RBC Bearings Incorporated (RBC) SEC Filings & Earnings Calls
EquiReason read 13 RBC Bearings Incorporated SEC filings in the last 12 months. Latest: 8-K on 2026-09-09 — Director Frederick J. Elmy retired; annual meeting voted on directors, auditor ratification, and say-on-pay. Routine governance event..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 14.9B
- P/E TTM
- 46.6
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 30 Oct, in 6 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
11 Aug 20268-K · 8.01RBC Bearings subsidiary Dodge Industrial acquired PSC Couplings for $24.2M cash; bolt-on acquisition in disc coupling solutions.acquisitionopen
Figures in the filing · each found in the filing text
| cash purchase price · Q3-2026 | $24M |
31 Jul 202610-QRBC Bearings reported a strong quarter with revenue up 19.2% YoY, gross margin expansion of 290bps, and net income up 48.2%, driven by Aerospace & Defense demand.open
Figures in the filing · each found in the filing text
| Total Net Sales · Q1-2027 | $520M | +19% y/y |
| Net Income · Q1-2027 | $102M | +48% y/y |
| Gross Margin · Q1-2027 | 47.7% | |
| Aerospace & Defense Net Sales · Aerospace & Defense · Q1-2027 | $225M | +37% y/y |
| Industrial Net Sales · Industrial · Q1-2027 | $294M | +8% y/y |
| Operating Cash Flow · Q1-2027 | $172M | +43% y/y |
| Backlog · 2026-06-27 | $2.30B | +130% y/y |
| Diluted EPS · Q1-2027 | $3.20 | +48% y/y |
Guidance
Q2 FY2027 net sales guided to $505M-$515M, representing +10.9% to +13.1% YoY growth
Management guided for continued strong growth in Q2 FY2027, with net sales expected to increase 10.9% to 13.1% YoY.
Risks flagged
Tariff Exposure
“Further, the timing of tariff refunds, which temporarily alleviated the impact of ongoing global tariff costs, provided nearly 100 basis points of margin benefit during the quarter.” · word for word
Debt Maturity
“The Term Loan matures in November 2026 and amortizes in quarterly installments with the balance payable on the maturity date.” · word for word
Customer Concentration
“No single customer accounted for 10% or more of revenue, but the Aerospace & Defense segment is reliant on a few large OEMs.”
31 Jul 20268-K · 2.02RBC Bearings reports Q1 FY2027 net sales $519.5M +19.2% YoY; net income $101.5M vs $68.5M; adjusted EPS $3.88 vs $2.84; record backlog $2.3B; guidance for Q2 sales $505-515M.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q1-2027 | $520M | +19% y/y |
| Gross margin · Q1-2027 | $248M | +27% y/y |
| Gross margin % · Q1-2027 | 47.7% | |
| Operating income · Q1-2027 | $141M | +39% y/y |
| Operating income % · Q1-2027 | 27.1% | |
| Net income · Q1-2027 | $102M | +48% y/y |
| Diluted EPS · Q1-2027 | $3.20 | +47% y/y |
| Adjusted diluted EPS · Q1-2027 | $3.88 | +37% y/y |
| Adjusted EBITDA % of net sales · Q1-2027 | 34.9% | |
| Backlog · Q1-2027 | $2.30B | +130% y/y |
Guidance
Q2 FY2027 net sales $505-515M vs $455.3M prior year; gross margin 45.5-45.75%; SG&A 16.5-16.75% of sales
Guidance implies 10.9-13.1% revenue growth YoY; gross margin expected to remain strong at 45.5-45.75%.
Risks flagged
Dependence on aerospace & defense segment for growth; any slowdown in defense spending or commercial aerospace could impact results.
“Aerospace & Defense segment increased 36.9% vs Industrial 8.4%”
Integration risk from VACCO acquisition; $34.4M of net sales from VACCO in the quarter.
