RBC Bearings Earnings Call Transcripts
Fiscal Year 2026
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Q4 net sales rose 18.3% year-over-year, with strong A&D and industrial growth, and adjusted EPS up 27.9%. Backlog reached $2.3 billion, and guidance for Q1 FY27 projects 14.7%–17% revenue growth. Capacity expansion and deleveraging remain priorities.
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Third quarter net sales rose 17% year-over-year, led by 41.5% A&D growth and solid industrial performance. Adjusted EPS increased 30%, and free cash flow was strong, supporting further debt reduction. Q4 guidance projects continued double-digit revenue growth and margin expansion.
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Net sales rose 14.4% to $455.3M, driven by robust Aerospace & Defense growth and steady Industrial performance. Adjusted EPS increased 25.8% to $2.88, with strong free cash flow and a record backlog, while guidance points to continued double-digit growth and margin expansion.
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First quarter sales rose 7.3% year-over-year to $436 million, with record free cash flow and strong growth in AeroSpace, Defense, and industrial segments. The VACO acquisition and robust backlog position the company for continued expansion, with Q2 revenue guidance of $445–$455 million.
Fiscal Year 2025
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Q4 2025 saw 5.8% sales growth and 14.6% EPS growth, with strong A&D and industrial performance. Net leverage dropped to 1.7x after $275M debt repayment, and 2026 guidance calls for continued margin expansion and robust growth in commercial aerospace and defense.
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Net sales rose 5.5% year-over-year, led by aerospace and defense, with gross margin expanding to 44.3%. Adjusted EPS grew 26.5%, and net leverage dropped to 1.8x. Q4 guidance calls for continued revenue and margin growth, with strong outlooks across all segments.
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Second quarter net sales rose 3.2% year-over-year, led by strong defense and aerospace growth, while industrial performance stabilized. Gross margin and net income improved, with significant debt reduction and robust cash flow. Outlook remains positive for both A&D and industrial segments.
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First quarter sales rose 5% year-over-year, led by 23.7% growth in aerospace and defense, while industrial sales declined 3.5%. Adjusted EBITDA margin reached a record 33%, and strong free cash flow enabled significant debt reduction. Industrial recovery is expected in the second half, with continued strength in aerospace and defense.