Rbc Bearings (RBC)
NYSE:RBC
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
3.4Last Year’s EPS
2.84Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: the company reported strong top‑line growth, solid margin and profitability expansion, robust free cash flow, significant backlog (particularly in defense/space), and clear de‑leveraging progress. Notable execution and integration efforts (VACCO), capacity investments for submarine ramps, supply‑chain risks (titanium/high‑alloy inputs), elevated SG&A and remaining contract repricing exposure are meaningful headwinds but appear manageable against strong operating cash flow and healthy guidance. Overall, positives materially outweigh the headwinds.Company Guidance
Strong Quarterly and Annual Revenue Growth
Q4 net sales increased 18.3% year‑over‑year to $518.0M; full year sales up 32.0% with 19.1% organic growth.
Aerospace & Defense (A&D) Outperformance and Backlog
A&D segment revenue rose 41.2% in the quarter (22.8% ex‑VACCO); defense revenue +65.4% (22.1% organic); commercial aircraft +17.8% (17.3% organic). Backlog expanded to approximately $2.3B, driven by defense, space and elevated commercial build rates.
Profitability Expansion
Consolidated gross margin was 44.4% for the quarter (45.3% adjusted). Adjusted EBITDA was $168.9M, up ~21% YoY from $139.8M. Adjusted diluted EPS was $3.62, up 27.9% YoY.
Strong Cash Generation and De‑leveraging
Q4 free cash flow was $67.5M (73.6% conversion); full year free cash flow was $342.6M with 119.1% conversion (vs $243.8M and 99% prior year). Company paid down $116M of debt during the quarter (plus $27M since quarter end); interest expense was down 12.5% YoY to $11.2M.
High‑Growth End Markets — Missiles and Space
Missile‑related revenue exceeded $45M for the fiscal year (benefitting from VACCO acquisition contribution). Space revenue came in just above $70M for the year (including ~$30M from VACCO), representing substantial growth from prior years.
Industrial Business Stability and End‑market Breadth
Industrial OEM revenue increased 7.8% and distribution revenue grew 4.5% in the quarter, with strength across aggregates, warehousing, food & beverage, grain and semiconductor end markets.
Forward Guidance and Margin Outlook
Guidance provided for (near‑term) revenues of $500M–$510M (representing ~14.7%–17% YoY growth depending on period referenced), adjusted gross margin expected 45.25%–45.5%, and SG&A guided to ~16.5%–16.75% of sales. Management expects ~50 bps consolidated gross margin expansion for the full year.
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 15, 2026 | $611.93 | $569.06 | -7.01% |
Feb 05, 2026 | $516.78 | $520.16 | +0.65% |
Oct 31, 2025 | $406.45 | $428.53 | +5.43% |
Aug 01, 2025 | $387.34 | $399.80 | +3.22% |
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, 2026, Before Open (Confirmed).
What is Rbc Bearings (RBC) earnings time?
Rbc Bearings (RBC) earnings time is at Jul 31, 2026, 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 2027 (Q1) is 3.4.