UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Commission File number 1-7283 Regal Rexnord Corporation (Exact Name of Registrant as Specified in Its Charter) Wisconsin 39-0875718 (State of Incorporation) (IRS Employer Identification No.) 200 State Street, Beloit, Wisconsin 53511 (Address of principal executive offices) (608) 364-8800 (Registrant' ...

Regal Rexnord Corporation (NYSE:RRX) Q4 2022 Results Conference Call February 2, 2023 10:00 AM ET Company Participants Robert Barry - VP, IR Louis Pinkham - CEO Rob Rehard - VP and CFO Conference Call Participants Nigel Coe - Wolfe Research Mike Halloran - Baird Christopher Glynn - Oppenheimer Jeff Hammond - KeyBanc Capital Markets Chris Dankert - Loop Capital Operator Good morning, and welcome to the Regal Rexnord Fourth Quarter 2022 Earnings Conference Call. All participants will be in listen-only mode. [ ...

[PART I — FINANCIAL INFORMATION](index=5&type=section&id=PART%20I%20%E2%80%94%20FINANCIAL%20INFORMATION) This section presents the unaudited condensed consolidated financial statements, management's discussion and analysis, market risk disclosures, and controls and procedures [Condensed Consolidated Financial Statements (Unaudited)](index=5&type=section&id=Item%201%20%E2%80%94%20Condensed%20Consolidated%20Financial%20Statements%20%28Unaudited%29) The unaudited condensed consolidated financial statements for the period ended September 30, 2022, show significant year-over-year growth in revenue and net income, largely driven by recent acquisitions [Condensed Consolidated Statements of Income](index=5&type=section&id=Condensed%20Consolidated%20Statements%20of%20Income) The income statement reflects substantial increases in net sales, gross profit, and net income for the three and nine months ended September 30, 2022 Key Income Statement Data (in Millions) | Metric | Three Months Ended Sep 30, 2022 | Three Months Ended Oct 2, 2021 | Nine Months Ended Sep 30, 2022 | Nine Months Ended Oct 2, 2021 | | :--- | :--- | :--- | :--- | :--- | | **Net Sales** | $1,325.3 | $892.7 | $3,973.2 | $2,593.7 | | **Gross Profit** | $407.7 | $268.1 | $1,263.1 | $775.6 | | **Income from Operations** | $173.9 | $120.9 | $538.7 | $337.6 | | **Net Income Attributable to Regal Rexnord** | $119.8 | $79.8 | $387.4 | $233.1 | | **Diluted EPS** | $1.80 | $1.95 | $5.76 | $5.69 | [Condensed Consolidated Balance Sheets](index=7&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) The balance sheet shows an increase in cash and inventories, a slight decrease in total assets, and an increase in long-term debt as of September 30, 2022 Key Balance Sheet Data (in Millions) | Metric | September 30, 2022 | January 1, 2022 | | :--- | :--- | :--- | | **Cash and Cash Equivalents** | $723.6 | $672.8 | | **Inventories** | $1,361.5 | $1,192.4 | | **Goodwill** | $3,968.8 | $4,039.2 | | **Total Assets** | $10,249.0 | $10,367.4 | | **Long-Term Debt** | $2,165.2 | $1,913.6 | | **Total Equity** | $6,171.8 | $6,408.2 | [Condensed Consolidated Statements of Cash Flows](index=10&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Cash flow from operating activities decreased for the nine months ended September 30, 2022, while cash and cash equivalents at period-end increased Cash Flow Summary (in Millions) | Cash Flow Activity | Nine Months Ended Sep 30, 2022 | Nine Months Ended Oct 2, 2021 | | :--- | :--- | :--- | | **Net Cash Provided by Operating Activities** | $238.0 | $258.1 | | **Net Cash Used in Investing Activities** | $(84.1) | $(37.5) | | **Net Cash Used in Financing Activities** | $(41.4) | $(500.8) | | **Effect of Exchange Rates on Cash** | $(61.7) | $(2.5) | | **Net Increase (Decrease) in Cash** | $50.8 | $(282.7) | | **Cash and Cash Equivalents at End of Period** | $723.6 | $328.6 | [Notes to Condensed Consolidated Financial Statements](index=11&type=section&id=Notes%20to%20Condensed%20Consolidated%20Financial%20Statements) Key notes include a fiscal year-end change, a retrospective inventory accounting method change, and details on significant acquisitions - Effective in fiscal year 2022, the company changed its fiscal year-end to a calendar year ending December 31[30](index=30&type=chunk) - As of January 2, 2022, the company changed its inventory valuation method from LIFO to FIFO, retrospectively applying the change to all presented