Regal Rexnord (NYSE:RRX) Issues FY 2026 Earnings Guidance

Regal Rexnord (NYSE:RRX) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 10.350-10.850 for the period, compared to the consensus earnings per share estimate of 10.690. The company issued revenue guidance of -.

Regal Rexnord Trading Down 15.6%

RRX traded down $34.23 during trading on Wednesday, reaching $185.81. 3,071,179 shares of the company’s stock were exchanged, compared to its average volume of 1,113,500. The company’s fifty day moving average price is $213.60 and its 200-day moving average price is $202.63. The firm has a market capitalization of $12.37 billion, a PE ratio of 43.35, a P/E/G ratio of 1.40 and a beta of 1.09. Regal Rexnord has a fifty-two week low of $127.96 and a fifty-two week high of $247.80. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.08 and a current ratio of 2.17.

Regal Rexnord (NYSE:RRX) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $2.99 EPS for the quarter, topping the consensus estimate of $2.58 by $0.41. The business had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.58 billion. Regal Rexnord had a return on equity of 9.49% and a net margin of 4.78%.The firm’s revenue was up 4.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.48 EPS. Regal Rexnord has set its FY 2026 guidance at 10.350-10.850 EPS. As a group, equities analysts forecast that Regal Rexnord will post 10.65 EPS for the current year.

Regal Rexnord Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 14th. Investors of record on Wednesday, September 30th will be given a $0.35 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 0.8%. Regal Rexnord’s payout ratio is currently 32.56%.

Analysts Set New Price Targets

Several research firms recently weighed in on RRX. KeyCorp raised their target price on shares of Regal Rexnord from $255.00 to $265.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Wolfe Research set a $250.00 price target on Regal Rexnord in a research note on Thursday, July 9th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Regal Rexnord in a report on Monday, July 20th. They issued a “buy” rating and a $286.00 price objective on the stock. DA Davidson assumed coverage on shares of Regal Rexnord in a research report on Tuesday, June 16th. They set a “buy” rating and a $260.00 price objective for the company. Finally, JPMorgan Chase & Co. boosted their price target on Regal Rexnord from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Regal Rexnord presently has an average rating of “Moderate Buy” and a consensus price target of $247.00.

Insider Activity at Regal Rexnord

In related news, CEO Louis V. Pinkham sold 22,509 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $211.68, for a total value of $4,764,705.12. Following the transaction, the chief executive officer directly owned 56,749 shares in the company, valued at $12,012,628.32. This trade represents a 28.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Robert Rehard sold 6,499 shares of the firm’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $200.00, for a total transaction of $1,299,800.00. Following the completion of the transaction, the chief financial officer directly owned 27,965 shares in the company, valued at $5,593,000. This trade represents a 18.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,305 shares of company stock worth $6,341,869 in the last quarter. Company insiders own 0.63% of the company’s stock.

Key Stories Impacting Regal Rexnord

Here are the key news stories impacting Regal Rexnord this week:

• Positive Sentiment: Regal Rexnord reported second-quarter adjusted EPS of $2.99, up from $2.48 a year earlier and above the roughly $2.58–$2.60 analyst consensus. Adjusted EBITDA increased 11.2% year over year to $366.6 million. Regal Rexnord Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Operating indicators were constructive: daily orders rose 8.8%, sales increased 4.2% year over year to $1.56 billion, with organic growth of 3.3%, while operating cash flow reached $176.6 million and free cash flow was $154.1 million. The company also expects net leverage to fall below 3.0 times adjusted EBITDA during the second half of 2026. Quarterly Financial Results
• Neutral Sentiment: Management narrowed its full-year 2026 adjusted EPS guidance to $10.35–$10.85, maintaining a midpoint of $10.60. However, the range includes approximately $0.57 per share from IEEPA tariff refunds, which may make the underlying earnings outlook less compelling. Regal Rexnord Tops Q2 Earnings Estimates
• Negative Sentiment: Revenue fell short of analyst expectations, and investors focused on margin pressure and the quality of the earnings beat. Second-quarter adjusted EBITDA and adjusted EPS benefited from a $32 million tariff refund, or $0.39 per share, while the full-year guidance midpoint is below consensus expectations of approximately $10.69 per share. These factors outweighed the earnings and order growth, contributing to the stock’s decline. Regal Rexnord’s Shares Fall as Margin Outlook Weighs

Institutional Trading of Regal Rexnord

Institutional investors and hedge funds have recently made changes to their positions in the company. Viking Global Investors LP grew its position in Regal Rexnord by 25.7% in the 2nd quarter. Viking Global Investors LP now owns 3,430,128 shares of the company’s stock worth $497,231,000 after purchasing an additional 701,145 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Regal Rexnord by 5.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,530,092 shares of the company’s stock valued at $355,031,000 after acquiring an additional 131,171 shares in the last quarter. Invesco Ltd. increased its position in shares of Regal Rexnord by 27.1% during the fourth quarter. Invesco Ltd. now owns 1,905,828 shares of the company’s stock valued at $267,426,000 after acquiring an additional 405,828 shares during the last quarter. The Manufacturers Life Insurance Company lifted its holdings in Regal Rexnord by 7.3% during the fourth quarter. The Manufacturers Life Insurance Company now owns 1,251,095 shares of the company’s stock worth $175,554,000 after acquiring an additional 85,242 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Regal Rexnord by 3.6% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,186,366 shares of the company’s stock worth $170,172,000 after acquiring an additional 41,004 shares during the period. Hedge funds and other institutional investors own 99.72% of the company’s stock.

About Regal Rexnord

Regal Rexnord Corporation (NYSE: RRX) is a global industrial manufacturer specializing in electric motors, power generation equipment and automated motion control systems. The company designs, engineers and produces a broad portfolio of products that includes energy-efficient electric motors, variable frequency drives, gearboxes, couplings, bearings and power transmission components. These offerings support critical applications in industries such as heating, ventilation and air conditioning (HVAC), refrigeration, data centers, water treatment, food and beverage processing, mining, oil and gas, and material handling.

The company’s operations are organized into multiple business segments that address distinct customer needs.