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INVESTOR PRESENTATION FEBRUARY 2026
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Forward Looking Statements And Non-GAAP Financial Measures 2 All statements in this communication, other than those relating to historical facts, are "forward-looking statements." Forward-looking statements can generally be identified by their use of terms such as “anticipate,” “believe,” “confident,” “estimate,” “expect,” “intend,” “plan,” “may,” “will,” “project,” “forecast,” “would,” “could,” “should,” and similar expressions, including references to assumptions. Forward-looking statements are not guarantees of future performance and are subject to assumptions, risks and uncertainties, many of which are beyond our control, which could cause actual results to differ materially from such statements. Forward-looking statements include, but are not limited to, statements about expected market or macroeconomic trends, future strategic plans, and future financial and operating results. Important factors that could cause actual results to differ materially from those presented or implied in the forward-looking statements in this communication include, without limitation: the possibility that the Company may be unable to achieve expected benefits, synergies and operating efficiencies in connection with the sale of the Industrial Motors and Generators businesses in 2024, the acquisition of Altra Industrial Motion Corp. in 2023 ("Altra Transaction"), and the merger with the Rexnord Process & Motion Control business in 2021 (the “Rexnord PMC business”) within the expected time-frames or at all and to successfully integrate Altra Industrial Motion Corp. ("Altra") and the Rexnord PMC business; the Company's substantial indebtedness as a result of the Altra Transaction and the effects of such indebtedness on the Company's financial flexibility; the Company's ability to achieve its objectives on reducing its indebtedness on the desired timeline; dependence on key suppliers and the potential effects of supply disruptions; fluctuations in commodity prices and raw material costs; any unforeseen changes to or the effects on liabilities, future capital expenditures, revenue, expenses, synergies, indebtedness, financial condition, losses and future prospects; unanticipated operating costs, customer loss and business disruption or the Company's inability to forecast customer needs; the Company's ability to retain key executives and employees and risks associated with the transition and integration of a successor CEO; uncertainties regarding our ability to execute restructuring plans within expected costs and timing or at all; challenges to the tax treatment that was elected with respect to the merger with the Rexnord PMC business and related transactions; actions taken by competitors and our ability to effectively compete in the increasingly competitive global industries and markets; our ability to develop new products based on technological innovation and marketplace acceptance of new and existing products; our ability to keep pace with rapidly evolving technological developments related to advances in artificial intelligence; dependence on significant customers and distributors; risks that customers may make changes and adjustments to their orders which could result in actual revenue recognized being lower or higher than disclosed order values; risks associated with climate change, including unexpected weather events in markets in which we do business, and uncertainty regarding our ability to deliver on our sustainability commitments and/or to meet related investor, customer and other third party expectations relating to our sustainability efforts and rapidly evolving sustainability regulations; changes to and uncertainty in trade policy, including tariffs on imports into the US from Canada, Mexico, China, and other countries, and retaliatory tariffs and import/export restrictions, including Chinese export restrictions on certain rare earth minerals, or other trade restrictions imposed by the US or other governments; risks associated with global manufacturing, including risks associated with public health crises and political, societal or economic instability, including instability caused by ongoing geopolitical conflicts; issues and costs arising from the integration of acquired companies and businesses; prolonged declines in one or more markets, including disruptions caused by labor disputes or other labor activities, natural disasters, terrorism, acts of war, international conflicts, pandemics and political and government actions; risks associated with excess or obsolete inventory charges including related write-offs or write-downs; economic changes in global markets, such as reduced demand for products, currency exchange