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Rbc Bearings (RBC)
NYSE:RBC
Earnings Data
Report Date
May 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
3.33Last Year’s EPS
2.83Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial performance with notable strengths: double‑digit consolidated revenue growth (17%), robust A&D expansion (41.5%), margin improvement (44.3% consolidated, 45.1% adjusted), substantial EBITDA and EPS growth (~22% and ~30% respectively), strong free cash flow and aggressive debt reduction. Management highlighted a healthy backlog, secular tailwinds in A&D (submarines, missiles, space, commercial aircraft), and improving industrial end‑markets with new products supporting FY27. Key risks include modest industrial growth (3.1%), A&D/ VACCO integration timing and lumpiness, an A&D vs industrial margin gap that will improve gradually, and seasonal/absorption headwinds. Overall, the positives (top‑line momentum, margin recovery, cash generation, debt paydown, and a strong backlog) outweigh the lowlights.Company Guidance
Revenue Growth
Net sales of $161.0M, up 17.0% year‑over‑year, driven by strength in aerospace & defense and industrial businesses.
Strong Adjusted EPS and EBITDA Expansion
Adjusted diluted EPS of $3.04 versus $2.34 a year ago, a ~30% improvement (29.9%); adjusted EBITDA of $149.6M versus $122.6M last year, up ~22%.
Robust Free Cash Flow and Cash Conversion
Free cash flow of $99.1M with a cash conversion of 147% (versus $73M and 127% prior-year), enabling capital allocation toward debt reduction.
Debt Reduction and Lower Interest Expense
Paid down $81M of debt in the quarter (and another $67M since quarter end); interest expense of $13.0M, down ~8.5% year‑over‑year; company expects to pay off the remainder of the term loan by November 2026.
Aerospace & Defense Outperformance
Total A&D sales up 41.5% year‑over‑year (commercial aerospace +21.5%, defense +86.2%); A&D growth was 21.7% excluding VACCO; backlog modestly exceeded $2.0B with potential to expand another $0.5B–$1.0B when contract statement-of-work projections are extended.
High Gross Margins and Margin Recovery
Consolidated gross margin 44.3% (45.1% adjusted). Industrial margins were strong at 47.5% (47.4% adjusted); A&D margins improved to 40.1% (42.2% adjusted) and 43.4% excluding VACCO, with management expecting gradual continued A&D margin improvement driven by efficiencies and improved pricing.
Positive Industrial Trends and Product Pipeline
Industrial revenue up 3.1% (distribution +1.5%, OEM +7%). Management cited improving demand in aggregates & cement, food & beverage, warehousing, and a notable semiconductor recovery. New industrial products (including those from the Dodge acquisition) and a new Midwest service center are expected to support FY27 industrial growth.
VACCO Contribution and Integration Progress
VACCO contributed approximately $29M this quarter (near the previously cited ~$30M quarterly run rate) and showed strong margin performance; integration is ongoing and management expressed optimism about space and satellite applications for VACCO products.
Conservative and Positive Q4 Guidance
Guidance for fiscal Q4 revenue of $495M–$550M (growth of 13.1%–15.4% YoY), adjusted gross margin guidance of 45.0%–45.25%, and SG&A of 16.0%–16.25% of sales; management characterized the Q4 outlook as conservative while citing strong positioning and execution.
Moderate CapEx Plan
Planned capital expenditures remain modest and strategic — expected to finish the year at ~3.5%–<4% of sales while funding targeted capacity and tooling additions to support growing A&D demand.
RBC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RBC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $516.78 | $520.16 | +0.65% |
Oct 31, 2025 | $406.45 | $428.53 | +5.43% |
Aug 01, 2025 | $387.34 | $399.80 | +3.22% |
May 16, 2025 | $367.27 | $368.17 | +0.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rbc Bearings (RBC) report earnings?
Rbc Bearings (RBC) is schdueled to report earning on May 15, 2026, Before Open (Confirmed).
What is Rbc Bearings (RBC) earnings time?
Rbc Bearings (RBC) earnings time is at May 15, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RBC EPS forecast?
RBC EPS forecast for the fiscal quarter 2026 (Q4) is 3.33.