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RegalRexnord Creating a better tomorrow ™ Second Quarter 2026 Earnings August 5 , 2026 Aamir Paul , Chief Executive Officer Rob Rehard , Executive Vice President , Chief Financial Officer
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… 2Q 2026 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 a number of 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 and the acquisition of Altra Industrial Motion Corp. in 2023 ("Altra Transaction") within the expected time-frames or at all and to successfully integrate Altra Industrial Motion Corp. ("Altra"); 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 of our new 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 transactions; 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; 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 disclose the following non-GAAP financial measures, and we reconcile these measures in the tables below to the most directly comparable GAAP financial measures: adjusted diluted earnings per share, adjusted income from operations, adjusted operating margin, adjusted net sales, adjusted gross margin, net debt, EBITDA, adjusted EBITDA, adjusted EBITDA (including synergies), net interest expense, interest coverage ratio, interest coverage ratio (including synergies), adjusted EBITDA margin, gross debt/adjusted EBITDA, net debt/adjusted EBITDA, net debt/adjusted EBITDA (including synergies), cash flows from operations, free cash flow, adjusted income before taxes, adjusted provision for income taxes, and adjusted effective tax rate. We believe that these non-GAAP financial measures are useful measures for providing investors with additional information regarding our results of operations and for helping investors understand and compare our operating results across accounting periods and compared to our peers. Our management primarily uses adjusted income from operations and adjusted operating margin to help us manage and evaluate our business and make operating decisions, while the other non-GAAP measures disclosed are primarily used to help us evaluate our business and forecast our future results. Accordingly, we believe disclosing and reconciling each of these measures helps investors evaluate our business in the same manner as management. This release 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 this non-GAAP financial measure 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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Motion Control Solutions Industrial Systems Creating a better tomorrow™… Opening Comments AAMIR PAUL, CEO 2Q 2026 Results, 2026 Outlook ROB REHARD, CFO Questions & Answers 1Q 2021
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… 4 2Q 2026 Opening Comments
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Motion Control Solutions Industrial Systems Creating a better tomorrow™… Opening Comments AAMIR PAUL, CEO 2Q 2026 Results, 2026 Outlook ROB REHARD, CFO Questions & Answers 1Q 2021
