Dafinchi AI

RBC

Industrial

Adjusted EBITDA was $141.5 million or 32.5%, a 5.6% increase year-over-year.
Aerospace and Defense sales grew 10.4% year-over-year, with commercial aerospace up 9.6% and defense up 11.9%.
Consolidated gross margin was 44.8% versus 45.3% last year, with adjusted diluted EPS of $2.84 versus $2.54 per share.
First quarter sales were $436 million, a 7.3% increase over last year, driven by strong Aerospace and Defense and solid industrial performance.
Free cash flow set a new record at $104.3 million with 152% conversion, up from $88.4 million and 144% last year.
Industrial gross margins were 46% (47.1% adjusted), Aerospace and Defense margins were 42.3%.
Industrial segment grew 5.5% year-over-year, with distribution and aftermarket up 10%.
Interest expense was $12.2 million, down 29.1% year-over-year due to debt payments and lower rates.
SG&A costs were $73.9 million or 16.9% of sales, including personnel and IT investments.

RRX

Industrial

Adjusted earnings per share rose 8.3% to $2.48.
Adjusted EBITDA margin was 22%, down 20 basis points excluding Industrial Systems.
Adjusted gross margin was 38.2%, up 10 basis points excluding Industrial Systems, aided by $17 million in cost synergies.
Free cash flow was $493 million, including $368.5 million from an accounts receivable securitization program used to pay down higher cost debt.
Regal Rexnord reported second quarter 2025 sales down 1.2% organically, in line with expectations, with headwinds from project timing in metals and mining and rare earth magnet availability.

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