Regal Rexnord (RRX)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$162.86+0.15%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · RRX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks RRX against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on driving organic sales growth with strength in data center, discrete automation, aerospace & defense, and energy markets.
Stated as a priority in 3 of last 3 quarters. Enterprise daily orders grew from 8.5% in 2026-Q1 to 8.8% in 2026-Q2 year over year, with AMC segment orders up over 34% in 2026-Q1 and 17.1% in 2026-Q2. The 2025-Q4 quarter showed a 53.8% increase in daily orders driven by data center wins. The trajectory shows delivering accelerating organic sales growth and market expansion.
“Enterprise daily orders increasing 8.8% year over year, led by 17.1% daily orders growth in AMC.”
“Enterprise daily orders up 8.5% versus prior year; AMC segment led with orders up over 34%.”
“Daily orders up 53.8% versus prior year, with substantial wins in data center.”
Continue paying a quarterly dividend of $0.35 per share as a capital allocation priority.
Maintained as a priority in 5 of last 5 quarters. Dividend per share has consistently been $0.35 from 2025-Q1 through 2026-Q2. This steady dividend payment reflects management's commitment to capital return, with no changes reported, indicating delivery on this priority.
“Cash Dividends Declared Per Share $0.35”
Focus on improving operating income and maintaining resilient margins despite inflation and mix headwinds.
Stated as a priority in 3 of last 3 quarters. Operating income increased from $182.3M in 2025-Q2 to $215.2M in 2026-Q2, showing improvement despite inflationary pressures. However, operating income declined slightly from $159.7M in 2025-Q1 to $152.7M in 2026-Q1. Management reports margins resilient and EPS increasing, indicating mixed but generally positive delivery on operating income and margin resilience.
Ensure smooth leadership transitions with appointment of new CEO and Industrial Powertrain Solutions President.
Stated as a priority in 2 of last 2 quarters. Management announced Aamir Paul as CEO effective July 1, 2026, and appointed Mark Klossner as EVP & President of IPS succeeding Jerry Morton retiring end 2026. These leadership changes are recent and ongoing, reflecting active management of talent transitions.
“Announced Mark Klossner as EVP & President, IPS, succeeding Jerry Morton retiring end 2026.”
Focus on strategies to enhance revenue growth across business segments.
Over the trailing year it converted 2.04x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 58% of the time over the next year (vs 54% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Cash Dividends Declared Per Share $0.35”
“Dividend per share $0.35”
“Dividend per share $0.35”
“Dividend per share $0.35”
“Adjusted EBITDA margins in line with expectations despite inflationary pressures; adjusted diluted EPS increased.”
“Margins were resilient in the face of headwinds from mix and tariffs; adjusted EPS up versus prior year.”
“Adjusted EBITDA margin was healthy and in line with expectations; PES delivered strong performance.”
“Announced Aamir Paul as next CEO, effective no later than July 1, 2026.”