View ValuationRegal Rexnord 향후 성장Future 기준 점검 3/6Regal Rexnord (는) 각각 연간 31% 및 8.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 32.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.9% 로 예상됩니다.핵심 정보31.0%이익 성장률32.23%EPS 성장률Electrical 이익 성장18.7%매출 성장률8.6%향후 자기자본이익률14.93%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트분석 기사 • 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...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.공시 • 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.공시 • 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.공시 • 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.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.모든 업데이트 보기Recent updatesRecent 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.분석 기사 • 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.속보 • 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.내러티브 업데이트 • 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%.공시 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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, 2026내러티브 업데이트 • 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%).내러티브 업데이트 • 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 Alpha공시 • 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 States내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.공시 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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...공시 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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.공시 • 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%).분석 기사 • 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...공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2025분석 기사 • 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%).분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.새로운 내러티브 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Oct 10Regal Rexnord Corporation to Report Q3, 2024 Results on Nov 04, 2024Regal Rexnord Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024이익 및 매출 성장 예측NYSE:RRX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20287,4145989821,110312/31/20277,0615618981,033912/31/20266,23237062772583/31/20265,996287805903N/A12/31/20255,935280893991N/A9/30/20255,8722579361,036N/A6/30/20255,853250888994N/A3/31/20255,904234521629N/A12/31/20246,034196500609N/A9/30/20246,181211487598N/A6/30/20246,353-1523629N/A3/31/20246,574-32573692N/A12/31/20236,251-57596715N/A9/30/20235,887-12594712N/A6/30/20235,563248544659N/A3/31/20235,144357459548N/A12/31/20225,218489352436N/A9/30/20225,190384266338N/A6/30/20224,757344263326N/A3/31/20224,295286245302N/A1/1/20223,810230303358N/A10/2/20213,374284328384N/A7/3/20213,240269331382N/A4/3/20212,987212335382N/A1/2/20212,907188388435N/A9/26/20202,865176402447N/A6/27/20202,879160411468N/A3/28/20203,118199N/A493N/A12/28/20193,238239N/A409N/A9/28/20193,382258N/A384N/A6/29/20193,535259N/A349N/A3/30/20193,621259N/A339N/A12/29/20183,646231N/A363N/A9/29/20183,585227N/A307N/A6/30/20183,516238N/A287N/A3/31/20183,426225N/A284N/A12/30/20173,360213N/A292N/A9/30/20173,298207N/A347N/A7/1/20173,250205N/A415N/A4/1/20173,220208N/A434N/A12/31/20163,225203N/A442N/A10/1/20163,240139N/A444N/A7/2/20163,313142N/A422N/A4/2/20163,416149N/A422N/A1/2/20163,510143N/A384N/A10/3/20153,51246N/A338N/A7/4/20153,45930N/A289N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RRX 의 연간 예상 수익 증가율(31%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: RRX 의 연간 수익(31%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: RRX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: RRX 의 수익(연간 8.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: RRX 의 수익(연간 8.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RRX의 자본 수익률은 3년 후 14.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 19:45종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Regal Rexnord Corporation는 29명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael HalloranBairdJulian MitchellBarclaysMatthew GallBarrington Research Associates, Inc.26명의 분석가 더 보기
분석 기사 • 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...
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.
공시 • 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.
공시 • 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.
공시 • 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.
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.
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.
분석 기사 • 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.
속보 • 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.
내러티브 업데이트 • 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%.
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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%).
내러티브 업데이트 • 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
공시 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
분석 기사 • 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...
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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%).
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
새로운 내러티브 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Oct 10Regal Rexnord Corporation to Report Q3, 2024 Results on Nov 04, 2024Regal Rexnord Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024
