Regal Rexnord（RRX）株式概要リーガル・レックスノード・コーポレーションは、北米、アジア、ヨーロッパ、そして国際的に、動力、伝達、制御モーション製品の持続可能なソリューションを提供しています。 詳細RRX ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績3/6財務の健全性1/6配当金0/6報酬収益は年間30.96%増加すると予測されています アナリストらは、株価が24.7%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るRRX Community Fair Values Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN16.8% undervaluedAnalystConsensusTarget•27d agoRRX: Share Price Will Gain From Expansion Into Early-Stage Industrial Markets169010AN22.3% overvaluedAnalystLowTarget•3mo agoData Center And Rare Earth Risks Will Constrain Long Term Prospects1100Top Analyst NarrativesAN16.8% undervaluedAnalystConsensusTarget•27d agoRRX: Share Price Will Gain From Expansion Into Early-Stage Industrial Markets169010AN22.3% overvaluedAnalystLowTarget•3mo agoData Center And Rare Earth Risks Will Constrain Long Term Prospects1100View all narrativesRegal Rexnord Corporation 競合他社VicorSymbol: NasdaqGS:VICRMarket cap: US$15.3bGenerac HoldingsSymbol: NYSE:GNRCMarket cap: US$16.4bAcuitySymbol: NYSE:AYIMarket cap: US$9.2bEnerSysSymbol: NYSE:ENSMarket cap: US$8.3b価格と性能株価の高値、安値、推移の概要Regal Rexnord過去の株価現在の株価US$201.7652週高値US$236.3552週安値US$127.96ベータ1.131ヶ月の変化-5.29%3ヶ月変化-6.09%1年変化53.10%3年間の変化45.79%5年間の変化46.00%IPOからの変化19,946.36%最新ニュースRecent Insider Transactions • May 28Executive VP & CFO recently sold US$1.3m worth of stockOn the 22nd of May, Robert Rehard sold around 6k shares on-market at roughly US$200 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.Recent Insider Transactions Derivative • May 26Executive VP & CFO notifies of intention to sell stockRobert Rehard intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of May. If the sale is conducted around the recent share price of US$200, it would amount to US$1.3m. Since September 2025, Robert's direct individual holding has decreased from 31.84k shares to 24.82k. Company insiders have collectively sold US$30m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 22Insider recently sold US$2.0m worth of stockOn the 14th of May, Jerrald Morton sold around 9k shares on-market at roughly US$209 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 21Insider notifies of intention to sell stockJerrald Morton intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of May. If the sale is conducted around the recent share price of US$209, it would amount to US$2.0m. Since September 2025, Jerrald's direct individual holding has increased from 17.85k shares to 20.17k. Company insiders have collectively sold US$28m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 17CEO & Director recently sold US$4.2m worth of stockOn the 11th of May, Louis Pinkham sold around 20k shares on-market at roughly US$212 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Louis has been a net seller over the last 12 months, reducing personal holdings by US$14m.Recent Insider Transactions Derivative • May 12CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$212, it would amount to US$4.8m. For the year to December 2019, Louis' total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Louis' direct individual holding has decreased from 105.23k shares to 58.13k. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 28Executive VP & CFO recently sold US$1.3m worth of stockOn the 22nd of May, Robert Rehard sold around 6k shares on-market at roughly US$200 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.Recent Insider Transactions Derivative • May 26Executive VP & CFO notifies of intention to sell stockRobert Rehard intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of May. If the sale is conducted around the recent share price of US$200, it would amount to US$1.3m. Since September 2025, Robert's direct individual holding has decreased from 31.84k shares to 24.82k. Company insiders have collectively sold US$30m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 22Insider recently sold US$2.0m worth of stockOn the 14th of May, Jerrald Morton sold around 9k shares on-market at roughly US$209 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 21Insider notifies of intention to sell stockJerrald Morton intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of May. If the sale is conducted around the recent share price of US$209, it would amount to US$2.0m. Since September 2025, Jerrald's direct individual holding has increased from 17.85k shares to 20.17k. Company insiders have collectively sold US$28m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 17CEO & Director recently sold US$4.2m worth of stockOn the 11th of May, Louis Pinkham sold around 20k shares on-market at roughly US$212 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Louis has been a net seller over the last 12 months, reducing personal holdings by US$14m.Recent Insider Transactions Derivative • May 12CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$212, it would amount to US$4.8m. For the year to December 2019, Louis' total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Louis' direct individual holding has decreased from 105.23k shares to 58.13k. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 11Results: Regal Rexnord Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsRegal Rexnord Corporation ( NYSE:RRX ) just released its latest quarterly results and things are looking bullish...Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.97 (up from US$0.86 in 1Q 2025). Revenue: US$1.48b (up 4.3% from 1Q 2025). Net income: US$64.3m (up 12% from 1Q 2025). Profit margin: 4.3% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.ライブニュース • May 07Regal Rexnord Tops Q1 2026 Estimates and Names New CEO as Orders StrengthenRegal Rexnord reported Q1 2026 sales growth of 4.3% year over year, with adjusted EPS coming in 2.7% above estimates. The company reaffirmed full-year 2026 adjusted EPS guidance, keeping the midpoint at $10.60. Aamir Paul will succeed Louis Pinkham as CEO, marking a planned leadership transition following Pinkham’s tenure. For you as an investor, the combination of Q1 results above expectations and unchanged full-year EPS guidance suggests management is sticking with its existing plan rather than resetting expectations after the quarter. The company also reported enterprise daily orders up 8.5% and a 6.7% sequential increase in backlog, with demand tied to Automation & Motion Control and Industrial Powertrain Solutions, and end markets such as aerospace & defense, discrete automation, data centers and medical. The announced CEO transition to Aamir Paul adds a governance angle to watch. Investors often pay attention to whether a new CEO maintains existing capital allocation priorities or adjusts them over time. In the context of the current demand backdrop in automation and industrial end markets described by the company, you may want to track how the new leadership team frames its priorities on growth investments, integration of any past deals and margin focus in upcoming updates and calls.ナラティブの更新 • May 04RRX: High Margin Hardware Profile Will Support Repricing Despite Emerging AI Disruption RiskRegal Rexnord's updated analyst price target has been lifted by multiple firms, with changes such as $10, $8, $60, $41 and $45 cited by analysts who point to company specific drivers while also flagging AI related risks for high margin hardware suppliers. Analyst Commentary Recent Street research around Regal Rexnord highlights both supportive and cautious views, with several firms adjusting price targets and one research piece calling out AI related risk for high margin hardware suppliers, including the company.Declared Dividend • Apr 30Dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 30th June 2026 Payment date: 14th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.2%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 10%.お知らせ • Apr 29Regal Rexnord Corporation Declares Quarterly Dividend, Payable on July 14, 2026Louis Pinkham, Chief Executive Officer of Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on April 27, 2026, declared a dividend of $0.35 per share. The dividend is payable on July 14, 2026, to shareholders of record at the close of business on June 30, 2026.お知らせ • Apr 23+ 1 more updateRegal Rexnord Corporation Announces Chief Executive Officer ChangesRegal Rexnord Corporation announced 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. As previously disclosed on October 29, 2025, the Board initiated a comprehensive search to identify a successor to current CEO, Louis Pinkham. To help ensure continuity and a smooth leadership transition, Mr. Pinkham will remain CEO until Mr. Paul's start date, at which time Mr. Paul will succeed him. Mr. Pinkham will also resign from the Board of Directors effective on his last day as CEO. Mr. Paul, age 48, is a recognized leader with deep global experience across sales, strategy, and operations management having lived and worked in Europe and the U.S. He joins Regal Rexnord from Schneider Electric, a leading global energy management and automation company, where he serves as President of North America. Mr. Paul took over the North America business in 2022, at which time he also joined the Executive Committee, and proceeded to grow the business at double digit rates through 2025. In 2025, the business generated over $17 billion (USD) in revenue, employed over 43,000 people, and ran over 35 manufacturing facilities. Mr. Paul joined Schneider Electric in 2013 and, during his tenure, held multiple senior leadership roles of increasing responsibility across sales, business operations, and commercial execution. Prior to Schneider Electric, Mr. Paul spent over 13 years at Dell Technologies in sales roles with increasing seniority, ultimately serving as SVP, Global Server Solutions Sales, where he led Dell's worldwide go-to-market strategy for servers and oversaw global sales for Data Center Solutions and High-Performance Computing. Mr. Paul holds a B.S. in chemical engineering from Northwestern University, and has completed advanced management studies at The University of Chicago Booth School of Business and INSEAD. He serves as a board member of USG Corporation, a privately-held manufacturer of building materials and innovative solutions. He is also actively involved in industry and civic leadership, serving on the boards of organizations including the National Association of Manufacturers (NAM), the National Electrical Manufacturers Association (NEMA), the National Association of Electrical Distributors, and the Executives' Club of Chicago.