Regal Rexnord (RRX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Regal Rexnord is undervalued, benefiting from secular growth trends, margin expansion, and synergy capture post-acquisitions, with nearly half its revenue now less cyclical. Q2 results showed mixed topline, but underlying improvements in mix, backlog, and cross-selling position the company for more resilient, content-driven growth and higher margins. Valuation remains at a significant discount to peers despite similar fundamentals; upside exists as synergies and operating leverage become more visible in results.
Regal Rexnord Corporation (NYSE:RRX ) Q2 2025 Earnings Conference Call August 6, 2025 10:00 AM ET Company Participants Louis Vernon Pinkham - CEO & Director Robert Douglas Barry - Vice President of Investor Relations Robert J. Rehard - Executive VP & CFO Conference Call Participants Jeffrey David Hammond - KeyBanc Capital Markets Inc., Research Division Joseph Alfred Ritchie - Goldman Sachs Group, Inc., Research Division Julian C.H.
The headline numbers for Regal Rexnord (RRX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Regal Rexnord (RRX) came out with quarterly earnings of $2.48 per share, beating the Zacks Consensus Estimate of $2.42 per share. This compares to earnings of $2.29 per share a year ago.
Investors looking for stocks in the Manufacturing - General Industrial sector might want to consider either Regal Rexnord (RRX) or Trimble Navigation (TRMB). But which of these two companies is the best option for those looking for undervalued stocks?
Investors need to pay close attention to RRX stock based on the movements in the options market lately.
Investors interested in stocks from the Manufacturing - General Industrial sector have probably already heard of Regal Rexnord (RRX) and Trimble Navigation (TRMB). But which of these two stocks presents investors with the better value opportunity right now?
Regal Rexnord Corporation (NYSE:RRX ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Rob Barry - Vice President-Investor Relations Louis Pinkham - Chief Executive Officer Rob Rehard - Chief Financial Officer Conference Call Participants Mike Halloran - Baird Julian Mitchell - Barclays Jeff Hammond - KeyBanc Capital Markets Kyle Menges - Citigroup Nigel Coe - Wolfe Research Tim Thein - Raymond James Christopher Glynn - Oppenheimer Operator Good day, and welcome to the Regal Rexnord First Quarter Earnings Call. All participants will be in listen-only mode.
While the top- and bottom-line numbers for Regal Rexnord (RRX) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Regal Rexnord (RRX) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $2 per share a year ago.
Regal Rexnord has continued to see destocking and weak end-markets undermine financial performance, with Q4'24 results showing another organic revenue decline and limited margin leverage. The unpredictability of U.S. policies and potential tariffs is increasing business uncertainty, potentially delaying capex investments and pushing out recoveries in RRX's end-markets. While aerospace and food/beverage markets show promise, a broader industrial recovery may be deferred and RRX has unspecified exposure to potential tariffs (including a meaningful direct work force in Mexico).