RRX Regal Rexnord Corporation

XNYS 180.96 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

RRX $180.96 —
Key stats
$180.96
52-Week Range
$127.96 – $247.80
YTD
+23.86%
IV Rank (30D)
42.32
Straddle Price
$23.60
P/C Vol Ratio
1.96
Market Cap
$11.3B
Open
$174.13
Day Range
$173.69 – $182.15
Volume
682,389
Prev Close
$169.07
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.90%
Beta vs SPY1.06
Cost of Equity (CAPM)10.76% (VRP-adj)
WACC9.19%
Volatility Risk Premium+14.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate26.7%
Rev. Growth (YoY, DCF input)+4.2%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.04 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.5B
Return on Equity (TTM)3.4%
Book / Price61.1% — banking bias active (P/B is primary)
Gross Margin (TTM)37.8%
FCF Margin (TTM)7.9%
Debt / Equity0.64
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+20.1% (reverse-DCF on current price)
SMA 50$158.27 (Market Anchor value)
SMA 20 / Bollinger Mid$159.84
Bollinger Width / SMA2019.0% (drives anchor stability)
Net Debt$4.0B
Market Cap$11B
Peers used for multiples: AYI, FLR, HII, MOG.A (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
52%
20-Day Fair Value
≈ by Dec 8, 2026
$181.13
α +0.2% rank 19%
conviction
13%
40-Day Fair Value
≈ by Jan 6, 2027
$182.46
α +0.9% rank 10%
conviction
34%
60-Day Fair Value
≈ by Feb 4, 2027
$184.38
α +2.0% rank 14%
conviction
52%
MethodImplied PriceWeightDetail
DCF $60.81 23%
DDM (Gordon) $28.03 0%
Peer P/E $65.72 5% median 18.2× · 3 peers
Peer EV/EBITDA $184.85 7% median 12.7× · 3 peers
Peer P/B $283.42 9% median 2.7× · 4 peers
Peer P/S $141.00 9% median 1.5× · 4 peers
Market Anchor (SMA50) $158.27 25% stability 55% (BB-width)
Options Expected (B-L 30d) $169.24 23% 40 strikes · skew +0.11
As of 2026-11-09 · updated
About
Industry (SIC)
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC (3569) · industry map
Exchange
XNYS
Market Cap
$11.3B
Employees
29,200
List Date
1973-10-16
CIK
0000082811
Last Earnings
Nov 3 before open · +11.8% vs ±12.8% expected
Next Earnings
~Feb 4, 2027 (estimated)
Headquarters
Milwaukee, WI
Homepage
https://www.regalrexnord.com

Regal Rexnord Corp is in the engineering and manufacturing of industrial powertrain solutions, power transmission components, electric motors, electronic controls, air-moving products, and specialty electrical components and systems, serving customers around the world. The three operating segments include Automation & Motion Control (AMC) segment; Industrial Powertrain Solutions (IPS) segment, which derives maximum revenue; and Power Efficiency Solutions (PES) segment. Geographically, the company operates in North America, Europe, Asia, and Rest of the world, of which it derives maximum revenu…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---7.21%15.31%-7.80%3.56%10.54%2.88%
Feb---1.98%10.45%25.32%-14.80%29.90%9.78%
Mar---5.43%-11.10%5.06%-7.97%-15.67%-7.02%
Apr---14.30%-7.36%-8.32%-7.74%12.36%-5.07%
May---3.92%-2.02%-6.66%24.34%-5.29%1.29%
Jun---7.62%16.97%-7.57%10.00%17.86%5.93%
Jul--19.03%0.45%21.56%4.21%-10.94%6.86%
Aug--3.62%-1.98%2.98%0.09%-24.98%-4.05%
Sep--2.03%-13.35%5.84%-1.85%-1.21%-1.71%
Oct8.74%-12.37%-16.35%1.72%-1.60%0.43%-3.24%
Nov4.94%8.98%1.35%2.18%6.60%12.35%*6.07%
Dec9.03%-6.72%19.07%-11.11%-3.22%--1.41%
Total24.42%-26.65%3.53%17.53%6.49%13.11%6.40%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $160.72
SMA 50: $158.73
SMA 200: $190.21
Current: $180.65
EMA 12: $166.27
EMA 26: $162.78
MACD: 3.4912 | Signal: 2.1689
BULLISH
ADX (14): 19.92
RANGE
+DI: 30.56
−DI: 18.23

Momentum Oscillators

RSI (14): 61.52
NEUTRAL
Stoch %K: 68.12
Stoch %D: 67.26
Williams %R: -3.99

Volume & Volatility

BB Upper: $178.37
BB Lower: $143.06
OVERBOUGHT
OBV: 932,163
Vol SMA 20: 1,268,825
Vol ROC: 35.89%
ATR: $9.47
True Range: $13.08
HV 20: 72.1%
HV 30: 60.8%
HV 60: 48.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before RRX’s Nov 3 earnings report, so it doesn’t reflect the results.

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL with a confidence level of 6 out of 10.

Key Drivers:

  • Bullish momentum from MACD signal line crossover
  • Neutral RSI reading (53.49)
  • Historical volatility levels are high, indicating risk relative to the market

Primary Risks:

  • High beta (2.07) and volatility, making the stock more susceptible to price fluctuations
  • Low IV rank (18.4%) and low open interest in options contracts, suggesting limited trading activity and potential for unexpected moves

Investment Thesis: RRX's recent price action has been driven by a bullish MACD signal line crossover, indicating momentum is on the rise. However, with high volatility and beta levels, there are risks to be managed. Investors should consider this stock as part of a diversified portfolio, using options contracts to hedge against potential losses.

Recent News Sentiment Impact: The recent news headlines have been positive, highlighting dividend payments and market trends that favor energy-related stocks. This sentiment has contributed to the current uptrend, but it's essential to monitor for any changes in market conditions or company-specific news that could impact this trend.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bullish
  • Medium-term (1-3 months): Neutral
  • Long-term (3-12 months): Bearish

Support/Resistance Levels: The stock is trading above its middle Bollinger Band, indicating a neutral signal. The upper band provides resistance at $232.08.

Momentum Signals:

  • RSI interpretation: 53.49 is a neutral reading, indicating no clear buy or sell signal.
  • MACD signal line crossover (bullish)
  • Bollinger Bands position: Neutral

Volume Analysis: The volume rate of change is positive (98.09%), suggesting increasing interest in the stock.

News & Sentiment Analysis

Recent Headlines Summary:

  1. Regal Rexnord Corporation Declares Quarterly Dividend of $.35 per share (Benzinga, 2026-04-27) - Positive
  2. 3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid (Investing.com, 2026-04-06) - Positive
  3. Software's Freefall Continues, Bitcoin Dips To 16-Month Lows: What's Moving Markets Thursday? (Benzinga, 2026-02-05) - Positive
  4. Regal Rexnord Corporation Declares Quarterly Dividend of $.35 per share (Benzinga, 2026-01-26) - Positive
  5. Industrial Gearbox Market Size to Exceed USD 45.53 Billion by 2033 | Report by SNS Insider (GlobeNewswire Inc., 2026-01-12) - Neutral
  6. Induction Motors Market Size to Hit USD 39.15 Billion by 2033 | Research by SNS Insider (GlobeNewswire Inc., 2026-01-09) - Neutral

Sentiment Assessment: The overall sentiment is positive, with four out of six recent news headlines carrying a positive tone.

Catalyst Identification:

  • Upcoming dividend payments
  • Market trends favoring energy-related stocks

Market Narrative: The current uptrend in RRX's price action can be attributed to the positive sentiment from recent news headlines and the bullish MACD signal line crossover. However, it's essential to monitor for any changes in market conditions or company-specific news that could impact this trend.

Risk & Volatility Assessment

Risk Interpretation:

  • Beta (2.07) is high relative to the market, indicating increased risk.

Volatility Regime: The current volatility level is relatively high compared to historical levels.

Options Market Signals:

  • IV rank is low (18.4%), suggesting that options traders are not pricing in extreme moves.
  • Put/call ratios: 0.58 - Bullish sentiment

Downside Protection: Support levels and risk management considerations should be monitored closely, as the stock's high volatility and beta levels increase the risk of sudden price movements.

Market Context & Positioning

Sector Performance:

  • Energy sector has been performing well recently, contributing to RRX's upward trend.

Institutional Activity:

  • Volume patterns suggest institutional interest is increasing, which could support further price gains.

Correlation Analysis: The stock's correlation with the market (R-squared interpretation) suggests that it moves independently of the broader market.

Relative Valuation: RRX is trading within a trading range, suggesting that investors should be cautious and monitor for signs of breakout or breakdown.

Key Levels & Action Items

Critical Price Levels:

  • Resistance at $232.08
  • Support at $198.29

Breakout/Breakdown Levels:

  • Breakout above $232.08 could lead to further price gains.
  • Breakdown below $198.29 could signal a reversal in the trend.

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches

Risk Management: Stop-loss levels and position sizing considerations should be implemented to manage risk.

Note: This report provides an analysis of RRX's technical and fundamental factors, as well as recent news headlines. It does not provide buy or sell recommendations.

Generated
News
All RRX news →
Earnings History
16 of 21 under expected move
Avg Expected Move
8.37%
Avg Actual Move
6.66%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-11-02 Pre-Market 7.00% 6.24% 0.89x Within
2022-02-03 Pre-Market 7.38% 2.69% 0.36x Within
2022-04-28 Pre-Market 9.90% 3.24% 0.33x Within
2022-08-02 Pre-Market 6.93% 0.53% 0.08x Within
2022-10-27 Pre-Market 4.27% 12.81% 3.00x Exceeded
2023-02-02 Pre-Market 2.71% 9.39% 3.46x Exceeded
2023-05-05 Pre-Market 7.89% 1.46% 0.19x Within
2023-08-01 Pre-Market 7.27% 5.95% 0.82x Within
2023-11-02 Pre-Market 8.04% 15.76% 1.96x Exceeded
2024-02-08 Pre-Market 7.21% 5.14% 0.71x Within
2024-05-07 Pre-Market 7.34% 6.91% 0.94x Within
2024-08-01 Pre-Market 8.28% 1.42% 0.17x Within
2024-11-05 Pre-Market 9.90% 1.32% 0.13x Within
2025-02-06 Pre-Market 8.51% 7.87% 0.92x Within
2025-05-06 After-Close 6.39% 3.72% 0.58x Within
2025-08-06 Pre-Market 8.43% 0.22% 0.03x Within
2025-10-30 Pre-Market 12.31% 3.69% 0.30x Within
2026-02-05 Pre-Market 9.42% 12.17% 1.29x Exceeded
2026-05-06 After-Close 11.71% 10.85% 0.93x Within
2026-08-05 Pre-Market 12.16% 16.72% 1.38x Exceeded
2026-11-03 Pre-Market 12.80% 11.81% 0.92x Within

Earnings calendar: this week’s reports with expected vs actual moves →

RRX Options Activity & IV Rank

RRX IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 50.3%
7-DTE IV: 53.5%
Expected Move: $23.60
7-DTE Move: $13.55
Days to Exp: 39 (2026-12-18)

Options Flow · All expiries

Call Volume: 955
Put Volume: 1,867
P/C Volume: 1.955
BEARISH
Call OI: 7,585
Put OI: 6,996
P/C OI: 0.922
Total OI: 14,581

ATM Options Pricing

ATM Call: $12.75
ATM Put: $10.85
Call %: 7.0%
Put %: 6.0%

Chain Summary

Chain Volume: 2,822
Chain OI: 14,581
Last Updated: 11/9/2026
Spread Scanner
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Scanning bull put, bear call, iron condor and calendar spreads…

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 30th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
30%
vs own history
GEX tilt
-0.00
OI-weighted, today
Vanna tilt
+0.15
δ-sensitivity to IV
Charm tilt
-0.13
δ-decay vs time

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 53 ATM contracts, 7k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)29.7MediumNov 9
IV Rank (30 DTE)42.3MediumNov 9
Straddle Price (30 DTE)$23.60Nov 9
Beta Analysis

Risk Metrics

Beta: 2.1178
Alpha: 16.74%
Correlation: 0.5414
R-Squared: 29.3%
Stock Volatility: 53.8%
Market Volatility: 13.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own RRX
6 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Viking Global Hedge fund
Andreas Halvorsen
$500.6M
1.43%
#28 of 90-33.1%13F
Millennium Management Hedge fund
Izzy Englander
$231.7M
0.16%
#105 of 3716+6.8%13F
Point72 Hedge fund
Steve Cohen
$32.0M
0.05%
#445 of 1945-80.4%13F
Bridgewater Associates Hedge fund
Ray Dalio
$27.8M
0.11%
#148 of 997+3100.5%13F
Citadel Hedge fund
Ken Griffin
$11.7M
0.01%
#1464 of 6285-75.5%13F
Rockefeller Capital Management Family office
Rockefeller family
$888K
0.00%
#1776 of 4729+70.8%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

RRX Institutional Ownership (13F)

Filings for 2026-06-30 · 271 already for 2026-09-30
Diluted shares outstanding: 66,775,000 (as of 2026-09-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

619 filers71,902,719 shares$16.03B value107.68% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 6,202,425 $1.48B 9.21% 9.29% 2026-06-30
2 FMR LLC Custodian 4,532,944 $1.08B 6.73% 6.79% 2026-06-30
3 Victory Capital Management Inc. 4,484,153 $1.07B 6.66% 6.72% 2026-06-30
4 Vanguard Capital Management LLC 3,009,796 $716.90M 4.47% 4.51% 2026-06-30
5 Vanguard Portfolio Management LLC 2,834,179 $675.07M 4.21% 4.24% 2026-06-30
6 Wellington Management Group LLP Custodian 2,584,056 $615.50M 3.84% 3.87% 2026-06-30
7 VIKING GLOBAL INVESTORS LP 2,101,759 $500.62M 3.12% 3.15% 2026-06-30
8 State Street Corp 2,091,762 $498.91M 3.11% 3.13% 2026-06-30
9 Nuveen, LLC Custodian 1,501,477 $357.64M 2.23% 2.25% 2026-06-30
10 Invesco Ltd. Custodian 1,478,084 $352.06M 2.20% 2.21% 2026-06-30
11 Dimensional Fund Advisors LP Custodian 2,150,587 $333.58M 2.08% 3.22% 2026-09-30
12 Nordea Investment Management AB 1,288,585 $293.57M 1.83% 1.93% 2026-06-30
13 Bank of New York Mellon Corp Custodian 1,704,236 $264.34M 1.65% 2.55% 2026-09-30
14 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,069,048 $254.64M 1.59% 1.60% 2026-06-30
15 Norges Bank 978,022 $232.96M 1.45% 1.46% 2026-06-30
16 Millennium Management LLC Custodian 972,549 $231.65M 1.44% 1.46% 2026-06-30
17 BESSEMER GROUP INC Custodian 905,448 $215.67M 1.35% 1.36% 2026-06-30
18 WESTFIELD CAPITAL MANAGEMENT CO LP 856,976 $204.12M 1.27% 1.28% 2026-06-30
19 Geode Capital Management, LLC Custodian 1,243,607 $192.95M 1.20% 1.86% 2026-09-30
20 The Manufacturers Life Insurance Company 724,633 $172.60M 1.08% 1.09% 2026-06-30
21 Morgan Stanley Custodian 709,902 $169.09M 1.05% 1.06% 2026-06-30
22 UBS Group AG Custodian 630,294 $150.13M 0.94% 0.94% 2026-06-30
23 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 608,011 $144.84M 0.90% 0.91% 2026-06-30
24 Franklin Resources, Inc. Custodian 585,705 $139.51M 0.87% 0.88% 2026-06-30
25 Northern Trust Corp Custodian 566,116 $134.84M 0.84% 0.85% 2026-06-30
9 filers$77.12M notional
# Filer Notional Value % of Total Period
1 PEAK6 LLC $25.56M 33.14% 2026-06-30
2 Balyasny Asset Management L.P. $21.44M 27.80% 2026-06-30
3 Susquehanna International Group, LLP Custodian $11.58M 15.01% 2026-06-30
4 IMC-Chicago, LLC Custodian $6.86M 8.89% 2026-09-30
5 Jane Street Group, LLC Custodian $4.91M 6.36% 2026-06-30
6 Citadel Advisors LLC Custodian $4.88M 6.33% 2026-06-30
7 Twin Tree Management, LP $1.00M 1.30% 2026-06-30
8 Simplex Trading, LLC Custodian $884.13K 1.15% 2026-09-30
9 GROUP ONE TRADING LLC Custodian $23.82K 0.03% 2026-06-30
12 filers$79.91M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $22.37M 27.99% 2026-06-30
2 Jane Street Group, LLC Custodian $15.89M 19.88% 2026-06-30
3 Citadel Advisors LLC Custodian $13.67M 17.11% 2026-06-30
4 IMC-Chicago, LLC Custodian $9.86M 12.35% 2026-09-30
5 Millennium Management LLC Custodian $9.53M 11.92% 2026-06-30
6 Twin Tree Management, LP $3.45M 4.32% 2026-06-30
7 BRANT POINT INVESTMENT MANAGEMENT LLC $3.22M 4.02% 2026-06-30
8 Simplex Trading, LLC Custodian $1.15M 1.44% 2026-09-30
9 TUDOR INVESTMENT CORP ET AL $476.38K 0.60% 2026-06-30
10 Walleye Capital LLC $166.73K 0.21% 2026-06-30
11 Citigroup Inc. Custodian $108.58K 0.14% 2026-09-30
12 GROUP ONE TRADING LLC Custodian $23.82K 0.03% 2026-06-30

RRX Insider Trading (Form 4)

Latest: 2026-10-16
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-16 Michael P Doss Director Award (A) +4 $157.06 $701 EDGAR
2026-10-16 Theodore D Crandall Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Kevin Long EVP and President, AMC* Award (A) +12 $157.06 $2.0K EDGAR
2026-10-16 Stephen M Burt Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Hugo Dubovoy Jr. EVP, General Counsel & Sec.* Award (A) +12 $157.06 $2.0K EDGAR
2026-10-16 Jan Bertsch Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Curtis W Stoelting Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Michael F Hilton Director Award (A) +4 $157.06 $701 EDGAR
2026-10-16 Gerben Bakker Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Alexander P Scarpelli SVP, Corp. Controller and CAO* Award (A) +3 $157.06 $496 EDGAR
2026-10-16 Brooke Lang EVP and President, PES* Award (A) +9 $157.06 $1.5K EDGAR
2026-10-16 Robin A Walker-Lee Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Aamir Paul Chief Executive Officer Award (A) +107 $157.06 $16.9K EDGAR
2026-10-16 Rakesh Sachdev Director Award (A) +2 $157.06 $324 EDGAR
2026-10-16 Cheryl Lewis EVP and Chief HR Officer* Award (A) +11 $157.06 $1.8K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

RRX Insider Holdings

23 insiders · @ $180.65
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Louis V. Pinkham Chief Executive Officer 73,060 $13.20M -$21.00M 34 2026-05-13
2 Aamir Paul Chief Executive Officer 48,592 $8.78M $0 3 2026-10-16
3 Rakesh Sachdev Director 28,266 $5.11M $0 15 2026-10-16
4 Robert Rehard EVP and CFO* 28,004 $5.06M -$3.47M 34 2026-10-16
5 Curtis W Stoelting Director 27,678 $5.00M -$1.84M 19 2026-10-16
6 Kevin J Zaba Executive Vice President 26,528 $4.79M -$21.4K 28 2025-10-16
7 Stephen M Burt Director 26,266 $4.75M $0 15 2026-10-16
8 Jerrald R Morton Executive Vice President 16,835 $3.04M -$4.15M 36 2026-10-16
9 Anesa Chaibi Director 15,341 $2.77M $0 6 2025-01-16
10 Cheryl Lewis EVP and Chief HR Officer* 14,928 $2.70M -$488.0K 29 2026-10-16
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

RRX Board & Officers

As of SEC filings through Oct 16, 2026

Directors 11

Officers 11

Changes in the last 10 years (48)
Oct 16, 2026Aamir Paul first listed as a director in an SEC filing
Jul 16, 2026Jerrald R Morton listed as Executive Vice President (previously EVP and Pres. IPS*) in SEC filings
Jul 1, 2026Aamir Paul became Chief Executive Officer
Jun 1, 2026Mark Klossner became EVP and Pres. IPS*
Apr 22, 2026The company announced the departure of Louis V. Pinkham from the board in an SEC filing
Oct 23, 2025Kevin Long became EVP and President, AMC*
Feb 17, 2025Rashida A Hodge became a director
Feb 17, 2025Gerben Bakker became a director
Feb 13, 2025The company announced the departure of Anesa Chaibi from the board in an SEC filing
Jan 16, 2025Alexander P Scarpelli listed as SVP, Corp. Controller and CAO* (previously VP, Corp. Controller and CAO*) in SEC filings
Apr 23, 2024Hugo Dubovoy Jr. became EVP, General Counsel & Sec.*
Jan 10, 2024The company announced the departure of Thomas E Valentyn as EVP, General Counsel & Sec.* in an SEC filing
Nov 3, 2023The company announced the departure of Louis V. Pinkham as Chief Executive Officer in an SEC filing
Oct 27, 2023Timothy A. Dickson became SVP & Chief Digi & Info Ofc*
Oct 17, 2023Thomas E Valentyn listed as EVP, General Counsel & Sec.* (previously VP General Counsel & Secretary) in SEC filings
Oct 17, 2023Robert Rehard listed as EVP and CFO* (previously VP and Chief Financial Officer) in SEC filings
Oct 17, 2023Kevin J Zaba listed as EVP and Pres. AMC* (previously *EVP and Pres, Motion Control) in SEC filings
Oct 17, 2023Jerrald R Morton listed as EVP and Pres. IPS* (previously EVP and Pres, MCS Integration*) in SEC filings
Oct 17, 2023Cheryl Lewis listed as EVP and Chief HR Officer* (previously Vice President, CHRO*) in SEC filings
Aug 7, 2023Brooke Lang became EVP and President, PES*
Not reported recently (16)
  • John Avampato · Last reported as Senior VP & CIO * in an SEC filing dated Oct 17, 2023
  • Scott Douglas Brown · Last reported as Segment President* in an SEC filing dated Oct 17, 2023
  • Christopher L Doerr · Last reported as a director in an SEC filing dated May 9, 2022
  • Daniel J Klun · Last reported as VP, Corporate Controller in an SEC filing dated Oct 6, 2021
  • Eric S McGinnis · Last reported as Segment President* in an SEC filing dated Aug 4, 2021
  • Jason R. Longley · Last reported as VP, Corporate Controller in an SEC filing dated May 11, 2021
  • Dean A Foate · Last reported as a director in an SEC filing dated May 7, 2021
  • Jonathan J Schlemmer · Last reported as Chief Operating Officer in an SEC filing dated Nov 8, 2019
  • Timothy J Oswald · Last reported as VP/Human Resources in an SEC filing dated May 14, 2019
  • Thomas J Fischer · Last reported as a director in an SEC filing dated May 10, 2019
  • Jane L Warner · Last reported as a director in an SEC filing dated May 10, 2019
  • Mark Joseph Gliebe · Last reported as a director in an SEC filing dated Feb 20, 2019
  • Henry W Knueppel · Last reported as a director in an SEC filing dated Feb 19, 2019
  • Terry R Colvin · Last reported as VP/Human Resources in an SEC filing dated Aug 15, 2018
  • Terrence Hahn · Last reported as a director in an SEC filing dated Aug 13, 2018
  • Robert A. Lazzerini · Last reported as Chief Accounting Officer in an SEC filing dated Dec 15, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

RRX Proposed Insider Sales (Form 144)

Latest: 2026-08-10
Last 30d: 0 filings  ·  Last 90d: 1 filing · $30K notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Scarpelli Alexander P (1, $30K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-10 Scarpelli Alexander P Officer 170 $30.0K 2026-08-10 Fidelity Brokerage Services LLC — EDGAR
2026-05-22 Rehard Robert Officer 6,499 $1.30M 2026-05-22 Fidelity Brokerage Services LLC — EDGAR
2026-05-14 Morton Jerrald R Officer 9,390 $1.96M 2026-05-14 Fidelity Brokerage Services LLC — EDGAR
2026-05-11 Pinkham Louis V. Officer, Director 22,509 $4.76M 2026-05-11 Fidelity Brokerage Services LLC — EDGAR
2026-05-11 Walker-Lee Robin A Director 1,297 $277.4K 2026-05-11 Fidelity Brokerage Services LLC — EDGAR
2026-02-25 Rehard Robert Officer 968 $215.9K 2026-02-25 Fidelity Brokerage Services LLC — EDGAR
2026-02-25 Scarpelli Alexander P Officer 290 $64.9K 2026-02-25 Fidelity Brokerage Services LLC — EDGAR
2026-02-24 Rehard Robert Officer 1,289 $287.6K 2026-02-24 Fidelity Brokerage Services LLC — EDGAR
2026-02-09 Zaba Kevin J Former Officer 38,222 $8.22M 2026-02-09 Fidelity Brokerage Services LLC — EDGAR
2026-02-09 Pinkham Louis V. Officer, Director 36,728 $7.92M 2026-02-09 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Event Link
2026-11-03 Earnings results EDGAR
2026-08-05 Earnings results EDGAR
2026-06-01 Director or officer change EDGAR
2026-05-07 Earnings results EDGAR
2026-04-30 Shareholder vote results EDGAR
2026-04-22 Director or officer change · Regulation FD disclosure EDGAR
2026-02-05 Earnings results EDGAR
2025-11-25 Material agreement · New debt obligation EDGAR
2025-10-31 Director or officer change · Regulation FD disclosure EDGAR
2025-10-30 Earnings results EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0000082811-26-000054 EDGAR
2025-02-21 0000082811-25-000046 EDGAR
2024-02-26 0000082811-24-000035 EDGAR
2023-02-24 0000082811-23-000040 EDGAR
2022-03-02 0000082811-22-000069 EDGAR
2021-03-02 0000082811-21-000043 EDGAR
2020-02-26 0000082811-20-000035 EDGAR
2019-02-26 0000082811-19-000018 EDGAR
2018-02-27 0000082811-18-000011 EDGAR
2017-03-01 0000082811-17-000017 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-11-03 0000082811-26-000238 EDGAR
2026-08-05 0000082811-26-000229 EDGAR
2026-05-07 0000082811-26-000144 EDGAR
2025-10-30 0000082811-25-000215 EDGAR
2025-08-06 0000082811-25-000202 EDGAR
2025-05-06 0000082811-25-000119 EDGAR
2024-11-05 0000082811-24-000210 EDGAR
2024-08-01 0000082811-24-000163 EDGAR
2024-05-07 0000082811-24-000088 EDGAR
2023-11-03 0000082811-23-000190 EDGAR
ETF Holders
137 ETFs hold RRX
25 shown · $2.03B total exposure · 0.17% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.34% $407.4M $121.4B 2026-11-06
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.01% $328.9M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.13% $232.5M — 2026-09-30
4 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.24% $151.3M — 2026-09-30
5 VXF Vanguard Extended Market ETF Vanguard 0.12% $116.3M — 2026-09-30
6 DFAT Dimensional US Targeted Value ETF Dimensional 0.37% $115.1M — 2026-11-05
7 PAVE Global X U.S. Infrastructure Development ETF Global X 0.72% $92.7M — 2026-11-06