ナラティブの更新 • Apr 20RRX: High Margin Hardware Profile Will Support Repricing Despite AI Disruption RiskRegal Rexnord's updated analyst price target edges slightly lower to about $242 as analysts fine tune assumptions for discount rate, revenue growth, profit margin and future P/E, while incorporating a series of recent target hikes from major firms focused on the company’s high margin hardware exposure and AI related risks. Analyst Commentary Street research on Regal Rexnord over the past several weeks has centered on how much value investors should place on the company’s high margin hardware portfolio while weighing AI related disruption risk.お知らせ • Apr 08Regal Rexnord Corporation to Report Q1, 2026 Results on May 06, 2026Regal Rexnord Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026ナラティブの更新 • Apr 05RRX: Higher Margin Hardware Profile Will Support Repricing Despite AI Disruption RiskAnalysts have raised their average price target on Regal Rexnord to $242.56 from $236.50, citing updated assumptions around revenue growth, discount rate and future P/E, along with a series of recent target increases from major research firms. Analyst Commentary Recent Street research on Regal Rexnord shows a cluster of price target revisions and fresh commentary on the role of artificial intelligence in higher margin hardware, giving you a mix of constructive and cautious signals to weigh.Upcoming Dividend • Mar 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (0.7%).ナラティブの更新 • Mar 22RRX: Higher Margin Profile Will Support Repricing Despite Emerging AI Hardware RiskThe analyst price target for Regal Rexnord has moved modestly higher to approximately $236.50. Analysts note refreshed assumptions on fair value, discount rate, and future P/E, while also weighing both the opportunity and AI-related risk in high-margin hardware exposure.Seeking Alpha • Mar 21Regal Rexnord: Not An Ideal Prospect, Good Enough To Remain BullishSummary Regal Rexnord Corporation remains a 'buy' as management executes a strategic transformation, with improving fundamentals and ambitious growth targets through 2027. Adjusted for divestitures, RRX's revenue and cash flow have trended upward, supported by expansion in Automation & Motion Control and Industrial Powertrain Solutions segments. Management targets $6.4–$7 billion in revenue and $1.675 billion in EBITDA by 2027, with margin expansion and cross-sell synergies driving upside. RRX trades at a discount to peers, offering a potential 15–20% annualized upside if 2027 targets are met, even without multiple expansion. Read the full article on Seeking Alphaお知らせ • Mar 19Regal Rexnord Corporation, Annual General Meeting, Apr 28, 2026Regal Rexnord Corporation, Annual General Meeting, Apr 28, 2026. Location: 6133 n. river rd, rosemont, ilinois 60018, United Statesナラティブの更新 • Mar 08RRX: Higher Margin Outlook Will Offset AI Hardware Pressure ConcernsOur updated narrative price target for Regal Rexnord increases by about $4 to roughly $236, as analysts weigh stronger assumed profit margins against a slightly higher discount rate and a more moderate future P/E multiple, while also flagging potential AI related pressure on high margin hardware exposure. Analyst Commentary Recent Street research on Regal Rexnord centers on two themes: the reassessment of valuation after multiple price target changes, and the risk that AI-driven automation could pressure high-margin hardware economics over time.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$187, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Electrical industry in the US. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$200 per share.ナラティブの更新 • Feb 21RRX: Street EPS And Margin Assumptions Will Shape Balanced Risk RewardOur updated narrative for Regal Rexnord reflects a higher analyst price target of $232.36, up from $204.91, with analysts pointing to refined assumptions for margins, discount rate, revenue growth, and future P/E following a series of price target increases across major research firms. Analyst Commentary Recent Street research on Regal Rexnord clusters around a series of higher price targets, with several firms revisiting their models at roughly the same time.Recent Insider Transactions • Feb 12CEO & Director recently sold US$4.3m worth of stockOn the 9th of February, Louis Pinkham sold around 20k shares on-market at roughly US$217 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$5.3m. Louis has been a net seller over the last 12 months, reducing personal holdings by US$9.6m.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 30%After last week's 30% share price gain to US$223, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electrical industry in the US. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$206 per share.新しいナラティブ • Feb 09Data Center And Rare Earth Risks Will Constrain Long Term ProspectsCatalysts About Regal Rexnord Regal Rexnord supplies power management, motion control and related industrial solutions across data centers, automation, HVAC, aerospace, defense and other industrial markets. What are the underlying business or industry changes driving this perspective?Recent Insider Transactions Derivative • Feb 08Independent Director notifies of intention to sell stockCurtis Stoelting intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$200, it would amount to US$1.7m. Since March 2025, Curtis' direct individual holding has decreased from 34.18k shares to 25.82k. Company insiders have collectively sold US$7.9m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 07RRX: Street EPS Outlook For 2026 Will Shape Balanced Risk RewardAnalysts have lifted their price target on Regal Rexnord to about US$205 from roughly US$178. This reflects updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples in light of recent Street research.Price Target Changed • Feb 06Price target increased by 14% to US$205Up from US$180, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$212. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$5.55 for next year compared to US$4.22 last year.Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.22 (up from US$2.96 in FY 2024). Revenue: US$5.93b (down 1.6% from FY 2024). Net income: US$279.5m (up 43% from FY 2024). Profit margin: 4.7% (up from 3.3% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Feb 05Regal Rexnord Corporation Provides Earnings Guidance for the Full Year 2026Regal Rexnord Corporation provided earnings guidance for the full year 2026. for the year, the company expects GAAP Diluted Earnings Per Share In a Range Of $5.29 To $6.09.分析記事 • Jan 30Regal Rexnord (NYSE:RRX) Will Pay A Dividend Of $0.35Regal Rexnord Corporation ( NYSE:RRX ) will pay a dividend of $0.35 on the 14th of April. The dividend yield is 0.9...Declared Dividend • Jan 29Dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 31st March 2026 Payment date: 14th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 27Regal Rexnord Corporation Declares Quarterly Dividend, Payable on April 14, 2026Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on January 26, 2026, declared a dividend of $0.35 per share. The dividend is payable on April 14, 2026, to shareholders of record at the close of business on March 31, 2026.分析記事 • Jan 25Should You Think About Buying Regal Rexnord Corporation (NYSE:RRX) Now?Regal Rexnord Corporation ( NYSE:RRX ) led the NYSE gainers with a relatively large price hike in the past couple of...お知らせ • Jan 13Regal Rexnord Corporation to Report Q4, 2025 Results on Feb 04, 2026Regal Rexnord Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2026Upcoming Dividend • Dec 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 14 January 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.8%).Recent Insider Transactions • Nov 28CEO & Director recently sold US$5.3m worth of stockOn the 25th of November, Louis Pinkham sold around 36k shares on-market at roughly US$146 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Louis' only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Nov 26CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 36k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$146, it would amount to US$5.3m. For the year to December 2019, Louis' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Louis' direct individual holding has decreased from 105.74k shares to 105.28k. There has only been one transaction (US$2.6m sale) from insiders over the last 12 months.Buy Or Sell Opportunity • Nov 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$130. The fair value is estimated to be US$168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.