RBC

Webcast is Live at 11:00 a.m. (ET) OXFORD, Conn., July 16, 2026--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, aerospace and defense markets, today announced that it will release its first quarter fiscal 2027 financial results before the market opens on Friday, July 31st. RBC Bearings will host a conference call to discuss the results on Friday, July 31st at 11:00 a.m. ET. Dr. Michael J. Hartnett, Chairman, President and Chief Executive Officer; Daniel A. Bergeron, Vice President and Chief Operating Officer; and Robert M. Sullivan, Vice President and Chief Financial Officer will recap the quarter’s results and accomplishments. To access the webcast, go to the investor relations portion of the Company’s website, investor.rbcbearings.com, on the day of the conference call and click on the webcast link. If you do not have access to the Internet and wish to listen to the call, dial 877-407-4019 (international callers dial +1 201-689-8337) and provide conference ID # 13761571. Investors are advised to dial into the call at least ten minutes prior to the call to register. An audio replay of the call will be available from 2:00 p.m. ET on the day of the call and will remain available for two weeks following the call. The replay can be accessed by dialing 877-660-6853 (international callers dial +1 201-612-7415) and providing conference ID # 13761571. About RBC Bearings RBC Bearings Incorporated is an international manufacturer and marketer of highly engineered precision bearings, components and essential systems. The Company is primarily focused on producing highly technical or regulated bearing products and components requiring sophisticated design, testing, and manufacturing capabilities for the diversified industrial, aerospace and defense markets. The Company is headquartered in Oxford, Connecticut. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716054662/en/ Contacts Mike Cummings or Josh [email protected]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? RBC Bearings (RBC), which belongs to the Zacks Manufacturing - General Industrial industry, could be a great candidate to consider. When looking at the last two reports, this maker of bearings and components has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 8.02%, on average, in the last two quarters. For the last reported quarter, RBC Bearings came out with earnings of $3.62 per share versus the Zacks Consensus Estimate of $3.31 per share, representing a surprise of 9.37%. For the previous quarter, the company was expected to post earnings of $2.85 per share and it actually produced earnings of $3.04 per share, delivering a surprise of 6.67%. With this earnings history in mind, recent estimates have been moving higher for RBC Bearings. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. RBC Bearings currently has an Earnings ESP of +1.77%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many compan...

Apogee Enterprises, Inc. APOG reported adjusted earnings of 57 cents per share for first-quarter fiscal 2027, beating the Zacks Consensus Estimate of 43 cents by 32.56%. The bottom line rose 1.8% year over year.Including one-time items, the company reported EPS of 54 cents against the year-ago quarter's loss of 13 cents. Apogee Enterprises, Inc. price-consensus-eps-surprise-chart | Apogee Enterprises, Inc. Quote Apogee generated revenues of $342.7 million in the quarter under review, down 1.1% year over year due to lower volume. This was partially offset by favorable pricing as the company passed on higher material and freight costs, along with a favorable mix. The top line beat the Zacks Consensus Estimate of $334 million. Architectural Services backlog reached $734.5 million compared with $683 million at the end of fiscal year 2026. Cost of sales in the fiscal first quarter decreased 1.4% year over year to $268 million. Gross profit fell 0.1% year over year to $75 million. The gross margin increased 21.9% from 21.7% in the prior-year quarter. The improvement was driven by price, productivity gains, savings from Project Fortify Phase 2 and a favorable mix, partly offset by higher material and freight costs and lower volume.Selling, general and administrative expenses fell 17.6% year over year to $56.2 million. SG&A expenses as a percentage of sales improved 330 basis points to 16.4%, mainly due to cost savings from Fortify Phase 2.Operating income totaled $18.8 million in the quarter under review, marking a 171.8% jump from $6.9 million in the prior-year quarter. In the fiscal first quarter, revenues in the Architectural Metals segment declined 4.8% year over year to $122.4 million due to lower volume. This was partially offset by a favorable price and product mix. The segment’s adjusted EBITDA was $13.7 million compared with the year-ago quarter’s $9.4 million.Revenues in the Architectural Glass segment fell 7.6% year over year to $67.7 million due to lower prices and volume. This was partially offset by a favorable mix. The segment’s adjusted EBITDA was $5.9 million compared with $13.4 million in the prior-year quarter.Revenues in the Architectural Services segment improved 8.2% year over year to $115.2 million on increased volume. The segment reported adjusted EBITDA of $6.1 million, up 1.2% year over year.Revenues in the Performance Surfaces segment ros...