“$34.4 of net sales this quarter came from VACCO, which we acquired on July 18, 2025” · word for word
24 Jul 2026DEF 14AProxy statement filed for annual meeting; no material corporate event disclosed.open
Figures in the filing · each found in the filing text
| Net Sales · FY2026 | $1.87B | +14% y/y |
| Gross Margin · FY2026 | 44.4% | |
| Net Income · FY2026 | $288M | +17% y/y |
| Adjusted EBITDA · FY2026 | $605M | +16% y/y |
| Free Cash Flow Conversion · FY2026 | 119.1% |
Risks flagged
Key man risk due to CEO age (81)
“Dr. Michael J. Hartnett, Chairman, President and CEO, age 81.” · word for word
Concentrated insider ownership
“All directors and executive officers as a group own 1.8% of shares.” · word for word
15 May 202610-KNet sales $1.87B (+14% y/y); Net income attributable to common stockholders $288M (+23% y/y); Gross margin % 44.4; Guidance: Q1 FY2027 net sales guided $500M-$510M (14.7%-17.0% growth), adjusted gross margin 45.25%-45.5%open
Figures in the filing · each found in the filing text
| Net sales · FY2026 | $1.87B | +14% y/y |
| Net income attributable to common stockholders · FY2026 | $288M | +23% y/y |
| Gross margin % · FY2026 | 44.4% | |
| Operating cash flow · FY2026 | $416M | +42% y/y |
| Capital expenditures · FY2026 | $73M | +47% y/y |
| Backlog · 2026-03-28 | $2.30B | +156% y/y |
| Aerospace & Defense segment net sales · Aerospace & Defense · FY2026 | $788M | +33% y/y |
| Industrial segment net sales · Industrial · FY2026 | $1.08B | +4% y/y |
| Aerospace & Defense segment gross margin % · Aerospace & Defense · FY2026 | 40.7% | |
| Industrial segment gross margin % · Industrial · FY2026 | 47.0% |
Guidance
Q1 FY2027 net sales guided $500M-$510M (14.7%-17.0% growth), adjusted gross margin 45.25%-45.5%
Strong guidance with revenue growth of 14.7%-17.0% in Q1 FY2027, margin expansion expected, and backlog at $2.3B indicating robust demand.
Risks flagged
Interest rate exposure on variable-rate debt
“Amounts outstanding under the Facilities generally bear interest at either, at the Company’s option, (a) a base rate... or (b) Term SOFR plus a credit spread adjustment of 0.10% plus a margin ranging from 0.75% to a cap of 1.75%” · word for word
Integration risk from VACCO acquisition
“Gross margin in fiscal 2026 was affected by $13.2 of purchase accounting adjustments related to the VACCO acquisition.” · word for word
Cyclicality in Industrial end markets
“The markets for our products are cyclical, and we have endeavored to mitigate this cyclicality...” · word for word
Foreign exchange risk
“The Company is exposed to foreign exchange rate fluctuations as some of our subsidiaries operate in various countries.” · word for word
15 May 20268-K · 2.02Net sales $518M (+18% y/y); Net sales $1.87B (+14% y/y); Gross margin 44.4earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2026 | $518M | +18% y/y |
| Net sales · FY2026 | $1.87B | +14% y/y |
| Gross margin · Q4-2026 | 44.4% | |
| Adjusted gross margin · Q4-2026 | 45.3% | |
| Net income · Q4-2026 | $92M | +26% y/y |
| Diluted EPS · Q4-2026 | $2.89 | +26% y/y |
| Adjusted EBITDA as a percentage of net sales · Q4-2026 | 32.6% | |
| Aerospace & Defense segment net sales growth · Aerospace & Defense · Q4-2026 | 41.2% | |
| Industrial segment net sales growth · Industrial · Q4-2026 | 5.5% |
5 Feb 20268-K · 2.02Net sales $462M (+17% y/y); Operating income $103M (+20% y/y); Net income attributable to common stockholders $67M (+18% y/y)earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q3-2026 | $462M | +17% y/y |
| Operating income · Q3-2026 | $103M | +20% y/y |
| Net income attributable to common stockholders · Q3-2026 | $67M | +19% y/y |
| Diluted EPS · Q3-2026 | $2.13 | +17% y/y |
| Free cash flow · Q3-2026 | $99M | +35% y/y |
5 Feb 202610-QRBC Bearings reported strong Q3 FY2026 results with 17% revenue growth, driven by 41.5% Aerospace/Defense growth and 86.2% defense sales increase, and provided Q4 guidance of 13-15% growth.earningsopen
Figures in the filing · each found in the filing text
| Total net sales · Q3-2026 | $462M | +17% y/y |
| Net income attributable to common stockholders · Q3-2026 | $67M | +19% y/y |
| Diluted earnings per share · Q3-2026 | $2.13 | +17% y/y |
| Gross margin % · Q3-2026 | 44.3% | |
| Backlog · 2025-12-27 | $2.10B | |
| Aerospace/Defense segment net sales · Aerospace/Defense · Q3-2026 | $203M | +42% y/y |
| Industrial segment net sales · Industrial · Q3-2026 | $259M | +3% y/y |
| Operating cash flow · 9M-2026 | $331M | +47% y/y |
| Capital expenditures · 9M-2026 | $55M | +56% y/y |
Guidance
Q4 FY2026 net sales guided $495-505M vs $437.7M prior year, growth 13.1%-15.4% (6.4%-8.7% ex-VACCO)
Management raised guidance with Q4 net sales expected $495-505M, implying 13-15% YoY growth, and expressed confidence in continued aerospace/defense growth.
