RRX

Regal Rexnord Corporation (RRX) Q2 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Regal Rexnord (RRX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Regal Rexnord (RRX) came out with quarterly earnings of $2.99 per share, beating the Zacks Consensus Estimate of $2.6 per share. This compares to earnings of $2.48 per share a year ago.

MILWAUKEE, Aug. 5, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) 2Q Highlights Daily Orders Up 8.8% Versus PY Sales Of $1,558.4 Million, Up 4.2% Versus PY, Up 3.3% On An Organic Basis GAAP Net Income Of $116.8 Million Versus PY Of $79.6 Million, Up $37.2 Million Or 46.7% Versus PY Adjusted EBITDA Of $366.6 Million Versus PY Of $329.7 Million, Up $36.9 Million Or 11.2% Versus PY 2Q 2026 Adjusted EBITDA Includes IEEPA Tariff Refund Benefit Of $32.0 Million Diluted EPS Of $1.74, Up 46.2% Versus PY; Adjusted Diluted EPS Of $2.99, Up 20.6% Versus PY 2Q 2026 Adjusted Diluted EPS Includes IEEPA Tariff Refund Benefit Of $0.39 Cash From Operating Activities of $176.6 Million; Free Cash Flow Of $154.1 Million Net Debt To Adjusted EBITDA (Including Synergies) Ended 2Q At 3.06x; Expect To Be Below 3.0x In The Second Half Of 2026 2026 GAAP EPS Guidance Range Narrowed To $5.42 To $5.92 2026 Adjusted EPS Guidance Range Narrowed To $10.35 To $10.85, Inclusive Of IEEPA Tariff Refund Benefits Worth $0.57 Per Share; Midpoint Remains $10.60 CEO Aamir Paul commented, "I am honored to serve as Regal Rexnord's sixth CEO and excited about the opportunities in front of us. I joined the Company because I believe Regal Rexnord is uniquely positioned to leverage its technology leadership, manufacturing scale, and deep customer relationships to address relevant needs across many attractive end markets.

Regal Rexnord (RRX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Investors need to pay close attention to RRX stock based on the movements in the options market lately.

At $214.90, Regal Rexnord (NYSE:RRX | RRX Price Prediction) screens as one of the more compelling industrial re-ratings in the market.

MILWAUKEE, July 21, 2026 /PRNewswire/ -- Aamir Paul, Chief Executive Officer of Regal Rexnord Corporation (NYSE: RRX), announced that the Board of Directors, at its regular quarterly meeting held on July 20, 2026, declared a dividend of $0.35 per share. The dividend is payable on October 14, 2026, to shareholders of record at the close of business on September 30, 2026.

MILWAUKEE, July 10, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) announced today that it plans to release its second quarter 2026 financial results prior to the market opening on Wednesday, August 5th, 2026. The Company will host a conference call at 9:00 am CT (10:00 am ET) on Wednesday, August 5th, 2026, to discuss the results released earlier that day.

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.