Jun 2026 (Q2 FY26) — Aug 5, 2026
Regal Rexnord Q2 FY26 — Strong Orders and Deleveraging Amidst Price/Cost Headwinds
Read the full callRegal Rexnord (RRX) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Regal Rexnord earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,558 | +4.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.8 | +1.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 117 | +47.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
4 of REGAL REXNORD CORP's 37 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 34 more targets are in the full ledger.
Claimed
- Enterprise orders on a daily basis were up 8.8% versus the prior year, or 8.1% excluding data center.
- Automation and Motion Control (AMC) orders were a standout positive, up 17.1% versus the prior year period, and up 15% excluding data center.
- Adjusted free cash flow was $154 million in the quarter, a nice sequential improvement.
- Net debt leverage is expected to be below 3x in the second half of FY26, an important deleveraging milestone.
- AMC organic sales were up over 15% versus the prior year, driven by strong execution and secular markets.
Qualified
- Adjusted EPS for the quarter was $2.60 excluding the benefit from IEEPA tariff refunds, representing 5% adjusted earnings growth.
- Adjusted EBITDA margin forecast for FY26 (excluding refunds) was lowered to 21.3% from prior guidance.
- Full-year 2026 cash flow guidance was lowered by $50 million to $600 million, primarily due to incremental working capital investments for improved order strength.
- Power Efficiency Solutions (PES) organic sales were down 6.6% versus the prior year, primarily driven by weakness in residential HVAC and pool.
- Industrial Powertrain Solutions (IPS) annual sales growth guidance was lowered to low single digits from mid-single digits, reflecting a weaker outlook for large projects.
Price
$156.13 −0.59% · −$0.93
Performance +9.1% 1Y
1Y: $143.14 on 14 Oct 2025 → $156.13. High $238.19 (30 Jun 2026), low $128.75 (20 Nov 2025).
- Previous close
- $157.06
- 52-week range
- $128.75 – $238.19
- One year
- +7.36%
Overview
- Symbol
- RRX
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Enterprise orders on a daily basis were up 8.8% versus the prior year, or 8.1% excluding data center.
- Automation and Motion Control (AMC) orders were a standout positive, up 17.1% versus the prior year period, and up 15% excluding data center.
- Adjusted free cash flow was $154 million in the quarter, a nice sequential improvement.
- Net debt leverage is expected to be below 3x in the second half of FY26, an important deleveraging milestone.
- AMC organic sales were up over 15% versus the prior year, driven by strong execution and secular markets.
Qualified
- Adjusted EPS for the quarter was $2.60 excluding the benefit from IEEPA tariff refunds, representing 5% adjusted earnings growth.
- Adjusted EBITDA margin forecast for FY26 (excluding refunds) was lowered to 21.3% from prior guidance.
- Full-year 2026 cash flow guidance was lowered by $50 million to $600 million, primarily due to incremental working capital investments for improved order strength.
- Power Efficiency Solutions (PES) organic sales were down 6.6% versus the prior year, primarily driven by weakness in residential HVAC and pool.
- Industrial Powertrain Solutions (IPS) annual sales growth guidance was lowered to low single digits from mid-single digits, reflecting a weaker outlook for large projects.
