RRX
INSIDER SELLREGAL REXNORD CORP
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeRegal Rexnord reported Q2 2026 EPS beat ($1.74 vs. consensus) but missed revenue guidance and trimmed full-year adjusted EPS guidance to $10.35–$10.85 (below $10.64 consensus), citing a slower timeline for productivity improvements. New CEO Aamir Paul commenced July 1, 2026, while the stock declined ~32% from the June 30 all-time high of $238.19 to $162.61 by early September, reflecting investor disappointment in near-term margin recovery despite solid backlog and data center exposure.
Red flags
- •Revenue came in slightly below $1.58B analyst consensus despite 4.2% reported growth
- •Full-year 2026 adjusted EPS guidance narrowed and lowered to $10.35–$10.85 midpoint, below $10.64 analyst consensus
- •Guidance cut attributed to delayed productivity improvements—a key near-term margin driver
- •Stock collapsed 32% from June 30 peak to early September close, signaling loss of investor confidence
- •Q2 results included $32M one-time tariff refund benefit; without it, organic performance weaker
- •New CEO transition commenced July 1, 2026, during period of margin pressure and guidance reset
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Scarpelli Alexander P | SVP, Corp. Controller and CAO* | SELL | 170 | $176.24 | $0.03M | 2026-08-10 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Viking Global | SC 13G | NEW | 5.4% | -1.8% vs SPY -0.8% abs | 2026-09-16 | ↗ |
| Viking Global | SC 13G | NEW | 5.0% | — | 2026-01-13 | ↗ |
Tracked Funds Holding (2)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Viking Global | Andreas Halvorsen | 2.1M | $501M |
| Point72 | Steve Cohen | 134K | $32M |
Quarter-end 13F positions for the tracked funds holding this stock.