periods[31](index=31&type=chunk)[34](index=34&type=chunk) - On October 4, 2021, the company completed its combination with the Rexnord PMC business in a Reverse Morris Trust transaction, with total consideration of approximately **$4.0 billion**[55](index=55&type=chunk)[61](index=61&type=chunk) - On November 23, 2021, the company acquired Arrowhead Systems, LLC for **$315.6 million** in cash[71](index=71&type=chunk) - On October 26, 2022, the company entered into a definitive agreement to acquire Altra Industrial Motion Corp. for an enterprise value of approximately **$4.95 billion**[141](index=141&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=38&type=section&id=Item%202%20%E2%80%94%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management attributes the significant increase in net sales for Q3 2022 primarily to the acquisitions of Rexnord PMC and Arrowhead, alongside organic sales growth Q3 2022 vs Q3 2021 Performance Summary | Metric | Q3 2022 | Q3 2021 | Change | Drivers | | :--- | :--- | :--- | :--- | :--- | | **Net Sales** | $1,325.3M | $892.7M | +48.5% | Acquisitions (+42.8%), Organic Growth (+8.2%), FX (-2.5%) | | **Gross Profit** | $407.7M | $268.1M | +52.1% | Acquisitions, price realization, offset by inflation & restructuring | | **Operating Income** | $173.9M | $120.9M | +43.8% | Acquisitions, offset by higher operating expenses | - The Motion Control Solutions segment's net sales surged by **185.5%** in Q3 2022, primarily due to the acquisitions of the Rexnord PMC and Arrowhead businesses[174](index=174&type=chunk) - The company expects to continue to see **high single-digit organic sales growth** for the full year 2022, driven by price realization and growth initiatives, despite inflation and supply chain challenges[169](index=169&type=chunk) - Cash flow from operations decreased to **$238.0 million** for the first nine months of 2022 from **$258.1 million** in the prior year, mainly due to an increase in working capital[183](index=183&type=chunk) - In connection with the pending Altra acquisition, the company has secured a debt commitment for a senior bridge loan facility of approximately **$5.5 billion**[142](index=142&type=chunk)[190](index=190&type=chunk) [Quantitative and Qualitative Disclosures about Market Risk](index=49&type=section&id=Item%203%20%E2%80%94%20Quantitative%20and%20Qualitative%20Disclosures%20about%20Market%20Risk) The company manages market risks from interest rates, foreign currency exchange rates, and commodity prices through derivative financial instruments - The company manages market risk through derivative instruments, with policies prohibiting their use for speculative purposes[204](index=204&type=chunk) - A hypothetical **10% change** in the weighted average borrowing rate on the **$1.63 billion** of variable rate debt would result in a **$7.2 million** change in after-tax annualized earnings[207](index=207&type=chunk)[208](index=208&type=chunk) Foreign Exchange Contract Exposure (Notional Amounts, in Millions) | Currency | Notional Amount (USD) | | :--- | :--- | | Chinese Renminbi | $201.4 | | Mexican Peso | $181.0 | | Euro | $204.7 | | Indian Rupee | $49.3 | Commodity Contract Exposure (Notional Amounts, in Millions) | Commodity | Notional Amount (USD) | | :--- | :--- | | Copper | $126.4 | | Aluminum | $5.5 | [Controls and Procedures](index=52&type=section&id=Item%204%20%E2%80%94%20Controls%20and%20Procedures) Management concluded that the company's disclosure controls and procedures were effective as of September 30, 2022, with no material changes to internal controls - The Chief Executive Officer and Chief Financial Officer concluded that the company's disclosure controls and procedures were effective as of the end of the reporting period[219](index=219&type=chunk) - No material changes to the company's internal control over financial reporting were identified during the third fiscal quarter of 2022[220](index=220&type=chunk) [PART II — OTHER INFORMATION](index=52&type=section&id=PART%20II%20%E2%80%94%20OTHER%20INFORMATION) This section covers legal proceedings, risk factors, unregistered sales of equity securities, and exhibits [Legal Proceedings](index=52&type=section&id=Item%201%20%E2%80%94%20Legal%20Proceedings) There have been no material changes in the legal matters previously disclosed in the company's Annual Report on Form 