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RBC Bearings (RBC)
NYSE:RBC
Earnings Data
Report Date
May 22, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
2.72Last Year’s EPS
2.47Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 31, 2025
|% Change Since: 10.90%
|Next Earnings Date:May 22, 2025
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook with significant growth in the Aerospace and Defense segment and effective debt reduction strategies. Although there were challenges in the OEM and industrial sectors, the overall positive performance metrics and future growth expectations in key segments outweighed these issues.Company Guidance
During the Fiscal Third Quarter 2025 earnings call for RBC Bearings, the company provided several key metrics and insights regarding their performance and future outlook. The company reported net sales of $394 million, a 5.5% increase from the previous year, with the Aerospace and Defense segment seeing a 10.7% year-over-year growth, driven by a 14.6% rise in commercial aerospace and a 3% increase in defense. The industrial segment grew by 2.7% year-over-year, despite a decline in OEM sales by 8.2%, while distribution and aftermarket sales rose by 8%. Gross margin for the quarter was $175 million, or 44.3% of sales, marking a 205-basis point increase from the previous year. Adjusted net income reached $73 million, a 34.7% increase from the previous year, translating to an adjusted EPS of $2.34, up 26.5%. The company generated $84 million in cash from operations and achieved a free cash flow of $74 million. RBC Bearings also reduced its debt by $100 million during the quarter, bringing the trailing net leverage to 1.8 turns. Looking ahead, the company forecasts revenues between $434 million to $444 million for the fourth quarter, representing a 4.9% to 7.3% year-over-year growth, with gross margins projected to be between 44% to 44.5%.Strong Aerospace and Defense Growth
Aerospace and Defense segment sales increased by 10.7% year-over-year, with commercial aerospace up 14.6% and defense up 3%.
Industrial Segment Growth
The industrial segment grew by 2.7% year-over-year, with distribution and aftermarket up 8%.
Gross Margin Expansion
Gross margin for the quarter was $175 million or 44.3% of sales, a 205-basis point increase year-over-year.
Debt Reduction Achievement
The company reduced its debt by $100 million in the quarter, achieving a net leverage of 1.8 turns.
Adjusted EPS Growth
Adjusted EPS grew to $2.34 per share, a 26.5% increase from last year's $1.85.
Strong Free Cash Flow
Free cash flow for the quarter was $74 million, up from $71 million in the previous year.
Positive Outlook for Fiscal 2026
The company is optimistic about future growth in aerospace, defense, and industrial markets.
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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
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RBC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 31, 2025 | $322.02 | $348.75 | +8.30% |
| Nov 01, 2024 | $280.35 | $285.30 | +1.77% |
| Aug 02, 2024 | $288.03 | $276.55 | -3.99% |
| May 17, 2024 | $267.56 | $289.28 | +8.12% |
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.
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FAQ
When does RBC Bearings (RBC) report earnings?
RBC Bearings (RBC) is schdueled to report earning on May 22, 2025, TBA Not Confirmed.
What is RBC Bearings (RBC) earnings time?
RBC Bearings (RBC) earnings time is at May 22, 2025, TBA Not 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 2025 (Q4) is 2.72.
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