The earnings call reflected a generally positive outlook with significant growth across key segments, record free cash flow, and a strong backlog. Despite minor declines in gross margin and challenges in specific sectors like oil, gas, and semiconductors, the overall sentiment remains optimistic, particularly with the strategic acquisition of VACCO and anticipated growth in Aerospace and Defense.

Company Guidance -

Q2 2026

During RBC Bearings' fiscal first quarter 2026 earnings call, guidance for the second quarter was provided, projecting revenues between $445 million and $455 million, indicating a year-over-year growth of 11.8% to 14.4%. The company expects gross margins between 44% and 44.25%, with SG&A costs as a percentage of sales ranging from 17% to 17.25%. Additionally, the acquisition of VACCO is anticipated to contribute approximately $15 million to $20 million in revenue for the quarter, with gross margins between 25% and 30%. The company plans to focus on deleveraging by using generated cash to repay $200 million in debt drawn for the VACCO acquisition by the end of the fiscal year. Overall, RBC Bearings noted strong momentum and strategic execution, with a robust backlog exceeding $1 billion, driven primarily by aerospace and defense demand.

Strong Sales Growth

First quarter sales were $436 million, a 7.3% increase over last year, driven by continued strong performance in Aerospace and Defense and solid performance from industrial businesses.

Record Free Cash Flow

Free cash flow was $104.3 million, setting a new record for RBC.

Aerospace and Defense Segment Growth

Total A&D sales were up 10.4% year-over-year with 9.6% growth on the commercial aerospace side and 11.9% in defense.

Industrial Segment Performance

The industrial segment grew 5.5% year-over-year with the distribution and aftermarket up 10%.

Significant Backlog

Overall backlog exceeded $1 billion for the first time, with $100 million being industrial products.

Positive Outlook with VACCO Acquisition

The recent acquisition of VACCO is expected to drive growth, particularly in the marine business due to demand from the U.S. submarine fleet.

Strong Balance Sheet and Strategic Execution

The company maintains a strong balance sheet and well-defined business plan with a strong 5-year outlook.

RBC Bearings (RBC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RBC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q2)	2.73 / -	2.29	―	―	―
Aug 01, 2025	2026 (Q1)	2.74 / 2.84	2.54	11.81% (+0.30)	―
May 16, 2025	2025 (Q4)	2.71 / 2.83	2.47	14.57% (+0.36)	―
Jan 31, 2025	2025 (Q3)	2.20 / 2.34	1.85	26.49% (+0.49)	―
Nov 01, 2024	2025 (Q2)	2.29 / 2.29	2.17	5.53% (+0.12)	―
Aug 02, 2024	2025 (Q1)	2.40 / 2.54	2.13	19.25% (+0.41)	―
May 17, 2024	2024 (Q4)	2.34 / 2.47	2.13	15.96% (+0.34)	―
Feb 08, 2024	2024 (Q3)	1.95 / 1.85	1.64	12.80% (+0.21)	―
Nov 09, 2023	2024 (Q2)	2.04 / 2.17	1.93	12.44% (+0.24)	―
Aug 04, 2023	2024 (Q1)	1.96 / 2.13	1.79	18.99% (+0.34)	―

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
Aug 01, 2025	$387.34	$399.80	+3.22%
May 16, 2025	$367.27	$368.17	+0.25%
Jan 31, 2025	$322.02	$348.75	+8.30%
Nov 01, 2024	$280.35	$285.30	+1.77%

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 Nov 06, 2025, Before Open (Confirmed).

What is RBC Bearings (RBC) earnings time?

RBC Bearings (RBC) earnings time is at Nov 06, 2025, 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 (Q2) is 2.73.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing