Regal Rexnord Corporation (RRX)
NYSE:RRX
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Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.59Last Year’s EPS
2.48Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive growth story: order momentum (notably a 34% surge in AMC orders), raised top-line growth assumptions across segments, maintained earnings and cash-flow guidance, and a sizable multi-year data center opportunity. However, Q1 margins were pressured (adjusted EBITDA down ~120 bps), AMC margins have faced sustained YoY declines, PES residential HVAC remains weak (sales down >20%), and tariff/rare earth uncertainties and OEM-heavy mix create measured conservatism in margin guidance. On balance the positives (strong orders, improved demand visibility, upgraded sales guidance, and strategic wins/cross-sell) outweigh the near-term margin and end-market challenges.Company Guidance
Enterprise Orders and Backlog Growth
Orders in the quarter were up 8.5% on a daily basis versus prior year, and backlog rose 6.7% sequentially versus Q4, with enterprise orders in April up 4.6% on a daily basis.
Strong AMC Demand and Execution
Automation & Motion Control (AMC) orders increased 34% year-over-year; AMC sales were up 12.1% organically in Q1 with a book-to-bill of 1.24 and April AMC orders up 14% on a daily basis. Management raised AMC annual sales growth guidance to high single digits (from mid-single digits).
Improving IPS Performance
Industrial Powertrain Solutions (IPS) sales rose 2.8% organically in Q1 (ahead of expectations). Short-cycle OEM orders were up ~9%, distribution orders rose low single digits, book-to-bill was 1.09, and April IPS orders were ~+2% on a daily basis. IPS annual sales guidance raised to mid-single digits.
Data Center Growth Opportunity
Data center revenue trajectory: $120M in 2025 → guide of $180M for 2026 (excluding ePOD) → anticipated combined switchgear (~$240M) plus ePOD (~$700M) for ~ $900M+ in 2027. Capacity expansions (Canada in production; Texas ramp midyear) and ERP live support planned growth.
Revenue and Organic Growth
Total sales in the quarter were up 4.3% and up 1.6% on an organic basis versus the prior year; company raised consolidated 2026 sales growth assumption to ~4.5% (up 150 bps vs prior assumption).
Profitability and EPS Resilience
Adjusted gross margin remained roughly steady at 37.7% year-over-year. Adjusted EPS was $2.17 in Q1, up ~1% versus prior year. Full-year adjusted EPS guidance maintained at $10.20–$11.00 (midpoint ≈ +10% YoY).
Cash Flow Guidance and Working Capital
Adjusted free cash flow was roughly flat in Q1 (in line with seasonality and working capital investments); full-year cash flow guidance unchanged at $650 million.
Cross-sell and Strategic Growth Investments Paying Off
Cross-sell activity: Q1 '26 cross-sell grew ~34% and the funnel grew ~18%; management expects to reach/exceed a $250M+ cross-sell target this year and highlighted targeted investments (NPD, salesforce, e-commerce) driving order momentum.
Reduced Tariff Headwind Estimate
Estimated unmitigated annual tariff impact lowered to $127M from $155M; management expects to be dollar cost neutral by mid-2026 and margin neutral by year-end (subject to evolving tariff developments).
RRX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RRX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $231.37 | $206.26 | -10.85% |
Feb 04, 2026 | $177.95 | $199.61 | +12.17% |
Oct 29, 2025 | $149.96 | $144.43 | -3.69% |
Aug 05, 2025 | $144.33 | $144.65 | +0.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Regal Rexnord Corporation (RRX) report earnings?
Regal Rexnord Corporation (RRX) is schdueled to report earning on Aug 03, 2026, After Close (Confirmed).
What is Regal Rexnord Corporation (RRX) earnings time?
Regal Rexnord Corporation (RRX) earnings time is at Aug 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is RRX EPS forecast?
RRX EPS forecast for the fiscal quarter 2026 (Q2) is 2.59.