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… $ Millions, Except Per Share Data and Percentages * 2Q26 Adjusted EBITDA and Adjusted Diluted EPS include IEEPA tariff refund benefits of $32.0 million, and $0.39, respectively ** 2Q25 period includes $369 million of proceeds from accounts receivable securitization program 2Q PERFORMANCE 6 2Q 2026 Net Sales $1,496.1 $1,558.4 2Q25 2Q26 • Daily Orders Up 8.8% Vs. Prior Year o AMC Orders Up 17.1%, On Broad-Based Strength o IPS Orders Up 6.7%, Strength In Energy, General Industrial o PES Orders Up 3.5%, Strength In C-HVAC • Sales Up 3.3% On An Organic Basis o Headwinds In R-HVAC, Pool o Strength In Data Center, C-HVAC, Discrete Automation, Energy • Adjusted Gross Margin Of 39.8% Or 37.8% Ex. IEEPA o Y/Y Headwinds From Inflation, Mix, Tariffs & Rare Earths, Net Of Volume & Synergy Benefits • Adjusted EBITDA Margin Of 23.5% Or 21.5% Ex. IEEPA o AMC Margin Improves • Adjusted Diluted EPS Of $2.99, Up ~21% Vs. Prior Year, Or $2.60 Ex. IEEPA, Up ~5% Vs. Prior Year • Free Cash Flow Of ~$154 Million Adjusted EBITDA & Margin* $329.7 $366.6 2Q25 2Q26 22.0% 23.5% Adjusted Diluted EPS* $2.48 $2.99 2Q25 2Q26 Free Cash Flow** 2Q25 2Q26 $493.0 $154.1
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… Sales • Net Sales Up 16.2% • Organic Sales Up 15.6% • Key Drivers o Data Center (++) o Discrete Automation (++) o Aerospace & Defense (+) AUTOMATION & MOTION CONTROL Strong Organic Sales & Orders Growth 7 2Q 2026 Net Sales ($M) $411.1 $477.7 2Q25 2Q26 Adjusted EBITDA* ($M) & Margin* $80.2 $100.8 2Q25 2Q26 19.5% 21.1% * 2Q26 Adjusted EBITDA Margin of 19.9% excluding a $5.9 million IEEPA tariff refund benefit
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… Sales • Net Sales Up 3.0% • Organic Sales Up 2.0% • Key Drivers o Energy (+) o Machinery/Off-Highway (-) INDUSTRIAL POWERTRAIN SOLUTIONS Order Strength & Backlog Build Encouraging 8 2Q 2026 $235.2 $53. 5 $43. 4 Net Sales ($M) $649.8 $669.4 2Q25 2Q26 Adjusted EBITDA* ($M) & Margin* $175.1 $181.4 2Q25 2Q26 26.9% 27.1% * 2Q26 Adjusted EBITDA Margin of 25.9% excluding an $8.3 million IEEPA tariff refund benefit
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… POWER EFFICIENCY SOLUTIONS Continued Strength In Commercial HVAC Sales • Net Sales Down 5.5% • Organic Sales Down 6.6% • Key Drivers o R-HVAC (-) o Pool (-) o C-HVAC (++) $21.3 $39.0 9 $189.8 2Q 2026 $135. 7 $165. 5 Net Sales ($M) $435.2 $411.3 2Q25 2Q26 Adjusted EBITDA* ($M) & Margin* $74.4 $84.4 2Q25 2Q26 17.1% 20.5% * 2Q26 Adjusted EBITDA Margin of 16.2% excluding a $17.8 million IEEPA tariff refund benefit
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… Mid-Point Reflects ~10% Adjusted EPS Growth In 2026 2026 OUTLOOK - ENTERPRISE GUIDANCE 10 2Q 2026 • Revenue: Sales Growth Framework Unchanged. • Adj. EBITDA Margin: Outlook Now Factors IEEPA Refunds Worth ~$48M, Net Of A Longer Timeline To Realize Productivity Gains To Prioritize Service; Higher Inflation; Less Favorable Mix. • Free Cash Flow: Outlook Now ~$600 Million, On Higher Working Capital. • Net Debt Leverage: Expect To Be Below 3x In The Second Half Of 2026. • Tariffs: Shift From Section 122 To Announced Section 301 Tariffs Has Minimal Impact. * Net interest includes charges related to accounts receivables securitization facility. See Appendix for Reconciliation to Corresponding GAAP Measure.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… 2026 OUTLOOK - SEGMENT DETAIL 11 2Q 2026
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Motion Control Solutions Industrial Systems Creating a better tomorrow™… Opening Comments AAMIR PAUL, CEO 2Q 2026 Results, 2026 Outlook ROB REHARD, CFO Questions & Answers
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 13 2Q 2026 ADJUSTED DILUTED EARNINGS PER SHARE Unaudited Three Months Ended Six Months Ended Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 GAAP Diluted Earnings Per Share(a) $ 1.74 $ 1.19 $ 2.71 $ 2.05 Intangible Amortization 0.98 0.99 1.95 1.96 Restructuring and Related Costs(b) 0.11 0.12 0.23 0.30 Transaction and Integration Related Costs(c) 0.06 0.07 0.12 0.15 Share-Based Compensation Expense 0.04 0.13 0.08 0.26 Loss (Gain) on Sale of Assets 0.03 (0.02) 0.03 (0.09) CEO Transition Costs 0.02 — 0.02 — Accounts Receivable Securitization Transaction Costs 0.01 0.01 0.01 0.01 Discrete Tax Items — (0.01) — (0.01) Adjusted Diluted Earnings Per Share(a) $ 2.99 $ 2.48 $ 5.15 $ 4.63 (a) Includes $0.39 of benefit related to IEEPA tariff refunds for the three and six months ended June 30, 2026. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) For 2026, primarily relates to integration costs associated with the Altra Transaction. For 2025, primarily relates to (1) integration costs associated with the Altra Transaction and (2) IT carve-out costs associated with the sale of the industrial motors and generators businesses.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 14 2Q 2026 2026 ADJUSTED ANNUAL GUIDANCE Unaudited Minimum Maximum GAAP Diluted Earnings Per Share(a) $ 5.42 $ 5.92 Intangible Amortization 3.92 3.92 Restructuring and Related Costs(b) 0.40 0.40 Share-Based Compensation Expense 0.32 0.32 Transaction and Integration Related Costs(c) 0.21 0.21 Loss on Sale of Assets 0.03 0.03 CEO Transition Costs 0.03 0.03 Accounts Receivable Securitization Transaction Costs 0.01 0.01 Operating Lease Asset Step Up 0.01 0.01 Adjusted Diluted Earnings Per Share(a) $ 10.35 $ 10.85 (a) Includes $0.57 of benefit related to IEEPA tariff refunds. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) Primarily relates to integration costs associated with the Altra Transaction.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 15 2Q 2026 2026 NET INCOME TO ADJUSTED EBITDA ANNUAL GUIDANCE Unaudited (Dollars in Millions) Total Regal Rexnord Minimum Maximum Net Income $ 363 $ 396 Plus: Income Taxes 89 96 Plus: Interest Expense 305 305 Less: Interest Income (20) (20) Plus: Depreciation 161 161 Plus: Amortization 345 345 EBITDA(a) $ 1,243 $ 1,283 Plus: Restructuring and Related Costs(b) 34 34 Plus: Share-Based Compensation Expense 28 28 Plus: Transaction and Integration Related Costs(c) 17 17 Plus: Loss on Sale of Accounts Receivable(d) 17 17 Plus: Loss on Sale of Assets 3 3 Plus: CEO Transition Costs 3 3 Plus: Accounts Receivable Securitization Transaction Costs 1 1 Plus: Operating Lease Asset Step Up 1 1 Adjusted EBITDA(a) $ 1,347 $ 1,387 (a) Includes $48 million of benefit related to IEEPA tariff refunds. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) Primarily relates to integration costs associated with the Altra Transaction (d) Represents charges associated with the Securitization Facility.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 16 2Q 2026 ORGANIC SALES GROWTH Unaudited (Dollars in Millions) Three Months Ended June 30, 2026 Automation & Motion Control Industrial Powertrain Solutions Power Efficiency Solutions Total Regal Rexnord Net Sales Three Months Ended Jun 30, 2026 $ 477.7 $ 669.4 $ 411.3 $ 1,558.4 Impact from Foreign Currency Exchange Rates (2.4) (7.5) (4.8) (14.7) Organic Sales Three Months Ended Jun 30, 2026 $ 475.3 $ 661.9 $ 406.5 $ 1,543.7 Net Sales Three Months Ended Jun 30, 2025 $ 411.1 $ 649.8 $ 435.2 $ 1,496.1 Net Sales from Businesses Divested — (0.9) — (0.9) Adjusted Net Sales Three Months Ended Jun 30, 2025 $ 411.1 $ 648.9 $ 435.2 $ 1,495.2 Three Months Ended Jun 30, 2026 Net Sales Growth % 16.2 % 3.0 % (5.5) % 4.2 % Three Months Ended Jun 30, 2026 Foreign Currency Impact % 0.6 % 1.1 % 1.1 % 1.0 % Three Months Ended Jun 30, 2026 Divestitures % — % (0.1) % — % (0.1) % Three Months Ended Jun 30, 2026 Organic Sales Growth % 15.6 % 2.0 % (6.6) % 3.3 %