ナラティブの更新 • Nov 01RRX: Share Price Will Gain From Expansion Into Early-Stage Industrial MarketsRegal Rexnord's analyst fair value estimate has been slightly lowered from $180.40 to $177.73 per share, as analysts weigh persistent near-term headwinds against the company's anticipated gradual improvement in its long-term outlook. Analyst Commentary Analysts have issued a range of updated perspectives on Regal Rexnord, reflecting ongoing debate about the company's valuation and future growth potential amid persistent industry headwinds.Reported Earnings • Oct 30Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$1.20 (up from US$1.10 in 3Q 2024). Revenue: US$1.50b (up 1.3% from 3Q 2024). Net income: US$79.6m (up 9.5% from 3Q 2024). Profit margin: 5.3% (up from 4.9% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Oct 30+ 2 more updatesRegal Rexnord Corporation Announces Louis Pinkham to Resign from Board of DirectorsThe Board of Directors of Regal Rexnord Corporation announced that it is engaged in a Chief Executive Officer ("CEO") search process consistent with the Board's succession planning process and responsibilities. The Board of Directors is grateful to Louis Pinkham, the Company's current CEO, for his leadership and many significant contributions to the Company since being appointed CEO in April 2019. During his tenure, Mr. Pinkham led the transformation of the Company to become a global leader in automation and motion control, power transmission, and power efficiency solutions. As a result, and during his tenure, the enterprise value of the Company has increased to $15 billion from ~$4.5 billion, with a total shareholder return of nearly 100% (inclusive of reinvested dividends). The Board of Directors is being assisted in the search process by a leading executive search firm. Mr. Pinkham will remain as CEO until a successor is identified to facilitate an orderly leadership transition. Mr. Pinkham will resign from the Board at the time of the appointment of the new CEO.Declared Dividend • Oct 26Dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 31st December 2025 Payment date: 14th January 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 23Regal Rexnord Corporation Declares Quarterly Dividend, Payable on January 14, 2026Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on October 22, 2025, declared a dividend of $0.35 per share. The dividend is payable on January 14, 2026, to shareholders of record at the close of business on December 31, 2025. The company has paid a dividend every quarter since January 1961.Buy Or Sell Opportunity • Oct 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$135. The fair value is estimated to be US$176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.8% in a year. Earnings are forecast to grow by 53% in the next year.お知らせ • Oct 08Regal Rexnord Corporation to Report Q3, 2025 Results on Oct 29, 2025Regal Rexnord Corporation announced that they will report Q3, 2025 results After-Market on Oct 29, 2025Upcoming Dividend • Sep 23Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 14 October 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.8%).分析記事 • Aug 09Getting In Cheap On Regal Rexnord Corporation (NYSE:RRX) Is UnlikelyNYSE:RRX 1 Year Share Price vs Fair Value Explore Regal Rexnord's Fair Values from the Community and select yours It's...お知らせ • Aug 08Regal Rexnord Corporation Announces Executive ChangesRegal Rexnord Corporation announced that on August 5, 2025, Kevin Zaba, Executive Vice President & President, Automation & Motion Control, informed the company of his intention to retire, effective December 31, 2025. During a transitional period beginning August 14, 2025 through the Retirement Date, Mr. Zaba will be an Executive Vice President of the Company and will work to ensure a smooth transition to his successor, Kevin Long, who will begin to serve as Executive Vice President & President, Automation & Motion Control on August 14, 2025. Mr. Zaba will continue to receive his regular base salary and participate in the Company’s benefit plans (pursuant to the terms and conditions of such plans) until his Retirement Date and his outstanding equity awards and incentive compensation will continue to be subject to the terms of the applicable Company incentive plans and award agreements. Long brings more than 30 years of experience leading global industrial businesses, with a track record of driving above-market growth, operational excellence, and strategic portfolio development. He joins Regal Rexnord from Dover Corporation, where he spent the past decade – most recently as Group President of OPW, a global business serving the fluid handling, clean energy, cryogenics, and car wash markets. Under his leadership, OPW grew significantly through a combination of organic execution and accretive acquisitions. Prior to Dover, Long held several senior leadership roles at Danaher Corporation over a ten-year period, including general management and global staff roles, where he helped drive growth, operational synergies and global scalability across multiple business units.Long holds both a Bachelor and Master of Science in Mechanical Engineering from The Ohio State University, and an MBA from the Massachusetts Institute of Technology (MIT) Sloan School of Management.New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 06Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.20 (up from US$0.94 in 2Q 2024). Revenue: US$1.50b (down 3.3% from 2Q 2024). Net income: US$79.2m (up 27% from 2Q 2024). Profit margin: 5.3% (up from 4.0% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Aug 06Regal Rexnord Corporation Updates Earnings Guidance for the Year 2025Regal Rexnord Corporation updated earnings guidance for the year 2025. For the period, the company has updated its annual guidance for GAAP diluted earnings per share to a range of $4.50 to $5.10.Declared Dividend • Jul 24Dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 30th September 2025 Payment date: 14th October 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 134% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 22Regal Rexnord Corporation Declares Quarterly Dividend, Payable on October 14, 2025Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on July 21, 2025, declared a dividend of $0.35 per share. The dividend is payable on October 14, 2025, to shareholders of record at the close of business on September 30, 2025.分析記事 • Jul 22Regal Rexnord (NYSE:RRX) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jul 08Regal Rexnord Corporation to Report Q2, 2025 Results on Aug 05, 2025Regal Rexnord Corporation announced that they will report Q2, 2025 results After-Market on Aug 05, 2025分析記事 • Jul 03Is Regal Rexnord Corporation (NYSE:RRX) Potentially Undervalued?While Regal Rexnord Corporation ( NYSE:RRX ) might not have the largest market cap around , it led the NYSE gainers...Upcoming Dividend • Jun 23Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.9%).分析記事 • Jun 15Regal Rexnord Corporation's (NYSE:RRX) Intrinsic Value Is Potentially 74% Above Its Share PriceKey Insights Regal Rexnord's estimated fair value is US$239 based on 2 Stage Free Cash Flow to Equity Current share...Recent Insider Transactions Derivative • May 16CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of May. If the sale is conducted around the recent share price of US$140, it would amount to US$1.5m. For the year to December 2019, Louis' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Louis' direct individual holding has increased from 81.83k shares to 105.23k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 14Regal Rexnord Aerospace Solutions Introduces New Electro-Mechanical Actuator Subsystem Capabilities for Aerospace and DefenseRegal Rexnord Aerospace Solutions, enabled by its family of leading brands -- Regal Rexnord Aerospace, Kollmorgen, Portescap, Nook, Thomson, Delevan, and Formsprag -- is advancing the next generation of electro-mechanical actuators purpose-built for the unique requirements of aerospace and defense applications. This strategic, collaborative approach unites deep domain expertise and one of the industry's most comprehensive motion control portfolios to deliver EMA solutions designed for optimal performance, efficiency, and operational versatility. New next generation of electro-me mechanical actuator will be manufactured by Regal Rexnord Aerospace Solutions. For more than 75 years, Regal Rexnord Aerospace solutions has supported flight-critical commercial and military applications with precision engineering and motion control technologies. The company's expanded offering in subsystems leverages the unique strengths of its trusted portfolio, spanning high-performance motors, rotary and oscillatory bearings, dynamic seals, resolvers, magnetics, ball and lead screws, clutches, andbrakes. By uniting these core technologies under a collaborative design model, Regal Rexnord aerospace Solutions is positioned to deliver complete EMA subsystems designed and tested to the most rigorous standards for reliability in extreme environments. Regal Rexnord Aerospace Solution' new EMA capabilities can offer customers these benefits: Seamless Vertical Integration: Solutions are designed and manufactured in-house at one or more of 12 global AS9100-certified facilities, enabling accelerated transitions from prototyping to full-scale production. Performance-Optimized Design: Access to RegalRexnord Aerospace Solutions' comprehensive motion control building blocks streamlines engineering, enabling tailored actuator systems that are positioned to meet stringent aerospace and defense specifications. Supply Chain Simplification: EMA subsystems designed primarily with components from Regal Rexnord Aerospace Services family of brands reduce the need to source and manage components from multiple suppliers, decreasing complexity and accelerating time to market. Reliability in Harsh Environments: Each system will undergo rigorous testing for compliance and durability, enabling mission-critical performance under extreme conditions of shock, vibration, and temperature. Collaborative Application Expertise: Regal Rexnord Aerospace solution' engineering teams engage directly with customers to solve their most complex design challenges, rapidly adapting their proven technologies for unique application requirements across commercial aerospace, defense, and emerging sectors like advanced air mobility and eVTOL. Sustainable Design: Electro-mechanical actuation offers inherent benefits over traditional hydraulic solutions, enabling the conservation of resources through low-weight design, increased reliability, and longer lifetimes.