# Regal Rexnord Corporation (RRX)

> Source: Nexqual · https://nexqual.com/RRX · data as of 2026-10-29 20:00 UTC · cite as "Nexqual, Regal Rexnord Corporation (RRX), nexqual.com/RRX" · informational, not investment advice.

**Price:** USD 163.62 (+1.57% on the day) · last close of Oct 29, 2026; US market after hours, not a live price. Prev close 161.09 · day 156.9–165.46 · 52w 127.96–247.8 · market cap $10.9B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $6.06B, net income $324M (5.4% margin), free cash flow $466M (SEC filings).
- Valuation: P/E 33.6x (avg 43.0x at the last 2 fiscal year-ends), EV/EBITDA 17.5x, net debt $4.17B.
- 2 of 80 tracked superinvestors hold RRX (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $8.3M; 5 not under a Rule 10b5-1 plan ($8.3M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (11 analysts), mean target USD 231.1 (range 196–275).
- Total return with dividends: 1Y +13.7% vs S&P 500 +14.4%; 5Y +12.6% vs S&P 500 +79.1%.
- Next earnings: 2026-11-03, EPS estimate USD 2.67, revenue estimate $1.56B. All companies reporting that day: https://nexqual.com/earnings/2026-11-03
- Dividend: USD 1.4 a year (yield 0.87%), paid quarterly; next ex-dividend date 2026-12-31; annual dividends grew 0.5% a year 2022–2025.
- Short interest: 4.78% of float (as of 2026-10-15), 2.4 days to cover.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.81B | $5.22B | $6.25B | $6.03B | $5.93B | $6.06B |
| Gross profit | $1.11B | $1.67B | $2.07B | $2.19B | $2.22B | — |
| Operating income | $358M | $690M | $377M | $630M | $681M | $707M |
| Net income | $230M | $489M | -$57.4M | $196M | $280M | $324M |
| EPS (diluted) | $4.81 | $7.29 | -$0.87 | $2.94 | $4.20 | — |
| Free cash flow | $303M | $352M | $596M | $500M | $893M | $466M |
| Gross margin | 29.2% | 32.0% | 33.1% | 36.3% | 37.4% | — |
| Operating margin | 9.4% | 13.2% | 6.0% | 10.4% | 11.5% | 11.7% |
| Net margin | 6.0% | 9.4% | -0.9% | 3.3% | 4.7% | 5.4% |
| Revenue growth | +31.1% | +36.9% | +19.8% | -3.5% | -1.6% | — |
| Cash + short-term investments | $673M | $689M | $574M | $394M | $522M | — |
| Total debt | $1.92B | $2.02B | $6.38B | $5.50B | $4.82B | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 33.6x · P/S 1.8x · EV/EBITDA 17.5x · EV/Sales 2.5x · P/FCF 23.4x · P/B 1.6x · FCF yield 4.28% · Earnings yield 2.98% · Dividend yield (paid, TTM) 0.85% · Net debt $4.17B · EV $15.1B
P/E at fiscal year-ends: Dec 2025 33.4x, Dec 2024 52.7x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold RRX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Viking Global | Viking Global Investors | 1.43% | $501M | Reduced -33.1% |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $860K | Reduced -33.4% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Scarpelli Alexander P | SVP, Corp. Controller and CAO* | 170 | $30K | 4.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-22 | Rehard Robert | EVP and CFO* | 6,499 | $1.3M | 18.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-14 | Morton Jerrald R | EVP and Pres. IPS* | 9,390 | $2.0M | 35.8% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-05-11 | Pinkham Louis V. | Chief Executive Officer | 22,509 | $4.8M | 28.4% | No | Too little history (no open-market trades in 2023) |
| 2026-05-11 | Walker-Lee Robin A | Director | 1,297 | $277K | 19.1% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 11 analysts; mean target USD 231.1 (low 196, high 275).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Citigroup | Target lowered | Buy | $220 → $200 |
| 2026-10-09 | JP Morgan | Target lowered | Overweight | $240 → $196 |
| 2026-10-08 | Oppenheimer | Target lowered | Outperform | $245 → $200 |
| 2026-08-06 | Keybanc | Target lowered | Overweight | $265 → $240 |
| 2026-07-20 | Deutsche Bank | Initiated | Buy | $286 |
| 2026-07-14 | Citigroup | Target raised | Buy | $240 → $260 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-30) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +13.7% | +12.6% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +13.8% | +2.4% |
| Volatility (annualized) | 51.7% | 39.3% |
| Max drawdown | -37.9% (Jun 2026→Sep 2026) | -45.1% (Mar 2024→Apr 2025) |

