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Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”. A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market […]

While the top- and bottom-line numbers for Regal Rexnord (RRX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Alta Equipment (ALTG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Investors need to pay close attention to RRX stock based on the movements in the options market lately.

Regal Rexnord (RRX) has affirmed a quarterly dividend of $0.35 per share, following a board meeting on July 20, 2026. The dividend is scheduled to be paid on October 14, with an ex-dividend and record date of September 30. See our latest analysis for Regal Rexnord. Regal Rexnord’s share price has eased 0.6% over the past day and is down 3.2% over 30 days, yet the year-to-date share price return of 45.6% and 1-year total shareholder return of 36.5% point to momentum that has been building...

Regal Rexnord has delivered a 58.8% return over the past five years, yet its current checks paint a picture of a stock that looks roughly in line with its Discounted Cash Flow (DCF) intrinsic value while also screening as undervalued on earnings based multiples. Over five years, Regal Rexnord has returned 58.8%, which puts recent pricing into the context of a stock that has already rewarded patient holders. The key support for the valuation is the market's expectation that Regal Rexnord can...

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Regal Rexnord has surged 53% this year on the back of a massive data center backlog and an emerging humanoid robotics play, but stretched valuations, negative free cash flow, and a brand-new CEO raise the question of whether the best of the move is already behind investors.

What a fantastic six months it’s been for Regal Rexnord. Shares of the company have skyrocketed 42.5%, hitting $219.50. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Regal Rexnord Corporation (NYSE:RRX) is one of the best industrial automation stocks to buy now. On July 1, Business Insider covered Kerrisdale Capital’s long thesis on the company, with the investor highlighting Regal Rexnord’s exposure to data-center and robotics supply chains. The industrial automation angle comes through motion and material handling rather than factory software. […]

Regal Rexnord shares are up about 51% in 2025, driven by surging AI data center orders and a 34% jump in its automation segment, though rising short interest and margin pressure pose risks.

Regal Rexnord (NYSE:RRX) has appointed Mark Klossner as Executive Vice President & President of Industrial Powertrain Solutions. Klossner succeeds Jerry Morton, who is retiring after a long tenure that included leadership through a major acquisition. The leadership change affects one of Regal Rexnord’s key business segments and is a material update for shareholders. Regal Rexnord enters this leadership transition with the stock at $211.24 and longer term share performance that has included...

A number of stocks fell in the afternoon session after the CPI report showed 4.2% annual inflation, the highest in three years, with markets fully pricing a December Fed rate hike.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy declined 0.52% (net of fees), surpassing the Russell 3000 Index’s 3.96%. The performance was driven by stock selection and overweight exposure in industrials, along with an underweight in […]

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Let’s dig into the relative performance of Regal Rexnord (NYSE:RRX) and its peers as we unravel the now-completed Q1 engineered components and systems earnings season.

ZoomInfo Technologies delivers cloud-based sales and marketing intelligence to a broad range of enterprise and SMB clients.

Hayward Holdings designs and manufactures pool equipment and automation systems for residential and commercial customers worldwide.

Specializing in driveline and metal forming technologies, Dauch Corporation serves global automotive and industrial manufacturers.

Exploring the Latest 13F Filing and Investment Adjustments

Before we get into first quarter performance, I would like to invite our Chairman, Rakesh Sachdev to spend a few minutes discussing our CEO succession. Rakesh Sachdev: Thank you, Louis, and good morning, everyone. As you likely saw, we announced on April 22 that Aamir Paul will succeed Louis as Regal Rexnord's sixth CEO.

York Space Systems provides integrated spacecraft and mission solutions for government, national security, and commercial sectors.

Although the revenue and EPS for Regal Rexnord (RRX) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Regal Rexnord (RRX) delivered earnings and revenue surprises of +3.09% and +3.37%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Industrials products and automation company Regal Rexnord (NYSE:RRX). reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 4.3% year on year to $1.48 billion. Its non-GAAP profit of $2.17 per share was 2.7% above analysts’ consensus estimates.

Generac Holdings (GNRC) delivered earnings and revenue surprises of +35.20% and +1.52%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The updated fair value target for Regal Rexnord now stands at about US$242.44, a very small move from US$242.56 that still matters for investors tracking valuation signals. Recent Street research, including price target changes ranging from US$5 to US$60 in either direction, shows how opinions split between confidence in the high margin hardware business and concern about AI related pressure on returns. As you read on, you will see how to interpret these shifting targets and keep up with the...

Astec Industries, Inc. recently announced that Chad Hartley will join as Group President – Infrastructure Solutions and member of the Executive Leadership Team on May 11, 2026, bringing experience from Regal Rexnord and Emerson Electric across operations, supply chain, sales, marketing and general management. Hartley’s background in global manufacturing and commercial leadership, including international management experience in China, may influence how Astec shapes its infrastructure-focused...