rates, inflation rates, interest rates, recession, government policies, including policy changes affecting taxation, trade, tariffs, import/export regulations, immigration, customs, border actions and the like, and other external factors that the Company cannot control; product liability, asbestos and other litigation, or claims by end users, government agencies or others that products or customers’ applications failed to perform as anticipated; the Company's ability to identify and execute on future mergers and acquisitions ("M&A") opportunities or other strategic; the impact of any such M&A transactions on the Company's results, operations and financial condition, including the impact from costs to execute and finance any such transactions; unanticipated costs or expenses that may be incurred related to product warranty issues; infringement of intellectual property by third parties, challenges to intellectual property, and claims of infringement on third party technologies; risks related to foreign currency fluctuations or changes in global commodity prices or interest rates; effects on earnings of any significant impairment of goodwill; losses from failures, breaches, attacks or disclosures involving information technology infrastructure and data; costs and unanticipated liabilities arising from rapidly evolving laws and regulations, including data privacy laws, labor and employment laws, environmental laws and regulations, and tax laws and regulations, including the One Big Beautiful Bill Act, which was signed on July 4, 2025; risks associated with stock price volatility; and other factors that can be found in our filings with the SEC, including our most recent periodic reports filed on Form 10-K and Form 10-Q, which are available on our Investor Relations website. Forward- looking statements are given only as of the date of this communication and we disclaim any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law. In this presentation, we reference adjusted results which exclude certain items and we disclose certain non-GAAP financial measures. We reconcile these measures in the appendix to this presentation to the most directly comparable GAAP financial measures; non-GAAP financial measures may include measures such as: adjusted diluted earnings per share, adjusted income from operations, adjusted net sales, adjusted net sales, net sales from businesses acquired, net sales from businesses divested, adjusted gross margin, net debt, EBITDA, adjusted EBITDA, adjusted EBITDA margin, net debt/adjusted EBITDA, adjusted cash flows from operations and adjusted free cash flow. This presentation also includes non-GAAP forward-looking information. The Company believes that a quantitative reconciliation of this forward-looking information to the most comparable financial measure calculated and presented in accordance with GAAP cannot be made available without unreasonable efforts. A reconciliation of non-GAAP financial measures would require the Company to predict the timing and likelihood of future restructurings and other charges. Neither these forward-looking measures, nor their probable significance, can be quantified with a reasonable degree of accuracy. Accordingly, a reconciliation of the most directly comparable forward-looking GAAP measure is not provided. In addition to these non-GAAP measures, we use the term “organic sales growth” to refer to the increase in our sales between periods that is attributable to organic sales. “Organic sales” refers to GAAP sales from existing operations excluding any sales from acquired businesses recorded prior to the first anniversary of the acquisition and excluding any sales from business divested/to be exited recorded prior to the first anniversary of the exit and excluding the impact of foreign currency translation. The impact of foreign currency translation is determined by translating the respective period’s organic sales using the currency exchange rates that were in effect during the prior year periods
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Why Invest In RRX 3 We Believe RRX Has Many Catalysts For Further Multiple Expansion • Organic Growth Accelerating • Strong Orders And A Growing Backlog . . . With Particular Strength In Data Center • Solid Pipeline Of New Products & Solutions . . . With Increasingly Wide Competitive Moats • Healthy Exposure To Secular Markets – Aerospace & Defense, Robotics/Automation, Data Center, Medical And Air Moving . . . Among Others • Significant Margin Progress. More To Come . . . • Strong . . . And Accelerating Free Cash Flow • Significant Near-Term Equity Opportunity From Debt Paydown • Longer-Term Value Creation Opportunity From Bolt-On M&A & Stock Repurchase • Ample Opportunities For Further Multiple Expansion • Optionality From Significant Exposure To Data Center, Defense, Humanoids And eVTOL . . . Among Others
