JPMorgan initiates Regal Rexnord stock with Overweight rating, $200 target

Published 15/09/2025, 08:56
JPMorgan initiates Regal Rexnord stock with Overweight rating, $200 target

Investing.com - JPMorgan initiated coverage on Regal Rexnord Corp (NYSE:RRX) with an Overweight rating and a $200 price target, representing approximately 40% upside potential from the current price of $138.86. According to InvestingPro analysis, the company shows a FAIR financial health score, with 7 additional key insights available to subscribers.

The investment bank views Regal Rexnord as undergoing a structural transformation from a legacy parts vendor to an innovative, integrated industrial solutions provider, with the company shifting toward early-stage, high-growth secular end markets. This transformation comes as the company maintains a strong financial position, with liquid assets exceeding short-term obligations and an impressive 53-year track record of consistent dividend payments.

JPMorgan notes that Regal Rexnord has over 50% exposure to secular end markets, a strong backlog, and approximately $250 million in additional synergies expected from the integration of Altra and PMC acquisitions.

The firm projects robust free cash flow growth and expects the company to reduce its net leverage to approximately 2.5 times by 2026.

JPMorgan anticipates a growth inflection for Regal Rexnord in the third quarter of 2025, following five consecutive quarters of revenue growth declines.

In other recent news, Regal Rexnord reported its second-quarter earnings for 2025, surpassing analysts’ expectations with an adjusted earnings per share (EPS) of $2.48, compared to the forecast of $2.44. The company’s revenue also exceeded projections, reaching 1.5 billion USD against the anticipated 1.49 billion USD. Additionally, Goldman Sachs reiterated its Buy rating on Regal Rexnord with a price target of $192.00. This decision came after the company reported an adjusted EBITDA of $329.7 million, which was slightly below consensus estimates due to temporary margin pressure in the AMC division. The pressure was attributed to availability issues with rare earth magnets used in medical and defense sectors. In leadership changes, Regal Rexnord announced the appointment of Kevin Long as Executive Vice President & President of its Automation & Motion Control segment, effective August 14, 2025. Long is set to replace Kevin Zaba, who will retire at the end of the year after an 11-year tenure. These developments reflect ongoing strategic adjustments within the company.

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