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Upturn AI Summary - About
Regal Beloit Corporation(RRX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RRX
09/25/2026: RRX (2-star) is currently NOT-A-BUY. Pass it for now.
Regal Beloit Corporation is a major manufacturer of electric motors, motion control products, and power transmission components used in critical industrial and climate control applications. The company has a leading position in the industrial equipment sector, bolstered by a strategic merger that expanded its technical capabilities and market reach. Its primary growth opportunity lies in capitalizing on energy efficiency regulations and the increasing automation of data centers and factories. However, investors should monitor risks associated with high integration costs, cyclical industrial demand, and intense global competition. The stock may suit value-oriented investors seeking steady dividend income, provided they are comfortable with the volatility inherent in industrial machinery sectors.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely driven by macro industrial trends rather than rapid, disruptive technological shifts. |
| Momentum investor | Strong fit while signal remains positive | The stock can track industrial cyclicality and positive news on cost synergy realization. |
| Value investor | Strong fit | The company often trades at valuations that reflect industrial cyclicality, potentially offering value entry points. |
| Dividend investor | Strong fit | The company offers a consistent dividend stream supported by strong free cash flow from its industrial base. |
| Low-risk investor | Mixed fit | Sensitivity to industrial cycles and high debt levels from past M&A can introduce volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to broad industrial sector performance and macroeconomic reports. |
| Valuation risk | Medium | Market expectations for synergy realization can lead to fluctuations in the company's valuation multiples. |
| Competition risk (Industrial Automation) | Medium / high | Competing against global titans like ABB requires constant innovation in motor efficiency. |
| Business quality | Strong | The company maintains a strong franchise in critical industrial components with high switching costs. |
| Dividend income | Medium | Dividends are reliable but capital allocation often prioritizes debt reduction and growth reinvestment. |
| Execution risk | Medium / high | Managing a complex, decentralized manufacturing network is critical to sustaining profit margins. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 19.73% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.40B USD | Price to earnings Ratio 32.14 | 1Y Target Price 248.2 |
Price to earnings Ratio 32.14 | 1Y Target Price 248.2 | ||
Volume (30-day avg) 1.2M shares | Beta 1.04 | 52 Weeks Range 127.19 - 247.80 | Updated Date 09/27/2026 |
52 Weeks Range 127.19 - 247.80 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 0.93% | Basic EPS (TTM) 4.86 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Motion Control Solutions | Bearings, gears, and mechanical components for industrial automation. | The company makes steady income by keeping industrial machinery moving. |
| Climate Solutions | Energy-efficient motors for HVAC and refrigeration. | The move toward 'greener' HVAC systems drives demand for their products. |
| Geography: North America | Primary manufacturing and distribution hubs. | A large portion of revenue is tied to the strength of the North American industrial base. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 32.14 | Forward PE 11.38 | Enterprise Value 14.49B | Price to Sales(TTM) 1.72 |
Enterprise Value 14.49B | Price to Sales(TTM) 1.72 | ||
Enterprise Value to Revenue 2.39 | Enterprise Value to EBITDA 11.76 | Shares Outstanding 66.57M | Shares Floating 62.68M |
Shares Outstanding 66.57M | Shares Floating 62.68M | ||
Percent Insiders 0.5 | Percent Institutions 111.29 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Regal Beloit Corporation
Exchange NYSE | Headquarters Milwaukee, WI, United States | ||
IPO Launch date 1983-12-01 | CEO & Director Mr. Aamir Paul | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 28700 | Website https://www.regalrexnord.com |
Full time employees 28700 | Website https://www.regalrexnord.com | ||
Regal Rexnord Corporation provides sustainable solutions for power, transmit, and control motion products in the North America, Asia, Europe, and internationally. The company operates through Automation & Motion Control, Industrial Powertrain Solutions, and Power Efficiency Solutions. The Automation & Motion Control segment provides conveyor products, conveying automation subsystems, aerospace components, precision motion control solutions, miniature servo motors, controls, drives, and linear actuators, as well as power management products that include automatic transfer switches, paralleling switchgear, and customized modular electric pod solutions that comprise relevant power and thermal management content. The Industrial Powertrain Solutions segment offers mounted and unmounted bearings, couplings, mechanical power transmission drives and components, gearboxes and gear motors, clutches, brakes, and industrial powertrain components and solutions, as well as industrial powertrain solutions. The Power Efficiency Solutions segment produces fractional to approximately 5 horsepower AC and DC motors, electronic variable speed controls, electronic drives, fans and blowers, as well as integrated air moving subsystems. It serves factory automation, food and beverage, aerospace, general industrial, medical, data center, general industrial, metals and mining, energy, discrete automation, commercial HVAC, and general commercial applications. The company was formerly known as Regal Beloit Corporation. Regal Rexnord Corporation was founded in 1955 and is based in Milwaukee, Wisconsin.

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