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 17 2Q 2026 ORGANIC SALES GROWTH Unaudited (Dollars in Millions) Six Months Ended June 30, 2026 Automation & Motion Control Industrial Powertrain Solutions Power Efficiency Solutions Total Regal Rexnord Net Sales Six Months Ended Jun 30, 2026 $ 934.8 $ 1,317.7 $ 785.0 $ 3,037.5 Impact from Foreign Currency Exchange Rates (15.2) (26.7) (11.7) (53.6) Organic Sales Six Months Ended Jun 30, 2026 $ 919.6 $ 1,291.0 $ 773.3 $ 2,983.9 Net Sales Six Months Ended Jun 30, 2025 $ 807.4 $ 1,262.5 $ 844.3 $ 2,914.2 Net Sales from Businesses Divested — (1.5) — (1.5) Adjusted Net Sales Six Months Ended Jun 30, 2025 $ 807.4 $ 1,261.0 $ 844.3 $ 2,912.7 Six Months Ended Jun 30, 2026 Net Sales Growth % 15.8 % 4.4 % (7.0) % 4.2 % Six Months Ended Jun 30, 2026 Foreign Currency Impact % 1.9 % 2.1 % 1.4 % 1.8 % Six Months Ended Jun 30, 2026 Divestitures % — % (0.1) % — % (0.1) % Six Months Ended Jun 30, 2026 Organic Sales Growth % 13.9 % 2.4 % (8.4) % 2.5 %
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 18 2Q 2026 (a) Includes benefits of $5.9 million, $8.3 million, $17.8 million and $32.0 million for AMC, IPS, PES and total Regal Rexnord, respectively, related to IEEPA tariff refunds for the three months ended June 30, 2026. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) Primarily relates to integration costs associated with the Altra Transaction. (d) Represents charges associated with the Securitization Facility. ADJUSTED EBITDA Unaudited (Dollars in Millions) Three Months Ended Automation & Motion Control Industrial Powertrain Solutions Power Efficiency Solutions Total Regal Rexnord Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 GAAP Income from Operations(a) $ 48.5 $ 30.4 $ 97.6 $ 92.4 $ 69.1 $ 59.5 $ 215.2 $ 182.3 Restructuring and Related Costs(b) 0.7 1.8 6.2 7.8 2.5 1.0 9.4 10.6 Transaction and Integration Related Costs(c) 1.1 1.3 3.4 4.0 0.9 1.0 5.4 6.3 CEO Transition Costs 0.7 — 1.0 — 0.5 — 2.2 — Loss on Sale of Accounts Receivable(d) 1.2 — 1.8 — 0.9 — 3.9 — Accounts Receivable Securitization Transaction Costs 0.2 0.3 0.3 0.4 0.2 0.3 0.7 1.0 Operating Lease Asset Step Up — — 0.2 0.2 — — 0.2 0.2 (Gain) Loss on Sale of Assets — (2.3) 2.4 — — — 2.4 (2.3) Adjusted Income from Operations $ 52.4 $ 31.5 $ 112.9 $ 104.8 $ 74.1 $ 61.8 $ 239.4 $ 198.1 Amortization $ 34.6 $ 34.5 $ 51.2 $ 50.6 $ 0.6 $ 1.7 $ 86.4 $ 86.8 Depreciation 13.1 10.9 16.3 15.7 9.1 8.8 38.5 35.4 Amortization of Internal Use Software 0.1 — 0.1 — 0.1 — 0.3 — Share-Based Compensation Expense 0.7 3.3 0.7 4.5 0.9 2.5 2.3 10.3 Other (Expense) Income, Net (0.1) — 0.2 (0.5) (0.4) (0.4) (0.3) (0.9) Adjusted EBITDA(a) $ 100.8 $ 80.2 $ 181.4 $ 175.1 $ 84.4 $ 74.4 $ 366.6 $ 329.7 GAAP Operating Margin % 10.1 % 7.4 % 14.6 % 14.2 % 16.8 % 13.7 % 13.8 % 12.2 % Adjusted Operating Margin % 11.0 % 7.7 % 16.9 % 16.1 % 18.0 % 14.2 % 15.4 % 13.2 % Adjusted EBITDA Margin % 21.1 % 19.5 % 27.1 % 26.9 % 20.5 % 17.1 % 23.5 % 22.0 %
