REGAL REXNORD REPORTS THIRD QUARTER 2026 FINANCIAL RESULTS
Regal Rexnord posted Q3 2026 sales of $1.59 billion, up 6% year-over-year, with daily orders up 6% and data center sales up 307% (169% excluding E-Pods). The company swung to a GAAP net loss of $12 million versus $80 million net income a year ago, driven by a $119 million non-cash goodwill impairment primarily tied to the autonomous mobile solutions (AMS) business. Adjusted EBITDA rose 4% to $351 million (or $337 million excluding IEEPA tariff refunds, slightly ahead of expectations), and adjusted diluted EPS was $2.90 versus $2.51 prior year. Full-year adjusted EPS guidance was raised to $10.60-$10.90 while GAAP EPS guidance was lowered to $3.76-$4.06.
Key figures
- Revenue
- 1588
- Guidance
- 2026 GAAP EPS lowered/narrowed to $3.76-$4.06; adjusted diluted EPS raised/narrowed to $10.60-$10.90 (midpoint $10.75)
- Revenue Yoy
- 6%
- Adjusted eps
- 2.9
- Adjusted ebitda
- 351300000
- Free cash flow q3
- 193700000
- Daily orders growth
- 6%
- Goodwill impairment
- 119300000
- Data center sales growth
- 307%
- Net debt to ebitda incl synergies
- 2.9
AI analysis
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