Regal Rexnord Corp. (RRX) Jumped 34% on Contract Wins

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Soumya Eswaran

Wed, July 1, 2026 astatine 8:30 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 capitalist letter. A transcript of the missive tin be downloaded here. The Strategy fell 7.72% (net) successful the 4th compared to -6.35% for the Russell Midcap Growth Index. In the archetypal quarter, markets navigated geopolitical tensions and economical resilience alongside impermanent planetary tariffs. High lipid prices and proviso concatenation disruptions followed U.S. and Israeli engagement successful Iran, prompting a displacement to safer assets and a reevaluation of proviso chains and vigor dependencies. Central banks maintained dependable policies contempt energy-driven inflation. In this environment, the Strategy remains focused connected disciplined absorption teams with durable competitory advantages. Please reappraisal the Strategy's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Regal Rexnord Corporation (NYSE:RRX). Regal Rexnord Corporation (NYSE:RRX) is simply a starring concern institution that offers sustainable powerfulness solutions, transmission, and power question products. On June 8, 2026, Regal Rexnord Corporation (NYSE:RRX) closed astatine $238.19 per share. One-month instrumentality of Regal Rexnord Corporation (NYSE:RRX) was 10.65%, and its shares gained 56.94% implicit the past 52 weeks. Regal Rexnord Corporation (NYSE:RRX) has a marketplace capitalization of $15.86 billion.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the pursuing regarding Regal Rexnord Corporation (NYSE:RRX) successful its Q1 2026 capitalist letter:

"Many of our Industrial positions supply indispensable business-to-business operational services, highly method components, instrumentality enabling automation & ratio improvements, oregon indispensable infrastructure services. Regal Rexnord Corporation (NYSE:RRX), a supplier of powerfulness and power question products, climbed 34% rising connected the backmost of awesome declaration wins for its information halfway powerfulness absorption solutions. Mixed results included a flimsy bushed connected net and a flimsy miss connected revenue. Orders were, however, a standout, leaping 54% y/y with wins successful the company's caller datacenter powerfulness absorption offering."

Among Billionaire Ken Fisher's Industrial Stock Picks with Huge Upside Potential

Regal Rexnord Corporation (NYSE:RRX) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge money portfolios held Regal Rexnord Corporation (NYSE:RRX) astatine the extremity of the archetypal quarter, up from 40 successful the erstwhile quarter. Regal Rexnord Corporation (NYSE:RRX) Q1 2026 sales increase 4.3% and 1.6% connected an integrated ground compared to Q1 2025. While we admit the imaginable of Regal Rexnord Corporation (NYSE:RRX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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