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RBC Bearings (RBC)
NYSE:RBC
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
2.75Last Year’s EPS
2.54Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 16, 2025
|% Change Since: 2.95%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with strong revenue growth, improved margins, and successful debt reduction efforts. However, there were challenges such as industrial segment contraction and macroeconomic headwinds. The company's guidance for fiscal 2026 remains optimistic, particularly in the A&D segment.Company Guidance
During RBC Bearings' fiscal fourth-quarter 2025 earnings call, the company reported strong financial performance, with sales reaching $438 million, a 5.8% increase year-over-year. The consolidated gross margin improved to 44.2% from 43.1% the previous year, and adjusted diluted EPS rose 14.6% to $2.83 per share. The Aerospace and Defense (A&D) segment saw a significant sales increase of 10.6%, with commercial aerospace growing by 11.6% and defense by 8.2%. The industrial segment also experienced growth, with a 3.3% year-over-year increase. RBC Bearings achieved an adjusted EBITDA of $139.8 million and an adjusted EBITDA margin of 31.9%, reflecting a 50-basis-point improvement from the previous year. The company reduced its net leverage to 1.7 turns by allocating $275 million to debt repayment throughout fiscal 2025, positioning it well for potential mergers and acquisitions. Looking ahead to fiscal 2026, RBC Bearings anticipates at least 15% growth in commercial aerospace and mid-to-high single-digit growth in defense, while projecting revenues between $424 million and $434 million for the first quarter.Strong Revenue Growth
Fourth quarter sales reached $438 million, representing a 5.8% increase over the previous year. The A&D segment saw a 10.6% year-over-year increase, with commercial aerospace growing 11.6% and defense growing 8.2%.
Improved Gross Margin
Consolidated gross margin for the quarter was 44.2%, up from 43.1% the previous year. Industrial gross margins were 45.7%, and A&D margins were 41.5%.
Significant EPS Growth
Adjusted diluted EPS increased to $2.83, a 14.6% rise from the previous year's $2.47.
Debt Reduction Success
The company allocated $275 million to debt repayment in fiscal 2025, reducing trailing net leverage to 1.7 turns.
Positive Outlook for Fiscal 2026
The company expects at least 15% growth in commercial aerospace and mid-to-high single-digit growth in defense for fiscal 2026.
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 |
|---|---|---|---|
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% |
Aug 02, 2024 | $288.03 | $276.55 | -3.99% |
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 Jul 31, 2025, TBA Not Confirmed.
What is RBC Bearings (RBC) earnings time?
RBC Bearings (RBC) earnings time is at Jul 31, 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 (Q1) is 2.75.