)
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) investor relations material
RBC Bearings Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary1 Aug, 2025
Executive summary
Net sales reached $436.0 million, up 7.3% year-over-year, with strong growth in both Aerospace/Defense and Industrial segments.
Adjusted diluted EPS rose to $2.84, up from $2.54, and diluted EPS was $2.17, up from $1.90.
Free cash flow increased to $104.3 million, with conversion at 152%.
Backlog exceeded $1 billion for the first time, reaching $1,017.3 million, reflecting strong order momentum.
Completed the $275 million acquisition of VACCO Industries, expanding presence in marine, space, and naval defense markets.
Financial highlights
Gross margin was 44.8% (45.4% adjusted), slightly down from 45.3% last year due to restructuring costs.
SG&A expenses rose to $73.9 million, 16.9% of sales, mainly from higher personnel and IT costs.
Interest expense declined 29.1% year-over-year to $12.2 million due to debt reduction and lower rates.
Adjusted EBITDA reached $141.5 million, up 5.6% year-over-year, representing 32.5% of sales.
Operating cash flow was $120.0 million, up from $97.4 million year-over-year.
Outlook and guidance
Q2 FY2026 net sales expected between $445.0 million and $455.0 million, up 11.8% to 14.4% year-over-year.
Gross margin forecasted at 44.0% to 44.25%; SG&A as a percentage of sales expected at 17.0% to 17.25%.
VACCO expected to contribute $15–$20 million in Q2 revenue with 25%–30% gross margin.
Operating cash flows and available credit expected to fund growth initiatives for at least the next 12 months.
Five-year outlook based on detailed planning, with strong capacity and margin expansion expected, especially in aerospace.
How will the 'Big Beautiful Bill' impact A&D?
What's the expected timeline for VACCO margin ramp?
When will GTF Advantage content gains ramp?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next RBC Bearings earnings date
Q2 202631 Oct, 2025
Next RBC Bearings earnings date
Q2 202631 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
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
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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
I can't remember the last time an app had such a positive impact on my investment process.
@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
Related articles
)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
Frequently asked questions
RBC Bearings: Specialty Bearings and Components
RBC Bearings Incorporated is a globally recognized manufacturer of highly-engineered precision bearings and components that was established in 1919. With its headquarters in Oxford, Connecticut, RBC Bearings has risen to become a leading international manufacturer and marketer of highly engineered precision plain, roller, and ball bearings. Their products are utilized by manufacturers in the industrial, defense, and aerospace industries.
Early Foundations and Expansion
The initial mission of RBC Bearings at its inception was to provide solutions to the challenges of bearing technology for rotating equipment. Over time, the company expanded its portfolio, acquiring multiple businesses to offer more extensive services. Today, RBC Bearings has grown significantly and possesses a vast global network, with over 40 manufacturing facilities strategically located across North America and Europe.
Precision Products for a Wide Array of Industries
RBC Bearings caters to a broad spectrum of industries by providing specialized bearings and components. The company's industrial product portfolio includes ball bearings, roller bearings, and engineered products, designed for use in various applications in construction, mining, oil and natural resources, and transportation sectors. Simultaneously, the aerospace products of RBC Bearings, such as airframe control bearings, journal bearings, and pitch and yaw bearings, have found extensive use in the commercial, military, and general aviation markets. Some of their largest customers include the US Department of Defense, Northrop Grumman, Boeing, and Caterpillar. These names simply scratch the surface of the customer list, and RBC works closely with several other large players in both the industrial and defense industry.
A Focus on Delivering Quality Products
RBC Bearings places a strong emphasis on innovation and technology in its operations. The company's engineering team continually works on product development and improvement, always seeking to deliver superior performance and reliability. RBC Bearings operates a strict QA protocol. The company operates extensive in-house testing facilities where bearings undergo stringent checks for precision and durability.
But the company also offers customers access to its engineering team for support and provides extensive online resources, including product catalogs and CAD drawings. In addition, RBC Bearings provides training and field support, further assisting customers in maximizing the lifespan and effectiveness of their bearings.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage