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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.
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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.

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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.

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