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 19 2Q 2026 ADJUSTED EBITDA Unaudited (Dollars in Millions) Six Months Ended Automation & Motion Control Industrial Powertrain Solutions Power Efficiency Solutions Total Regal Rexnord Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 GAAP Income from Operations(a) $ 80.0 $ 65.5 $ 176.8 $ 174.1 $ 111.0 $ 102.4 $ 367.8 $ 342.0 Restructuring and Related Costs(b) 1.9 3.0 12.0 20.7 5.9 2.3 19.8 26.0 Transaction and Integration Related Costs(c) 2.2 2.7 6.7 8.1 1.5 2.4 10.4 13.2 CEO Transition Costs 0.7 — 1.0 — 0.5 — 2.2 — Loss on Sale of Accounts Receivable(d) 2.1 — 3.2 — 2.3 — 7.6 — Accounts Receivable Securitization Transaction Costs 0.2 0.3 0.4 0.4 0.2 0.3 0.8 1.0 Operating Lease Asset Step Up — — 0.4 0.4 — — 0.4 0.4 (Gain) Loss on Sale of Assets — (2.3) 2.4 (6.0) 0.5 — 2.9 (8.3) Adjusted Income from Operations $ 87.1 $ 69.2 $ 202.9 $ 197.7 $ 121.9 $ 107.4 $ 411.9 $ 374.3 Amortization $ 69.3 $ 68.4 $ 102.4 $ 100.5 $ 1.3 $ 3.3 $ 173.0 $ 172.2 Depreciation 24.5 22.5 33.3 34.3 18.0 17.7 75.8 74.5 Amortization of Internal Use Software 0.1 — 0.2 — — — 0.3 — Share-Based Compensation Expense 3.2 6.7 4.5 8.3 2.7 4.8 10.4 19.8 Other (Expense) Income, Net (0.2) (0.1) 0.2 (0.8) (0.5) (0.7) (0.5) (1.6) Adjusted EBITDA(a) $ 184.0 $ 166.7 $ 343.5 $ 340.0 $ 143.4 $ 132.5 $ 670.9 $ 639.2 GAAP Operating Margin % 8.6 % 8.1 % 13.4 % 13.8 % 14.1 % 12.1 % 12.1 % 11.7 % Adjusted Operating Margin % 9.3 % 8.6 % 15.4 % 15.7 % 15.5 % 12.7 % 13.6 % 12.8 % Adjusted EBITDA Margin % 19.7 % 20.6 % 26.1 % 26.9 % 18.3 % 15.7 % 22.1 % 21.9 % (a) Includes benefits of $5.9 million, $8.3 million, $17.8 million and $32.0 million for AMC, IPS, PES and total Regal Rexnord, respectively, related to IEEPA tariff refunds for the six months ended June 30, 2026. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) For 2026, primarily relates to integration costs associated with the Altra Transaction. For 2025, primarily relates to (1) integration costs associated with the Altra Transaction and (2) IT carve-out costs associated with the sale of the industrial motors and generators businesses. (d) Represents charges associated with the Securitization Facility.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 20 2Q 2026 (a) Includes benefits of $5.9 million, $8.3 million, $17.8 million and $32.0 million for AMC, IPS, PES and total Regal Rexnord, respectively, related to IEEPA tariff refunds for the three months ended June 30, 2026. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. ADJUSTED GROSS MARGIN Unaudited (Dollars in Millions) Three Months Ended Automation & Motion Control Industrial Powertrain Solutions Power Efficiency Solutions Total Regal Rexnord Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Gross Margin(a) $ 183.3 $ 154.6 $ 286.9 $ 280.4 $ 141.4 $ 129.7 $ 611.6 $ 564.7 Restructuring and Related Costs(b) 0.6 1.6 4.3 4.0 1.7 0.9 6.6 6.5 Operating Lease Asset Step Up — — 0.2 0.2 — — 0.2 0.2 Loss on Sale of Assets — — 2.4 — — — 2.4 — Adjusted Gross Margin(a) $ 183.9 $ 156.2 $ 293.8 $ 284.6 $ 143.1 $ 130.6 $ 620.8 $ 571.4 Gross Margin % 38.4 % 37.6 % 42.9 % 43.2 % 34.4 % 29.8 % 39.2 % 37.7 % Adjusted Gross Margin % 38.5 % 38.0 % 43.9 % 43.8 % 34.8 % 30.0 % 39.8 % 38.2 %
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 21 2Q 2026 (a) Includes benefits of $5.9 million, $8.3 million, $17.8 million and $32.0 million for AMC, IPS, PES and total Regal Rexnord, respectively, related to IEEPA tariff refunds for the six months ended June 30, 2026. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. ADJUSTED GROSS MARGIN Unaudited (Dollars in Millions) Six Months Ended Automation & Motion Control Industrial Powertrain Solutions Power Efficiency Solutions Total Regal Rexnord Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Gross Margin(a) $ 345.1 $ 312.7 $ 561.6 $ 537.9 $ 254.8 $ 241.7 $ 1,161.5 $ 1,092.3 Restructuring and Related Costs(b) 0.8 2.2 8.5 12.8 4.9 1.5 14.2 16.5 Operating Lease Asset Step Up — — 0.4 0.4 — — 0.4 0.4 Loss on Sale of Assets — — 2.4 — — — 2.4 — Adjusted Gross Margin(a) $ 345.9 $ 314.9 $ 572.9 $ 551.1 $ 259.7 $ 243.2 $ 1,178.5 $ 1,109.2 Gross Margin % 36.9 % 38.7 % 42.6 % 42.6 % 32.5 % 28.6 % 38.2 % 37.5 % Adjusted Gross Margin % 37.0 % 39.0 % 43.5 % 43.7 % 33.1 % 28.8 % 38.8 % 38.1 %
