Analyst Consensus ?
ConsensusBuy21 ratings
Bullish1361.9%
Neutral838.1%
Bearish00.0%
Regal Rexnord Corporation · RRX · FY2026 Q1 · Calendar Q2 2026
Regal Rexnord raises sales outlook as orders accelerate, margins face pressure
The quarter supports a cautiously constructive operating picture: stronger orders and a higher sales-growth outlook show improving demand, but margin headwinds and unchanged adjusted EPS guidance leave execution critical.
Reported After market closeNYSEIndustrials
$11.98B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.17
Consensus $2.11
EPS surprise
+2.8%
Reported versus consensus
Reported revenue
$1.48B
Consensus $1.43B
Revenue surprise
+3.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-10.9%
Event window
SPY move
-0.3%
Same window
Abnormal move
-10.5%
Stock minus SPY
Volume
3.1×
Versus trailing sessions
Subsequent drift
-0.9%
Up to 20 sessions
RRXSPY benchmark
Ask FN2 about RRX FY2026 Q1
Transcript, numbers and history already loaded
Why did RRX fall 10.9% after beating EPS estimates in FY2026 Q1?What changed in RRX's guidance and outlook in FY2026 Q1?Give me the bull and bear case for RRX after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management raised full-year sales growth guidance by 150 basis points and kept adjusted EPS guidance unchanged. First-quarter orders grew 8.5% year over year, led by 34% growth in Automation & Motion Control. Management also announced Aamir Paul as incoming CEO, expected to assume the role July 1.
Guidance delta
Full-year sales growth guidance increased by 150 basis points; adjusted EPS guidance was unchanged. Management described margin improvement in the second half as an expectation, not a reported result.
Key takeaways
- Order growth was broad enough to lift total first-quarter orders 8.5% year over year, with Automation & Motion Control up 34%.
- Sales-growth guidance moved higher, while adjusted EPS guidance was maintained amid current margin pressures.
- Management cited data-center, discrete-automation and medical demand, alongside capacity expansion and cross-selling, as growth supports.
Management priorities
- Mitigate rare-earth supply and tariff costs while pursuing margin improvement.
- Ramp Texas and Canada capacity and develop ePOD offerings through 2026–2027.
- Advance cross-selling toward the stated $250 million additional-revenue target and manage the CEO transition.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$179.93Current
$160Low
$224.06Average
$286High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 4, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Citigroup | Buy | Buy | Maintain | Oct 12, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 9, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 8, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 6, 2026 |
| Barclays | Overweight | Overweight | Maintain | Mar 23, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Feb 9, 2026 |
| Jefferies | Hold | Buy | Downgrade | Dec 10, 2025 |
| Baird | Outperform | Outperform | Maintain | May 7, 2025 |
| Loop Capital | Buy | Buy | Maintain | Sep 19, 2024 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Dec 11, 2023 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Feb 17, 2021 |
| BMO Capital | Market Perform | Market Perform | Maintain | May 8, 2019 |
| Seaport Global | Buy | Neutral | Upgrade | Feb 7, 2018 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 2, 2017 |
| Wunderlich Securities | Hold | Buy | Downgrade | Apr 20, 2016 |
| Buckingham Research | Neutral | Buy | Downgrade | Sep 29, 2015 |
| Longbow Research | Neutral | Buy | Downgrade | Aug 20, 2014 |
| Credit Suisse | Outperform | Outperform | Maintain | Jul 31, 2014 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Aug 1, 2013 |
| Barrington Research | Outperform | Market Perform | Upgrade | Jun 26, 2013 |
| Global Hunter Securities | Buy | Neutral | Upgrade | May 2, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $179.93. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Oppenheimer | Christopher Glynn | $200 | $164.17 | +11.2% | Oct 8, 2026 |
| Goldman Sachs | Analyst unavailable | $216 | $155.89 | +20.0% | Sep 30, 2026 |
| KeyBanc | Jeffrey Hammond | $240 | $183.24 | +33.4% | Aug 6, 2026 |
| Deutsche Bank | Nicole DeBlase | $286 | $206.81 | +59.0% | Jul 20, 2026 |
| Oppenheimer | Analyst unavailable | $255 | $208.06 | +41.7% | Jul 10, 2026 |
| Wolfe Research | Analyst unavailable | $250 | $214.08 | +38.9% | Jul 9, 2026 |
