Earnings summaries and quarterly performance for RBC Bearings.
Executive leadership at RBC Bearings.
Board of directors at RBC Bearings.
Research analysts who have asked questions during RBC Bearings earnings calls.
Michael Ciarmoli
Truist Securities, Inc.
6 questions for RBC
Also covers: AIN, AIR, ASLE +20 more
PS
Peter Skibitski
Alembic Global Advisors
6 questions for RBC
Also covers: AVAV, BWXT, CW +9 more
SB
Steve Barger
KeyBanc Capital Markets Inc.
6 questions for RBC
Also covers: AEIS, AME, AMKR +12 more
JL
Jordan Lyonnais
Bank of America
5 questions for RBC
Also covers: AIN, AXON, CAE +10 more
Kristine Liwag
Morgan Stanley
4 questions for RBC
Also covers: , AER, AMTM +27 more
RS
Ross Sparenblek
William Blair & Company
3 questions for RBC
Also covers: ELAN, EPAC, JBT +7 more
SD
Scott Deuschle
Deutsche Bank
3 questions for RBC
Also covers: ATI, BA, BWXT +15 more
Joe Ritchie
Goldman Sachs
1 question for RBC
Also covers: ALLE, ATS, CARR +19 more
RE
Ronald Epstein
Bank of America
1 question for RBC
Also covers: , AER, AL +26 more
TT
Timothy Thein
Raymond James
1 question for RBC
Also covers: AGCO, ALSN, CAT +14 more
Recent press releases and 8-K filings for RBC.
RBC Bearings Reports Strong Q3 2026 Results and Provides Q4 2026 Outlook
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings reported Q3 2026 net sales of $461 million, a 17% increase over the prior year, with adjusted diluted EPS reaching $3.04, a 30% improvement.
- The Aerospace & Defense (A&D) segment demonstrated significant growth, with sales up 41.5% year-over-year, while the industrial businesses grew 3.1%.
- Adjusted EBITDA for the quarter was $149.6 million, marking a 22% increase, and the company generated a strong free cash flow of $99.1 million.
- The company continued its deleveraging efforts, paying down an additional $81 million of debt in Q3 2026 and another $67 million since the quarter's end.
- For Q4 2026, RBC Bearings is guiding revenues between $495 million-$505 million and projecting adjusted gross margins of 45%-45.25%.
1 hour ago
RBC Bearings Reports Strong Q3 2026 Results and Provides Q4 Guidance
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings reported Fiscal Third Quarter 2026 net sales of $461 million, a 17% increase year-over-year, and adjusted diluted EPS of $3.04, a 30% improvement.
- The Aerospace & Defense (A&D) segment demonstrated strong performance with sales up 41.5% year-on-year, contributing to a backlog exceeding $2 billion, with over 90% from the A&D market.
- The industrial business grew 3.1% in Q3 2026, and management anticipates FY 2027 to be a higher growth year for this segment, expecting high single-digit growth at worst.
- For Fiscal Fourth Quarter 2026, the company projects revenues between $495 million and $505 million, representing 13.1% to 15.4% year-over-year growth, with adjusted gross margins of 45% to 45.25%.
- RBC Bearings paid down $81 million of debt in Q3 2026 and aims to pay off the remainder of its term loan by November 2026.
2 hours ago
RBC Bearings Reports Strong Q3 2026 Results and Positive Q4 Outlook
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings reported Q3 2026 net sales of $461 million, a 17% increase year-over-year, and adjusted diluted EPS of $3.04, a 30% improvement.
- The Aerospace & Defense (A&D) segment showed significant strength, with sales up 41.5% year-on-year, including 86.2% expansion in Defense and 21.5% in Commercial Aerospace.
- The company generated $99.1 million in free cash flow and reduced debt by $81 million in Q3 2026, with plans to pay off the remaining term loan by November 2026.
- For Q4 2026, RBC Bearings guides revenue between $495 million and $505 million, representing year-over-year growth of 13.1% to 15.4%, and projects adjusted gross margins of 45% to 45.25%.
- The industrial business grew 3.1% in Q3 2026, with demand strengthening in late December and January, and is anticipated to achieve higher growth in fiscal year 2027.
2 hours ago
RBC Bearings Incorporated Announces Fiscal Third Quarter 2026 Results
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings Incorporated reported net sales of $461.6 million for the third quarter of fiscal 2026, marking a 17.0% increase over the prior year.
- Diluted EPS was $2.13 (GAAP) and $3.04 (Adjusted) for the third quarter of fiscal 2026, reflecting increases of 17.0% and 29.9% respectively, compared to the same period last year.
- The company's backlog reached $2.1 billion as of December 27, 2025, significantly up from $0.9 billion as of December 28, 2024.
- For the fourth quarter of fiscal 2026, RBC Bearings expects net sales to range from $495.0 million to $505.0 million.
5 hours ago
RBC Bearings Announces Fiscal Third Quarter 2026 Results
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings reported net sales of $461.6 million for the fiscal third quarter of 2026, an increase of 17.0% over the prior year, driven by a 41.5% increase in Aerospace/Defense segment sales.
- Diluted EPS for the third quarter of fiscal 2026 was $2.13 (GAAP) and $3.04 (Adjusted), compared to $1.82 and $2.34 respectively in the prior year.