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 22 2Q 2026 NET INCOME TO ADJUSTED EBITDA Unaudited (Dollars in Millions) Three Months Ended Six Months Ended Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Net Income $ 116.8 $ 79.6 $ 181.2 $ 137.1 Plus: Income Taxes 26.9 21.6 39.0 37.1 Plus: Interest Expense 77.4 85.3 158.0 175.5 Less: Interest Income (6.2) (5.1) (10.9) (9.3) Plus: Depreciation 38.5 35.4 75.8 74.5 Plus: Amortization 86.4 86.8 173.0 172.2 EBITDA(a) $ 339.8 $ 303.6 $ 616.1 $ 587.1 Plus: Restructuring and Related Costs(b) 9.4 10.6 19.8 26.0 Plus: Share-Based Compensation Expense 2.3 10.3 10.4 19.8 Plus: Transaction and Integration Related Costs(c) 5.4 6.3 10.4 13.2 Plus: CEO Transition Costs 2.2 — 2.2 — Plus: Loss on Sale of Accounts Receivable(d) 3.9 — 7.6 — Plus: Accounts Receivable Securitization Transaction Costs 0.7 1.0 0.8 1.0 Plus: Operating Lease Asset Step Up 0.2 0.2 0.4 0.4 Plus: Amortization of Internal Use Software 0.3 — 0.3 — Plus: Loss (Gain) on Sale of Assets 2.4 (2.3) 2.9 (8.3) Adjusted EBITDA(a) $ 366.6 $ 329.7 $ 670.9 $ 639.2 (a) Includes a benefit of $32.0 million related to IEEPA tariff refunds for the three and six months ended June 30, 2026. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) For 2026, primarily relates to integration costs associated with the Altra Transaction. For 2025, primarily relates to (1) integration costs associated with the Altra Transaction and (2) IT carve-out costs associated with the sale of the industrial motors and generators businesses. (d) Represents charges associated with the Securitization Facility.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 23 2Q 2026 DEBT TO EBITDA Unaudited (Dollars in Millions) Last Twelve Months Jun 30, 2026 Net Income $ 324.9 Plus: Income Taxes 73.7 Plus: Interest Expense 331.6 Less: Interest Income (25.2) Plus: Depreciation 154.7 Plus: Amortization 346.9 EBITDA(a) $ 1,206.6 Plus: Restructuring and Related Costs(b) 40.6 Plus: Share-Based Compensation Expense 27.9 Plus: Transaction and Integration Related Costs(c) 22.1 Plus: Loss on Sale of Accounts Receivable(d) 17.2 Plus: Accounts Receivable Securitization Transaction Costs 0.9 Plus: CEO Transition Costs 9.2 Plus: Operating Lease Asset Step Up 0.8 Plus: Amortization of Internal Use Software 0.5 Plus: Loss on Sale of Businesses 4.5 Plus: Loss on Sale of Assets 8.6 Adjusted EBITDA(a)(e) $ 1,338.9 Current Maturities of Long-Term Debt 24.2 Long-Term Debt 4,587.6 Total Gross Debt $ 4,611.8 Cash and Cash Equivalents (441.6) Net Debt $ 4,170.2 Gross Debt/Adjusted EBITDA 3.44 Net Debt/Adjusted EBITDA(e) 3.11 Interest Coverage Ratio(e)(f) 4.37 (a) Includes a benefit of $32.0 million related to IEEPA tariff refunds. (b) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (c) Primarily relates to integration costs associated with the Altra Transaction. (d) Represents charges associated with the Securitization Facility. (e) Synergies expected to be realized in the future are included in the calculation of EBITDA that serves as the basis for financial