REGAL REXNORD CORP (RRX) Form 8-K — Nov 3, 2026
Regal Rexnord reported Q3 2026 sales of $1,588 million, up 6% year over year, with adjusted EPS of $2.90 versus $2.51 a year ago and adjusted EBITDA of $351 million ahead of expectations. The company swung to a GAAP net loss of $12 million due to a $119 million non-cash goodwill impairment in its autonomous mobile solutions (AMS) business, cutting 2026 GAAP EPS guidance to $3.76-$4.06. New CEO Aamir Paul raised 2026 adjusted EPS guidance to $10.60-$10.90, launched a comprehensive portfolio review with outside advisors, and announced Regal Rexnord is exploring the sale of the AMS business.
Key figures
- Revenue
- 1588
- Guidance
- 2026 GAAP diluted EPS lowered to $3.76-$4.06; Adjusted diluted EPS raised to $10.60-$10.90 (midpoint $10.75)
- Revenue Yoy
- 6% (organic +6.1%)
- Cash Position
- 449.6
- Adjusted eps
- 2.9
- Orders growth
- 6% daily orders vs PY; 13% ex-data centers
- Adjusted ebitda
- 351.3
- Adjusted eps py
- 2.51
- Amc segment sales
- 500.6
- Free cash flow q3
- 193.7
- Ips segment sales
- 649.5
- Pes segment sales
- 437.9
- Adjusted ebitda py
- 339.4
- Goodwill impairment
- 119.3
- Goodwill impact on eps
- 1.78
- Data center sales growth
- 307% (169% ex-E-Pods)
- Net debt to adj ebitda incl synergies
- 2.92
AI analysis
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