- The company's backlog as of December 27, 2025, reached $2.1 billion, significantly up from $1.6 billion as of September 27, 2025, and $0.9 billion as of December 28, 2024.
- For the fourth quarter of fiscal 2026, RBC Bearings expects net sales to be between $495.0 million and $505.0 million, representing a projected growth rate of 13.1% to 15.4% compared to the prior year.
- Free cash flow for the third quarter was $99.1 million, with a free cash flow conversion of 147.0%.
5 hours ago
RBC Bearings Reports Strong Q2 Fiscal 2026 Results and Provides Q3 Guidance
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings Inc. reported net sales of $455.3 million for the second quarter of fiscal 2026, representing a 14.4% increase over the prior year, primarily driven by a 38.8% surge in the Aerospace/Defense segment.
- The company achieved a gross margin of 44.1% and an adjusted diluted EPS of $2.88, which exceeded analyst expectations.
- Free cash flow significantly increased to $71.7 million from $26.8 million in the prior year.
- RBC Bearings provided optimistic guidance for the third quarter of fiscal 2026, expecting net sales between $454.0 million and $462.0 million.
Oct 31, 2025, 8:01 PM
RBC Bearings Reports Strong Q2 2026 Results and Positive Outlook
RBC
Earnings
Guidance Update
M&A
- RBC Bearings reported Q2 2026 net sales of $455.3 million, a 14.4% increase year-over-year, with adjusted EPS of $2.88, up 25.8% from the prior year.
- The company achieved a consolidated gross margin of 44.1% and generated strong free cash flow of $71.7 million with 119.5% conversion for the quarter.
- Aerospace and Defense (A&D) sales grew 38.8% year-on-year, now comprising 44% of total revenues, and the backlog increased to $1.6 billion, with expectations to approach $2 billion by year-end. Approximately $500 million of the backlog increase was due to the VACCO acquisition.
- For Q3 2026, RBC Bearings guides revenues between $454 million and $462 million, representing year-over-year growth of 15.1% to 17.1%, and adjusted gross margins of 44% to 44.25%.
- The company is actively expanding manufacturing capacity to meet high demand in the A&D sector, with benefits from renegotiated Boeing and Airbus contracts expected to materialize from January 1.
Oct 31, 2025, 3:00 PM
RBC Bearings Reports Strong Q2 2026 Results and Provides Q3 Outlook
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings reported net sales of $455.3 million for fiscal Q2 2026, a 14.4% increase over last year, with adjusted EPS reaching $2.88 compared to $2.29 in the prior year period.
- The company achieved a consolidated gross margin of 44.1% and generated $71.7 million in free cash flow. Adjusted EBITDA for the quarter was $145.3 million, or 31.9% of sales, marking a 17.7% increase in dollars year-over-year.
- Aerospace and Defense (A&D) sales surged 38.8% year-on-year, with commercial aerospace expanding 21.6% and defense growing 73.3%. The backlog increased to $1.6 billion and is expected to approach $2 billion by year-end, with approximately $500 million of the increase attributed to the Vacco acquisition.
- For fiscal Q3 2026, RBC Bearings anticipates revenues between $454 million and $462 million, representing 15.1% to 17.1% year-over-year growth, and projects adjusted gross margins of 44% to 44.25%.
- The company is actively expanding manufacturing capacity in its marine and aircraft plants and is focused on deleveraging, having paid off $45 million on its term loan in Q2 and an additional $40 million on September 30th.
Oct 31, 2025, 3:00 PM
RBC Bearings Reports Strong Q2 2026 Results and Increased Backlog
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings reported Q2 2026 net sales of $455.3 million, marking a 14.4% increase over the previous year, with adjusted diluted earnings per share of $2.88.
- The company's consolidated gross margin for the quarter was 44.1% (or 44.9% on an adjusted basis), and free cash flow was $71.7 million.
- The backlog increased to $1.6 billion, up from $940 million in March, with approximately $500 million of this increase attributed to the Vacco acquisition, and the company expects to approach $2 billion by year-end.
- Aerospace and Defense sales grew 38.8% year-over-year, driven by 21.6% growth in commercial aerospace and 73.3% in defense, while the overall industrial business increased 0.7%.
- For Q3 2026, RBC Bearings is guiding for revenues between $454 million and $462 million, representing year-over-year growth of 15.1% to 17.1%.
Oct 31, 2025, 3:00 PM
RBC Bearings Incorporated Announces Fiscal Second Quarter 2026 Results
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings Incorporated reported net sales of $455.3 million for the second quarter of fiscal 2026, representing a 14.4% increase over the prior year, with the Aerospace/Defense segment growing by 38.8%.
- Diluted EPS for the quarter was $1.90 (GAAP) and $2.88 (Adjusted), compared to $1.65 (GAAP) and $2.29 (Adjusted) in the second quarter of fiscal 2025.
- The company generated free cash flow of $71.7 million for the quarter, significantly up from $26.8 million in the same period last year.
- For the third quarter of fiscal 2026, RBC Bearings Incorporated expects net sales to be between $454.0 million and $462.0 million.
Oct 31, 2025, 1:27 PM
Quarterly earnings call transcripts for RBC Bearings.
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