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$144, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Electrical industry in the US. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$253 per share.Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.86 (up from US$0.30 in 1Q 2024). Revenue: US$1.42b (down 8.4% from 1Q 2024). Net income: US$57.3m (up 189% from 1Q 2024). Profit margin: 4.0% (up from 1.3% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 62%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 06Regal Rexnord Corporation Revises Earnings Guidance for the Year 2025Regal Rexnord Corporation revised earnings guidance for the year 2025. Due to a gain on sale of assets in the first quarter of 2025, the Company is updating its annual guidance for 2025 GAAP Diluted Earnings per Share to a range of $4.49 to $5.29.Declared Dividend • May 01Fourth quarter dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 30th June 2025 Payment date: 14th July 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 144% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29Regal Rexnord Corporation Declares Quarterly Dividend, Payable on July 14, 2025Louis Pinkham, Chief Executive Officer of Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on April 28, 2025, declared a dividend of $0.35 per share. The dividend is payable on July 14, 2025, to shareholders of record at the close of business on June 30, 2025.Price Target Changed • Apr 09Price target decreased by 9.2% to US$162Down from US$178, the current price target is an average from 11 analysts. New target price is 51% above last closing price of US$107. Stock is down 36% over the past year. The company is forecast to post earnings per share of US$4.53 for next year compared to US$2.95 last year.お知らせ • Apr 08Regal Rexnord Corporation to Report Q1, 2025 Results on May 05, 2025Regal Rexnord Corporation announced that they will report Q1, 2025 results After-Market on May 05, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$98.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 9x in the Electrical industry in the US. Total loss to shareholders of 25% over the past three years.Upcoming Dividend • Mar 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (1.1%).お知らせ • Mar 20Regal Rexnord Corporation, Annual General Meeting, Apr 29, 2025Regal Rexnord Corporation, Annual General Meeting, Apr 29, 2025. Location: thefirst floor of 6133 n, river road, rosemont, illinois 60018, United StatesNew Risk • Feb 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results.お知らせ • Feb 18Regal Rexnord Corporation Announces Board AppointmentsRegal Rexnord Corporation announced the appointment of two new directors to the Board of Directors, Rashida A. Hodge and Gerben W. Bakker, effective February 17, 2025. The initial terms of Ms. Hodge and Mr. Bakker on the Board will continue until the 2025 annual meeting of shareholders, at which they will both be up for election. Ms. Hodge currently serves as Microsoft's Corporate Vice President of Customer Success – Azure Data and Artificial Intelligence (AI), where she leads the global commercial business, accelerating data-driven digital transformations for customers. Prior to Microsoft, Ms. Hodge was the Global Vice President at IBM, with two decades of experience as a sales and services enterprise leader providing transformative strategies in hardware, software and services, including leading the commercialization of IBM Watson. She also serves on the board of directors of Sonatype, a Vista Equity portfolio company, where she influences the field of software supply chain management and AI governance. Mr. Bakker serves as Chairman, President and Chief Executive Officer of Hubbell Incorporated, an international manufacturer of high quality, reliable electrical and utility solutions for a broad range of customer and end market applications. Prior to this appointment in 2020, he served as Hubbell's Chief Operating Officer as of June 2019, after serving as President of the Power Systems group since 2014. Mr. Bakker began his career with Hubbell in 1988 as a manufacturing engineer with Hubbell Wiring Systems and has held positions of increasing leadership around the world in both Hubbell's utility and electrical segments. The company also announced that Anesa Chaibi is retiring from its Board of Directors, effective February 17, 2025, following her appointment as the Chief Executive Officer of Global Industrial Company.Major Estimate Revision • Feb 12Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$6.00b to US$5.83b. EPS estimate also fell from US$5.33 per share to US$4.66 per share. Net income forecast to grow 69% next year vs 23% growth forecast for Electrical industry in the US. Consensus price target down from US$199 to US$184. Share price fell 12% to US$136 over the past week.Price Target Changed • Feb 10Price target decreased by 7.4% to US$184Down from US$199, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$139. Stock is down 9.9% over the past year. The company is forecast to post earnings per share of US$4.66 for next year compared to US$2.95 last year.新しいナラティブ • Feb 10eVTOL Partnership With Honeywell Aerospace Will Open Future Market Opportunities Strategic investments and synergies are driving revenue growth and margin improvements, with substantial benefits from cost efficiencies and new market expansions. Reported Earnings • Feb 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.96 (up from US$0.87 loss in FY 2023). Revenue: US$6.03b (down 3.5% from FY 2023). Net income: US$196.2m (up US$253.6m from FY 2023). Profit margin: 3.3% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06Regal Rexnord Corporation Provides Earnings Guidance for the Year 2025Regal Rexnord Corporation provided earnings guidance for the year 2025. For the year, the company introducing guidance of GAAP Diluted Earnings per Share in a range of $4.42 to $5.22.お知らせ • Feb 04Phoenix Investors, LLC acquired 56-acre Multi-building Industrial Campus in West Milwaukee, Wisconsin from Regal Rexnord Corporation (NYSE:RRX).Phoenix Investors, LLC acquired 56-acre Multi-building Industrial Campus in West Milwaukee, Wisconsin from Regal Rexnord Corporation (NYSE:RRX) on February 3, 2025. Jeff Cartwright, Senior Vice President & Regional Manager of First Financial Bank, provided the senior financing. Phoenix Investors, LLC completed the acquisition of 56-acre Multi-building Industrial Campus in West Milwaukee, Wisconsin from Regal Rexnord Corporation (NYSE:RRX) on February 3, 2025.Declared Dividend • Jan 30Third quarter dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 31st March 2025 Payment date: 14th April 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 93% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 28Regal Rexnord Corporation Declares Quarterly Dividend, Payable on April 14, 2025Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on January 27, 2025, declared a dividend of $0.35 per share. The dividend is payable on April 14, 2025, to shareholders of record at the close of business on March 31, 2025.お知らせ • Jan 10Regal Rexnord Corporation to Report Q4, 2024 Results on Feb 05, 2025Regal Rexnord Corporation announced that they will report Q4, 2024 results After-Market on Feb 05, 2025Upcoming Dividend • Dec 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 December 2024. Payment date: 14 January 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (0.9%).Recent Insider Transactions Derivative • Nov 08CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of November. If the sale is conducted around the recent share price of US$180, it would amount to US$1.6m. For the year to December 2019, Louis' total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Louis has owned 81.83k shares directly. Company insiders have collectively sold US$636k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 05Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$1.10 (up from US$2.10 loss in 3Q 2023). Revenue: US$1.48b (down 10% from 3Q 2023). Net income: US$72.7m (up US$212.2m from 3Q 2023). Profit margin: 4.9% (up from net loss in 3Q 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Nov 05Regal Rexnord Corporation Revises Earnings Guidance for the Year 2024Regal Rexnord Corporation revised its annual guidance for 2024 GAAP Diluted Earnings per Share to a range of $3.27 to $3.57 from $3.70 to $4.10 previously. The change primarily reflects weaker factory automation demand in the Automation & Motion Control segment and weaker general commercial demand in the Power Efficiency Solutions segment.Declared Dividend • Oct 28Second quarter dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 31st December 2024 Payment date: 14th January 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Oct 25Regal Rexnord Corporation Declares Quarterly Dividend, Payable on January 14, 2025Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on October 24, 2024, declared a dividend of $0.35 per share. The dividend is payable on January 14, 2025, to shareholders of record at the close of business on December 31, 2024. The company has paid a dividend every quarter since January 1961.