RBC Bearings reports Q4 adjusted EPS $2.83, consensus $2.70

Reports Q4 revenue $437.7M, consensus $440.26M. “I am proud of our team’s outstanding performance in Fiscal 2025,” said Michael Hartnett, chairman and CEO. “We executed flawlessly in an aerospace production environment that included multiple disruptions, and our intense focus on organic growth as a cornerstone of the RBC Ops Management System enabled us to significantly outgrow Industrial markets that mostly contracted throughout the year. In true RBC fashion, we delivered a stronger than expected operating performance, translating revenue growth of roughly five percent to Adjusted EBITDA growth of 7.8 percent, and Adjusted EPS growth of 16.1 percent. That translated into another record year for free cash flow generation, which we used to pay down an additional $275 million of debt, taking trailing net leverage to a post-Dodge low of 1.7x. We expect to carry this momentum into Fiscal 2026, in what I believe will be another strong year for RBC.”