| UBS | Analyst unavailable | $260 | $218.85 | +44.5% | Jun 15, 2026 |
| KeyBanc | Jeffrey Hammond | $265 | $207.83 | +47.3% | May 7, 2026 |
| Goldman Sachs | Joe Ritchie | $230 | $211.8 | +27.8% | Feb 9, 2026 |
| Barclays | Analyst unavailable | $237 | $211.8 | +31.7% | Feb 9, 2026 |
| Robert W. Baird | Analyst unavailable | $253 | $207.67 | +40.6% | Feb 6, 2026 |
| Oppenheimer | Christopher Glynn | $225 | $200 | +25.0% | Feb 6, 2026 |
| KeyBanc | Analyst unavailable | $200 | $178.3 | +11.2% | Feb 5, 2026 |
| KeyBanc | Analyst unavailable | $175 | $156.08 | -2.7% | Jan 26, 2026 |
| Jefferies | Analyst unavailable | $160 | $148.91 | -11.1% | Dec 10, 2025 |
| Barclays | Julian Mitchell | $165 | $140.89 | -8.3% | Nov 3, 2025 |
| Robert W. Baird | Analyst unavailable | $212 | $142.75 | +17.8% | Oct 31, 2025 |
| KeyBanc | Analyst unavailable | $170 | $139.26 | -5.5% | Oct 14, 2025 |
| KeyBanc | Jeffrey Hammond | $180 | $143.63 | +0.0% | Jun 26, 2025 |
| Barclays | Analyst unavailable | $160 | $122.62 | -11.1% | Mar 10, 2025 |
| Loop Capital Markets | Chris Dankert | $220 | $168.78 | +22.3% | Nov 7, 2024 |
| Goldman Sachs | Joe Ritchie | $191 | $168.78 | +6.2% | Nov 6, 2024 |
| Citigroup | Kyle Menges | $200 | $171.22 | +11.2% | Oct 14, 2024 |
| Loop Capital Markets | Chris Dankert | $200 | $165.72 | +11.2% | Sep 19, 2024 |
| KeyBanc | Jeffrey Hammond | $190 | $163.38 | +5.6% | Sep 18, 2024 |
| Goldman Sachs | Joe Ritchie | $195 | $163.75 | +8.4% | Sep 18, 2024 |
| Robert W. Baird | Michael Halloran | $213 | $162.96 | +18.4% | Aug 2, 2024 |
| Barclays | Julian Mitchell | $203 | $176.01 | +12.8% | Apr 2, 2024 |
| KeyBanc | Jeffrey Hammond | $210 | $178.43 | +16.7% | Mar 25, 2024 |
| Oppenheimer | Christopher Glynn | $190 | $150.99 | +5.6% | Jul 7, 2023 |
| Barclays | Julian Mitchell | $185 | $156.94 | +2.8% | Feb 5, 2023 |
| Goldman Sachs | Analyst unavailable | $187 | $143.39 | +3.9% | Sep 14, 2022 |
| Goldman Sachs | Analyst unavailable | $150 | $111.09 | -16.6% | Jun 23, 2022 |
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Start freeCompany context
Snapshot as of publicationRegal Rexnord Corporation, formerly known as Regal Beloit Corporation, is a global enterprise that designs, manufactures, and distributes a comprehensive range of industrial products. Its offerings include industrial powertrain solutions, mechanical power transmission components, electric motors paired with electronic controls, air movement technologies, and specialized electrical components and integrated systems for customers worldwide. The company is structured into four primary operating segments: Commercial Systems: This unit supplies AC and DC motors, electronic variable speed controls, various fans and blowers, and high-precision stator and rotor kits. Industrial Systems: Focuses on AC motors designed for industrial applications. It also produces electric alternators vital for prime and standby power across diverse markets such as data centers, distributed energy grids, microgrids, marine rentals, agriculture, healthcare, mobile equipment, and defense.…
Historical context
All RRX earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ULS UL Solutions Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.8% | +7.0% | UL Solutions lifts 2026 outlook as certification demand accelerates |
| AME AMETEK, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +2.8% | AMETEK raises FY2026 outlook after record Q3 and stronger orders |
| ETN Eaton Corporation plc | FY2026 Q3 · Calendar Q4 2026 | — | +7.0% | Eaton raises 2026 outlook as electrical backlog and data-center orders grow |
| TRI Thomson Reuters Corporation | FY2026 Q3 · Calendar Q4 2026 | — | -7.3% | Thomson Reuters lifts FY outlook as AI products support Q3 growth |
Latest beats and misses
Who reports nextBeat on EPS
- RVTYFY2026 Q3 · November 3, 2026+6.2% EPS+7.8% move
- WATFY2026 Q3 · November 3, 2026+2.5% EPS+2.3% move
- ULSFY2026 Q3 · November 3, 2026+0.8% EPS+7.0% move
- FISVFY2026 Q3 · November 3, 2026+1.7% EPS+12.5% move
- YUMCFY2026 Q3 · November 3, 2026+2.8% EPS+1.6% move
- HSICFY2026 Q3 · November 3, 2026+0.7% EPS-4.8% move
Get the RRX recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-12T14:18:16.700463+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-04T03:50:40.931801+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-04T03:50:40.929035+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-04. For educational purposes only; not investment advice.