New York, Feb 6, 2026, 09:49 EST — Regular session
- Shares of Regal Rexnord climbed in early trading after the company released its fourth-quarter results and profit forecast for 2026
- The company highlighted roughly $735 million in E-Pod orders connected to data-center power management projects
- Attention turns to backlog conversion, HVAC demand, and when the first E-Pod shipments will start in 2027
Regal Rexnord shares climbed 1.4% to $202.75 in morning trading Friday, following the industrial components maker’s latest earnings and outlook that highlighted its focus on data-center power management.
This move is significant as investors seek evidence that orders are rebounding following a lull in some industrial demand areas, even as the company continues to reduce debt from earlier acquisitions.
It sets a new reference point for the data-center buildout story. The key now is whether that demand translates into consistent shipments, rather than just big headline orders, in the coming quarters.
Regal Rexnord reported adjusted earnings of $2.51 per share for the quarter, excluding amortization and one-off charges as per its non-GAAP measure. The company also rolled out 2026 adjusted EPS guidance between $10.20 and $11.00. CEO Louis Pinkham pointed to about $735 million in E-Pod orders linked to several data-center initiatives as the “highlight.”
A regulatory filing revealed the company submitted its results in a Form 8-K dated Feb. 4, with the CFO signing off on Feb. 5.
Investing.com reported the quarter’s revenue came in around $1.523 billion. It also noted that initial E-Pod shipments linked to those data-center contracts won’t arrive until early 2027 — a lengthy timeline that could easily stretch out further.
Regal Rexnord projects its adjusted EPS for 2026 to fall between $10.20 and $11, framing the FactSet consensus estimate of roughly $10.75, according to a Marketscreener article referencing MT Newswires.
The company pointed to higher orders and backlog, along with debt cuts and cash flow growth, in a separate summary featured on TradingView.
That said, there are some clear “buts.” The company itself flagged residential HVAC demand as a weak point. Plus, turning a large backlog into actual revenue isn’t guaranteed if clients delay their projects.
Traders will be watching to see if order strength holds up beyond the initial surge from data centers, and if margins remain stable as the company pushes newer products amid weaker end markets.
