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I am long on Regal Rexnord (i) stock. The company is set for stronger growth along with increasing margins starting in 2027. The valuation is moderate with a P/E ratio for 2027 of 15.7, as two megatrends should lead to an expansion of the multiple. ePods for Data Centers: Regal Rexnord is transforming from a traditional drive manufacturer to a beneficiary of the data center expansion. At the core of this thesis is the ePOD solution, a turnkey, modular power and cooling unit that is set to launch in early 2025. It consolidates switchgear, transfer...
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