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Company research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
RBC Bearings
RBC Bearings (RBC) investor relations material
RBC Bearings Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary28 May, 2026
Business overview and strategy
Manufactures precision bearings, components, and systems for industrial, aerospace, and defense sectors.
Operates 65 facilities across 11 countries, with headquarters in Oxford, CT.
Growth driven by both organic initiatives and over 30 acquisitions in 34 years.
Focuses on niche, proprietary products and strategic inventory management.
Targets sustainable double-digit top-line growth, supported by new product and market development.
Financial performance
Market capitalization reached $18.0B as of May 2026.
FY 2026 net sales were $1,870.9M, with a five-year CAGR of 25.2%.
Adjusted gross margin improved to 45.2% in FY 2026.
Adjusted EBITDA for FY 2026 was $605.3M, with a five-year CAGR of 28.3%.
Free cash flow for FY 2026 was $342.6M, with a five-year CAGR of 19.5%.
Segment and market breakdown
Sales split: 58% industrial, 42% aerospace & defense; 89% domestic, 11% international.
Industrial sales: 69% aftermarket/distribution, 31% OEM; key markets include aggregate/cement, mining/metals, and food/beverage.
Aerospace & defense sales: 49% commercial OEM, 30% defense OEM, 11% commercial aftermarket, 10% defense aftermarket.
End markets include engines, subsystems, marine, space/satellite, and missiles/bombs.
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Latest events from RBC Bearings
- Q4 sales up 18.3% year-over-year, with record backlog and strong outlook for FY2027.RBC
Q4 202620 May 2026 - Q3 sales up 17% with strong Aerospace/Defense and VACCO gains; Q4 outlook remains robust.RBCQ3 20265 Feb 2026
- Aerospace/Defense growth drove 5% sales and record margins, offsetting industrial softness.RBCQ1 20252 Feb 2026
- Q2 net sales up 3.2% to $397.9M, driven by 12.5% Aerospace/Defense growth.RBCQ2 202517 Jan 2026
- Q3 net sales up 5.5%, adjusted EPS up 26.5%, and Q4 outlook remains strong.RBCQ3 20259 Jan 2026
- Record-setting growth, strong governance, and shareholder-aligned executive pay define this proxy.RBCProxy Filing1 Dec 2025
- Record growth, strong governance, and key votes on directors, auditor, and executive pay.RBCProxy Filing1 Dec 2025
- Record-breaking financials, governance updates, and key shareholder votes define this year's meeting.RBCProxy Filing1 Dec 2025
- Record financials, enhanced executive pay practices, and key governance votes mark this year's proxy.RBCProxy Filing1 Dec 2025
Next RBC Bearings earnings date
Q1 202731 Jul, 2026
RBC Bearings
Next RBC Bearings earnings date
Q1 202731 Jul, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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