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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 Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary31 Jul, 2026
Executive summary
Net sales for Q1 FY2027 rose 19.2% year-over-year to $519.5 million, driven by strong Aerospace & Defense (up 36.9%) and Industrial (up 8.4%) segment growth.
Net income increased 48.2% to $101.5 million, with adjusted net income at $123.0 million and diluted EPS at $3.20; adjusted EPS was $3.88, up 36.6%.
Backlog remained robust at $2.3 billion as of June 27, 2026, supporting future growth.
Free cash flow was $146.9 million, with $77 million of debt eliminated during the quarter.
VACCO acquisition contributed to A&D growth, with $34.4 million in Q1 net sales.
Financial highlights
Gross margin improved to 47.7% from 44.8% last year, aided by higher volumes, favorable mix, and one-time tariff refunds.
Adjusted EBITDA reached $181.2 million, up from $141.5 million year-over-year; adjusted EBITDA margin was 34.9%.
SG&A expenses were $85.8 million (16.5% of sales), up from $73.9 million (16.9% of sales) year-over-year.
Interest expense declined to $10.1 million from $12.2 million due to debt reduction.
Operating cash flow increased to $171.8 million from $120.0 million year-over-year.
Outlook and guidance
Q2 FY2027 net sales expected between $505 million and $515 million, up 10.9%–13.1% year-over-year.
Six-month sales expected at $1.024–$1.035 billion, up 14.9%–16.1% year-over-year.
Gross margin guidance for Q2: 45.5%–45.75%; SG&A as a percentage of sales: 16.5%–16.75%.
Management expressed confidence in continued robust demand and positive outlook for the year.
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Latest events from RBC Bearings
- Record growth, strong governance, and pay-for-performance drive shareholder value.RBC
Proxy filing - Vote on director elections, auditor ratification, and executive pay at the 2026 annual meeting.RBCProxy filing
- Precision bearings leader posts $1.87B sales, $18B market cap, and 3,838% TSR since IPO.RBCInvestor presentation
- Q4 sales up 18.3% year-over-year, with record backlog and strong outlook for FY2027.RBCQ4 2026
- Q3 sales up 17% with strong Aerospace/Defense and VACCO gains; Q4 outlook remains robust.RBCQ3 2026
- Record-setting growth, strong governance, and shareholder-aligned executive pay define this proxy.RBCProxy Filing
- Q2 net sales up 3.2% to $397.9M, driven by 12.5% Aerospace/Defense growth.RBCQ2 2025
- Aerospace/Defense gains drove 5% sales growth, record margins, and strong cash flow in Q1.RBCQ1 2025
- Q3 net sales up 5.5%, adjusted EPS up 26.5%, and Q4 outlook remains strong.RBCQ3 2025
Next RBC Bearings earnings date
Q2 202730 Oct, 2026
RBC Bearings
Next RBC Bearings earnings date
Q2 202730 Oct, 2026
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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.