Based Growth, Up 28% Excluding Data Center IPS Orders Accelerated In Short Cycle Distribution And OEM, Net Of Headwinds In Long Cycle Projects Sales Of $1,479.1 Million, Up 4.3% Versus PY, Up 1.6% On An Organic Basis GAAP Net Income Of $64.3 Million Versus PY Of $57.5 Million, Up $6.8 Million Or 11.8% Versus PY Adjusted EBITDA Of $304.4 Million Versus PY Of $309.5 Million Diluted EPS Of $0.96, Up 11.6% Versus PY; Adjusted Diluted EPS Of $2.17, Up 0.9% Versus PY Re-Affirming 2026 Adjusted Earnings Per Share Guidance Announced Aamir Paul As Next Chief Executive Officer CEO Louis Pinkham commented, "Our growth outlook continued to strengthen during the first quarter, with enterprise daily orders up 8.5% versus the prior year. Our AMC segment led the way, with orders up over 34%, aided by growth across all markets, but particularly in aerospace & defense, discrete automation, data center and medical.

MILWAUKEE, April 22, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) announced today that its Board of Directors has appointed Aamir Paul to serve as Chief Executive Officer (CEO) commencing no later than July 1, 2026, upon the conclusion of his responsibilities with his current employer, Schneider Electric SE. The Board has also determined that Mr.

Health care was the most significant detractor, led by weakness within life sciences tools and services, while consumer discretionary and IT also weighed on relative performance. Regal Rexnord Corp. performed strongly in the first quarter, primarily on account of a quarterly report that featured particularly strong orders owing to budding demand for data center products. Westlake Corp. outperformed in the first quarter due to the effects on global chemical markets from the conflict in Iran, which has had an extreme impact on supply.

MILWAUKEE, April 8, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) announced today that it plans to release its first quarter 2026 financial results after the market closes on Wednesday, May 6, 2026. Regal Rexnord will host a conference call to discuss the earnings release at 9:00 am CT (10:00 am ET) on Thursday, May 7, 2026.