Regal Rexnord Corporation (RRX) Earnings
Regal Rexnord Corporation is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $2.59. RRX has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise -1.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $2.11 | $2.17 | +2.8% | $1.5B | +3.2% |
| Feb 4, 2026 | $2.47 | $2.51 | +1.6% | $1.5B | +3.4% |
| Oct 29, 2025 | $2.56 | $2.51 | -2.0% | $1.5B | +0.5% |
| Feb 5, 2025 | $2.56 | $2.34 | -8.6% | $1.5B | -2.0% |
| Jul 31, 2024 | $2.14 | $2.29 | +7.0% | $1.5B | +1.4% |
| Feb 7, 2024 | $2.26 | $2.28 | +0.9% | $1.6B | +0.0% |
| Nov 1, 2023 | $2.50 | $2.10 | -16.0% | $1.6B | -4.5% |
| May 4, 2023 | $2.20 | $2.22 | +0.9% | $1.2B | +0.5% |
| Feb 1, 2023 | $2.30 | $2.64 | +14.8% | $1.2B | -1.5% |
| Feb 2, 2022 | $2.16 | $2.14 | -0.9% | $1.2B | +1.3% |
| Nov 2, 2021 | $2.35 | $2.36 | +0.4% | $893M | +0.9% |
| Jul 28, 2021 | $2.06 | $2.28 | +10.7% | $887M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Louis Pinkham began with opening remarks. Rakesh Sashtab discussed CEO succession with Amir Paul set to succeed Louis. Louis then provided first quarter performance overview, noting orders up 8.5% vs prior year and backlog up 6.7%. Rob Rehart presented financial results, discussed updated 2026 guidance. AMC had strong order and sales growth, IPS saw broad-based growth, PES had sales decline but margin improvement. Cross-sell initiatives were highlighted with 34% increase in Q1 2026 and funnel growth.
Guidance
Sales guidance now assumes growth of roughly 4.5%, up 150 basis points vs prior assumption. Adjusted EBITDA margin forecast at 22.2% for 2026, up 20 basis points over prior year but down modestly vs prior guidance. Adjusted earnings per share guidance range unchanged at $10.20 to $11. Cash flow guidance unchanged at $650 million. Lowered estimated unmitigated annual tariff impact to $127 million from $155 million previously.
Segment performance
Automation and Motion Control (AMC): Sales in first quarter were up 12.1% organically versus prior year, orders up 34% with broad-based growth, adjusted EBITDA margin 18.2%. Industrial Powertrain Solutions (IPS): Sales up 2.8% organically versus prior year, orders down 1.4% daily, adjusted EBITDA margin 25%. Power Efficiency Solutions (PES): Sales down 10.3% organically versus prior year, orders down 60 basis points daily, adjusted EBITDA margin 15.8%.
Risks & headwinds
Geopolitical and macro uncertainties, continued rare earth magnet supply constraints, potential new Section 301 tariffs, complexity and uncertainty of IEPA tariff refunds, mixed headwinds in margins including OEM vs aftermarket mix pressure.
Analyst Q&A
Q: Discussed guidance conservatism, data center sales cadence, IPS momentum, AMC margin frameworks, data center capacity, cross-selling, tariff impact.
A: Rob and Louis addressed guidance conservatism, data center sales projections, IPS and AMC performance, data center capacity plans, cross-selling progress, and tariff impact on margins.