Regal Rexnord's earnings call presented a mixed performance with solid free cash flow generation and significant data center order wins offset by organic sales declines in key segments and challenges related to rare earth magnet availability. While the company is optimistic about future growth driven by backlog and cross-sell synergies, these positives are balanced by ongoing market headwinds and operational challenges.

Company Guidance -

Q3 2025

During the second quarter of 2025 earnings call, Regal Rexnord provided comprehensive guidance for the remainder of the year and into 2026. The company reported a slight decline in organic sales by 1.2% compared to the previous year, with significant impacts from project timing in metals and mining and rare earth magnet constraints. However, strength in residential and commercial HVAC and aerospace helped offset these challenges. Orders were down 2.5% on a daily basis with a book-to-bill ratio of 0.98, impacted by a large data center order that shifted to July. The adjusted gross margin rose slightly to 38.2%, while the adjusted EBITDA margin decreased by 20 basis points. Adjusted earnings per share were $2.48, an 8.3% increase year-over-year. Regal Rexnord maintained its 2025 adjusted EPS guidance range between $9.70 and $10.30, while addressing tariffs, which are expected to have a neutral impact on the adjusted EBITDA margin by mid-2026. The company's backlog grew significantly, providing a positive outlook for low single-digit sales growth in the latter half of 2025 and into 2026. Cross-sell synergies are on track to contribute an incremental $50 million this year, bolstered by a growing cross-sell funnel valued at nearly $300 million.

Strong Free Cash Flow

Regal Rexnord generated $493 million of free cash flow in the second quarter, including $368.5 million from an accounts receivable securitization program. This program is net accretive to earnings by allowing the acceleration of paying down higher-cost debt.

Data Center Order Success

The company secured a significant $35 million data center order expected to boost future growth. This order is part of a larger project expected to result in 5 similarly sized orders.

Cross-Sell Synergies

Regal Rexnord is on track to achieve $250 million in cross-sell synergies following the Rexnord and Altra transactions, adding $50 million this year.

Positive Orders in July

In July, daily organic orders increased by 4.4%, driven primarily by strength in data centers.

Improved Margins in Power Efficiency Solutions

Second-quarter sales in the Power Efficiency Solutions segment were up 6.5% on an organic basis, with adjusted EBITDA margins improving by 1 point to 17.1%.

Regal Rexnord (RRX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	2.58 / -	2.49	―	―	―
Aug 05, 2025	2025 (Q2)	2.45 / 2.48	2.29	8.30% (+0.19)
May 05, 2025	2025 (Q1)	1.82 / 2.15	2	7.50% (+0.15)
Feb 05, 2025	2024 (Q4)	2.47 / 2.34	2.28	2.63% (+0.06)
Nov 04, 2024	2024 (Q3)	2.48 / 2.49	2.1	18.57% (+0.39)
Jul 31, 2024	2024 (Q2)	2.13 / 2.29	2.56	-10.55% (-0.27)
May 06, 2024	2024 (Q1)	1.98 / 2.00	2.22	-9.91% (-0.22)
Feb 07, 2024	2023 (Q4)	2.24 / 2.28	2.64	-13.64% (-0.36)
Nov 01, 2023	2023 (Q3)	2.52 / 2.10	2.66	-21.05% (-0.56)
Jul 31, 2023	2023 (Q2)	2.47 / 2.56	2.76	-7.25% (-0.20)

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
Aug 05, 2025	$145.32	$145.64	+0.22%
May 05, 2025	$110.02	$124.94	+13.56%
Feb 05, 2025	$154.24	$142.11	-7.86%
Nov 04, 2024	$168.92	$166.69	-1.32%

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 (RRX) report earnings?

Regal Rexnord (RRX) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Regal Rexnord (RRX) earnings time?

Regal Rexnord (RRX) earnings time is at Nov 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RRX EPS forecast?

RRX EPS forecast for the fiscal quarter 2025 (Q3) is 2.58.

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