Regal Rexnord misses Q3 adjusted EPS estimates, narrows 2025 profit forecast

Regal Rexnord

29/10/2025 20:09

Overview

Regal Rexnord Q3 sales beat analyst expectations, adjusted EPS missed estimates

Company reports net income of $80 mln, up from $73 mln last year

Company secured $135 mln in data center orders, investing in new Texas facility

Outlook

Regal Rexnord narrows and lowers annual GAAP EPS guidance to $4.26-$4.56

Company expects mid-single digit organic growth in 4Q 2025

Regal Rexnord anticipates low- to mid-single digit growth in 2026

Result Drivers

DATA CENTER ORDERS - Co secured $135 mln in data center orders in Q3, with an additional $60 mln in October, driving sales growth

MARKET DIVERSIFICATION - Growth in discrete automation, food & beverage, and semiconductor clean rooms helped offset weakness in other markets

INVESTMENTS IN TEXAS FACILITY - Co investing in a new 100K sq ft assembly facility in Texas to support data center demand growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Meet
$1.49 bln
$1.49 bln (10 Analysts)
Q3 Adjusted EPS
Miss
$2.51
$2.57 (11 Analysts)
Q3 EPS
$1.20
Q3 Net Income
$80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Regal Rexnord Corp is $175.00, about 17.3% above its October 28 closing price of $144.71

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn7vXQr5a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)