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Rbc Bearings (RBC)
:RBC
Earnings Data
Report Date
Nov 06, 2025Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.73Last Year’s EPS
2.29Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
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
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 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 |
|---|---|---|---|
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.