earnings
confidence high
sentiment positive
materiality 0.80
Regal Rexnord Q1 adjusted EPS $2.15 (+7.5% YoY); reaffirms FY guidance; tariff mitigation seen neutral
REGAL REXNORD CORP
2025-Q1 EPS reported
$0.86
revenue$1,418,100,000
- GAAP diluted EPS $0.86; adjusted diluted EPS $2.15, up 7.5% vs PY and 10% ex-Industrial Systems.
- Sales $1,418.1M, down 8.4% reported but up 0.7% organic; free cash flow $85.5M (+32.4% YoY).
- Paid down $164M gross debt in Q1; net debt/adj. EBITDA (incl. synergies) ~3.6x.
- PES segment organic growth 8.0% driven by N.A. residential HVAC; adjusted EBITDA margin 14.2%.
- Reaffirms FY 2025 adjusted EPS guidance $9.60-$10.40; expects tariff cost neutrality under current tariffs.