earnings
confidence high
sentiment neutral
materiality 0.75
Regal Rexnord Q3 adj EPS $2.51, sales $1.50B; data center orders $135M; FY guidance lowered
REGAL REXNORD CORP
2025-Q3 EPS reported
$3.25
revenue$4,411,200,000
- Diluted EPS $1.20 (+10.1% YoY); adjusted diluted EPS $2.51 (+0.8% YoY); net income $80M vs $73M.
- Sales $1,497M (+1.3% total, +0.7% organic); daily orders up 9.8% YoY driven by data center projects.
- Data center orders of $135M in Q3, plus $60M in early Q4; bid pipeline over $1B.
- Guidance lowered: GAAP EPS $4.26-$4.56, adjusted EPS $9.50-$9.80, due to tariffs and rare earth magnets.
- Net debt/EBITDA ~3.2x; paid down $74.5M gross debt; expects ~3x by year-end 2025.