Regal Rexnord（RRX）今日盘中股价大幅下挫13.13%，引发市场广泛关注。
消息面上，公司发布了2026财年第二季度财报。尽管调整后每股收益达到2.99美元，同比增长20.56%，大幅超出市场一致预期的2.58美元，但营收仅为15.58亿美元，低于市场预期的15.79亿美元。更令投资者担忧的是，公司同时宣布维持全年营收预期不变，调整后每股收益指引区间的中点亦保持稳定在10.60美元，并未因本季度盈利超预期而上调业绩指引。此外，盈利表现中包含了3200万美元的IEEPA关税退款一次性收益，若剔除该因素，基础盈利增幅相对温和，进一步加剧了市场对增长前景的疑虑。
从业务分部来看，自动化与运动控制业务受数据中心、航空航天等市场推动实现16.2%的营收增长，但动力效率解决方案业务因住宅暖通空调和泳池市场需求疲软，有机销售额同比下降6.6%，拖累整体表现。营收端的不及预期叠加保守的前瞻指引，成为盘中抛压的核心催化因素。
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