RBC Bearings delivered first quarter results that surpassed Wall Street’s revenue and non-GAAP profit expectations, but the market responded negatively. Management credited robust demand in its aerospace and defense (A&D) business, particularly from the marine, missile, and space sectors, as primary drivers behind the revenue growth. CEO Michael Hartnett highlighted, “Our A&D business has continued to deliver exceptional performance with segment revenue increasing 41.2% compared to the prior year period.” The company also cited steady performance in its industrial segment, driven by aggregates, warehousing, and semiconductor markets. Is now the time to buy RBC? Find out in our full research report (it’s free). Revenue: $518 million vs analyst estimates of $506.3 million (18.3% year-on-year growth, 2.3% beat) Adjusted EPS: $3.62 vs analyst estimates of $3.32 (9% beat) Adjusted EBITDA: $157.7 million vs analyst estimates of $163.7 million (30.4% margin, 3.7% miss) Revenue Guidance for Q2 CY2026 is $505 million at the midpoint, above analyst estimates of $498.1 million Operating Margin: 23%, in line with the same quarter last year Market Capitalization: $17.88 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Kristine Liwag (Morgan Stanley) asked how VACCO’s unique components would help RBC Bearings capture greater share in missile programs. CEO Michael Hartnett explained that both higher volumes and increased mix are possible, but scaling up mix will require new tooling over the next three years. Steve Barger (KeyBanc Capital Markets) questioned capacity constraints and future revenue potential. Hartnett responded that marine hardware production is the tightest area, and capacity investments are underway to support a potential doubling of revenue in that sector within 24–36 months. Scott Deuschle (Deutsche Bank) inquired about commercial aerospace growth planning and whether defense and space will outpace it. Hartnett said defense and space should grow faster than commercial aerospace, with the latter expected to see growth above 15%. Pete Skibitski (Alembic Global) asked about aftermarket headwinds in commercia...

RBC Bearings Incorporated’s RBC fourth-quarter fiscal 2026 (ended March 28, 2026) adjusted earnings of $3.62 per share beat the Zacks Consensus Estimate of $3.31. The figure increased 27.9% from the year-ago adjusted earnings of $2.83 per share, supported by higher revenues. RBC Bearings’ revenues were $518 million, which increased 18.3% year over year. Also, the figure surpassed the Zacks Consensus Estimate of $505 million.While exiting the reported quarter, RBC had a backlog of $2.3 billion compared with $2.1 billion at the end of the third quarter of fiscal 2026 (ended Dec. 27, 2025).For fiscal 2026, RBC’s net sales totaled $1.87 billion, reflecting an increase of 14.3% year over year. Adjusted earnings came in at $12.39 per share, up 23.8% from the previous fiscal year. RBC Bearings Incorporated price-consensus-eps-surprise-chart | RBC Bearings Incorporated Quote The company currently has two reportable segments, namely Aerospace/Defense and Industrial. Its segmental performance for the fiscal fourth quarter is briefly discussed below:Industrial revenues of $295.9 million (representing 57.1% of the quarter’s revenues) were up 5.5% year over year. The consensus estimate for the Industrial segment’s revenues was pegged at $260 million.Aerospace & Defense revenues totaled $222.1 million (42.9%), up 41.2% year over year. The consensus estimate for the Aerospace/Defense segment’s revenues was pegged at $289 million. The company’s cost of sales rose 17.9% year over year to $288 million. Gross profit (on a reported basis) grew 18.9% to $230 million. The gross margin was up 20 bps from the year-ago figure to 44.4%. However, the adjusted gross margin increased 110 bps to 45.3%.Selling, general and administrative expenses (SG&A) were $86.9 million, up 20.5% year over year. Adjusted EBITDA jumped 20.8% to $168.9 million. The adjusted EBITDA margin was 32.6%, up 70 bps year over year.Adjusted operating income increased 22.3% year over year to $124.3 million. The adjusted margin increased 80 bps to 24%. Net interest expenses were $11.2 million compared with $12.8 million in the year-ago quarter. At the time of exiting the fiscal fourth quarter, RBC had cash and cash equivalents of $57.3 million compared with $36.8 million at the end of fiscal 2025. Long-term debt (less current portion) was $701.7 million, down from $918.4 million at the end of fiscal 2025.In fiscal 2...

Bearings manufacturer RBC Bearings (NYSE:RBC) will be announcing earnings results this Friday before market open. Here’s what you need to know. RBC Bearings met analysts’ revenue expectations last quarter, reporting revenues of $461.6 million, up 17% year on year. It was a mixed quarter for the company, with a decent beat of analysts’ adjusted operating income estimates but a miss of analysts’ EBITDA estimates. Is RBC Bearings a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting RBC Bearings’s revenue to grow 15.7% year on year, improving from the 5.8% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. RBC Bearings has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at RBC Bearings’s peers in the engineered components and systems segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Arrow Electronics delivered year-on-year revenue growth of 39%, beating analysts’ expectations by 12.9%, and Mayville Engineering reported revenues up 6.8%, topping estimates by 3.7%. Arrow Electronics traded up 1.6% following the results while Mayville Engineering was also up 2.6%. Read our full analysis of Arrow Electronics’s results here and Mayville Engineering’s results here. There has been positive sentiment among investors in the engineered components and systems segment, with share prices up 2.4% on average over the last month. RBC Bearings is up 3.5% during the same time and is heading into earnings with an average analyst price target of $598.71 (compared to the current share price of $619.33). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.

This article first appeared on GuruFocus. Net Sales: Increased 18.3% year-over-year to $518 million. Consolidated Gross Margin: 44.4% for the quarter; 45.3% on an adjusted basis. Adjusted Diluted EPS: Increased to $3.62 from $2.83 in the prior year period. Adjusted EBITDA: Rose 21% to $168.9 million, up from $139.8 million last year. Free Cash Flow: $67.5 million for the quarter. Debt Reduction: Paid down an additional $116 million of debt during the quarter. Aerospace & Defense Segment Revenue: Increased 41.2% year-over-year. Industrial Segment Revenue: Accounted for 57% of total revenue during the quarter. Commercial Aircraft Revenue: Up 17.8%, with 17.3% organic growth. Defense Revenue: Up 65.4%, with 22.1% organic growth. Missile-Related Revenue: Exceeded $45 million for the fiscal year. Space Revenue: Just above $70 million, including $30 million from VACCO acquisition. Industrial OEM Revenue: Increased 7.8% during the period. Industrial Distribution Revenue: Grew 4.5% during the period. SG&A Expenses: $86.9 million or 16.8% of net sales for the quarter. Interest Expense: $11.2 million, down 12.5% year-over-year. Tax Rate for Adjusted EPS: 21% compared to 21.7% last year. Guidance for Q1 FY 2027 Revenue: $500 million to $510 million, representing growth of 14.7% to 17%. Guidance for Q1 FY 2027 Adjusted Gross Margin: Expected to be 45.25% to 45.5%. Warning! GuruFocus has detected 8 Warning Sign with RBC. Is RBC fairly valued? Test your thesis with our free DCF calculator. Release Date: May 15, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. RBC Bearings Inc (NYSE:RBC) reported a significant year-over-year net sales increase of 18.3% to $518 million, driven by strong performance in the Aerospace & Defense (A&D) segment and steady growth in the Industrial segment. The company achieved an adjusted diluted EPS growth of 27.9% year-over-year, reaching $3.62 compared to $2.83 in the prior year period. RBC Bearings Inc (NYSE:RBC) successfully reduced its debt by $116 million during the quarter, demonstrating effective cash flow management. The A&D segment revenue increased by 41.2% compared to the prior year, with a strong backlog of approximately $2.3 billion, indicating robust demand in defense and space markets. Free cash flow remained strong at $67.5 million for the quarter, with a full-year free cas...

Interested in RBC Bearings Incorporated? Here are five stocks we like better. RBC Bearings posted a record Q4 for fiscal 2026, with net sales up 18.3% to $518 million and adjusted EPS rising to $3.62. Adjusted EBITDA also climbed 21% to $168.9 million, supported by strong aerospace and defense demand and steady industrial growth. Aerospace and defense was the main growth engine, with revenue up 41.2% year over year and backlog reaching about $2.3 billion. Management highlighted strength in submarines, missiles, space and commercial aircraft, and said the marine business could double revenue over the next 24 to 36 months. Debt reduction and cash flow remained strong, as RBC generated $67.5 million of free cash flow in the quarter and paid down $116 million of debt. The company said it remains on track to eliminate the rest of its term loan by November 2026. RBC Bearings Stock is Rolling Forward RBC Bearings (NYSE:RBC) reported a record fiscal fourth quarter for 2026, with management pointing to strong aerospace and defense demand, steady industrial growth and continued debt reduction as key themes from the period. Chairman, President and Chief Executive Officer Dr. Michael Hartnett said fourth-quarter net sales increased 18.3% year over year to $518 million, driven by “continued momentum” in aerospace and defense and steady gains in the company’s industrial businesses. Adjusted diluted earnings per share rose to $3.62 from $2.83 in the prior-year period, while adjusted EBITDA increased 21% to $168.9 million. → Micron Investors Face a High-Stakes Moment After the Latest Rally The company generated $67.5 million of free cash flow during the quarter and paid down an additional $116 million of debt. Chief Financial Officer Rob Sullivan said RBC Bearings paid off another $27 million after the quarter ended and remains on track to pay off the remainder of its term loan by November 2026. RBC Bearings said approximately 43% of fourth-quarter revenue came from its aerospace and defense segment, while 57% came from industrial. Aerospace and defense revenue increased 41.2% from the prior-year quarter. Excluding the VACCO acquisition, aerospace and defense sales increased 22.8%, which Sullivan said reflected continued strength in legacy commercial and defense markets. → How Bad Could Tesla’s Cybertruck Recall Be for Shares? Hartnett said the aerospace and defense backlog...

OXFORD, Conn. (AP) — OXFORD, Conn. (AP) — RBC Bearings Inc. (RBC) on Friday reported fiscal fourth-quarter profit of $91.7 million. On a per-share basis, the Oxford, Connecticut-based company said it had profit of $2.89. Earnings, adjusted for one-time gains and costs, came to $3.62 per share. The results beat Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $3.31 per share. The maker of bearings and components posted revenue of $518 million in the period, also beating Street forecasts. Four analysts surveyed by Zacks expected $505.3 million. For the year, the company reported profit of $287.6 million, or $9.09 per share. Revenue was reported as $1.87 billion. For the current quarter ending in June, RBC Bearings said it expects revenue in the range of $500 million to $510 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RBC at https://www.zacks.com/ap/RBC

RBC Bearings (RBC) reported fiscal Q4 adjusted net income Friday of $3.62 per diluted share, up from

OXFORD, Conn., May 15, 2026--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, aerospace and defense markets, today reported results for the fourth quarter and full year fiscal 2026. Fourth Quarter Financial Highlights Fourth quarter net sales of $518.0 million increased 18.3% over last year, Aerospace & Defense up 41.2% and Industrial up 5.5%. Gross margin of 44.4% for the fourth quarter of fiscal 2026 compared to 44.2% last year; Adjusted gross margin of 45.3% compared to 44.2% last year. Fourth quarter net income attributable to common stockholders as a percentage of net sales of 17.7% vs 16.6% last year; Adjusted EBITDA as a percentage of net sales of 32.6% vs 31.9% last year. Three Month Financial Highlights Fiscal 2026 Financial Highlights Fiscal 2026 net sales of $1,870.9 million increased 14.3% over last year, Aerospace & Defense up 32.9% and Industrial up 3.8%. Gross margin of 44.4% for fiscal 2026 compared to 44.4% last year; Adjusted gross margin of 45.2% compared to 44.4% last year. Fiscal 2026 net income attributable to common stockholders as a percentage of net sales of 15.4% vs 14.3% last year; Adjusted EBITDA as a percentage of net sales of 32.4% vs 31.8% last year. Twelve Month Financial Highlights Dr. Michael J. Hartnett, Chairman and Chief Executive Officer, stated, "We closed out fiscal year 2026 with another strong quarter, driven by continued expansion in our Aerospace & Defense segment and accelerating growth in our Industrial business. As we look ahead to fiscal year 2027, we remain highly encouraged by the strength of our operating environment and the momentum we are seeing across the businesses. This record year for RBC was a true team effort, and I want to thank our employees across the organization for their hard work, dedication, and continued commitment to serving our customers with excellence." Fourth Quarter Results Net sales for the fourth quarter of fiscal 2026 were $518.0 million, an increase of 18.3% from $437.7 million in the fourth quarter of fiscal 2025. $30.0 of net sales this quarter came from VACCO, which we acquired on July 18, 2025. Net sales for the Industrial segment increased 5.5%, while net sales for the Aerospace & Defense segment increased 41.2%. Gross margin for the fourth...

RBC Bearings (RBC) came out with quarterly earnings of $3.62 per share, beating the Zacks Consensus Estimate of $3.31 per share. This compares to earnings of $2.83 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +9.43%. A quarter ago, it was expected that this maker of bearings and components would post earnings of $2.85 per share when it actually produced earnings of $3.04, delivering a surprise of +6.67%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. RBC Bearings, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $518 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.51%. This compares to year-ago revenues of $437.7 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. RBC Bearings shares have added about 36.5% since the beginning of the year versus the S&P 500's gain of 9.6%. While RBC Bearings has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for RBC Bearings was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of toda...