RR
RRX
RRX What Regal Rexnord promised, and what happened
Guidance
What management said, and what became of it
9 of 13 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Tariff dollar-cost neutrality (P&L impact) | neutral P&L impact within 2025 | Mar 2025 | we do expect that we will be a bit behind from a price/cost standpoint | Missed |
| AMC FY26 adjusted EBITDA margin | approximately 20.5% midpoint | Mar 2026 | we are lowering the back half margin expectation due largely to the factors I covered earlier in the presentation | Diluted |
| CEO succession timeline | about 4 to 6 months | Sep 2025 | we announced on April 22 that Aamir Paul will succeed Louis as Regal Rexnord's sixth CEO | Achieved |
The full ledger
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The rest of the ledger
Pro opens all 37 tracked commitments for Regal Rexnord
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.