covenant compliance for certain of the Company's debt. The impact of the synergies the Company expects to realize within 18 months is as follows: Adjusted EBITDA $ 1,338.9 Synergies to be Realized Within 18 Months 25.0 Adjusted EBITDA (including synergies) $ 1,363.9 Net Debt/Adjusted EBITDA (including synergies) 3.06 Interest Expense $ 331.6 Interest Income (25.2) Net Interest Expense $ 306.4 Interest Coverage Ratio (including synergies)(1) 4.45 (1) Computed as Adjusted EBITDA (including synergies)/Net Interest Expense (f) Computed as Adjusted EBITDA/Net Interest Expense
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 24 2Q 2026 FREE CASH FLOW Unaudited (Dollars in Millions) Three Months Ended Six Months Ended Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Net Cash Provided by Operating Activities $ 176.6 $ 523.2 $ 191.6 $ 625.5 Additions to Property, Plant and Equipment (22.5) (30.2) (39.9) (47.0) Free Cash Flow $ 154.1 $ 493.0 $ 151.7 $ 578.5
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 25 2Q 2026 ADJUSTED EFFECTIVE TAX RATE Unaudited (Dollars in Millions) Three Months Ended Six Months Ended Jun 30, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025 Income before Taxes $ 143.7 $ 101.2 $ 220.2 $ 174.2 Provision for Income Taxes 26.9 21.6 39.0 37.1 Effective Tax Rate 18.7 % 21.3 % 17.7 % 21.3 % Income before Taxes $ 143.7 $ 101.2 $ 220.2 $ 174.2 Intangible Amortization 86.4 86.8 173.0 172.2 Restructuring and Related Costs(a) 9.4 10.6 19.8 26.0 Share-Based Compensation Expense 2.3 10.3 10.4 19.8 Transaction and Integration Related Costs(b) 5.4 6.3 10.4 13.2 CEO Transition Costs 2.2 — 2.2 — Accounts Receivable Securitization Transaction Costs 0.7 1.0 0.8 1.0 Operating Lease Asset Step Up 0.2 0.2 0.4 0.4 Loss (Gain) on Sale of Assets 2.4 (2.3) 2.9 (8.3) Adjusted Income before Taxes $ 252.7 $ 214.1 $ 440.1 $ 398.5 Provision for Income Taxes $ 26.9 $ 21.6 $ 39.0 $ 37.1 Tax Effect of Intangible Amortization 21.1 21.2 42.3 42.1 Tax Effect of Restructuring and Related Costs 2.2 2.3 4.8 5.9 Tax Effect of Share-Based Compensation Expense — 1.6 5.3 2.7 Tax Effect of Transaction and Integration Related Costs 1.3 1.7 2.5 3.3 Tax Effect of CEO Transition Costs 0.5 — 0.5 — Tax Effect of Accounts Receivable Securitization Transaction Costs 0.2 0.2 0.2 0.2 Tax Effect of Operating Lease Asset Step Up — 0.1 0.1 0.1 Tax Effect of Loss (Gain) on Sale of Assets 0.6 (0.7) 0.7 (2.1) Discrete Tax Items (0.1) 0.4 (0.2) 0.5 Adjusted Provision for Income Taxes $ 52.7 $ 48.4 $ 95.2 $ 89.8 Adjusted Effective Tax Rate 20.8 % 22.6 % 21.7 % 22.5 % (a) Relates to costs associated with actions taken for employee reductions, facility consolidations and site closures, product line exits and other asset charges. (b) For 2026, primarily relates to integration costs associated with the Altra Transaction. For 2025, primarily relates to (1) integration costs associated with the Altra Transaction and (2) IT carve-out costs associated with the sale of the industrial motors and generators businesses.
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©2026 Regal Rexnord Corporation, Proprietary and Confidential Creating a better tomorrow™… APPENDIX 26 2Q 2026 Net Interest Unaudited (Dollars in Millions) December 31, 2026 (Annual Guidance - Current) December 31, 2026 (Annual Guidance - Prior) Interest Expense $ 305 $ 305 Interest Income (20) (18) Charges Related to Accounts Receivable Securitization Facility * 17 15 Net Interest $ 302 $ 302 *Presented in Operating Expenses