Regal Rexnord (NYSE:RRX) Issues FY 2026 Earnings Guidance

Regal Rexnord (NYSE:RRX) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 10.200-11.000 for the period, compared to the consensus estimate of 10.760. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of brokerages have commented on RRX. JPMorgan Chase & Co. cut their price target on Regal Rexnord from $200.00 to $190.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. Jefferies Financial Group downgraded Regal Rexnord from a “buy” rating to a “hold” rating and dropped their price objective for the company from $170.00 to $160.00 in a research note on Wednesday, December 10th. Robert W. Baird set a $212.00 target price on shares of Regal Rexnord in a research note on Friday, October 31st. KeyCorp set a $200.00 price target on Regal Rexnord in a research report on Thursday. Finally, Barclays restated an “overweight” rating and set a $165.00 price target on shares of Regal Rexnord in a research report on Monday, November 3rd. Seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $183.38.

Regal Rexnord Stock Performance

Shares of RRX traded up $21.84 during trading hours on Thursday, hitting $200.14. The stock had a trading volume of 3,557,439 shares, compared to its average volume of 934,851. Regal Rexnord has a 12 month low of $90.56 and a 12 month high of $204.99. The firm has a market capitalization of $13.29 billion, a PE ratio of 51.72, a PEG ratio of 1.59 and a beta of 1.13. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.05 and a quick ratio of 0.97. The stock has a fifty day moving average price of $150.85 and a 200 day moving average price of $146.57.

Regal Rexnord (NYSE:RRX) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.04. Regal Rexnord had a return on equity of 9.64% and a net margin of 4.38%.The business had revenue of $1.52 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the prior year, the company posted $2.34 EPS. The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. Regal Rexnord has set its FY 2026 guidance at 10.200-11.000 EPS. Analysts anticipate that Regal Rexnord will post 9.95 EPS for the current year.

Regal Rexnord Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.35 per share. The ex-dividend date is Tuesday, March 31st. This represents a $1.40 annualized dividend and a dividend yield of 0.7%. Regal Rexnord’s dividend payout ratio is 36.18%.

Insider Buying and Selling at Regal Rexnord

In related news, CEO Louis V. Pinkham sold 35,935 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $146.20, for a total value of $5,253,697.00. Following the transaction, the chief executive officer directly owned 103,262 shares of the company’s stock, valued at approximately $15,096,904.40. This trade represents a 25.82% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.82% of the stock is owned by insiders.

More Regal Rexnord News

Here are the key news stories impacting Regal Rexnord this week:

• Positive Sentiment: Huge data‑center win and order acceleration — Regal reported data center E‑Pod orders worth roughly $735M and said daily orders were up 53.8% year‑over‑year; backlog exiting 2025 was up ~50%, supporting future revenue and margin leverage. REGAL REXNORD REPORTS STRONG FOURTH QUARTER 2025 FINANCIAL RESULTS, INCLUDING ORGANIC GROWTH ACCELERATION AND DATA CENTER ORDERS WORTH ~$735M
• Positive Sentiment: Q4 EPS beat — Adjusted EPS of $2.51 topped consensus ($2.47) and rose versus a year ago, supporting profitability momentum (adjusted EBITDA up modestly; GAAP net income +52% YoY). Regal Rexnord (RRX) Q4 Earnings Surpass Estimates
• Neutral Sentiment: Peer/comparison note — A recent comparative write‑up contrasts Regal with Atlas Copco, which may offer context for investors evaluating capital goods peers and relative valuation/market exposure. Regal Rexnord (NYSE:RRX) & Atlas Copco (OTCMKTS:ATLKY) Critical Comparison
• Negative Sentiment: Revenue missed estimates — Q4 sales were $1.523B vs. analyst estimates ≈ $1.54B, signaling that top‑line momentum is uneven despite order strength. Regal Rexnord (NYSE:RRX) misses Q4 CY2025 revenue estimates
• Negative Sentiment: FY2026 EPS guidance a bit light — management set FY26 EPS guidance at $10.20–$11.00 versus a consensus near $10.76, which tempers some upside from the order news and could cap multiple expansion.

Institutional Trading of Regal Rexnord

Institutional investors have recently modified their holdings of the stock. Wilmington Savings Fund Society FSB raised its stake in shares of Regal Rexnord by 629.9% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 562 shares of the company’s stock worth $81,000 after buying an additional 485 shares during the last quarter. Coldstream Capital Management Inc. lifted its holdings in shares of Regal Rexnord by 15.0% during the 3rd quarter. Coldstream Capital Management Inc. now owns 2,706 shares of the company’s stock worth $388,000 after acquiring an additional 352 shares during the period. Danske Bank A S purchased a new stake in shares of Regal Rexnord during the 3rd quarter valued at $100,000. Advisory Services Network LLC acquired a new stake in Regal Rexnord during the third quarter worth about $35,000. Finally, CANADA LIFE ASSURANCE Co raised its holdings in Regal Rexnord by 0.4% in the third quarter. CANADA LIFE ASSURANCE Co now owns 52,805 shares of the company’s stock valued at $7,622,000 after buying an additional 227 shares during the period. Hedge funds and other institutional investors own 99.72% of the company’s stock.

About Regal Rexnord

Regal Rexnord Corporation (NYSE: RRX) is a global industrial manufacturer specializing in electric motors, power generation equipment and automated motion control systems. The company designs, engineers and produces a broad portfolio of products that includes energy-efficient electric motors, variable frequency drives, gearboxes, couplings, bearings and power transmission components. These offerings support critical applications in industries such as heating, ventilation and air conditioning (HVAC), refrigeration, data centers, water treatment, food and beverage processing, mining, oil and gas, and material handling.

The company’s operations are organized into multiple business segments that address distinct customer needs.