Regal Rexnord Corporation · NYSE:RRX
Regal Rexnord — Q1 2026 Earnings Presentation
20 slides from Regal Rexnord's earnings presentation, May 7, 2026
Slide 1: Investor Presentation March 2026
INVESTOR PRESENTATION MARCH 2026
Slide 2: Forward Looking Statements And Non-GAAP Financial Measures
Forward Looking Statements And Non-GAAP Financial Measures All statements in this communication, other than those relating to historical facts, are "forward-looking statements." Forward-looking statements can generally be identified by their use of terms such as “anticipate,” “believe,” “confident,”
Slide 3: Why Invest In RRX
Why Invest In RRX • Organic Growth Accelerating • Strong Orders And A Growing Backlog . . . With Particular Strength In Data Center • Solid Pipeline Of New Products & Solutions . . . With Increasingly Wide Competitive Moats • Healthy Exposure To Secular Markets – Aerospace & Defense, Robotics/Automa
Slide 4: We Have Been On A Transformation Journey
We Have Been On A Transformation Journey 2018 From To 2025 ~$4B Enterprise Value ~$19B1 7 - 9x EV/EBITDA Multiple* ~14x1 77% 28% 28% $3.6B Adj. Net Sales* ~$5.9B ~24% Customer Concentration2 ~11% ~27% Adj. Gross Margin* ~38% ~15% Adj. EBITDA Margin* ~22% 23% $285M Adj. Free Cash Flow* ~$520M 44% ~8%
Slide 5: Regal Rexnord Snapshot
Regal Rexnord Snapshot1 (NYSE: RRX) ~$5.9B ~38% ~22% ~30,000 Total Revenue Adj. Gross Margin* Adj. EBITDA Margin* Associates POWER MOTION TRANSMIT MOTION CONTROL MOTION POWER EFFICIENCY SOLUTIONS INDUSTRIAL POWERTRAIN SOLUTIONS AUTOMATION & MOTION CONTROL (PES) (IPS) (AMC) High Efficiency Electric M
Slide 6: Guided By Our Values
Guided By Our Values Integrity Innovation With Purpose Zero-tolerance policy on unethical behavior. We innovate to develop products that are We value integrity most. We are honest, valued by our customer and bring profitable transparent, and trustworthy in all situations. growth for Regal Rexnord. R
Slide 7: Clear Plans To Accelerate Portfolio Wide Organic Growth
Clear Plans To Accelerate Portfolio Wide Organic Growth Mid-Cycle Segment Growth Targets Key Drivers of Growth Outlook Innovation investments & rising vitality AMC • 5-7% • Secular tailwinds • Go-to-market scale & scope IPS 3-5% • Portfolio scale & scope • Digital investments to optimize customer ex
Slide 8: Strong Secular End Market Exposure
Strong Secular End Market Exposure Key Accelerating Growth Verticals Sales By End Market 1 Discrete Automation ~21% - Labor Shortages of sales1 - Labor Inflation Other 5% - Robotics Medical 2% General Data Center 3% Industrial Aerospace & 25% Defense 7% Aerospace & Defense - Emissions Reduction ~7%
Slide 9: Distinctive Scale, Unrivaled Scope
Distinctive Scale, Unrivaled Scope Unmatched Capabilities Across the Industrial Powertrain Competitors1 RRX Rank RRX A B C D E F Premium TOP Efficiency Motors 3 TOP Bearings 3 Couplings 1 Clutches & Brakes 1 TOP Digital / IoT 3 TOP Gearing 3 9 1 Representative sample for illustrative purposes only.
Slide 10: Exceeding Targeted Cross-Sell Synergies
Exceeding Targeted Cross-Sell Synergies Recent Cross-Sell Examples • On Track To Exceed Targeted $250 Million Of Customer: N.A. cement manufacturer Cross-Sell Synergies By 2027. RRX offering: Powertrain • Drivers Include: (1) Accessing The Broader Key RRX components: Motor, drive, couplings, brakes,
Slide 11: Increasing Mix Of Solutions
Increasing Mix Of Solutions Customer Value Proposition Electrical Pods (E-Pod) Industrial Powertrains • Full engineering support accelerates customer program timelines • Optimized system performance enhances efficiency and reliability • Offer customers a convenient and accountable partner Surgical R
Slide 12: Electric Aircraft Solutions
Electric Aircraft Solutions Partnership with Honeywell Why We Won • Aerospace heritage and pedigree • Depth and breadth of portfolio, supported by RRX Electro-Mechanical trusted brands Actuator • Qualified subject-matter expertise; Trusted Ball-Screws, Acme Screws advisor with an engineering focus O
Slide 13: Strong Position In Humanoids
Strong Position In Humanoids RRX Offering WHY RRX IS WINNING Target Applications Solutions Deep domain Extension of OEM Warehouse expertise engineering teams Actuator System Quality leader in Components Scalable global precision motion control manufacturing Ability to provide Manufacturing Frameless
Slide 14: Strong Growth In Data Center
Strong Growth In Data Center CAPABILITIES 2025 PROGRESS A U T O M AT I O N & M O T I O N CONTROL Switchgear AMC AMC AMC Enabling standby & SWITCHGEAR & TRANSFER SWITCHES POWER DISTRIBUTION backup power in TRANSFER SWITCHES UNIT hyperscale data ~$1B Orders centers Received ~$600M Bid E-Pods (Incl. $7
Slide 15: Tremendous Momentum With New E-Pod Offering
Tremendous Momentum With New E-Pod Offering 4Q25 E-POD ORDERS CONTENT Total Value: ~$735M Scope: Multiple data center projects OUTDOOR MOTORS / INDOOR MOTORS / BLOWERS Shipment Timing: Expected throughout 2027 AXIAL FANS WHY WE WON 50-year track record of quality and performance in power management
Slide 16: Product Scope To Provide Full Powertrain Solutions
Product Scope To Provide Full Powertrain Solutions RRX Motors P O W E R Motion PT Components T R A N S M I T Motion To An Application AMC Servo Motors PES High The Broadest Scope of Power Transmission Components Efficiency Motors Gearing Bearings Couplings IoT The Integrated Solution C O N T R O L S
Slide 17: Progressing Well Towards 2027 Goals
Progressing Well Towards 2027 Goals1 2024 From To 2027E ~$5.9B2 Adj. Net Sales* ~$6.4 to ~$7.0B 28% 28% ~2.2%3 2 – 5% 27% 29% Sales CAGR (’19 – ’23) (’24E – ’27E) ~38%2 Adj. Gross Margin* ~40% ~22%2 Adj. EBITDA Margin* ~25% 44% HSD Free Cash Flow Margin* Low-Mid Teens 44% Automation & Motion Control
Slide 18: Significant Equity Upside From Debt Reduction
Significant Equity Upside From Debt Reduction Components Of Enterprise Value Key Assumptions • 2026 Guidance Assumptions1 • Estimates For 2027 Consistent With 2024 Investor Day Guidance • Deploy Post-Dividend Cash Flow To Debt Reduction • Constant Projected EV/EBITDA Multiple Expect Capital Structur
Slide 19: A High Quality Enterprise
Why Invest In RRX • Organic Growth Accelerating A High Quality • Significant Margin Progress. More To Come . . . Enterprise • Strong . . . And Accelerating Free Cash Flow High Secular Exposures Technology Differentiated Solutions • Significant Near-Term Equity Opportunity From Debt Paydown Strong Br
Slide 20: Regal Rexnord
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