The full ledger
Open REGAL REXNORD CORP’s full ledger
A free account opens 5 company ledgers a month. All 37 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Regal Rexnord Q1 FY26 — Strong Orders and Data Center Momentum Amidst CEO Transition
Read the full callEvery analysed call
Regal Rexnord earnings calls (RRX)
Financials
What the filings say
Net profit, year on year: +47% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,477 | 1,461 | 1,418 | 1,496 | 1,497 | 1,523 | 1,479 | 1,558 |
| Expenses | 382 | — | — | — | — | — | — | — |
| Operating profit | 174 | 128 | 160 | 182 | 174 | 164 | 153 | 215 |
| Operating margin | 11.8% | 8.8% | 11.3% | 12.2% | 11.7% | 10.8% | 10.3% | 13.8% |
| Interest | 98 | 95 | 90 | 85 | 87 | 87 | 81 | 77 |
| Profit before tax | 81 | 38 | 73 | 101 | 92 | 86 | 77 | 144 |
| Tax rate | 10.3% | −9.4% | 21.2% | 21.3% | 12.9% | 26.3% | 15.9% | 18.7% |
| Net profit | 73 | 41 | 57 | 79 | 80 | 63 | 64 | 117 |
| EPS ($ per share) | 1.09 | — | 0.86 | 1.19 | 1.20 | — | 0.97 | 1.75 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 1,778 | 1,887 | 2,011 | 1,913 | 2,130 | 1,980 | 2,044 | 2,230 |
| Total liabilities | 2,285 | 2,010 | 1,974 | 3,959 | 3,846 | 9,066 | 7,767 | 7,068 |
| Fixed assets | 616 | 605 | 556 | 909 | 807 | 1,041 | 921 | 912 |
| Total assets | 4,624 | 4,431 | 4,589 | 10,367 | 10,269 | 15,431 | 14,034 | 13,921 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 363 | 409 | 435 | 358 | 436 | 715 | 609 | 991 |
| Cash from investing | -228 | 74 | -37 | -176 | -113 | -4,983 | 275 | -71 |
| Cash from financing | -18 | -397 | -148 | -118 | -274 | 4,204 | -1,096 | -814 |
| Net cash flow | 109 | 83 | 280 | 62 | 16 | -53 | -242 | 128 |
| Capital expenditure | -78 | -92 | -47 | -54 | -84 | -119 | -109 | -98 |
| Free cash flow | 285 | 316 | 388 | 303 | 352 | 596 | 500 | 893 |
RRX revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Industrial Powertrain Solutions | — | 43% | 43% | 43% | 44% | 44% | 44% | 43% | +3.0% |
| Automation and Motion Control | — | 28% | 28% | 27% | 27% | 32% | 31% | 31% | +16.2% |
| Power Efficiency Solutions | — | 28% | 29% | 29% | 29% | 25% | 25% | 26% | -5.5% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
RRX operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | 30KSo before continuing, I want to thank our 30,000 Regal Rexnord associates for their hard work and disciplined execution, in particular, around achieving market share gains and executing strategic investments to support future growth.Source: earnings call transcript | 30KOur team delivered solid second quarter performance, and I want to begin by thanking our 30,000 Regal Rexnord associates for their hard work and disciplined execution.Source: earnings call transcript | 0% |
| Book-to-bill ratio AMC | 1.24 ratioBook-to-bill in the first quarter for AMC was 1.24.Source: earnings call transcript | 1.02 ratioBook-to-bill in the second quarter for AMC was 1.02.Source: earnings call transcript | -17.7% |
| Book-to-bill ratio IPS | 1.09 ratioBook-to-bill in the first quarter for IPS was 1.09.Source: earnings call transcript | 1.06 ratioBook-to-bill in the second quarter for IPS was $1.06.Source: earnings call transcript | -2.8% |
| Book-to-bill ratio PES | 1.13 ratioBook-to-bill in the quarter for PES was 1.13.Source: earnings call transcript | 1 ratioBook-to-bill in the quarter for PES was 1.0.Source: earnings call transcript | -11.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- North America 69% ↓ 1 pt
- Europe 17%
- Asia 9% ↑ 1 pt
- Rest Of World 5% ↓ 1 pt
As RRX cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
152 filings between Nov 18, 2025 and Oct 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$27.66M
32 sales by 7 insiders
6% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 79
- Award — granted as compensation
- 13
- Option exercise — converted options into shares
- 25
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Pinkham Louis V. | — | $17.93M | May 11, 2026 |
| Morton Jerrald R | — | $3.69M | May 14, 2026 |
| Rehard Robert | — | $3.47M | May 22, 2026 |