10-K for the year ended January 1, 2022 - No material changes in legal proceedings have occurred since the filing of the 2021 Annual Report on Form 10-K[222](index=222&type=chunk) [Risk Factors](index=52&type=section&id=Item%201A%20%E2%80%94%20Risk%20Factors) The company has identified new significant risks related to the pending acquisition of Altra Industrial Motion Corp., including transaction completion, increased debt, and integration challenges - The consummation of the Altra Transaction is subject to numerous conditions, including shareholder and regulatory approvals, and there is no assurance it will be completed[224](index=224&type=chunk)[225](index=225&type=chunk) - The company expects to incur substantial new indebtedness (up to **~$7.5 billion**) to fund the Altra Transaction, which will significantly increase debt levels and service obligations[228](index=228&type=chunk)[229](index=229&type=chunk) - Potential difficulties in integrating Altra's business, systems, and personnel could prevent the company from realizing the anticipated benefits and synergies of the acquisition[232](index=232&type=chunk)[233](index=233&type=chunk) - The company will incur significant one-time costs for financing, transaction, and integration related to the Altra acquisition, which could adversely affect liquidity and operating results[236](index=236&type=chunk) [Unregistered Sales of Equity Securities and Use of Proceeds](index=54&type=section&id=Item%202%20%E2%80%94%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) During Q3 2022, the company repurchased 391,991 shares of common stock for $55.3 million under its authorized share repurchase program Share Repurchase Activity (Q3 2022) | Period | Total Shares Purchased | Average Price Paid per Share | Total Value (in millions) | | :--- | :--- | :--- | :--- | | Jul 2022 | 47,953 | $110.25 | $5.3 | | Aug 2022 | 344,038 | $145.35 | $50.0 | | Sep 2022 | — | — | — | | **Total Q3** | **391,991** | **N/A** | **$55.3** | - The share repurchases were conducted under the **$500.0 million** authorization approved by the Board of Directors in October 2021, which has no expiration date[241](index=241&type=chunk) [Exhibits](index=56&type=section&id=Item%206%20%E2%80%94%20Exhibits) This section lists the exhibits filed with the Form 10-Q, including separation agreements and required certifications - Exhibits filed include separation and retirement agreements for John C. Kunze[243](index=243&type=chunk) - Required CEO and CFO certifications pursuant to Section 302 and Section 1350 of the Sarbanes-Oxley Act are included as exhibits[243](index=243&type=chunk)

Regal Rexnord Corporation (NYSE:RRX) Q3 2022 Results Conference Call November 1, 2022 10:00 AM ET Company Participants Robert Barry - VP of IR Louis Pinkham - CEO and Director Robert Rehard - VP and CFO Conference Call Participants Michael Halloran - Baird Julian Mitchell - Barclays Jeff Hammond - KeyBanc Joe Ritchie - Goldman Sachs Christopher Glynn - Oppenheimer Nigel Coe - Wolfe Research Chris Dankert - Loop Capital Operator Good morning, and welcome to the Regal Rexnord Third Quarter 2022 Earnings Confe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-07283 REGAL REXNORD CORPORATION (Exact name of registrant as specified in its charter) Wisconsin 39-0875718 (State or other jurisdiction of incorporation) (IRS Employer Ident ...

Regal Rexnord Corporation (NYSE:RRX) Q2 2022 Earnings Conference Call August 2, 2022 10:00 AM ET Company Participants Rob Barry – Vice President of Investor Relations Louis Pinkham – Chief Executive Officer Rob Rehard – Vice President and Chief Financial Officer Conference Call Participants Mike Halloran – Baird Jeff Hammond – KeyBanc Joe Ritchie – Goldman Sachs Nigel Coe – Wolfe Research Walt Liptak – Seaport Chris Dankert – Loop Capital Julian Mitchell – Barclays Operator Good morning, and welcome to the ...

ԹRegalRexnord Creating a better tomorrow™… Second Quarter 2022 Earnings August 2, 2022 Louis Pinkham, Chief Executive Officer Rob Rehard, Vice President, Chief Financial Officer 2Q 2022 FORWARD LOOKING STATEMENTS This press release contains forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, which reflect Regal Rexnord's current estimates, expectations and projections about Regal Rexnord's future results, performance, prospects and opportunities. ...