8 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.32% $81.5M $25.6B 2026-11-05
9 DFSV Dimensional US Small Cap Value ETF Dimensional 0.23% $61.1M — 2026-11-05
10 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.32% $58.6M $18.3B 2026-11-05
11 IJJ iShares S&P Mid-Cap 400 Value ETF iShares (BlackRock) 0.67% $57.3M $8.6B 2026-11-06
12 DFAS Dimensional US Small Cap ETF Dimensional 0.14% $48.4M — 2026-11-05
13 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.08% $47.9M $56.9B 2026-11-06
14 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.05% $40.3M — 2026-11-05
15 SCHM Schwab U.S. Mid-Cap ETF Nport 0.20% $29.2M — 2026-08-31
16 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.03% $24.6M $82.9B 2026-11-06
17 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.05% $20.1M — 2026-11-05
18 MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF SPDR (State Street) 0.63% $17.5M $2.8B 2026-11-05
19 IVOO Vanguard S&P Mid-Cap 400 ETF Vanguard 0.30% $17.3M — 2026-09-30
20 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.11% $16.1M $14.8B 2026-11-06
21 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.02% $15.0M $93.2B 2026-11-06
22 TSME Thrivent Small-Mid Cap Equity ETF Nport 1.29% $13.6M — 2026-06-30
23 DON WisdomTree U.S. Midcap Dividend Fund Nport 0.33% $13.0M — 2026-06-30
24 VIS Vanguard Industrials ETF Vanguard 0.15% $12.6M — 2026-09-30
25 BKDV BNY Mellon Dynamic Value ETF Nport 0.64% $11.7M — 2026-07-31
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
52.25
TTM Diluted EPS
$3.46
TTM Revenue
$6.15B
TTM Net Income
$232.00M
TTM Op. Cash Flow
$579.20M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-09-30$1.59B$-12.50M$-0.19$219.80M
Q2 '262026-06-30$1.56B$116.60M$1.74$176.70M
Q1 '262026-03-31$1.48B$64.30M$0.96$14.90M
Q4 '252025-12-31$1.52B$63.60M$0.95$167.80M
Q3 '252025-09-30$1.50B$79.60M$1.20$197.50M
Q2 '252025-06-30$1.50B$79.20M$1.19$523.20M
Q1 '252025-03-31$1.42B$57.30M$0.86$102.30M
Q4 '242024-12-31$1.46B$41.20M$0.62$213.20M
Q3 '242024-09-30$1.48B$72.70M$1.09$154.80M
Q2 '242024-06-30$1.55B$62.50M$0.94$158.30M
Q1 '242024-03-31$1.55B$19.80M$0.30$83.10M
Q4 '232023-12-31$1.61B$55.90M$0.84$201.30M
Q3 2026 • period ending 2026-09-30 • filed 2026-11-03
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
52.25
P/B
1.74
P/S
1.99
EV/EBITDA
13.36
EV/Sales
2.68
ROE
4.7%
ROA
2.4%
Div Yield
0.87%
FCF Yield
4.62%
Debt/Equity
0.66
Current Ratio
—
Market Cap
$12.06B
as of 2026-11-09

RRX vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
UNP Union Pacific Corp. $172.4B 23.1 +7.4% +27.8% 30
CSX CSX Corporation $91.0B 26.0 +5.8% +38.4% 42
URI United Rentals, Inc. $65.4B 25.0 +9.4% +34.3% 55
J Jacobs Solutions Inc. $17.4B 55.3 +20.1% +16.4% 58
HII Huntington Ingalls Industries, Inc. $11.4B 16.3 +12.6% −13.1% 22
RRX Regal Rexnord Corporation $11.3B 52.2 +4.7% +23.6% 42
MOG.A Moog Inc. $10.2B 28.5 +15.7% +35.0% 72
AYI Acuity Inc. $9.7B 19.8 +6.8% −9.5% 38
FLR Fluor Corporation $6.2B 23.4 −8.3% +20.9% 21
Peer median $14.4B 24.2 +8.4% +24.3% 40

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.

Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
2.85M
SI % of Float
4.30%
Days to Cover
2.39
Short Vol Ratio
68.5%
Free Float
66.18M
Float %
99.4%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-24