Episode Details

Regal Renord [sic] Corporation Names Aamir Paul As New CEO

IN: Louis Pinkham (24%) will also resign from the Board of Directors effective on his last day as CEO. IN

IN: Because of Chair Rakesh Sachdev (15%) OUT

A powerful counterpoint to a new CEO’s power

Axalta Coating Systems (27%)

Herc Holdings (14%)

Edgewell Personal Care (13%)

OUT: “On October 29, 2025, the Company announced that Mr. Pinkham, our CEO, will separate from his role with the Company in connection with a CEO search process being led by the Company’s Board. Mr. Pinkham’s separation from his role as CEO is expected to occur by June 30, 2026.” OUT

What took them so long?

And what’s wrong with their bench? ($8.775M golden hello)

Brooke Lang: President, Power Efficiency Solutions (2022-)

VP & GM of the Power Components Division

Eaton (2008-2016)

Jerry Morton: President, Industrial Powertrain Solutions (2015-)

served as President – Integration, Motion Control Solutions from 2021-2023, President of the Power Transmission Solutions from 2019-2021, Vice President, Business Leader of Power Transmission Solutions from 2017-2019, and led the global operations for Regal Rexnord's power transmission business from 2015-2017. 

Kevin Long: President, Automation and Motion Control (2025-)

10 years at Dover Corporation, most recently as Group President of OPW, a global business serving the fluid handling, clean energy, cryogenics, and car wash markets.

IN: Aamir spent years at Schneider Electric: essentially a AAA MSCI company

ENVIRONMENT: Opportunities in Clean Tech 4.7 industry average/6.4 score (Regal is completely opposite here 4.7/3.0) IN

OUT: The Board is too entrenched: get rid of Rakesh Sachdev (15%, 18 years) Curtis Stoelting (21 years, 9%), Stephen Burt (15 years) and maybe this could work. OUT