Risks flagged
VACCO integration and purchase accounting impact
“Gross margin for the third quarter of fiscal 2026 included $4.2 of unfavorable purchase accounting adjustments associated with the VACCO acquisition.” · word for word
Industrial end-market weakness in mining and grain
“Net sales to the aggregate & cement, food & beverage, and warehousing markets increased during the period while mining and grain sales showed weakness compared to the prior year.” · word for word
Interest rate exposure on variable-rate debt
“Increases in interest rates would increase the cost of servicing the Term Loan and Revolving Credit Facility and could reduce our profitability.” · word for word
31 Oct 202510-QRBC Bearings reported strong Q2 FY2026 results with revenue +14.4% YoY, net income +23.7% YoY, and backlog nearly doubling to $1.6B, driven by Aerospace/Defense strength and VACCO acquisition.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $455M | +14% y/y |
| Net income · Q2-2026 | $60M | +24% y/y |
| Diluted EPS · Q2-2026 | $1.90 | +15% y/y |
| Gross margin · Q2-2026 | 44.1% | |
| Backlog · Q2-2026 | $1.60B | |
| Aerospace/Defense segment revenue · Aerospace/Defense · Q2-2026 | $199M | +39% y/y |
| Industrial segment revenue · Industrial · Q2-2026 | $257M | +1% y/y |
Guidance
Q3 FY2026 net sales guided $454M-$462M vs $394.4M prior year (+15.1% to +17.1%); organic growth 7.4% to 9.5%
Management guided Q3 FY2026 revenue of $454M-$462M, representing 15.1%-17.1% YoY growth, with organic growth of 7.4%-9.5%, indicating continued demand acceleration.
Risks flagged
VACCO Integration and Purchase Accounting
“Gross margin for the second quarter of fiscal 2026 was unfavorably impacted by a $3.3 purchase accounting adjustment related to the VACCO acquisition.” · word for word
Industrial Segment Weakness in Certain End Markets
“Machine tools and OEM oil producer sales showed weakness compared to the prior year.” · word for word
Debt and Interest Rate Exposure
“We incurred substantial debt in order to complete the Dodge and VACCO acquisitions, which could constrain our business and exposes us to the risk of defaults under our debt instruments.” · word for word
31 Oct 20258-K · 2.02Net sales $455M (+14% y/y); Gross margin $201M (+15% y/y); Adjusted gross margin $204M (+18% y/y); Guidance: Expecting record yearearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $455M | +14% y/y |
| Gross margin · Q2-2026 | $201M | +15% y/y |
| Adjusted gross margin · Q2-2026 | $204M | +18% y/y |
| Operating income · Q2-2026 | $98M | +14% y/y |
| Adjusted operating income · Q2-2026 | $105M | +21% y/y |
| Net income attributable to common stockholders · Q2-2026 | $60M | +24% y/y |
| Adjusted net income attributable to common stockholders · Q2-2026 | $91M | +36% y/y |
| Diluted EPS · Q2-2026 | $1.90 | +15% y/y |
| Adjusted diluted EPS · Q2-2026 | $2.88 | +26% y/y |
| Free cash flow · Q2-2026 | $72M | +168% y/y |
Guidance
Expecting record year
Management expects a record year driven by generational demand expansion in aerospace and defense.
30 Oct 20258-K · 1.01, 2.03Entered a material definitive agreement (acquisition, partnership, or major contract); took on a material direct financial obligation, increasing leverageopen
Risks flagged
Term loan still matures in 2026, creating refinancing risk.
“Term Loan will mature and be repayable in full on November 2, 2026.” · word for word
RBC Bearings Incorporated — questions
- What did RBC Bearings Incorporated file recently?
- 13 SEC filings in the last 12 months. Latest: 8-K on 2026-09-09 — Director Frederick J. Elmy retired; annual meeting voted on directors, auditor ratification, and say-on-pay. Routine governance event.
Every figure on this page comes from RBC Bearings Incorporated's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.