Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

REGAL REXNORD CORP
Next earnings Aug 3, 2026 · consensus $2.61 EPS, $1.59B rev
Last earnings -10.9% on 2026-05-07
Earnings and cash flow are recovering and debt is falling, but flat revenue and a 54x P/E leave little room for error.
Sources: SEC EDGAR (CIK 0000082811, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:29 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~38% above fair value) leave little margin of safety — a wait-and-see.
Regal Rexnord is working through the digestion of its large acquisitions, and FY2025 shows a margin-and-deleveraging recovery story. Net income jumped 42.5% to $280M (EPS $4.20, +42.9%) and operating income rose 8.1% to $681M even as revenue slipped 1.6% to $5.93B — so the earnings gain came from mix and cost discipline, not volume. The standout is cash: operating cash flow surged 62.6% to $991M, which the company used to cut long-term debt 12.6% to $4.76B while lifting cash 32.6% to $522M. That deleveraging is the right priority for a company that took on heavy debt to build out its industrial-machinery portfolio.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | $5.22B | $6.25B | $6.03B | $5.93B |
| Gross profit | $807M | $1.67B | $2.07B | $2.19B | $2.22B |
| Operating income | $278M | $690M | $377M | $630M | $681M |
| Net income | $188M | $489M | -$57.4M | $196M | $280M |
| Diluted EPS | $4.60 | $7.29 | -$0.87 | $2.94 | $4.20 |
| Net margin | — | 9.4% | -0.9% | 3.3% | 4.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Last 90 days: 0 open-market buys · 9 sales
| 2026-06-01 | Klossner Mark EVP and Pres. IPS* | Award | 1.48K @ $202.09 | $300K |
| 2026-06-01 | Scarpelli Alexander P SVP, Corp. Controller and CAO* | Tax | 31.00 @ $202.09 | $6.26K |
| 2026-05-22 | Rehard Robert EVP and CFO* | Sell | 6.50K @ $200.00 | $1.30M |
| 2026-05-14 | STOELTING CURTIS W Director | Gift | 360.00 | |
| 2026-05-14 | Morton Jerrald R EVP and Pres. IPS* | Sell | 9.39K @ $209.13 | $1.96M |
| 2026-05-11 | BAKKER GERBEN Director | Award | 923.00 | |
| 2026-05-11 | Pinkham Louis V. Chief Executive Officer | Exercise | 10.0K @ $154.20 | $1.54M |
| 2026-05-11 | Pinkham Louis V. Chief Executive Officer | Exercise | 9.42K @ $168.47 | $1.59M |
| 2026-05-11 | Pinkham Louis V. Chief Executive Officer | Tax | 16.9K @ $211.33 | $3.58M |
| 2026-05-11 | Pinkham Louis V. Chief Executive Officer | Sell | 6.20K @ $209.88 | $1.30M |
| 2026-05-11 | Pinkham Louis V. Chief Executive Officer | Sell | 5.53K @ $210.90 | $1.17M |
| 2026-05-11 | Pinkham Louis V. Chief Executive Officer | Sell | 5.56K @ $212.01 | $1.18M |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.