[PART I — FINANCIAL INFORMATION](index=5&type=section&id=PART%20I%20%E2%80%94%20FINANCIAL%20INFORMATION) This section encompasses the company's unaudited financial statements, management's analysis, market risk disclosures, and internal controls [Item 1 — Condensed Consolidated Financial Statements (Unaudited)](index=5&type=section&id=Item%201%20%E2%80%94%20Condensed%20Consolidated%20Financial%20Statements%20%28Unaudited%29) Unaudited condensed consolidated financial statements show significant increases in net sales and income, reflecting recent acquisitions and an accounting method change Q1 2022 vs Q1 2021 Performance Summary | Metric | Three Months Ended March 31, 2022 | Three Months Ended April 3, 2021 | | :--- | :--- | :--- | | **Net Sales** | $1,298.5 million | $814.1 million | | **Gross Profit** | $421.9 million | $249.8 million | | **Income from Operations** | $169.9 million | $101.5 million | | **Net Income Attributable to Regal Rexnord** | $125.6 million | $68.9 million | | **Diluted EPS** | $1.85 | $1.68 | - The company changed its inventory valuation method from Last-In, First-Out (LIFO) to First-In, First-Out (FIFO) as of January 2, 2022, believing it provides a better matching of costs and revenues and improves comparability, with this change applied retrospectively to all presented periods[29](index=29&type=chunk)[31](index=31&type=chunk) - Effective for fiscal year 2022, the company changed its fiscal year-end from a 52-53 week structure to a calendar year ending on December 31[28](index=28&type=chunk) [Notes to Condensed Consolidated Financial Statements](index=10&type=section&id=Notes%20to%20Condensed%20Consolidated%20Financial%20Statements) This section provides detailed notes to the financial statements, including information on acquisitions, goodwill, financing activities, and tax rates - On October 4, 2021, the company completed its combination with the Rexnord Process & Motion Control (PMC) business in a Reverse Morris Trust transaction, with the total preliminary purchase price approximately **$4.0 billion**[46](index=46&type=chunk)[52](index=52&type=chunk) - On November 23, 2021, the company acquired Arrowhead Systems, LLC for **$315.6 million** in cash, now part of the Motion Control Solutions segment[62](index=62&type=chunk) Goodwill by Segment (as of March 31, 2022) | Segment | Goodwill (in millions) | | :--- | :--- | | Commercial Systems | $428.9 | | Industrial Systems | $128.7 | | Climate Solutions | $330.4 | | Motion Control Solutions | $3,163.3 | | **Total** | **$4,051.3** | - On March 28, 2022, the company entered into a Second Amended and Restated Credit Agreement, which includes a **$550.0 million** Term Facility, a **$486.8 million** Land Term Facility, and a **$1.0 billion** Multicurrency Revolving Facility, all maturing in 2027[81](index=81&type=chunk)[82](index=82&type=chunk) - During Q1 2022, the company repurchased **731,194 shares** of its common stock for **$114.2 million** under its authorized share repurchase program[93](index=93&type=chunk) - The effective tax rate for Q1 2022 was **22.2%**, down from **23.3%** in Q1 2021, primarily due to additional tax reserves for foreign earnings repatriation in the prior-year period[97](index=97&type=chunk) [Item 2 — Management's Discussion and Analysis of Financial Condition and Results of Operations](index=32&type=section&id=Item%202%20%E2%80%94%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management discusses significant Q1 2022 net sales growth from acquisitions and organic expansion, alongside decreased operating cash flow due to increased working capital Q1 2022 Net Sales Growth Components | Component | Percentage Change | | :--- | :--- | | Acquisitions | +45.1% | | Organic Sales | +15.2% | | Foreign Currency Translation | -0.8% | | **Total Net Sales Increase** | **+59.5%** | Segment Net Sales (Q1 2022 vs Q1 2021) | Segment | Q1 2022 Net Sales (in millions) | Q1 2021 Net Sales (in millions) | YoY Change | | :--- | :--- | :--- | :--- | | Commercial Systems | $293.3 | $237.0 | +23.8% | | Industrial Systems | $144.7 | $136.4 | +6.1% | | Climate Solutions | $273.9 | $239.1 | +14.6% | | Motion Control Solutions | $586.6 | $201.6 | +191.0% | - Cash flow used in operating activities was **$5.9 million**, a decrease of **$55.4 million** from the prior year, primarily due to an increase in working capital[162](index=162&type=chunk) - Working capital increased to **$1,915.8 million** at March 31, 2022, from **$1,713.3 million** at January 1, 2022, mainly due to higher accounts receivable and inventory levels[165](index=165&type=chunk) [Item 3 — Quantitative and Qualitative Disclosures about Market Risk](index=40&type=section&id=Item%203%20%E2%80%94%20Quantitative%20and%20Qualitative%20Disclosures%20about%20Market%20Risk) The company discloses its exposure to market risks from interest rates, foreign currency, and commodity prices, and its use of derivatives to manage these risks - The company manages interest rate risk on its **$1,992.0 million** of variable rate debt, where a hypothetical **10%** change in the average borrowing rate would result in a **$3.5 million** change in after-tax annualized earnings[180](index=180&type=chunk)[181](index=181&type=chunk) - Foreign currency risk is managed using forward exchange contracts, with outstanding contracts as of March 31, 2022, having notional amounts of **$264.0 million** for Chinese Renminbi, **$210.4 million** for Mexican Peso, and **$209.3 million** for Euro, among others[183](index=183&type=chunk)[185](index=185&type=chunk) - Commodity price risk for materials like copper and aluminum is hedged with forward contracts, including a notional amount of **$158.6 million** for copper outstanding at quarter-end[186](index=186&type=chunk)[188](index=188&type=chunk) [Item 4 — Controls and Procedures](index=42&type=section&id=Item%204%20%E2%80%94%20Controls%20and%20Procedures) Management concluded that disclosure controls and procedures were effective as of March 31, 2022, with no material changes to internal control over financial reporting - The Chief Executive Officer and Chief Financial Officer concluded that the company's disclosure controls and procedures were effective as of the end of the period covered by the report[191](index=191&type=chunk) - No changes in internal control over financial reporting occurred during the fiscal quarter that have materially affected, or are reasonably likely to materially affect, these controls[192](index=192&type=chunk) [PART II — OTHER INFORMATION](index=42&type=section&id=PART%20II%20%E2%80%94%20OTHER%20INFORMATION) This section provides updates on legal proceedings, discusses additional risk factors, details equity security sales, and lists filed exhibits [Item 1 — Legal Proceedings](index=42&type=section&id=Item%201%20%E2%80%94%20Legal%20Proceedings) The company reports no material changes in its legal proceedings since the filing of its Annual Report on Form 10-K - There have been no material changes in the legal matters described in the company's Annual Report on Form 10-K for the year ended January 1, 2022[194](index=194&type=chunk) [Item 1A — Risk Factors](index=42&type=section&id=Item%201A%20%E2%80%94%20Risk%20Factors) This section supplements existing risk factors, highlighting risks from significant international operations and the potential impacts of the Russia-Ukraine conflict - The company highlights risks associated with its significant international manufacturing presence, with approximately **24,000 of its 30,000 total associates** and **61 principal facilities** located outside the U.S[196](index=196&type=chunk) - The conflict between Russia and Ukraine is cited as a specific risk that could negatively impact the global economy, leading to supply chain disruptions, significant inflationary pressure on raw materials, and other adverse effects on the company's financial condition[197](index=197&type=chunk)[198](index=198&type=chunk) [Item 2 — Unregistered Sales of Equity Securities and Use of Proceeds](index=43&type=section&id=Item%202%20%E2%80%94%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) This section details the company's share repurchases during Q1 2022, totaling **731,194 shares** for **$114.2 million**, under its authorized repurchase program Share Repurchases in Q1 2022 | Period | Total Shares Purchased | Average Price Paid per Share | Total Value (in millions) | | :--- | :--- | :--- | :--- | | Jan 2022 | 108,867 | $153.64 | $16.7 | | Feb 2022 | 224,970 | $156.62 | $35.2 | | Mar 2022 | 397,357 | $156.73 | $62.3 | | **Total** | **731,194** | **-** | **$114.2** | - The Board of Directors approved a **$500.0 million** share repurchase authorization on October 26, 2021, which has no expiration date[201](index=201&type=chunk) [Item 6 — Exhibits](index=44&type=section&id=Item%206%20%E2%80%94%20Exhibits) This section lists the exhibits filed with the Form 10-Q, including the credit agreement, accounting principle change letter, and CEO/CFO certifications - Key exhibits filed with this report include the Second Amended and Restated Credit Agreement, a preferability letter for the change in inventory accounting, and CEO/CFO certifications pursuant to the Sarbanes-Oxley Act[203](index=203&type=chunk)

Regal Rexnord Corporation (NYSE:RRX) Q1 2022 Earnings Conference Call April 28, 2022 10:00 AM ET Company Participants Robert Barry - VP, IR Louis Pinkham - CEO Robert Rehard - VP & CFO Conference Call Participants Mike Halloran - Baird Jeff Hammond - KeyBanc Capital Markets Nigel Coe - Wolfe Research Chris Glynn - Oppenheimer Chris Dankert - Loop Capital Walt Liptak - Seaport Research Operator Good day, and welcome to the Regal Rexnord First Quarter 2022 Earnings Conference Call and Webcast. All participan ...

r RegalRexnord Creating a better tomorrow™… First Quarter 2022 Earnings April 28, 2022 Louis Pinkham, Chief Executive Officer Rob Rehard, Vice President, Chief Financial Officer 1Q 2022 FORWARD LOOKING STATEMENTS Creating a better tomorrow™… This document contains forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, which reflect Regal Rexnord's current estimates, expectations and projections about Regal Rexnord's future results, performance, pros ...