Regal Rexnord Corporation, together with its subsidiaries, designs, manufactures, and sells industrial powertrain solutions, power transmission components, elec…
$176.41-2.28%
报价 2026-11-13
市值
$11.75B
EV
$16.32B
PE (TTM)
52.4x
预期 PE (FY2026)
16.4x
52 周区间距高点 -25.9%
$128.75$238.19
筛选结果
pipeline · 2026-11-13Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-13未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 10.57 → 12.62（1.2x） | 14.0 |
| FY+32028-12 | 1.2x | 10.57 → 14.18（1.3x） | 12.4 |
毛利率 38% · TTM 收入 $6149M · 基数 EPS 10.57（调整后）
电话会信号
辅助标签Q3 20262026-11-03
扩产需求加速AI 词频高积压订单词频高上调指引供不应求
指引 上调
信心 3
分析师 3
“We now expect about $550 million or so ePOD revenue next year, with shipments starting in Q1 and ramping throughout the year.”
原文引用（4）
- 扩产：we can scale. The site itself has the ability to scale, and we're also working up single shifts
- 需求加速：Orders in the quarter were up 5.7% versus the prior year on a daily basis
- 上调指引：we now expect approximately $6.22 billion, or approximately 4.8% growth compared with approximately $6.2 billion and 4.5% growth in our prior outlook
- 供不应求：output in a few IPS plants has not kept pace with demand
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| RRXRegal Rexnord Corporation | $11.75B | -2.3% | +4.5% | 37.2% | 52.4x | 14.5x | 25.0x | |
| IRIngersoll Rand Inc. | $32.66B | -0.3% | +7.0% | 38.5% | 55.6x | 21.3x | 21.5x | |
| ITTITT Inc. | $18.84B | -1.6% | +43.4% | 38.2% | 42.9x | 25.6x | 38.6x | 高增长 |
| IEXIDEX Corporation | $17.45B | -0.2% | +8.2% | 46.4% | 32.0x | 19.6x | 25.6x | |
| CRCrane Company | $12.13B | +0.1% | +27.1% | 41.7% | 34.3x | 20.7x | 41.5x | GARP |
| WTSWatts Water Technologies, Inc. | $12.03B | +0.9% | +18.8% | 49.5% | 28.9x | 18.3x | 32.5x | GARP |
| GGGGraco Inc. | $11.61B | -0.0% | +5.0% | 53.7% | 24.3x | 16.7x | 20.6x | |
| FLSFlowserve Corporation | $10.54B | -0.7% | +1.6% | 33.5% | 40.6x | 21.2x | 67.0x | |
| DCIDonaldson Company, Inc. | $10.04B | -0.3% | +8.3% | 34.4% | 26.2x | 16.6x | 23.6x | |
| 同行中位数 | – | – | +8.3% | 40.1% | 33.1x | 20.1x | 29.0x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.59B | $1.56B | $1.48B | $1.52B | $1.5B | $1.5B | $1.42B | $1.46B |
| Gross Margin | 37.2% | 39.2% | 37.2% | 37.5% | 37% | 38.2% | 37.7% | 35.2% |
| Operating Margin | 5.1% | 13.8% | 10.3% | 11.1% | 11.6% | 12.1% | 11.7% | 10.7% |
| Net Income | $-12.5M | $116.6M | $64.3M | $63.5M | $79.6M | $79.2M | $57.3M | $41.2M |
| Diluted EPS | -0.19 | 1.75 | 0.96 | 0.95 | 1.2 | 1.19 | 0.86 | 0.62 |
| Operating Cash Flow | $219.8M | $176.7M | $14.9M | $167.8M | $197.5M | $523.2M | $102.3M | $213.2M |