RRXHIGH SIGNALFINANCIAL10-K

RRX experienced a dramatic 394% surge in interest expense alongside strong operational improvements and debt reduction.

The massive interest expense increase from $87M to $431M suggests significant refinancing activity or debt restructuring that occurred during the period, despite total debt declining by $700M. This creates earnings volatility risk even as the underlying business shows strong operational momentum with 63% operating cash flow growth and improved working capital management.

Comparing 2026-02-20 vs 2025-02-21View on EDGAR →
FINANCIAL ANALYSIS

RRX shows a mixed but overall positive financial picture with strong operational performance overshadowed by financing headwinds. Operating cash flow surged 63% to $991M while accounts receivable dropped 38%, indicating excellent working capital management and collection efficiency. However, the 394% spike in interest expense to $431M creates significant earnings drag despite net income still growing 43%, suggesting either debt refinancing at higher rates or one-time financing costs that investors should monitor closely.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+394.3%
$87.2M$431.0M

Interest expense surged 394.3% — significant debt increase or rising rates materially impacting earnings.

Operating Cash Flow
Cash Flow
+62.6%
$609.4M$990.8M

Operating cash flow surged 62.6% — exceptional cash generation, highest quality earnings signal.

Net Income
P&L
+42.5%
$196.2M$279.5M

Net income grew 42.5% — bottom-line growth signals improving overall business health.

Accounts Receivable
Balance Sheet
-37.8%
$842.8M$524.2M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Cash & Equivalents
Balance Sheet
+32.6%
$393.5M$521.7M

Cash position surged 32.6% — strong cash generation or capital raise providing significant financial cushion.

R&D Expense
P&L
+12.6%
$176.4M$198.7M

R&D investment increased 12.6% — signals commitment to future product development, though near-term margin impact.

Total Debt
Balance Sheet
-12.4%
$5.5B$4.8B

Debt reduced 12.4% — deleveraging strengthens balance sheet and reduces financial risk.

LANGUAGE CHANGES
NEW — 2026-02-20
PRIOR — 2025-02-21
ADDED
On February 18, 2026, the registrant had outstanding 66,499,582 shares of common stock, $0.01 par value, which is registrant's only class of common stock.
The Company is headquartered in Milwaukee, Wisconsin and has manufacturing, sales and service facilities worldwide.
The Company is comprised of three operating segments: Automation Motion Control ("AMC"), Industrial Powertrain Solutions ("IPS"), and Power Efficiency Solutions ("PES").
A description of the three operating segments is as follows: The AMC segment designs, produces and services conveyor products, conveying automation subsystems, aerospace components, precision motion control solutions, high-efficiency miniature servo motors, controls, drives and linear actuators, as well as power management products that include automatic transfer switches, paralleling switchgear, and customized modular electric pod solutions ("E-Pods") that comprise relevant power and thermal management content.
The segment sells into markets that include discrete factory automation, food and beverage, aerospace, general industrial, medical and data center.
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REMOVED
On February 19, 2025, the registrant had outstanding 66,268,365 shares of common stock, $0.01 par value, which is registrant's only class of common stock.
We are headquartered in Milwaukee, Wisconsin and have manufacturing, sales and service facilities worldwide.
Our Company is comprised of three operating segments: Industrial Powertrain Solutions ("IPS"), Power Efficiency Solutions ("PES") and Automation Motion Control ("AMC").
A description of our three operating segments is as follows: The IPS segment designs, produces and services a broad portfolio of highly-engineered transmission products, including mounted and unmounted bearings, couplings, mechanical power transmission drives and components, gearboxes and gear motors, clutches, brakes, and industrial powertrain components and solutions.
Increasingly, the segment produces industrial powertrain solutions, which are integrated sub-systems comprised of Regal Rexnord motors plus the critical power transmission components that efficiently transmit motion to power industrial applications.
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