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Regal Rexnord (RRX) investor relations material
Regal Rexnord Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Adjusted EPS rose 8.3% to $2.48, with GAAP EPS at $1.19; net income increased to $79.6M from $63.0M.
Q2 sales declined 3.3% year-over-year to $1,496.1M, or 1.2% organically, mainly due to divestitures and rare earth magnet headwinds; daily orders fell 2.5%.
Strong cash from operations at $523.2M, with adjusted free cash flow of $493M, aided by a $400M receivables securitization facility.
Cross-sell synergies on track, with $120M achieved and $50M incremental expected this year; target of $250M by 2027.
Backlog and recent order growth, especially in IPS and AMC, support optimism for improving top line and earnings momentum into H2 2025 and 2026.
Financial highlights
Adjusted gross margin at 38.2%, up 10 bps year-over-year; gross margin was 37.7%.
Adjusted EBITDA margin at 22.0%, with $17M in cost synergies realized in Q2.
Net debt/adjusted EBITDA (including synergies) improved to ~3.3x after paying down $469.8M of gross debt.
Free cash flow of $493M in Q2, including $368.5M from receivables securitization; cash from operations for H1 was $625.5M.
Interest expense decreased 16.1% to $85.3M in Q2 2025, reflecting lower outstanding debt.
Outlook and guidance
FY2025 adjusted EPS guidance narrowed to $9.70–$10.30; GAAP EPS guidance set at $4.50–$5.10.
2025 sales guidance raised to $5.95B, with organic growth expected flat to low single digits.
Adjusted EBITDA margin guidance now 22.5%, reflecting FX, tariffs, and AMC margin outlook.
Mitigation actions are on track to neutralize tariff impacts on 2025 adjusted EBITDA and EPS.
Capital spending for 2025 anticipated at $120M, funded by operating cash flows.
What is driving AMC segment margin pressure?
Explain the cross-sell synergy target by 2027.
How will tariffs impact 2025 adjusted EBITDA?
How will data center wins impact enterprise growth?
Quantify rare earth impact on Q2 revenue/profit.
Assess confidence in AMC's 2H margin ramp.
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Next Regal Rexnord earnings date
Q3 202530 Oct, 2025
Next Regal Rexnord earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Regal Rexnord Corporation manufactures and supplies electric motors, power transmission components, and motion control systems. Its products serve industrial, commercial, and residential markets, supporting applications such as HVAC, robotics, and automation. The company is headquartered in Milwaukee, Wisconsin, and its shares are listed on the NYSE.
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