earnings
confidence high
sentiment positive
materiality 0.80
Regal Rexnord Q4 sales up 4.3%; data center orders of ~$735M; FY2026 adj. EPS guidance $10.20-$11.00
REGAL REXNORD CORP
2025-FY EPS reported
$4.20
revenue$5,934,500,000
- Q4 sales $1,523.2M (+4.3% YoY); organic +2.9%; GAAP net income $63.8M vs $42.0M.
- Data center E-Pod orders worth ~$735M; initial shipments expected early 2027.
- Adjusted diluted EPS $2.51 vs $2.34; FY2026 adj. EPS guidance $10.20-$11.00 (~10% growth at midpoint).
- AMC segment organic sales +15.2%; PES organic -10.7% on residential HVAC weakness.
- FY2025 paid down $709.4M debt; net debt/Adjusted EBITDA at ~3.1x.