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~$4B Enterprise Value ~$19B1 7 - 9x EV/EBITDA Multiple* ~14x1 $3.6B Adj. Net Sales* ~$5.9B ~24% Customer Concentration2 ~11% ~27% Adj. Gross Margin* ~38% ~15% Adj. EBITDA Margin* ~22% $285M Adj. Free Cash Flow* ~$520M ~8% Adj. FCF Margin* ~9% We Have Been On A Transformation Journey 4 28% 44% 28% From2018 2025To Power Transmission (PTS Segment) Motors & Air Moving (C&I, Climate) Power Transmission (IPS) Motors & Air Moving (PES) 1 Value as of February 13, 2026 2 Sales from top 10 OEM customers * Non-GAAP financial measure. For reconciliation, see appendix to September 17, 2024 investor day materials available at https://investors.regalrexnord.com. Automation & Motion Control (AMC) 77% 23%
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General Commercial, 46% R-HVAC, 27% C-HVAC, 27% ~$5.9B Total Revenue ~38% Adj. Gross Margin* ~22% Adj. EBITDA Margin* ~30,000 Associates Regal Rexnord Snapshot1 (NYSE: RRX) 5 ~$2.6B Sales | ~43% Adj. GM* | ~27% Adj. EBITDA Margin* ~$1.7B Sales | ~38% Adj. GM* | ~21% Adj. EBITDA Margin* POWER MOTION TRANSMIT MOTION CONTROL MOTION POWER EFFICIENCY SOLUTIONS (PES) High Efficiency Electric Motors & Air Moving Solutions INDUSTRIAL POWERTRAIN SOLUTIONS (IPS) Power Transmission Components & Solutions AUTOMATION & MOTION CONTROL (AMC) High Precision Servo Motors, Actuators, Drives Premium Efficiency Motors Premium Efficiency Air Moving Systems Industrial Powertrains Bearings Servo Drives & Systems Servo Motors Linear Actuators ~$1.7B Sales | ~30% Adj. GM* | ~17% Adj. EBITDA Margin* Primary Markets Metals & Mining, 24%G.I., 37% Energy, 18% Discrete 15% C-HVAC 6% Automation, 32% Food & Bev., 21% Aero, 21% G.I., 12% Medical, 7% Data Center, 7% Primary Markets Primary Markets Gearing Couplings Clutches & Brakes 1 2025 data * Non-GAAP financial measure. For reconciliation, see appendix to September 17, 2024 investor day materials available at https://investors.regalrexnord.com.
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Guided By Our Values 6 Performance We have a responsibility to our primary stakeholders (customers, associates, and shareholders) to drive profitable revenue growth. Diversity, Engagement, & Inclusion We strongly believe that the more diverse minds focused on our purpose, the better the outcomes will be. Passion to Win Passion is the fuel that inspires and drives our associates to achieve top performance and overcome any obstacles in achieving our goals. Customer Success Our customer is our main priority. We must understand their needs and develop products, solutions, and services that solve their challenges. Innovation With Purpose We innovate to develop products that are valued by our customer and bring profitable growth for Regal Rexnord. Integrity Zero-tolerance policy on unethical behavior. We value integrity most. We are honest, transparent, and trustworthy in all situations. Continuous Improvement Our responsibility is to make tomorrow better than today. This means a focus on making the work easier, more productive, and more efficient through 80/20 excellence. Responsibility We have a responsibility to safety, sustainability, and our community. …Executed with a Sense of Urgency
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Clear Plans To Accelerate Portfolio Wide Organic Growth 7 Segment Mid-Cycle Growth Targets Key Drivers of Growth Outlook AMC 5-7% • Innovation investments & rising vitality • Secular tailwinds IPS 3-5% • Go-to-market scale & scope • Portfolio scale & scope • Digital investments to optimize customer experience PES 2-4% • New products in secular markets • Regulatory tailwinds • Supply resiliency RRX ~4%
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1 Percent of 2025 Sales Strong Secular End Market Exposure 8 ~50% Of Sales Into Secular Markets Today. . . And Accelerating Discrete Automation - Labor Shortages - Labor Inflation - Robotics ~21% of sales1 - Emissions Reduction - Electrification - eVTOL Fleet Emergence ~7% Aerospace & Defense Medical - Robotic Surgery Adoption - High-Precision Tool Adoption - Lab Automation Demand ~2% Data Center - AI Growth - Computing Power Gains - Cloud Services Expansion ~3% Key Accelerating Growth Verticals Sales By End Market General Industrial 25% Metals & Mining 10% HVAC 18% Energy 8% Other 5% Discrete Automation 21% Aerospace & Defense 7% Data Center 3% 1 Medical 2%
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RRX Rank RRX A B C D E F Premium Efficiency Motors Bearings Couplings Clutches & Brakes Digital / IoT Gearing Distinctive Scale, Unrivaled Scope 9 Unmatched Capabilities Across the Industrial Powertrain Competitors1 TOP 3 TOP 3 1 1 TOP 3 TOP 3 1 Representative sample for illustrative purposes only.