| STOELTING CURTIS W | — | $1.71M | Feb 5, 2026 |
| Lewis Cheryl | — | $488.0K | Feb 9, 2026 |
| Walker-Lee Robin A | — | $277.4K | May 11, 2026 |
| Scarpelli Alexander P | — | $94.8K | Aug 10, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 9, 2026 | Dickson Timothy A. SVP & Chief Digi & Info Ofc* | Tax withheld | 325 | $53.6K |
| Sep 2, 2026 | Long Kevin EVP and President, AMC* | Tax withheld | 265 | $42.6K |
| Aug 14, 2026 | Klossner Mark EVP and Pres. IPS* | Tax withheld | 131 | $22.3K |
| Aug 14, 2026 | Long Kevin EVP and President, AMC* | Tax withheld | 261 | $45.8K |
| Aug 10, 2026 | Scarpelli Alexander P SVP, Corp. Controller and CAO* | Sale | 170 | $30.0K |
| Jul 14, 2026 | SACHDEV RAKESH Director | Award | 2 | $323 |
| Jul 14, 2026 | Bakker Gerben Director | Award | 2 | $323 |
| Jul 14, 2026 | Morton Jerrald R Executive Vice President | Award | 12 | $2.6K |
| Jul 14, 2026 | Long Kevin EVP and President, AMC* | Award | 12 | $2.6K |
| Jul 14, 2026 | Dubovoy Hugo Jr. EVP, General Counsel & Sec.* | Award | 9 | $2.0K |
| Jul 14, 2026 | CRANDALL THEODORE D Director | Award | 2 | $323 |
| Jul 14, 2026 | Klossner Mark EVP and Pres. IPS* | Award | 9 | $1.8K |
| Jul 14, 2026 | Hodge Rashida A Director | Award | 2 | $323 |
| Jul 14, 2026 | DOSS MICHAEL P Director | Award | 3 | $700 |
| Jul 14, 2026 | Paul Aamir Chief Executive Officer | Award | 80 | $16.9K |
| Jul 14, 2026 | Rehard Robert EVP and CFO* | Award | 17 | $3.6K |
| Jul 14, 2026 | Scarpelli Alexander P SVP, Corp. Controller and CAO* | Award | 2 | $496 |
| Jul 14, 2026 | Bertsch Jan Director | Award | 2 | $323 |
| Jul 14, 2026 | Burt Stephen M Director | Award | 2 | $323 |
| Jul 14, 2026 | Hilton Michael F Director | Award | 3 | $700 |
| Jul 14, 2026 | Walker-Lee Robin A Director | Award | 2 | $323 |
| Jul 14, 2026 | Lewis Cheryl EVP and Chief HR Officer* | Award | 9 | $1.8K |
| Jul 14, 2026 | Dickson Timothy A. SVP & Chief Digi & Info Ofc* | Award | 5 | $1.1K |
| Jul 14, 2026 | Lang Brooke EVP and President, PES* | Award | 7 | $1.5K |
| Jul 14, 2026 | STOELTING CURTIS W Director | Award | 2 | $323 |
| Jul 1, 2026 | Paul Aamir Chief Executive Officer | Award | 35,752 | $0 |
| Jul 1, 2026 | Paul Aamir Chief Executive Officer | Award | 12,644 | $0 |
| Jun 1, 2026 | Scarpelli Alexander P SVP, Corp. Controller and CAO* | Tax withheld | 31 | $6.3K |
| Jun 1, 2026 | Klossner Mark EVP and Pres. IPS* | Award | 1,484 | $299.9K |
| May 22, 2026 | Rehard Robert EVP and CFO* | Sale | 6,499 | $1.30M |
| May 14, 2026 | STOELTING CURTIS W Director | Gift | 360 | $0 |
| May 14, 2026 | Morton Jerrald R EVP and Pres. IPS* | Sale | 9,390 | $1.96M |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 299 | $64.7K |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 1,900 | $409.3K |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 1,400 | $299.6K |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 5,564 | $1.18M |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 5,525 | $1.17M |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 6,197 | $1.30M |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Tax withheld | 16,924 | $3.58M |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Option exercise | 9,424 | $1.59M |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Option exercise | 10,009 | $1.54M |
| May 11, 2026 | CRANDALL THEODORE D Director | Award | 923 | $0 |
| May 11, 2026 | STOELTING CURTIS W Director | Award | 923 | $0 |
| May 11, 2026 | Burt Stephen M Director | Award | 923 | $0 |
| May 11, 2026 | SACHDEV RAKESH Director | Award | 923 | $0 |
| May 11, 2026 | Pinkham Louis V. Chief Executive Officer | Sale | 1,624 | $345.7K |
| May 11, 2026 | Hilton Michael F Director | Award | 923 | $0 |
| May 11, 2026 | Hodge Rashida A Director | Award | 923 | $0 |
| May 11, 2026 | DOSS MICHAEL P Director | Award | 923 | $0 |
| May 11, 2026 | Bertsch Jan Director | Award | 923 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for REGAL REXNORD CORP
Free account. Everything above stays public.
Write why you follow REGAL REXNORD CORP and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading