“The net debt repayments in the current year primarily reflected the repayment of $1,100.0 million of 2026 Senior Notes, partially offset by $850.0 million in proceeds from the 2025 Term Facility and $72.5 million of net borrowings made on the 2025 Revolving F…”10-Q · Aug 5, 2026 ↗
Regal Rexnord Corporation
RRX
Market read
Regal Rexnord Corporation's current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- Revenue increased 4.2% versus the comparable filing period.
- IEEPA tariff refunds contributed $8.3 million to a current-period gross-profit increase, making the refund amount a specific margin variable to compare.
Invalidation: The isolated read changes if RRX's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- Revenue increased 4.2% versus the comparable filing period.
- Operating margin improved 1.6 percentage points.
- Net income increased 47.2% versus the comparable filing period.
No thresholded adverse filing evidence is available yet.
- IEEPA tariff refunds contributed $8.3 million to a current-period gross-profit increase, making the refund amount a specific margin variable to compare.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +1.0 percentage points in the latest annual period.
- Net margin changed +1.5 percentage points in the latest annual period.
- Operating cash flow covered net income at 3.54x in the latest annual period.
- Tariffs and trade policy has repeated favorable evidence across 3 filings.
- Latest annual revenue changed -1.6% year over year.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
162.38Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Gross profit increased $23.7 million, or 4.4%, compared to the six months ended June 30, 2025 primarily driven by higher sales volumes, synergy benefits, a benefit from IEEPA tariff refunds of $8.3 million, and lower restructuring and related costs of $4.3 mi…”10-Q · Aug 5, 2026 ↗
“The $112.2 million increase in organic sales was primarily driven by broad-based growth, but with particular strength in the data center and discrete automation markets, as well as continued positive trends in the aerospace & defense market.”10-Q · Aug 5, 2026 ↗
“Gross profit increased $13.1 million, or 5.4%, as compared to the six months ended June 30, 2025, primarily driven by a benefit from IEEPA tariff refunds of $17.8 million.”10-Q · Aug 5, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for RRX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
Fundamentals strengthened in the latest filing
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Reported investment and cash context
- Capital spending YoY
- -15.1%
- Capital spending / revenue
- +1.3%
- Free-cash-flow margin
- +5.0%
- FCF margin change
- -14.9 pts
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
What improved
- Revenue increased 4.2% versus the comparable filing period.
- Operating margin improved 1.6 percentage points.
- Net income increased 47.2% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross profit for the second quarter of 2026 was $286.9 million, an increase of $6.5 million, or 2.3%, as compared to the second quarter of 2025, primarily driven by a benefit from IEEPA tariff refunds of $8.3 million partially offset by sales mix headwinds.”
“Interest expense for the six months ended June 30, 2026 was $158.0 million, a decrease of $17.5 million, or 10.0%, compared to the six months ended June 30, 2025, primarily driven by a reduction in outstanding debt.”
“Gross profit increased $23.7 million, or 4.4%, compared to the six months ended June 30, 2025 primarily driven by higher sales volumes, synergy benefits, a benefit from IEEPA tariff refunds of $8.3 million, and lower restructuring and related costs of $4.3 million.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
The relationships behind RRX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
ZWSZurn Elkay Water Solutions CorporationpartnerOct 28, 2025 ▾
“Discontinued Operations On October 4, 2021, the Company completed a Reverse Morris Trust tax-free spin-off transaction (the “Spin-Off Transaction”) in which (i) substantially all the assets and liabilities of the Company's Process & Motion Control ("PMC") bus…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
RRX is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.