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Exceeding Targeted Cross-Sell Synergies 10 Customer: N.A. cement manufacturer RRX offering: Powertrain Key RRX components: Motor, drive, couplings, brakes, roller bearings Value won: ~$3 Million (~$12M AM sales potential) Why we won: Optimized engineered solution vs. individual components Customer: Global forklift manufacturer RRX offering: Custom braking solution Value won: ~$1.2 Million annually, adding one additional category Why we won: Engineered solution plus our superior quality at high production volumes Customer: Global food processing manufacturer RRX offering: Food-grade product portfolio Key RRX components: Gearing, clutch & brake, linear motion Value won: ~$2 Million annually, adding multiple additional categories Why we won: Portfolio breadth, global footprint* Target as of September 2024 Investor Day; 50% from Altra, 50% from PMC • On Track To Exceed Targeted $250 Million Of Cross-Sell Synergies By 2027. • Drivers Include: (1) Accessing The Broader Customer Base; And (2) Leveraging Unrivaled Product Breadth. • Target Supported By A Healthy – And Growing – Cross-Sell Opportunity Funnel. • Win Rate ~10 Points > Enterprise Average Recent Cross-Sell Examples 10
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Increasing Mix Of Solutions Higher RD&E Investment Puts Us On Track To Nearly Triple Our Solutions Sales By 2027 11 • Full engineering support accelerates customer program timelines • Optimized system performance enhances efficiency and reliability • Offer customers a convenient and accountable partner Humanoid Actuator Solutions Electrical Pods (E-Pod) Air Moving SolutionsSurgical Robotic Solutions Aerospace Actuator Solutions Industrial PowertrainsCustomer Value Proposition
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Electric Aircraft Solutions Partnership with Honeywell 12 Validates Strategy To Move Up The Value Chain By Providing Integrated Solutions Why We Won • Aerospace heritage and pedigree • Depth and breadth of portfolio, supported by trusted brands • Qualified subject-matter expertise; Trusted advisor with an engineering focus • Ability to manufacture high precision, high quality solutions, at scale Market Growth Outlook • 2,000 Advanced Air Mobility (AAM) aircraft per year by 20301 • $220k ship set potential per plane Ball-Screws, Acme Screws Output Position Sensors Rod End Bearings Commutation Sensors Stepper Motors Gearbox: Bearings, Seals & Gears Electric Brakes RRX Electro-Mechanical Actuator 1 Aviation Week Intelligence Network Forecast https://aviationweek.com/system/files/market_briefings/aam/aam_07_24_2024.pdf
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Strong Position In Humanoids Micro Motors Components Miniature Brakes Precision Bearings Frameless Motors Solutions W H Y R R X I S W I N N I N G Scalable global manufacturing Extension of OEM engineering teams Quality leader in precision motion control Deep domain expertise • Market growth forecasts with 10Y CAGRs >50% • RRX has line of sight (next 3 years) to opportunities on all critical joints on the robot • 2025 wins with leading global humanoid manufacturers worth >$30M annually • RRX content addressing 30-50 axes of motion per robot • Opportunity Funnel Worth ~$100M G R O W T H O P P O R T U N I T Y Other Applications Agriculture, Education, Medical, Assisted Living, Public Safety Actuator System Ability to provide integrated solutions RRX Offering Target Applications Warehouse Manufacturing 13
