RRX
Regal Beloit Corporation
NYSE: RRX · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY
$211.33
-4.42% today
Updated 2026-06-05
Market cap
$14.13B
P/E ratio
49.26
P/S ratio
2.36x
EPS (TTM)
$4.31
Dividend yield
0.66%
52W range
$127 – $236
Volume
1.1M
Regal Beloit Corporation (RRX) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed RRX price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$211.33
Today
Analyst consensus
$250.44
+18.51% · 12M
2030 Base
$135.41
-35.92% future
NPV today
$84.75
@ 11% WACC
10 analysts:
6 Buy3 Hold0 Sell
Management guidance
Q1 2026 earnings call: Management reaffirmed full-year 2026 adjusted EPS guidance of $10.20–$11.00 (implying ~$6.0–6.2B revenue). CEO Louis Pinkham highlighted strong orders growth (+8.5% in Q1), particularly in data centers (~$735M orders in Q4 2025) and automation, positioning RRX to benefit from AI infrastructure capex cycles. New CEO Aamir Paul (transition effective mid-2026) inherits a company with robust backlog and margin mitigation strategies for tariff headwinds.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
RRX · Regal Beloit Corporation · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$135.41
NPV today: $84.75
Base case (2030)
$135.41
NPV today: $84.75
Bull case (2030)
$298.85
NPV today: $187.04
WallStSmart.com
RRX financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $5.9B | $6.2B | $7.1B | $8.3B | $9.6B | $11.0B |
| Revenue growth | -1.6% | 4.5% | 14.5% | 16.9% | 15.7% | 14.6% |
| Net margin | — | 11.4% | 13.0% | 13.3% | 13.4% | 13.3% |
| EPS | $8.34 | $10.60 | $13.80 | $16.50 | $19.20 | $21.80 |
| Diluted shares | — | 67M | 67M | 67M | 67M | 67M |
| Net debt | — | $4.14B | $3.70B | $3.18B | $2.58B | $1.89B |
| P/S multiple | — | 1.0x | 1.0x | 1.0x | 1.0x | 1.0x |
| Implied price (base) | — | $30.78 | $50.83 | $76.40 | $104.57 | $135.41 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $11.0B | $11.0B | $11.0B |
| P/S multiple | 1.0x | 1.0x | 2.0x |
| Diluted shares | 67M | 67M | 67M |
| Net debt | $1.89B | $1.89B | $1.89B |
| Implied P/E † | 6x | 6x | 14x |
| 2030 Price | $135.41 | $135.41 | $298.85 |
| NPV @ 11% | $84.75 | $84.75 | $187.04 |
† Implied P/E: Multiples remain elevated across all three scenarios because RRX is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $135.41 base case
RRX catalysts and risks
Growth catalysts
+ Data center capex cycle acceleration: $735M orders in Q4 2025; hyperscaler capex (Meta $60B+, Microsoft $80B+) continues through 2028, driving Motion & Control Systems demand
+ Margin recovery post-tariff normalization: Q1 2026 saw tariff/FX headwinds; mitigation actions ramping in H2 2026 should restore 12–13% adjusted EBITDA margins by 2027
+ CEO transition to Aamir Paul: new leadership may unlock strategic M&A or operational leverage in Automation segment (currently fastest-growing, ~15%+ organic growth)
Key risks
- Tariff escalation: Q1 2026 revealed material margin pressure from China/Vietnam tariffs; 25–100% tariffs on industrial machinery could compress 2026–2027 margins further
- Macro slowdown: Industrial production indices soft in H2 2025; recession would pressure Motion Control volumes despite data center tailwind
- CEO leadership transition execution: Louis Pinkham's departure after transformational M&A (Rexnord merger 2024) creates near-term execution risk; insider selling ($4–5M+ in recent weeks) signals caution
Methodology · Regal Beloit Corporation 2030 stock forecast model
Regal Beloit Corporation 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 10 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (1% cumulative for RRX by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($1.89B by 2030) |
| 3. Time value | NPV calculated using 11% WACC (CAPM: beta 1.131) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 1.0x / bull 2.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 21, 2026.
RRX price target FAQ
What is the RRX price target for 2030?
WallStSmart's Regal Beloit Corporation 2030 base case is $135.41 per share, with a bull case of $298.85 and bear case of $135.41. The NPV of the base case discounted to today at 11% WACC is $84.75.
How is the Regal Beloit Corporation 2030 stock forecast calculated?
The RRX 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the RRX price target account for dilution?
Regal Beloit Corporation is projected to grow diluted share count from 67M to 67M by 2030 (a 1% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 1%.
What is the analyst consensus on RRX stock?
10 analysts cover RRX with an average 12-month price target of $250.44. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.