Regal Rexnord Corporation (RRX) Earnings Call Transcripts

Regal Rexnord Corporation's Latest Earnings Call - May 8, 2026

In the first quarter of fiscal year 2026, Regal Rexnord Corporation reported a revenue of $700 million, marking a 10% increase year-over-year, and an EPS of $1.25, which exceeded analyst expectations by $0.15. Management highlighted a significant improvement in gross margins, now at 38%, with a clear path to reach 40%. They maintained their guidance for fiscal year 2026, projecting revenue growth of 8-10%, driven by strong order growth and strategic investments in high-growth areas such as data centers and integrated powertrain solutions.

Reported metrics

Guidance from management

Management maintained their revenue growth guidance for fiscal year 2026 at 8-10%, driven by strong order growth and strategic investments in high-growth areas such as data centers and integrated powertrain solutions.

What management said

No. I mean historically, we would have sold precision motors in the medical. Now we're able to sell precision motors with micro gearing and micro sealing as an integrated solution. It's still sole sourced. It still typically sole source. It's still spec-ed in, all of those things, but now it's an integrated where we're helping with that design more than just supplying a component. We can do that because we have all ...

No. And it's new and maybe we should have gone public with it before. I mean it's not a significant growth vector yet. But it just is another indicator of what we can do in the system solutions that we can bring to bear.

What analysts pressed on

Analysts expressed concerns regarding the challenges faced by the AMC segment, particularly in relation to external factors like tariffs and supply chain disruptions. There were also questions about the impact of the CEO transition on operational stability and strategic direction.

Main topics on the call

• Gross Margin Improvement — Regal Rexnord's gross margin has improved from 26% to 38% over the past seven years, with management stating, "clear path to 40%". This improvement is attributed to strategic acquisitions and operational efficiencies.
• Order Growth — The company reported an 8.5% growth in orders during the first quarter, with management noting, "we saw a funnel that has increased 18% year-over-year". This reflects strong demand across key verticals, particularly in d...
• Data Center Business Expansion — Regal Rexnord's data center business has grown at a 30% CAGR over the past five years, with expectations to double revenue from $120 million last year to approximately $240 million by 2027. Management emphasized their co...
• Strategic Acquisitions and Integration — Management discussed the successful integration of acquisitions and the shift towards a decentralized organizational structure, referred to as "smart decentralization". This approach is aimed at enhancing decision-making...

Read the full Regal Rexnord Corporation transcript (May 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 45 Regal Rexnord Corporation earnings call transcripts on record, spanning February 4, 2020 to May 8, 2026. Based on this history, Regal Rexnord Corporation reports quarterly. The most recent call on file is dated May 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RRX

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Electrical Equipment

Calls on record

45

First call

February 4, 2020

Most recent

May 8, 2026

Reporting cadence

quarterly