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1. Like **Parker Hannifin**, providing critical industrial components for motion and power transmission.

2. Similar to **Eaton**, but specializing in electric motors and mechanical power systems for industrial applications.

3. Think of them like **Cummins**, but specializing in electric motors and mechanical power transmission components for industrial machinery.

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• Industrial Powertrain: Offers comprehensive power transmission solutions including motors, bearings, couplings, and gearing for diverse industrial end markets.
• Pumps: Designs, manufactures, and markets a broad line of pumps and related products for residential, commercial, agricultural, and industrial water applications.
• Climate Solutions: Provides electric motors, blowers, and controls for the residential and commercial heating, ventilation, air conditioning, and refrigeration markets.
• Automation & Motion Control: Offers a wide range of precision motion control solutions including linear motion products, servo motors, drives, and controls for factory automation.

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Regal Rexnord (symbol: RRX) primarily sells its products and solutions to other companies (B2B) rather than directly to individual consumers.

Due to the diversified nature of its business across various industrial and commercial sectors, Regal Rexnord does not publicly disclose specific names of its major customer companies, as is common practice for many component manufacturers and industrial suppliers. Their customer base is broad and global.

However, their sales are primarily directed towards three main categories of business customers:

• Original Equipment Manufacturers (OEMs): These are companies that integrate Regal Rexnord's motors, power transmission components, and air moving solutions into their own finished products. These OEMs operate in a wide array of industries. Examples of industries served include HVAC, material handling, food & beverage processing, mining, and general industrial manufacturing. Specific OEM customer names are generally not disclosed by RRX for competitive reasons.
• Industrial Distributors: Regal Rexnord utilizes a vast network of independent distributors globally. These distributors stock and resell RRX products to thousands of end-users for a variety of applications, including maintenance, repair, and operations (MRO), as well as for new installations and system upgrades. This channel broadens RRX's reach significantly across numerous small to large industrial and commercial enterprises.
• Industrial and Commercial End-Users: Regal Rexnord also conducts direct sales to businesses across various sectors that utilize its products in their facilities, machinery, and processes. These sectors are diverse and include, but are not limited to:
  • Food & Beverage Processing
  • HVAC (Heating, Ventilation, and Air Conditioning) equipment and systems
  • Material Handling & Logistics (e.g., conveyors, robotics, warehousing)
  • Mining & Aggregates
  • Water & Wastewater Management
  • Data Centers
  • Aerospace & Defense
  • Medical Equipment
  • E-commerce Infrastructure
  • Agriculture
  • General Manufacturing and Industrial Applications

Given the nature of Regal Rexnord's business as a supplier of critical components and systems, their "major customers" are best described by these types of business entities and the diverse industries they serve, rather than specific named companies, as such information is not typically made public by RRX.

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Louis Pinkham, Chief Executive Officer and Director

Louis Pinkham joined Regal Rexnord Corporation as Chief Executive Officer on April 1, 2019, and became a member of the Board of Directors on May 1, 2019. Prior to joining Regal Rexnord, Mr. Pinkham served as Senior Vice President of Crane Co., an industrial products manufacturer, from 2016 to 2019, and held various other leadership positions at Crane Co. from 2012 to 2016. Before his tenure at Crane Co., he was the Senior Vice President and General Manager of the Critical Power Solutions Division, Electrical Group at Eaton Corporation plc. At Eaton, he held successive and increasing roles of global responsibility from 2000 to 2012. Mr. Pinkham also held an Engineering and Quality Manager position at ITT Sherotec and a Process Design Engineer position with Molecular Biosystems, Inc. He holds a B.S. in Engineering from Duke University, an M.S. in Engineering Management from Northwestern University's McCormick School of Engineering, and an M.B.A. from Northwestern University's Kellogg Graduate School of Management.

Robert J. Rehard, Executive Vice President and Chief Financial Officer

Robert J. Rehard serves as the Executive Vice President and Chief Financial Officer of Regal Rexnord Corporation. He is also listed as the VP & Chief Financial Officer.

Cheryl A. Lewis, Executive Vice President and Chief Human Resources Officer

Cheryl A. Lewis joined Regal Rexnord Corporation in March 2020 as Vice President, Chief Human Resources Officer. Before joining Regal Rexnord, Ms. Lewis was Segment Director, Human Resources for Illinois Tool Works Inc. from 2010 to 2020. Prior to that, she served as Vice President, Human Resources with Alcan Packaging from 2008 to 2010, and held various roles of increasing responsibility, including Vice President, Human Resources, at Panduit Corporation from 1991 to 2008.

Brooke E. Lang, Executive Vice President and President, Power Efficiency Solutions Segment

Brooke Lang joined Regal Rexnord Corporation in July 2022 as Senior Vice President and General Manager of the Conveying and Power Management Division. Prior to his role at Regal Rexnord, Mr. Lang was the Vice President and General Manager of the Power Components Division at Eaton. He held several other roles of increasing responsibility at Eaton between 2008 and 2016, including Global Channel Marketing Manager, Director – Product Marketing, and Vice President and General Manager Critical Power Solutions APAC. Mr. Lang began his career with Booz Allen Hamilton.

