earnings
confidence high
sentiment positive
materiality 0.75
Regal Rexnord Q2 net income up 46.7%; adjusted EPS $2.99; guidance narrowed
REGAL REXNORD CORP
- Sales $1,558.4M (+4.2% YoY); organic sales +3.3%; daily orders +8.8%.
- GAAP net income $116.8M ($1.74 diluted EPS) vs $79.6M ($1.19) a year ago.
- Adjusted diluted EPS $2.99 (+20.6% YoY); includes $0.39 IEEPA tariff refund benefit.
- AMC segment sales +16.2% (organic +15.6%); PES sales -5.5% on Resi-HVAC/pool weakness.
- 2026 adjusted EPS guidance narrowed to $10.35-$10.85 (midpoint $10.60); GAAP EPS $5.42-$5.92.