10-Q · February 5, 2026
RBC Bearings reported strong Q3 2025 performance with revenue reaching $462 million, a 17.0% increase compared to $394 million a year ago, and an EPS of $2.13, outperforming prior quarter results. Notably, the…
Earnings analysis · 10-K
RBC earnings analysis
Filed May 15, 2026 · Our reading of the company's report
The latest report
RBC Bearings demonstrated robust financial performance in its Fiscal Year 2026, achieving revenues of $1,870.9 million, representing a 14.3% increase from the prior year, alongside a net income of $287.6 million,…
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RBC Bearings demonstrated robust financial performance in its Fiscal Year 2026, achieving revenues of $1,870.9 million, representing a 14.3% increase from the prior year, alongside a net income of $287.6 million, reflecting a 23.0% growth. The Aerospace & Defense segment notably saw a year-over-year sales increase of 32.9%, driven by heightened demand in commercial and defense markets, particularly following the acquisition of VACCO, which contributed $83.9 million to net sales in 2026. Investors should remain aware of potential risks associated with rising costs and interest rates.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $9.09
- Segment
- Aerospace & Defense
- Segment
- Industrial
What stood out
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Revenue Growth of 14.3%
RBC achieved $1,870.9 million in net sales for FY2026, up from $1,636.3 million in FY2025.
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Strong EPS Increase
Diluted EPS rose to $9.09 in FY2026, compared to $7.70 in FY2025, marking a 17.8% growth.
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Aerospace & Defense Surge
The Aerospace & Defense segment sales surged 32.9% year-over-year, reaching $788.0 million.
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Robust Cash Flow Generation
Operating cash flow increased by $122.1 million year-over-year to $415.7 million in FY2026.
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Substantial Backlog Growth
Total backlog increased to $2.3 billion as of March 28, 2026, compared to $0.9 billion on March 29, 2025.
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Successful Acquisition Integration
The VACCO acquisition contributed $83.9 million to net sales in FY2026, enhancing operational capabilities.
What to watch
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Rising Interest Expenses
Interest expenses increased to $49.8 million in FY2026 from $59.8 million in FY2025, indicating growing debt service obligations.
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Increased Competition
The company highlights risks from intensified competition in the engineered components industry, potentially impacting profitability.
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Supply Chain Cost Pressures
Inflationary pressures on materials and energy costs could negatively affect margins; approximately 52% of input costs are variable.
Management's outlook
Q1 2027 net sales guidance provided in MD&A; expected growth of 14.7% to 17.0% year-over-year.
Earlier filings 4
10-Q · October 31, 2025
RBC Bearings reported a strong Q2 2026, with net sales reaching $455.3 million, up 14.4% YoY, driven by substantial growth in the Aerospace/Defense segment, which surged by 38.8%. EPS came in at $2.88, beating estimates…
10-Q · August 1, 2025
RBC Bearings Inc. reported a revenue increase of 7.3% year-over-year to $436 million in Q1 2025. Gross margin slightly decreased to 44.8%, and diluted EPS rose to $2.17, reflecting strong performance in both the…
10-K · May 16, 2025
RBC Bearings Incorporated reported a fiscal year 2025 revenue of $1,636.3 million, an increase of 4.9% year-over-year, driven primarily by a 14.1% rise in Aerospace/Defense segment sales. The company achieved a gross…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.