The earnings call highlighted strong revenue growth, record free cash flow, and significant achievements in the Aerospace and Defense segment. Despite some challenges in gross margin and specific market segments, the overall outlook remains positive, driven by strategic acquisitions and robust demand in core areas.

Company Guidance

During RBC Bearings' Fiscal First Quarter 2026 earnings call, robust financial metrics were highlighted, including a 7.3% increase in sales to $436 million, largely driven by a 10.4% year-over-year rise in Aerospace and Defense (A&D) sales. The company's industrial segment also showed a 5.5% growth, with the distribution and aftermarket contributing a 10% increase. The consolidated gross margin stood at 44.8%, while adjusted diluted EPS rose to $2.84 from $2.54 the previous year. Record free cash flow of $104.3 million was noted, with a conversion rate of 152%. Looking ahead, RBC Bearings provided guidance for second-quarter revenues between $445 million and $455 million, indicating a growth rate of 11.8% to 14.4%, bolstered by the recent acquisition of VACCO. The backlog surpassed $1 billion for the first time, with significant contributions from the industrial segment. The company is optimistic about continued growth driven by strategic plans and increased demand in key markets.

Strong Revenue Growth

First quarter sales were $436 million, a 7.3% increase over last year, with significant contributions from the Aerospace and Defense segment and industrial businesses.

Record Free Cash Flow

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

Aerospace and Defense Segment Performance

Total Aerospace and Defense sales were up 10.4% year-over-year, with 9.6% growth in commercial aerospace and 11.9% in defense.

Industrial Segment Growth

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

Backlog Milestone

For the first time, the company's backlog exceeded $1 billion, with $100 million accounted for by industrial products.

Successful VACCO Acquisition

The acquisition of VACCO is expected to synergize well, particularly expanding the marine business driven by the U.S. submarine fleet build-out.

Positive Outlook for Aerospace and Defense

Demand in the Aerospace and Defense sector is expected to expand in the high single to low double digits for future quarters.

EPS Growth

Adjusted diluted EPS grew 11.8% year-over-year to $2.84, despite macroeconomic challenges.

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, TBA (Not Confirmed).

What is RBC Bearings (RBC) earnings time?

RBC Bearings (RBC) earnings time is at Nov 06, 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 2026 (Q2) is 2.73.

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