株主還元RRXUS ElectricalUS 市場7D0.5%-0.8%1.6%1Y53.1%81.6%28.2%株主還元を見る業界別リターン: RRX過去 1 年間で81.6 % の収益を上げたUS Electrical業界を下回りました。リターン対市場: RRX過去 1 年間で28.2 % の収益を上げたUS市場を上回りました。価格変動Is RRX's price volatile compared to industry and market?RRX volatilityRRX Average Weekly Movement8.2%Electrical Industry Average Movement12.5%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.0%安定した株価: RRX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: RRXの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト195528,950Louis Pinkhamwww.regalrexnord.comリーガル・レックスノード・コーポレーションは、北米、アジア、ヨーロッパ、そして世界中で、動力、伝達、制御モーション製品の持続可能なソリューションを提供しています。オートメーション＆モーションコントロール、インダストリアルパワートレインソリューションズ、パワーエフィシェンシーソリューションズを通して事業を展開している。オートメーション＆モーション・コントロール部門は、コンベア製品、搬送オートメーション・サブシステム、航空宇宙部品、精密モーションコントロール・ソリューション、小型サーボモーター、制御装置、駆動装置、リニアアクチュエータを提供するほか、自動転送スイッチ、並列開閉装置、関連する電力・熱管理コンテンツで構成されるカスタマイズされたモジュラー電気ポッド・ソリューションを含む電力管理製品を提供している。産業用パワートレインソリューション部門は、マウント型および非マウント型ベアリング、カップリング、機械式動力伝達ドライブおよびコンポーネント、ギアボックスおよびギアモーター、クラッチ、ブレーキ、産業用パワートレインコンポーネントおよびソリューション、ならびに産業用パワートレインソリューションを提供している。電力効率ソリューション部門は、小数～約5馬力のACおよびDCモーター、電子可変速制御、電子ドライブ、ファンおよびブロワー、ならびに統合空気移動サブシステムを生産している。ファクトリーオートメーション、食品・飲料、航空宇宙、一般産業、医療、データセンター、一般産業、金属・鉱業、エネルギー、ディスクリートオートメーション、商業用HVAC、および一般商業用アプリケーションにサービスを提供している。以前はリーガル・ベロイト・コーポレーションとして知られていた。リーガル・レックスノード・コーポレーションは1955年に設立され、ウィスコンシン州ミルウォーキーに本社を置く。もっと見るRegal Rexnord Corporation 基礎のまとめRegal Rexnord の収益と売上を時価総額と比較するとどうか。RRX 基礎統計学時価総額US$13.43b収益（TTM）US$286.50m売上高(TTM)US$6.00b46.9xPER（株価収益率2.2xP/SレシオRRX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計RRX 損益計算書（TTM）収益US$6.00b売上原価US$3.74b売上総利益US$2.25bその他の費用US$1.97b収益US$286.50m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）4.30グロス・マージン37.57%純利益率4.78%有利子負債／自己資本比率67.7%RRX の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り32%配当性向RRX 配当は確実ですか？RRX 配当履歴とベンチマークを見るRRX 、いつまでに購入すれば配当金を受け取れますか？Regal Rexnord 配当日配当落ち日Jun 30 2026配当支払日Jul 14 2026配当落ちまでの日数28 days配当支払日までの日数42 daysRRX 配当は確実ですか？RRX 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/01 12:59終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Regal Rexnord Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Michael HalloranBairdJulian MitchellBarclaysMatthew GallBarrington Research Associates, Inc.26 その他のアナリストを表示
Recent Insider Transactions • May 28Executive VP & CFO recently sold US$1.3m worth of stockOn the 22nd of May, Robert Rehard sold around 6k shares on-market at roughly US$200 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.
Recent Insider Transactions Derivative • May 26Executive VP & CFO notifies of intention to sell stockRobert Rehard intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of May. If the sale is conducted around the recent share price of US$200, it would amount to US$1.3m. Since September 2025, Robert's direct individual holding has decreased from 31.84k shares to 24.82k. Company insiders have collectively sold US$30m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 22Insider recently sold US$2.0m worth of stockOn the 14th of May, Jerrald Morton sold around 9k shares on-market at roughly US$209 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 21Insider notifies of intention to sell stockJerrald Morton intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of May. If the sale is conducted around the recent share price of US$209, it would amount to US$2.0m. Since September 2025, Jerrald's direct individual holding has increased from 17.85k shares to 20.17k. Company insiders have collectively sold US$28m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 17CEO & Director recently sold US$4.2m worth of stockOn the 11th of May, Louis Pinkham sold around 20k shares on-market at roughly US$212 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Louis has been a net seller over the last 12 months, reducing personal holdings by US$14m.
Recent Insider Transactions Derivative • May 12CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$212, it would amount to US$4.8m. For the year to December 2019, Louis' total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Louis' direct individual holding has decreased from 105.23k shares to 58.13k. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 28Executive VP & CFO recently sold US$1.3m worth of stockOn the 22nd of May, Robert Rehard sold around 6k shares on-market at roughly US$200 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.
Recent Insider Transactions Derivative • May 26Executive VP & CFO notifies of intention to sell stockRobert Rehard intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of May. If the sale is conducted around the recent share price of US$200, it would amount to US$1.3m. Since September 2025, Robert's direct individual holding has decreased from 31.84k shares to 24.82k. Company insiders have collectively sold US$30m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 22Insider recently sold US$2.0m worth of stockOn the 14th of May, Jerrald Morton sold around 9k shares on-market at roughly US$209 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$18m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 21Insider notifies of intention to sell stockJerrald Morton intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of May. If the sale is conducted around the recent share price of US$209, it would amount to US$2.0m. Since September 2025, Jerrald's direct individual holding has increased from 17.85k shares to 20.17k. Company insiders have collectively sold US$28m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 17CEO & Director recently sold US$4.2m worth of stockOn the 11th of May, Louis Pinkham sold around 20k shares on-market at roughly US$212 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Louis has been a net seller over the last 12 months, reducing personal holdings by US$14m.
Recent Insider Transactions Derivative • May 12CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$212, it would amount to US$4.8m. For the year to December 2019, Louis' total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Louis' direct individual holding has decreased from 105.23k shares to 58.13k. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 11Results: Regal Rexnord Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsRegal Rexnord Corporation ( NYSE:RRX ) just released its latest quarterly results and things are looking bullish...
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.97 (up from US$0.86 in 1Q 2025). Revenue: US$1.48b (up 4.3% from 1Q 2025). Net income: US$64.3m (up 12% from 1Q 2025). Profit margin: 4.3% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
ライブニュース • May 07Regal Rexnord Tops Q1 2026 Estimates and Names New CEO as Orders StrengthenRegal Rexnord reported Q1 2026 sales growth of 4.3% year over year, with adjusted EPS coming in 2.7% above estimates. The company reaffirmed full-year 2026 adjusted EPS guidance, keeping the midpoint at $10.60. Aamir Paul will succeed Louis Pinkham as CEO, marking a planned leadership transition following Pinkham’s tenure. For you as an investor, the combination of Q1 results above expectations and unchanged full-year EPS guidance suggests management is sticking with its existing plan rather than resetting expectations after the quarter. The company also reported enterprise daily orders up 8.5% and a 6.7% sequential increase in backlog, with demand tied to Automation & Motion Control and Industrial Powertrain Solutions, and end markets such as aerospace & defense, discrete automation, data centers and medical. The announced CEO transition to Aamir Paul adds a governance angle to watch. Investors often pay attention to whether a new CEO maintains existing capital allocation priorities or adjusts them over time. In the context of the current demand backdrop in automation and industrial end markets described by the company, you may want to track how the new leadership team frames its priorities on growth investments, integration of any past deals and margin focus in upcoming updates and calls.
ナラティブの更新 • May 04RRX: High Margin Hardware Profile Will Support Repricing Despite Emerging AI Disruption RiskRegal Rexnord's updated analyst price target has been lifted by multiple firms, with changes such as $10, $8, $60, $41 and $45 cited by analysts who point to company specific drivers while also flagging AI related risks for high margin hardware suppliers. Analyst Commentary Recent Street research around Regal Rexnord highlights both supportive and cautious views, with several firms adjusting price targets and one research piece calling out AI related risk for high margin hardware suppliers, including the company.
Declared Dividend • Apr 30Dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 30th June 2026 Payment date: 14th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.2%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 10%.
お知らせ • Apr 29Regal Rexnord Corporation Declares Quarterly Dividend, Payable on July 14, 2026Louis Pinkham, Chief Executive Officer of Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on April 27, 2026, declared a dividend of $0.35 per share. The dividend is payable on July 14, 2026, to shareholders of record at the close of business on June 30, 2026.
お知らせ • Apr 23+ 1 more updateRegal Rexnord Corporation Announces Chief Executive Officer ChangesRegal Rexnord Corporation announced 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. As previously disclosed on October 29, 2025, the Board initiated a comprehensive search to identify a successor to current CEO, Louis Pinkham. To help ensure continuity and a smooth leadership transition, Mr. Pinkham will remain CEO until Mr. Paul's start date, at which time Mr. Paul will succeed him. Mr. Pinkham will also resign from the Board of Directors effective on his last day as CEO. Mr. Paul, age 48, is a recognized leader with deep global experience across sales, strategy, and operations management having lived and worked in Europe and the U.S. He joins Regal Rexnord from Schneider Electric, a leading global energy management and automation company, where he serves as President of North America. Mr. Paul took over the North America business in 2022, at which time he also joined the Executive Committee, and proceeded to grow the business at double digit rates through 2025. In 2025, the business generated over $17 billion (USD) in revenue, employed over 43,000 people, and ran over 35 manufacturing facilities. Mr. Paul joined Schneider Electric in 2013 and, during his tenure, held multiple senior leadership roles of increasing responsibility across sales, business operations, and commercial execution. Prior to Schneider Electric, Mr. Paul spent over 13 years at Dell Technologies in sales roles with increasing seniority, ultimately serving as SVP, Global Server Solutions Sales, where he led Dell's worldwide go-to-market strategy for servers and oversaw global sales for Data Center Solutions and High-Performance Computing. Mr. Paul holds a B.S. in chemical engineering from Northwestern University, and has completed advanced management studies at The University of Chicago Booth School of Business and INSEAD. He serves as a board member of USG Corporation, a privately-held manufacturer of building materials and innovative solutions. He is also actively involved in industry and civic leadership, serving on the boards of organizations including the National Association of Manufacturers (NAM), the National Electrical Manufacturers Association (NEMA), the National Association of Electrical Distributors, and the Executives' Club of Chicago.
ナラティブの更新 • Apr 20RRX: High Margin Hardware Profile Will Support Repricing Despite AI Disruption RiskRegal Rexnord's updated analyst price target edges slightly lower to about $242 as analysts fine tune assumptions for discount rate, revenue growth, profit margin and future P/E, while incorporating a series of recent target hikes from major firms focused on the company’s high margin hardware exposure and AI related risks. Analyst Commentary Street research on Regal Rexnord over the past several weeks has centered on how much value investors should place on the company’s high margin hardware portfolio while weighing AI related disruption risk.
お知らせ • Apr 08Regal Rexnord Corporation to Report Q1, 2026 Results on May 06, 2026Regal Rexnord Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
ナラティブの更新 • Apr 05RRX: Higher Margin Hardware Profile Will Support Repricing Despite AI Disruption RiskAnalysts have raised their average price target on Regal Rexnord to $242.56 from $236.50, citing updated assumptions around revenue growth, discount rate and future P/E, along with a series of recent target increases from major research firms. Analyst Commentary Recent Street research on Regal Rexnord shows a cluster of price target revisions and fresh commentary on the role of artificial intelligence in higher margin hardware, giving you a mix of constructive and cautious signals to weigh.
Upcoming Dividend • Mar 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (0.7%).
ナラティブの更新 • Mar 22RRX: Higher Margin Profile Will Support Repricing Despite Emerging AI Hardware RiskThe analyst price target for Regal Rexnord has moved modestly higher to approximately $236.50. Analysts note refreshed assumptions on fair value, discount rate, and future P/E, while also weighing both the opportunity and AI-related risk in high-margin hardware exposure.
Seeking Alpha • Mar 21Regal Rexnord: Not An Ideal Prospect, Good Enough To Remain BullishSummary Regal Rexnord Corporation remains a 'buy' as management executes a strategic transformation, with improving fundamentals and ambitious growth targets through 2027. Adjusted for divestitures, RRX's revenue and cash flow have trended upward, supported by expansion in Automation & Motion Control and Industrial Powertrain Solutions segments. Management targets $6.4–$7 billion in revenue and $1.675 billion in EBITDA by 2027, with margin expansion and cross-sell synergies driving upside. RRX trades at a discount to peers, offering a potential 15–20% annualized upside if 2027 targets are met, even without multiple expansion. Read the full article on Seeking Alpha
お知らせ • Mar 19Regal Rexnord Corporation, Annual General Meeting, Apr 28, 2026Regal Rexnord Corporation, Annual General Meeting, Apr 28, 2026. Location: 6133 n. river rd, rosemont, ilinois 60018, United States
ナラティブの更新 • Mar 08RRX: Higher Margin Outlook Will Offset AI Hardware Pressure ConcernsOur updated narrative price target for Regal Rexnord increases by about $4 to roughly $236, as analysts weigh stronger assumed profit margins against a slightly higher discount rate and a more moderate future P/E multiple, while also flagging potential AI related pressure on high margin hardware exposure. Analyst Commentary Recent Street research on Regal Rexnord centers on two themes: the reassessment of valuation after multiple price target changes, and the risk that AI-driven automation could pressure high-margin hardware economics over time.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$187, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Electrical industry in the US. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$200 per share.
ナラティブの更新 • Feb 21RRX: Street EPS And Margin Assumptions Will Shape Balanced Risk RewardOur updated narrative for Regal Rexnord reflects a higher analyst price target of $232.36, up from $204.91, with analysts pointing to refined assumptions for margins, discount rate, revenue growth, and future P/E following a series of price target increases across major research firms. Analyst Commentary Recent Street research on Regal Rexnord clusters around a series of higher price targets, with several firms revisiting their models at roughly the same time.
Recent Insider Transactions • Feb 12CEO & Director recently sold US$4.3m worth of stockOn the 9th of February, Louis Pinkham sold around 20k shares on-market at roughly US$217 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$5.3m. Louis has been a net seller over the last 12 months, reducing personal holdings by US$9.6m.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 30%After last week's 30% share price gain to US$223, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electrical industry in the US. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$206 per share.
新しいナラティブ • Feb 09Data Center And Rare Earth Risks Will Constrain Long Term ProspectsCatalysts About Regal Rexnord Regal Rexnord supplies power management, motion control and related industrial solutions across data centers, automation, HVAC, aerospace, defense and other industrial markets. What are the underlying business or industry changes driving this perspective?
Recent Insider Transactions Derivative • Feb 08Independent Director notifies of intention to sell stockCurtis Stoelting intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$200, it would amount to US$1.7m. Since March 2025, Curtis' direct individual holding has decreased from 34.18k shares to 25.82k. Company insiders have collectively sold US$7.9m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 07RRX: Street EPS Outlook For 2026 Will Shape Balanced Risk RewardAnalysts have lifted their price target on Regal Rexnord to about US$205 from roughly US$178. This reflects updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples in light of recent Street research.
Price Target Changed • Feb 06Price target increased by 14% to US$205Up from US$180, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$212. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$5.55 for next year compared to US$4.22 last year.
Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.22 (up from US$2.96 in FY 2024). Revenue: US$5.93b (down 1.6% from FY 2024). Net income: US$279.5m (up 43% from FY 2024). Profit margin: 4.7% (up from 3.3% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Feb 05Regal Rexnord Corporation Provides Earnings Guidance for the Full Year 2026Regal Rexnord Corporation provided earnings guidance for the full year 2026. for the year, the company expects GAAP Diluted Earnings Per Share In a Range Of $5.29 To $6.09.
分析記事 • Jan 30Regal Rexnord (NYSE:RRX) Will Pay A Dividend Of $0.35Regal Rexnord Corporation ( NYSE:RRX ) will pay a dividend of $0.35 on the 14th of April. The dividend yield is 0.9...
Declared Dividend • Jan 29Dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 31st March 2026 Payment date: 14th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 27Regal Rexnord Corporation Declares Quarterly Dividend, Payable on April 14, 2026Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on January 26, 2026, declared a dividend of $0.35 per share. The dividend is payable on April 14, 2026, to shareholders of record at the close of business on March 31, 2026.
分析記事 • Jan 25Should You Think About Buying Regal Rexnord Corporation (NYSE:RRX) Now?Regal Rexnord Corporation ( NYSE:RRX ) led the NYSE gainers with a relatively large price hike in the past couple of...
お知らせ • Jan 13Regal Rexnord Corporation to Report Q4, 2025 Results on Feb 04, 2026Regal Rexnord Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2026
Upcoming Dividend • Dec 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 14 January 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.8%).
Recent Insider Transactions • Nov 28CEO & Director recently sold US$5.3m worth of stockOn the 25th of November, Louis Pinkham sold around 36k shares on-market at roughly US$146 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Louis' only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Nov 26CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 36k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$146, it would amount to US$5.3m. For the year to December 2019, Louis' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Louis' direct individual holding has decreased from 105.74k shares to 105.28k. There has only been one transaction (US$2.6m sale) from insiders over the last 12 months.