Kevin J. Zaba, Executive Vice President and President, Automation and Motion Control

Kevin J. Zaba joined Regal Rexnord Corporation in October 2021 as President, Motion Control Solutions Segment. Following the company's acquisition of Altra Industrial Motion Corporation in March 2023, he became Executive Vice President & President, Automation and Motion Control. Before joining Regal Rexnord, Mr. Zaba served as Group Executive and President for Rexnord Process & Motion Control from 2014 to 2021. It has been announced that Mr. Zaba will retire after 11 years with the company, with Kevin Long appointed as his successor effective August 14, 2025, and Mr. Zaba remaining until December 31, 2025, to ensure a smooth transition.

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1. Substantial Indebtedness and Financial Flexibility: Regal Rexnord faces significant financial risk due to its substantial indebtedness, primarily stemming from strategic acquisitions such as the Altra Transaction. This high level of debt, reflected in a debt-to-equity ratio of approximately 0.72 as of September 30, 2025 (higher than some industry peers), can limit the company's financial flexibility and its ability to invest in future growth opportunities. Achieving its debt reduction goals within desired timelines is crucial for long-term financial stability.
2. Integration of Acquisitions and Strategic Transaction Complexities: The company has recently undertaken significant mergers and acquisitions, including the merger with Rexnord's process and motion control business and the acquisition of Altra Industrial Motion Corp.. A key risk is the potential inability to fully realize the anticipated benefits and synergies from these acquisitions. Furthermore, there are risks associated with incurring significant one-time integration costs, managing complex transition services (e.g., related to the Zurn transaction), and adhering to restrictive tax agreements stemming from past transactions, which could adversely impact its business and financial condition.
3. Economic, Political, and Competitive Pressures: Regal Rexnord operates in a dynamic global environment, making it vulnerable to various external economic and political uncertainties. These include risks from reduced demand for its products, fluctuations in currency exchange rates, interest rate volatility, and broader political and societal instability, such as changes in trade policies and tariffs. The company also faces intense competitive pressures in its markets, requiring continuous innovation and cost efficiency to maintain market share and profitability. Managing complexities within its international supply chains, especially in the face of geopolitical tensions and disruptions, is another ongoing challenge.

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Addressable Markets for Regal Rexnord's Main Products and Services

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Regal Rexnord (RRX) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market tailwinds:

• Expansion within the Data Center Market: Regal Rexnord has demonstrated significant traction in the rapidly expanding data center market, securing substantial orders and actively investing in capacity expansion, including a new facility near Dallas, Texas. This focus is expected to be a needle-moving factor for enterprise sales growth.
• Growth in Energy-Efficient and Automation Markets: The company is strategically targeting higher-growth, durable, secular markets such as factory automation, aerospace, medical, residential HVAC, warehouse, and alternative energy. This focus on providing sustainable, energy-efficient and automation solutions is anticipated to drive long-term revenue and margin expansion.
• New Product Innovation and Differentiated Offerings: Regal Rexnord is committed to driving organic growth through innovation, emphasizing a multi-year pipeline of differentiated new product launches. The company aims for a higher vitality product offering, evident in recent achievements such as its first electromechanical actuator production order for EVTOL and humanoid-related orders.
• Realization of Synergies from Strategic Acquisitions: Ongoing benefits from the merger with Rexnord Process and Motion Control (PMC) and the acquisition of Altra Industrial Motion continue to contribute to Regal Rexnord's expanded product portfolio, integrated solutions, and overall profitability, thereby supporting revenue growth.
• Conversion of Strong Order Backlog: The company has reported strong order growth and a rising backlog, particularly in its third quarter 2025 results, with a book-to-bill ratio of 1.05. This robust demand and increasing backlog are expected to translate into accelerating sales and earnings growth into 2026.

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Share Repurchases

• Regal Rexnord completed a share repurchase program, buying back 2,682,685 shares for $355.06 million, as authorized on November 4, 2019.
• The company executed quarterly stock buybacks, including $25.01 million in Q1 2020, $25.78 million in Q4 2021, and $114.24 million in Q1 2022.
• Additional quarterly buybacks were $69.73 million in Q2 2022, $55.29 million in Q3 2022, and $50.01 million in Q3 2024.

Outbound Investments

• In October 2021, Regal Rexnord completed a merger with Rexnord's industrial power transmission business, a transaction valued at approximately $1.2 billion, to create Regal Rexnord Corporation.
• The company acquired Altra Industrial Motion Corp. in March 2023, which had roughly $1.9 billion in sales across industrial power transmission and automation.
• Regal Rexnord announced a strategic partnership with Honeywell in 2025 to collaborate on electric aircraft (eVTOL), focusing on innovation and future growth opportunities.

Capital Expenditures

• Capital expenditures for 2024 were approximately $132 million, based on an estimated 2.2% of $6.0 billion in sales.
• The company is investing in a new 100,000-square-foot assembly facility in Texas to support the growing demand in the data center market.
• Capital expenditure efficiency is expected to improve through leveraging the combined manufacturing footprints following the 2021 merger.