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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) investor relations material
RBC Bearings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Net sales for Q2 FY2026 reached $455.3 million, up 14.4% year-over-year, driven by a 38.8% increase in Aerospace/Defense and steady Industrial performance, with the VACCO acquisition contributing $24.7 million.
Net income attributable to common stockholders rose 23.7% to $60.0 million, with diluted EPS of $1.90, up from $1.65; adjusted EPS was $2.88, up from $2.29.
Adjusted EBITDA rose 17.7% to $145.3 million, and free cash flow was $71.7 million, with a conversion rate of 119.5%.
Backlog reached a record $1.6 billion, including $0.5 billion from VACCO, indicating robust future demand.
Financial highlights
Gross margin for Q2 FY2026 was 44.1%, up from 43.7% last year; adjusted gross margin was 44.9%.
Adjusted EBITDA margin was 31.9% for the quarter.
Operating income for Q2 FY2026 was $97.8 million (adjusted: $105.0 million), up 13.6% (adjusted: 21.2%) year-over-year.
Interest expense fell to $13.4 million, reflecting debt repayments and lower rates.
Effective tax rate increased to 28.0%, mainly due to discrete tax items related to the VACCO acquisition.
Outlook and guidance
Q3 FY2026 net sales are projected at $454.0–$462.0 million, a 15.1–17.1% increase year-over-year.
Organic net sales growth (excluding VACCO) expected at 7.4–9.5%; adjusted gross margin forecasted at 44.0–44.25%.
Management anticipates continued growth in commercial aerospace and defense, supported by a strong backlog and focus on operational efficiency.
Industrial segment growth drivers and outlook?
Backlog growth: capacity and fulfillment strategy?
VACCO acquisition's impact on adjusted EPS?
A&D capacity expansion strategy
VACCO margin improvement timeline
Industrial OEM market outlook
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Next RBC Bearings earnings date
Q3 202630 Jan, 2026
Next RBC Bearings earnings date
Q3 202630 Jan, 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.
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