HIGHOutside partySupplier
single or limited number of suppliers
“10-K Item 1A: 'We are dependent on a single or limited number of suppliers for some materials or components required to manufacture certain of our products'”
RRX · Concentration risk · 10-K extracted
Regal Rexnord (RRX) concentration risks
Updated
The most significant concentration Regal Rexnord discloses is single or limited number of suppliers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Regal Rexnord’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's disclosed concentration risk is confined to a single, high-share supplier dependency: reliance on a single or limited number of suppliers for some materials or components required to manufacture certain products. This is a dependency exposure by character — it reflects specific sourcing arrangements for defined inputs rather than a structural feature of the end-markets or customer base. The filing does not disclose material customer, product, or geographic concentrations, suggesting the revenue base is broadly distributed and that the supply side is where the primary concentration risk sits. In an industrial manufacturing context, single or limited-source supply dependencies can create bottlenecks if a supplier experiences a quality issue, production outage, or capacity constraint — particularly for components where no near-term alternative exists. The risk is idiosyncratic rather than macro-correlated, meaning it is not driven by broad economic cycles but by events specific to individual suppliers. Given that this is the only concentration disclosure in the filing, the overall profile is relatively straightforward: the company faces supply-side concentration risk on certain inputs, with no compounding customer or geographic concentration layered on top. The key monitoring variables are supplier reliability, financial health of key vendors, and any shifts in the company's sourcing strategy that could reduce or broaden the dependency. Without a specific disclosed percentage for the share of production affected, the materiality of any individual disruption is difficult to quantify precisely, but the high-share band signals that the dependency covers a meaningful portion of the manufacturing input base.
For the engine’s reasoning on RRX’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Industrial Machinery
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| RRX● | Regal Rexnord Corporation | 1 | 0 | 0 | 1 |
| CR | Crane Company | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.