The Moat Index

REGAL REXNORD CORP

RRX · Industrials · $13.7B mkt cap · FY2025 filings · No moat ·

Doesn't clear the bar

14/ 100
No moat

The four filters

Pricing power39

Median gross margin 28.5% over 10y, stable.

Returns on capital9

Median ROIC 7.2%, above the 9% hurdle in 0% of years.

Balance-sheet safety0

Net debt/EBITDA 6.3x, interest coverage 2x.

Capital discipline0

Owner earnings -5.2%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale
291% above value
Owner earnings (normalized)
$316.3M
Est. intrinsic value / share
$52.93
Recent price
$206.81
Discount to value
291% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

19 years of fundamentals

The business, in plain English

REGAL REXNORD CORP booked $5.9B of revenue in FY2025 in the Industrials sector and kept 37.4% of it as gross profit — a solid-margin business by that measure. After every other cost, 4.7% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $2.2B (FY2008) to $5.9B (FY2025) — about 5.9% a year compounded over 17 years.

It earned 4.9% on invested capital in FY2025, with a median of 7.5% across 18 filed years. The Returns on Capital filter above scores it 9/100.

The balance sheet carried $4.8B of total debt in FY2025 against $181.8M of owner earnings — roughly 26.3 years of owner earnings to retire it all. Balance-Sheet Safety scores it 0/100.

The share count rose 48.5% between FY2014 and FY2025 — existing owners have been diluted over the record. Capital Discipline scores it 0/100.

Put together: Pricing Power is the strongest of the four filters (39/100) and Balance-Sheet Safety the weakest (0/100), which is how RRX lands at 14/100 — a None moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2007–FY2025 · 19 fiscal years, normalized from RRX’s SEC filings

RevenueSales, as filed$5.9B FY2025
$0$2.5B$5B2007201320192025
Gross marginRevenue kept after cost of goods37.4% FY2025
0%20%40%2007201320192025
Return on invested capitalOperating profit on the capital employed4.9% FY2025
0%10%20%2007201320192025
Owner earningsCash an owner could take out$181.8M FY2025
$0$500M2007201320192025

Gaps in a line mean that item isn’t in RRX’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

3 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale14.4 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — RRX has read No moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Industrials context

#286 of 309 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #284EVOH EvoAir Holdings Inc.15.8 out of 100, No moatNo moat
  2. #285LTCH Latch, Inc.15.8 out of 100, No moatNo moat
  3. #287SGLA SINO GREEN LAND CORPORATION14.4 out of 100, No moatNo moat
  4. #288BE BLOOM ENERGY CORPORATION14.4 out of 100, No moatNo moat

Compare RRX with its nearest peersAll Industrials companies on the Index →

Common questions about RRX

Does REGAL REXNORD CORP have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores REGAL REXNORD CORP (RRX) 14.4 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 39, returns on capital 9, balance-sheet safety 0, capital discipline 0.
Is RRX stock trading below its intrinsic value?
Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $52.93 per share versus a recent price of $206.81 — 291% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has RRX's Moat Score changed over time?
The record logs 3 readings since Jul 17, 2026; the latest reads 14.4 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.
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REGAL REXNORD CORP (RRX) Moat Score — The Moat Index · Buy Like Buffett