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RRX

Regal Rexnord Corporation
$148.71
-6.34% Oct 22 close
IndustrialsS&P 400 CompareTechnicals
1M3M6M1Y2Y
-12%+6%+25%+44%+63%Oct 2025Oct 2026Apr 2026
RRXSPY
1W
-4.8%
1M
-2.4%
3M
-30.4%
6M
-30.1%
YTD
+6.6%
1Y
+6.2%

Live chart

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What they do

Regal Rexnord Corporation provides sustainable solutions for power, transmit, and control motion products in the North America, Asia, Europe, and internationally. The company operates through Automation & Motion Control, Industrial Powertrain Solutions, and Power Efficiency Solutions. The Automation & Motion Control segment provides conveyor products, conveying automation subsystems, aerospace components, precision motion control solutions.

Industrials · Specialty Industrial Machinery

For information only · Important disclosures

Grades vs sector

Momentum
54th percentile in sector
C+
12-1 return: +11.0%
Percentile within its GICS sector across the S&P 1500.
Growth
22nd percentile in sector
D
Revenue growth (YoY): +4.2%
Percentile within its GICS sector across the S&P 1500.
Value
74th percentile in sector
B+
Forward E/P: 8.4% · EBITDA/EV: 8.3%
Percentile within its GICS sector across the S&P 1500.
Profitability
25th percentile in sector
D+
Profit margin: +5.3% · Return on equity: +4.8%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 Coteau Long Book
Not in the current book

News

More news
Regal Rexnord Corporation Declares Quarterly Dividend of $.35 per share
PR Newswire · Oct 21
Grab These ETFs to Capitalize on the Physical AI Wave
Zacks · Oct 14
Did Strong Q2 Data Center Demand and Steady Guidance Just Shift Regal Rexnord's (RRX) Investment Narrative?
Simply Wall St. · Oct 10
Oppenheimer Adjusts Regal Rexnord Price Target to $200 From $245, Maintains Outperform Rating
MT Newswires · Oct 08
Dycom, Mayville Engineering, Array, Cummins, and Regal Rexnord Shares Skyrocket, What You Need To Know
StockStory · Oct 06

Key stats

Market value$10.6B
P/E (last 12 months)32.7
P/E (next 12 months, estimated)12.3
52-week range$127.96 – $247.80
Revenue growth (latest quarter vs a year ago)+4.2%
Dividend yield0.90%
Analyst consensusStrong Buy (10)
Average analyst price target$231.10 (+55%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +1 (DCF counts double).
▼DCF (base case)below the price by 69%
▲Forward P/E vs sector12.3x vs median 17.1x
▲Piotroski F-score7/9
•Net debt / EBITDA3.4x
▲Analyst target+55% (10 analysts)

Discounted cash flow

Bear
$8
-94%
growth -1% · disc. 10.6% · term. 2.0%
Base
$46
-69%
growth 4% · disc. 9.6% · term. 2.5%
Bull
$96
-36%
growth 7% · disc. 8.6% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 13% a year for 10 years.
Implied
+13%/yr
FCF, last 3 yrs
+36%/yr
FCF, last 5 yrs
+18%/yr
Revenue, last 3 yrs
+4%/yr
Revenue, last 5 yrs
+15%/yr
Same inputs as the DCF above: trailing free cash flow 0.5B, 9.6% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.07 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Industrials

P/E (trailing)
sector median 26.4× · 69th pct
 32.7×
pricier
Forward P/E
sector median 17.1× · 22nd pct
 12.3×
cheaper
EV / EBITDA
sector median 14.8× · 35th pct
 12.0×
cheaper
Price / sales
sector median 2.1× · 43rd pct
 1.7×
cheaper
Price / book
sector median 3.5× · 13th pct
 1.5×
cheaper
FCF yield
sector median 4.5% · 49th pct
 4.4%
pricier

Forward EPS $12.92 vs trailing $4.86 (+166% expected growth). Forward P/E uses analysts' next-12-month estimate.

Backlog (remaining performance obligations)

RPO
$884.0M
as of 2026-06-30
vs a year ago
–
YoY
× TTM revenue
0.15×
coverage
25-12
26-03
26-06

Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).

Quality & financial health

Gross margin
37.8%
Operating margin
11.7%
FCF margin
7.7%
Net margin
5.3%
Return on equity
4.7%
Return on invested capital
5.2%
Net debt / EBITDA
3.4×
Current ratio
2.3×
Interest cover
2.1×
Cash conversion (OCF/NI)
1.7×
Piotroski F-score 7/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✗ Asset turnover improved

Analysts

Mean target
$231
+55%
Analysts
10
Strong Buy
Range
$196–$275
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$5.9B$279.5M$893.1M
2024$6.0B$196.2M$499.9M
2023$6.3B$-57.4M$596.2M
2022$5.2B$488.9M$352.4M
2022$3.8B$229.6M$303.2M
2021$2.9B$187.7M$387.9M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +4.4%.

Earnings

Next report: 2026-11-03 · before open · EPS est 2.67
24-1125-0225-0525-0825-1026-0226-0526-080.002.99
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-052.582.99+15.7%
2026-05-062.112.17+2.7%
2026-02-042.482.51+1.1%
2025-10-292.532.51-1.0%
2025-08-052.442.48+1.5%
2025-05-051.832.15+17.7%
2025-02-052.472.34-5.2%
2024-11-042.482.49+0.4%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.6B+4.2%
2026-03-31$1.5B–
2025-12-31$1.5B–
2025-09-30$1.5B–
2025-06-30$1.5B–
Rating changes
Reiterated
2026-10-12 · Citigroup reiterated Buy on RRX
Reiterated
2026-10-09 · JP Morgan reiterated Overweight on RRX
Reiterated
2026-10-08 · Oppenheimer reiterated Outperform on RRX
Reiterated
2026-08-06 · Keybanc reiterated Overweight on RRX
Initiated
2026-07-20 · Deutsche Bank started covering RRX at Buy
Reiterated
2026-07-14 · Citigroup reiterated Buy on RRX

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-09-30: $0.350 · 2026-06-30: $0.350 · 2026-03-31: $0.350 · 2025-12-31: $0.350 · 2025-09-30: $0.350 · 2025-06-30: $0.350 · 2025-03-31: $0.350 · 2024-12-31: $0.350
Insider trades
Scarpelli Alexander P
SVP, Corp. Controller and CAO* · 2026-08-10
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Stats refreshed 2026-10-21 17:58:00 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Beta 0.9 · Oct 21, 2026