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Mar 31, 2025
Regal Rexnord Q1 2025 Earnings Report
Regal Rexnord reported strong financial performance with significant improvements in adjusted earnings, free cash flow, and debt reduction.
Key Takeaways
The company delivered a solid Q1 with increased adjusted EPS, improved gross and EBITDA margins, and strong free cash flow, despite a slight decline in overall sales.
Revenue by Segment
Forward Guidance
Regal Rexnord reaffirmed its 2025 adjusted EPS guidance and expects tariff mitigation actions to maintain financial targets.
Positive Outlook
- Reaffirmed 2025 adjusted EPS guidance of $9.60–$10.40
- Tariff mitigation plans expected to neutralize impact on 2025 results
- Margin neutrality from tariffs targeted by mid-2026
- Strong execution and cost management across all segments
- Improving visibility for H2 2025 and 2026 from project activity
Challenges Ahead
- Macro uncertainty from recent U.S. trade policy shifts
- Continued sluggishness in general industrial markets
- Revenue decline due to prior divestitures
- Slower performance in China, Europe and Rest-of-World
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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