## Dividends
Annual dividend rate USD 1.40 per share, yield 0.87% at the current price. Paid over the last 12 months: USD 1.40 in 4 payments (quarterly).
Next ex-dividend date: Dec 31, 2026; payment date: Jan 14, 2027. To receive a dividend, shares must be owned before the ex-dividend date.
Latest change: raised 6.1% to USD 0.35 per payment from USD 0.33, starting with the Jun 29, 2022 ex-dividend date.
Payout ratio 29% of earnings · 5-year average yield 0.91% · annual dividends grew 0.5% a year from 2022 to 2025.
| Ex-dividend date | Amount per share |
|---|---|
| 2026-09-30 | USD 0.35 |
| 2026-06-30 | USD 0.35 |
| 2026-03-31 | USD 0.35 |
| 2025-12-31 | USD 0.35 |
| 2025-09-30 | USD 0.35 |
| 2025-06-30 | USD 0.35 |
| 2025-03-31 | USD 0.35 |
| 2024-12-31 | USD 0.35 |
Total by calendar year: 2022 USD 1.38 · 2023 USD 1.40 · 2024 USD 1.40 · 2025 USD 1.40.

## Short interest
2,848,707 shares sold short, 4.78% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 3,359,259 shares (-15.2%). Days to cover: 2.4 (short shares ÷ average daily volume).

## Peers (Specialty Industrial Machinery)
GGG (Graco Inc.) USD 68.75 +2.37% · WTS (Watts Water Technologies, Inc.) USD 350.89 +2.34% · CR (Crane Company) USD 205.81 +3.72% · GNRC (Generac Holdlings Inc.) USD 203.36 +1.00% · INIO (INNIO N.V.) USD 17.52 -4.52% · IEX (IDEX Corporation) USD 239.33 +0.33%

## More
Full page: https://nexqual.com/RRX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $2.67 | $2.92 | -8.8% | $1.56B | 11 |
| Next quarter (ends 2026-12-31) | $2.82 | $2.95 | -4.6% | $1.60B | 11 |
| Current fiscal year (ends 2026-12-31) | $10.61 | $10.64 | -0.2% | $6.20B | 11 |
| Next fiscal year (ends 2027-12-31) | $12.92 | $13.49 | -4.2% | $7.07B | 11 |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $2.99 | $2.58 | Beat +15.9% | — |
| — | Quarter ended Mar 31, 2026 | $2.17 | $2.11 | Beat +2.8% | — |
| — | Quarter ended Dec 31, 2025 | $2.51 | $2.48 | Beat +1.2% | — |
| — | Quarter ended Sep 30, 2025 | $2.51 | $2.53 | Miss −0.8% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-09-16 | Schedule 13G | VIKING GLOBAL INVESTORS LP, VIKING GLOBAL PERFORMANCE LLC: 5.4% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/82811/000090514826004206/0000905148-26-004206-index.htm |
| 2026-08-05 | 10-Q | Quarterly report · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/82811/000008281126000229/0000082811-26-000229-index.htm |
| 2026-08-05 | 8-K | Quarterly results | https://www.sec.gov/Archives/edgar/data/82811/000008281126000226/0000082811-26-000226-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.