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
Peter Skibitski
Alembic Global Advisors
6 questions for RBC
Also covers: AVAV, BWXT, CW +9 more
Steve Barger
KeyBanc Capital Markets Inc.
6 questions for RBC
Also covers: AEIS, AME, AMKR +12 more
Jordan Lyonnais
Bank of America
5 questions for RBC
Also covers: AIN, AXON, CAE +9 more
Kristine Liwag
Morgan Stanley
4 questions for RBC
Also covers: , AER, AMTM +26 more
Ross Sparenblek
William Blair & Company
3 questions for RBC
Also covers: ELAN, EPAC, JBT +7 more
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 +15 more
Ronald Epstein
Bank of America
1 question for RBC
Also covers: , AER, AL +25 more
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 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
RBC Bearings Announces Strong Fiscal Second Quarter 2026 Results and Positive Outlook
RBC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RBC Bearings Incorporated reported net sales of $455.3 million for the second quarter of fiscal 2026, a 14.4% increase over the prior year, with diluted EPS of $1.90 (GAAP) and $2.88 (Adjusted).
- The company achieved a gross margin of 44.1% (GAAP) and 44.9% (Adjusted) for Q2 FY26, and free cash flow significantly increased to $71.7 million from $26.8 million in the prior year.
- Backlog as of September 27, 2025, grew to $1.6 billion, compared to $0.9 billion as of September 28, 2024.
- For the third quarter of fiscal 2026, RBC Bearings expects net sales to be between $454.0 million and $462.0 million, projecting a 15.1% to 17.1% growth rate year-over-year.
- CEO Dr. Michael J. Hartnett noted unprecedented demand from core markets, particularly aerospace and defense, and anticipates a record year for the company.
Oct 31, 2025, 12:00 PM
RBC Bearings Incorporated Updates Financial Covenant
RBC
Debt Issuance
M&A
- RBC Bearings Incorporated filed an 8-K on October 30, 2025, reporting an event from October 28, 2025, which details financial covenants.
- The maximum Consolidated Total Debt to Consolidated EBITDA Ratio for the company is set at 4.50 to 1.00 for Test Periods from March 31, 2025, and for each Test Period thereafter.
- This maximum ratio can be increased by 0.50:1.00 for a period of four consecutive Test Periods immediately following the consummation of a Material Acquisition.
- For the purpose of this covenant, Consolidated Total Debt excludes certain items such as most Letters of Credit, performance or surety bonds, indebtedness from Cash Management Services, and the Mandatory Convertible Offering.
Oct 30, 2025, 8:05 PM
Quarterly earnings call transcripts for RBC Bearings.
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