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Strong Growth In Data Center CAPABILITIES ELECTRICAL PODS (E-PODS) - SCHEMATIC P O W E R E F F I C I E N C Y S O L U T I O N S A U T O M AT I O N & M O T I O N C O N T R O L Enabling standby & backup power in hyperscale data centers Engineered for best-in-class energy efficiency 2025 PROGRESS IPS COUPLINGS PES HERMETIC MOTORS AMC TRANSFER SWITCHES AMC SWITCHGEAR & TRANSFER SWITCHES IPS POWERTRAIN COOLING TOWER PES AIR MOVING SOLUTIONS AMC POWER DISTRIBUTION UNIT 14 ELECTRICAL PODS - ILLUSTRATIVE EXAMPLE Custom modular scalable turnkey power management solutions E-Pods Switchgear HVAC Chiller Components Strength In U.S. C-HVAC ~$100M Bid Pipeline ~$600M Bid Pipeline ~$1B Orders Received (Incl. $735M E-Pods)
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Tremendous Momentum With New E-Pod Offering 15 4 Q 2 5 E- P O D O R D E R S Total Value: ~$735M Scope: Multiple data center projects Shipment Timing: Expected throughout 2027 CONTENT Third Party Content includes: Enclosure, UPS, Auxiliary Content W H Y W E W O N 50-year track record of quality and performance in power management Ability to customize Strong supply chain relationships High service levels (on-time delivery, lead times) . . . at high volumes Investments in new products & expanded capacity Scale & scope of Regal Rexnord OUTDOOR MOTORS / AXIAL FANS INDOOR MOTORS / BLOWERS SWITCHGEAR POWER DISTRIBUTION UNITS TRANSFER SWITCHES
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Product Scope To Provide Full Powertrain Solutions 16 Marine Medical General Industrial AMC Servo Motors PES High Efficiency Motors RRX Motors P O W E R Motion PT Components T R A N S M I T Motion To An Application The Integrated Solution C O N T R O L S Motion In A Range Of Applications Bearings The Broadest Scope of Power Transmission Components Gearing Couplings IoT
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Progressing Well Towards 2027 Goals1 17 ~$5.9B2 Adj. Net Sales* ~$6.4 to ~$7.0B ~2.2%3 (’19 – ’23) Sales CAGR 2 – 5% (’24E – ’27E) ~38%2 Adj. Gross Margin* ~40% ~22%2 Adj. EBITDA Margin* ~25% HSD Free Cash Flow Margin* Low-Mid Teens 1 Targets for 2027 introduced at September 2024 investor day 2 Pro forma for the acquisition of Altra and giving effect to the sale of Industrial Systems 3 Adjusted to include Rexnord PMC, Arrowhead and Altra sales performance in the 2019 -2023 period * Non-GAAP financial measure. For reconciliation, see appendix to September 17, 2024 investor day materials available at https://investors.regalrexnord.com. From2024 2027ETo Power Transmission (IPS) Motors & Air Moving (PES)Automation & Motion Control (AMC) 29% 44% 27%28% 44% 28%
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Significant Equity Upside From Debt Reduction 18 Expect Capital Structure Mix To Shift From Debt To Equity Key Assumptions • 2026 Guidance Assumptions1 • Estimates For 2027 Consistent With 2024 Investor Day Guidance • Deploy Post-Dividend Cash Flow To Debt Reduction • Constant Projected EV/EBITDA Multiple Components Of Enterprise Value 1 Reflects guidance as of February 5, 2026
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Why Invest In RRX 19 We Believe RRX Has Many Catalysts For Further Multiple Expansion A High Quality Enterprise High Secular Exposures Technology Differentiated Solutions Strong Brands & Channel Positions Robust Aftermarket Sales Unrivaled Global Scale & Scope Highly Cash Generative • Organic Growth Accelerating • Significant Margin Progress. More To Come . . . • Strong . . . And Accelerating Free Cash Flow • Significant Near-Term Equity Opportunity From Debt Paydown • Longer-Term Value Creation Opportunity From Bolt-On M&A & Stock Repurchase • Ample Opportunities For Further Multiple Expansion