Group 1 - The company is engaged in advanced discussions for potential transactions involving its defence business and the overall balance of the company [1][2] - The Board of Directors is carefully reviewing these potential transactions while considering the interests of all stakeholders, including shareholders, employees, and clients [2] - Iveco Group operates under seven major brands, including IVECO, FPT Industrial, IVECO BUS, HEULIEZ, IDV, ASTRA, and IVECO CAPITAL, employing 36,000 people globally with 19 industrial sites and 31 R&D centres [3]

Group 1 - Iveco Group N.V. will release its financial results for Q2 2025 on July 30, 2025, with a conference call scheduled for the following morning [1] - A live audio webcast of the conference call will start at 11:00 a.m. CEST / 10:00 a.m. BST on July 31, 2025 [1] - The press release and presentation materials will be available on the corporate website prior to the conference call [2] Group 2 - Iveco Group N.V. encompasses seven brands, including IVECO, FPT Industrial, IVECO BUS, HEULIEZ, IDV, ASTRA, and IVECO CAPITAL, each specializing in different sectors [3] - The company employs 36,000 people globally and operates 19 industrial sites along with 30 R&D centers [3]

Creating a better tomorrow™… First Quarter 2025 Earnings May 6, 2025 Louis Pinkham, Chief Executive Officer Industrial Rob Rehard, Executive Vice President, Chief Financial Officer Motion Control Solutions Systems 1Q 2025 FORWARD LOOKING STATEMENTS AND NON-GAAP FINANCIAL MEASURES All statements in this communication, other than those relating to historical facts, are "forward-looking statements." Forward-looking statements can generally be identified by their use of terms such as "anticipate," "believe," "c ...

Core Insights - Regal Rexnord (RRX) reported revenue of $1.42 billion for the quarter ended March 2025, reflecting an 8.4% decline year-over-year, while EPS increased to $2.15 from $2.00 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.37 billion by 3.44%, and the EPS surpassed the consensus estimate of $1.82 by 18.13% [1] Revenue Breakdown - Automation & Motion Control (AMC) revenues were $396.30 million, exceeding the two-analyst average estimate of $380.10 million, with a year-over-year change of -1% [4] - Industrial Powertrain Solutions (IPS) revenues reached $612.70 million, slightly below the average estimate of $614.62 million, representing a year-over-year decline of 4.8% [4] - Power Efficiency Solutions (PES) revenues amounted to $409.10 million, surpassing the average estimate of $385.58 million, with a year-over-year increase of 6.2% [4] Stock Performance - Regal Rexnord shares have returned +13% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Regal Rexnord Corporation reported a strong start to 2025, with all segments exceeding guidance, achieving positive organic growth, and increasing free cash flow by 32% [2][3][8] - The company anticipates achieving tariff cost neutrality in 2025 and margin neutrality by mid-2026, despite macroeconomic uncertainties due to recent shifts in U.S. trade policy [2][3][8] Financial Performance - The company reported GAAP diluted earnings per share of $0.86 and adjusted diluted earnings per share of $2.15, representing a 7.5% increase year-over-year [8][19] - Free cash flow for the first quarter was $85.5 million, up 32.4% compared to the previous year [8] - Net sales for the first quarter were $1,418.1 million, down 8.4% year-over-year, but up 0.7% on an organic basis [8][21] Segment Performance - The Automation & Motion Control segment had net sales of $396.3 million, a decrease of 1.0%, but an increase of 0.4% on an organic basis, driven by growth in aerospace and defense [9][21] - The Industrial Powertrain Solutions segment reported net sales of $612.7 million, down 4.8%, reflecting declines in metals and mining markets [9][21] - The Power Efficiency Solutions segment achieved net sales of $409.1 million, an increase of 6.2%, primarily due to growth in the North American residential HVAC market [9][21] Guidance - The company updated its annual guidance for 2025 GAAP diluted earnings per share to a range of $4.49 to $5.29, while reaffirming adjusted diluted earnings per share guidance of $9.60 to $10.40 [3][19] - Mitigation actions are expected to neutralize the impact of current tariffs on 2025 adjusted earnings per share [3][19] Cash Flow and Debt Management - The company paid down $164 million of gross debt in the first quarter, resulting in a net debt to adjusted EBITDA ratio of approximately 3.6x [8][19] - Cash from operating activities was reported at $102.3 million for the quarter [8][19]

Regal Rexnord (RRX) Q4 2024 Earnings Call February 06, 2025 10:00 AM ET Company Participants Robert Barry - VP, IRLouis Pinkham - CEORobert Rehard - Executive VP & CFOMichael Halloran - Associate Director of ResearchNigel Coe - Managing DirectorVivek Srivastava - Vice President Conference Call Participants Mitchell Moore - Associate AnalystKyle Menges - Vice President - Equity Research AnalystJulian Mitchell - Equity Research AnalystTim Thein - Managing Director & Research AnalystChristopher Glynn - Managin ...