Regal Rexnord: Can e-Pod Technology Become a Game-Changer in Data Center Power Infrastructure?

Regal Rexnord’s fourth quarter of 2025 presented a mix of strengths and challenges, offering an opportunity to review its current positioning and future potential. The company’s results were highlighted by significant order growth, particularly within its Data Center business, alongside steady performances in other sectors such as Discrete Automation and Aerospace and Defense. Notably, Regal Rexnord experienced a 53.8% increase in orders on a daily basis compared to the previous year. The highlight was the $735 million in new orders for the e-Pod power management solution, emphasizing the company’s strategic growth in the data center market. Despite these gains, the company faced challenges in sectors like Power Efficiency Solutions, particularly in the residential HVAC market, where destocking impacted sales. Yet, commercial HVAC showed resilience, partially offsetting these setbacks. Organic sales growth improved by 2.