Buy Or Sell Opportunity • Nov 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$130. The fair value is estimated to be US$168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
ナラティブの更新 • Nov 01RRX: Share Price Will Gain From Expansion Into Early-Stage Industrial MarketsRegal Rexnord's analyst fair value estimate has been slightly lowered from $180.40 to $177.73 per share, as analysts weigh persistent near-term headwinds against the company's anticipated gradual improvement in its long-term outlook. Analyst Commentary Analysts have issued a range of updated perspectives on Regal Rexnord, reflecting ongoing debate about the company's valuation and future growth potential amid persistent industry headwinds.
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$1.20 (up from US$1.10 in 3Q 2024). Revenue: US$1.50b (up 1.3% from 3Q 2024). Net income: US$79.6m (up 9.5% from 3Q 2024). Profit margin: 5.3% (up from 4.9% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Oct 30+ 2 more updatesRegal Rexnord Corporation Announces Louis Pinkham to Resign from Board of DirectorsThe Board of Directors of Regal Rexnord Corporation announced that it is engaged in a Chief Executive Officer ("CEO") search process consistent with the Board's succession planning process and responsibilities. The Board of Directors is grateful to Louis Pinkham, the Company's current CEO, for his leadership and many significant contributions to the Company since being appointed CEO in April 2019. During his tenure, Mr. Pinkham led the transformation of the Company to become a global leader in automation and motion control, power transmission, and power efficiency solutions. As a result, and during his tenure, the enterprise value of the Company has increased to $15 billion from ~$4.5 billion, with a total shareholder return of nearly 100% (inclusive of reinvested dividends). The Board of Directors is being assisted in the search process by a leading executive search firm. Mr. Pinkham will remain as CEO until a successor is identified to facilitate an orderly leadership transition. Mr. Pinkham will resign from the Board at the time of the appointment of the new CEO.
Declared Dividend • Oct 26Dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 31st December 2025 Payment date: 14th January 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 23Regal Rexnord Corporation Declares Quarterly Dividend, Payable on January 14, 2026Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on October 22, 2025, declared a dividend of $0.35 per share. The dividend is payable on January 14, 2026, to shareholders of record at the close of business on December 31, 2025. The company has paid a dividend every quarter since January 1961.
Buy Or Sell Opportunity • Oct 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$135. The fair value is estimated to be US$176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.8% in a year. Earnings are forecast to grow by 53% in the next year.
お知らせ • Oct 08Regal Rexnord Corporation to Report Q3, 2025 Results on Oct 29, 2025Regal Rexnord Corporation announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
Upcoming Dividend • Sep 23Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 14 October 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.8%).
分析記事 • Aug 09Getting In Cheap On Regal Rexnord Corporation (NYSE:RRX) Is UnlikelyNYSE:RRX 1 Year Share Price vs Fair Value Explore Regal Rexnord's Fair Values from the Community and select yours It's...
お知らせ • Aug 08Regal Rexnord Corporation Announces Executive ChangesRegal Rexnord Corporation announced that on August 5, 2025, Kevin Zaba, Executive Vice President & President, Automation & Motion Control, informed the company of his intention to retire, effective December 31, 2025. During a transitional period beginning August 14, 2025 through the Retirement Date, Mr. Zaba will be an Executive Vice President of the Company and will work to ensure a smooth transition to his successor, Kevin Long, who will begin to serve as Executive Vice President & President, Automation & Motion Control on August 14, 2025. Mr. Zaba will continue to receive his regular base salary and participate in the Company’s benefit plans (pursuant to the terms and conditions of such plans) until his Retirement Date and his outstanding equity awards and incentive compensation will continue to be subject to the terms of the applicable Company incentive plans and award agreements. Long brings more than 30 years of experience leading global industrial businesses, with a track record of driving above-market growth, operational excellence, and strategic portfolio development. He joins Regal Rexnord from Dover Corporation, where he spent the past decade – most recently as Group President of OPW, a global business serving the fluid handling, clean energy, cryogenics, and car wash markets. Under his leadership, OPW grew significantly through a combination of organic execution and accretive acquisitions. Prior to Dover, Long held several senior leadership roles at Danaher Corporation over a ten-year period, including general management and global staff roles, where he helped drive growth, operational synergies and global scalability across multiple business units.Long holds both a Bachelor and Master of Science in Mechanical Engineering from The Ohio State University, and an MBA from the Massachusetts Institute of Technology (MIT) Sloan School of Management.
New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.20 (up from US$0.94 in 2Q 2024). Revenue: US$1.50b (down 3.3% from 2Q 2024). Net income: US$79.2m (up 27% from 2Q 2024). Profit margin: 5.3% (up from 4.0% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Aug 06Regal Rexnord Corporation Updates Earnings Guidance for the Year 2025Regal Rexnord Corporation updated earnings guidance for the year 2025. For the period, the company has updated its annual guidance for GAAP diluted earnings per share to a range of $4.50 to $5.10.
Declared Dividend • Jul 24Dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 30th September 2025 Payment date: 14th October 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 134% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 22Regal Rexnord Corporation Declares Quarterly Dividend, Payable on October 14, 2025Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on July 21, 2025, declared a dividend of $0.35 per share. The dividend is payable on October 14, 2025, to shareholders of record at the close of business on September 30, 2025.
分析記事 • Jul 22Regal Rexnord (NYSE:RRX) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jul 08Regal Rexnord Corporation to Report Q2, 2025 Results on Aug 05, 2025Regal Rexnord Corporation announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
分析記事 • Jul 03Is Regal Rexnord Corporation (NYSE:RRX) Potentially Undervalued?While Regal Rexnord Corporation ( NYSE:RRX ) might not have the largest market cap around , it led the NYSE gainers...
Upcoming Dividend • Jun 23Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.9%).
分析記事 • Jun 15Regal Rexnord Corporation's (NYSE:RRX) Intrinsic Value Is Potentially 74% Above Its Share PriceKey Insights Regal Rexnord's estimated fair value is US$239 based on 2 Stage Free Cash Flow to Equity Current share...
Recent Insider Transactions Derivative • May 16CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of May. If the sale is conducted around the recent share price of US$140, it would amount to US$1.5m. For the year to December 2019, Louis' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Louis' direct individual holding has increased from 81.83k shares to 105.23k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 14Regal Rexnord Aerospace Solutions Introduces New Electro-Mechanical Actuator Subsystem Capabilities for Aerospace and DefenseRegal Rexnord Aerospace Solutions, enabled by its family of leading brands -- Regal Rexnord Aerospace, Kollmorgen, Portescap, Nook, Thomson, Delevan, and Formsprag -- is advancing the next generation of electro-mechanical actuators purpose-built for the unique requirements of aerospace and defense applications. This strategic, collaborative approach unites deep domain expertise and one of the industry's most comprehensive motion control portfolios to deliver EMA solutions designed for optimal performance, efficiency, and operational versatility. New next generation of electro-me mechanical actuator will be manufactured by Regal Rexnord Aerospace Solutions. For more than 75 years, Regal Rexnord Aerospace solutions has supported flight-critical commercial and military applications with precision engineering and motion control technologies. The company's expanded offering in subsystems leverages the unique strengths of its trusted portfolio, spanning high-performance motors, rotary and oscillatory bearings, dynamic seals, resolvers, magnetics, ball and lead screws, clutches, andbrakes. By uniting these core technologies under a collaborative design model, Regal Rexnord aerospace Solutions is positioned to deliver complete EMA subsystems designed and tested to the most rigorous standards for reliability in extreme environments. Regal Rexnord Aerospace Solution' new EMA capabilities can offer customers these benefits: Seamless Vertical Integration: Solutions are designed and manufactured in-house at one or more of 12 global AS9100-certified facilities, enabling accelerated transitions from prototyping to full-scale production. Performance-Optimized Design: Access to RegalRexnord Aerospace Solutions' comprehensive motion control building blocks streamlines engineering, enabling tailored actuator systems that are positioned to meet stringent aerospace and defense specifications. Supply Chain Simplification: EMA subsystems designed primarily with components from Regal Rexnord Aerospace Services family of brands reduce the need to source and manage components from multiple suppliers, decreasing complexity and accelerating time to market. Reliability in Harsh Environments: Each system will undergo rigorous testing for compliance and durability, enabling mission-critical performance under extreme conditions of shock, vibration, and temperature. Collaborative Application Expertise: Regal Rexnord Aerospace solution' engineering teams engage directly with customers to solve their most complex design challenges, rapidly adapting their proven technologies for unique application requirements across commercial aerospace, defense, and emerging sectors like advanced air mobility and eVTOL. Sustainable Design: Electro-mechanical actuation offers inherent benefits over traditional hydraulic solutions, enabling the conservation of resources through low-weight design, increased reliability, and longer lifetimes.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$144, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Electrical industry in the US. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$253 per share.
Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.86 (up from US$0.30 in 1Q 2024). Revenue: US$1.42b (down 8.4% from 1Q 2024). Net income: US$57.3m (up 189% from 1Q 2024). Profit margin: 4.0% (up from 1.3% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 62%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 06Regal Rexnord Corporation Revises Earnings Guidance for the Year 2025Regal Rexnord Corporation revised earnings guidance for the year 2025. Due to a gain on sale of assets in the first quarter of 2025, the Company is updating its annual guidance for 2025 GAAP Diluted Earnings per Share to a range of $4.49 to $5.29.
Declared Dividend • May 01Fourth quarter dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 30th June 2025 Payment date: 14th July 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 144% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29Regal Rexnord Corporation Declares Quarterly Dividend, Payable on July 14, 2025Louis Pinkham, Chief Executive Officer of Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on April 28, 2025, declared a dividend of $0.35 per share. The dividend is payable on July 14, 2025, to shareholders of record at the close of business on June 30, 2025.
Price Target Changed • Apr 09Price target decreased by 9.2% to US$162Down from US$178, the current price target is an average from 11 analysts. New target price is 51% above last closing price of US$107. Stock is down 36% over the past year. The company is forecast to post earnings per share of US$4.53 for next year compared to US$2.95 last year.
お知らせ • Apr 08Regal Rexnord Corporation to Report Q1, 2025 Results on May 05, 2025Regal Rexnord Corporation announced that they will report Q1, 2025 results After-Market on May 05, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$98.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 9x in the Electrical industry in the US. Total loss to shareholders of 25% over the past three years.
Upcoming Dividend • Mar 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (1.1%).
お知らせ • Mar 20Regal Rexnord Corporation, Annual General Meeting, Apr 29, 2025Regal Rexnord Corporation, Annual General Meeting, Apr 29, 2025. Location: thefirst floor of 6133 n, river road, rosemont, illinois 60018, United States
New Risk • Feb 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results.
お知らせ • Feb 18Regal Rexnord Corporation Announces Board AppointmentsRegal Rexnord Corporation announced the appointment of two new directors to the Board of Directors, Rashida A. Hodge and Gerben W. Bakker, effective February 17, 2025. The initial terms of Ms. Hodge and Mr. Bakker on the Board will continue until the 2025 annual meeting of shareholders, at which they will both be up for election. Ms. Hodge currently serves as Microsoft's Corporate Vice President of Customer Success – Azure Data and Artificial Intelligence (AI), where she leads the global commercial business, accelerating data-driven digital transformations for customers. Prior to Microsoft, Ms. Hodge was the Global Vice President at IBM, with two decades of experience as a sales and services enterprise leader providing transformative strategies in hardware, software and services, including leading the commercialization of IBM Watson. She also serves on the board of directors of Sonatype, a Vista Equity portfolio company, where she influences the field of software supply chain management and AI governance. Mr. Bakker serves as Chairman, President and Chief Executive Officer of Hubbell Incorporated, an international manufacturer of high quality, reliable electrical and utility solutions for a broad range of customer and end market applications. Prior to this appointment in 2020, he served as Hubbell's Chief Operating Officer as of June 2019, after serving as President of the Power Systems group since 2014. Mr. Bakker began his career with Hubbell in 1988 as a manufacturing engineer with Hubbell Wiring Systems and has held positions of increasing leadership around the world in both Hubbell's utility and electrical segments. The company also announced that Anesa Chaibi is retiring from its Board of Directors, effective February 17, 2025, following her appointment as the Chief Executive Officer of Global Industrial Company.
Major Estimate Revision • Feb 12Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$6.00b to US$5.83b. EPS estimate also fell from US$5.33 per share to US$4.66 per share. Net income forecast to grow 69% next year vs 23% growth forecast for Electrical industry in the US. Consensus price target down from US$199 to US$184. Share price fell 12% to US$136 over the past week.
Price Target Changed • Feb 10Price target decreased by 7.4% to US$184Down from US$199, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$139. Stock is down 9.9% over the past year. The company is forecast to post earnings per share of US$4.66 for next year compared to US$2.95 last year.
新しいナラティブ • Feb 10eVTOL Partnership With Honeywell Aerospace Will Open Future Market Opportunities Strategic investments and synergies are driving revenue growth and margin improvements, with substantial benefits from cost efficiencies and new market expansions.
Reported Earnings • Feb 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.96 (up from US$0.87 loss in FY 2023). Revenue: US$6.03b (down 3.5% from FY 2023). Net income: US$196.2m (up US$253.6m from FY 2023). Profit margin: 3.3% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06Regal Rexnord Corporation Provides Earnings Guidance for the Year 2025Regal Rexnord Corporation provided earnings guidance for the year 2025. For the year, the company introducing guidance of GAAP Diluted Earnings per Share in a range of $4.42 to $5.22.
お知らせ • Feb 04Phoenix Investors, LLC acquired 56-acre Multi-building Industrial Campus in West Milwaukee, Wisconsin from Regal Rexnord Corporation (NYSE:RRX).Phoenix Investors, LLC acquired 56-acre Multi-building Industrial Campus in West Milwaukee, Wisconsin from Regal Rexnord Corporation (NYSE:RRX) on February 3, 2025. Jeff Cartwright, Senior Vice President & Regional Manager of First Financial Bank, provided the senior financing. Phoenix Investors, LLC completed the acquisition of 56-acre Multi-building Industrial Campus in West Milwaukee, Wisconsin from Regal Rexnord Corporation (NYSE:RRX) on February 3, 2025.
Declared Dividend • Jan 30Third quarter dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 31st March 2025 Payment date: 14th April 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 93% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 28Regal Rexnord Corporation Declares Quarterly Dividend, Payable on April 14, 2025Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on January 27, 2025, declared a dividend of $0.35 per share. The dividend is payable on April 14, 2025, to shareholders of record at the close of business on March 31, 2025.
お知らせ • Jan 10Regal Rexnord Corporation to Report Q4, 2024 Results on Feb 05, 2025Regal Rexnord Corporation announced that they will report Q4, 2024 results After-Market on Feb 05, 2025
Upcoming Dividend • Dec 24Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 31 December 2024. Payment date: 14 January 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (0.9%).
Recent Insider Transactions Derivative • Nov 08CEO & Director notifies of intention to sell stockLouis Pinkham intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of November. If the sale is conducted around the recent share price of US$180, it would amount to US$1.6m. For the year to December 2019, Louis' total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Louis has owned 81.83k shares directly. Company insiders have collectively sold US$636k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$1.10 (up from US$2.10 loss in 3Q 2023). Revenue: US$1.48b (down 10% from 3Q 2023). Net income: US$72.7m (up US$212.2m from 3Q 2023). Profit margin: 4.9% (up from net loss in 3Q 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Nov 05Regal Rexnord Corporation Revises Earnings Guidance for the Year 2024Regal Rexnord Corporation revised its annual guidance for 2024 GAAP Diluted Earnings per Share to a range of $3.27 to $3.57 from $3.70 to $4.10 previously. The change primarily reflects weaker factory automation demand in the Automation & Motion Control segment and weaker general commercial demand in the Power Efficiency Solutions segment.
Declared Dividend • Oct 28Second quarter dividend of US$0.35 announcedDividend of US$0.35 is the same as last year. Ex-date: 31st December 2024 Payment date: 14th January 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Oct 25Regal Rexnord Corporation Declares Quarterly Dividend, Payable on January 14, 2025Regal Rexnord Corporation announced that the Board of Directors, at its regular quarterly meeting held on October 24, 2024, declared a dividend of $0.35 per share. The dividend is payable on January 14, 2025, to shareholders of record at the close of business on December 31, 2024. The company has paid a dividend every quarter since January 1961.
