RBC Bearings (RBC) Q2 2027 earnings summary

Executive summary

• Q2 FY2027 net sales rose 15.2% YoY to $524.6 million; Aerospace & Defense and Industrial each grew at mid-teen rates.

• Backlog reached $2.4 billion, and management expects a stronger second half.

Financial highlights

• Q2 net income was $93.8 million vs. $60.0 million; adjusted net income was $118.7 million vs. $91.2 million.

• Q2 operating income was $131.6 million vs. $97.8 million; adjusted operating income was $132.7 million vs. $105.0 million.

• H1 net sales rose to $1,044.1 million from $891.3 million; net income was $195.3 million vs. $128.5 million.

• Adjusted EBITDA was $175.0 million in Q2 vs. $145.3 million, and $356.2 million in H1 vs. $286.8 million.

Outlook and guidance

• Q3 FY2027 net sales expected at $520.0–$525.0 million, representing stated YoY growth of 12.7%–13.7%.

• Q3 gross margin forecast at 45.5%–45.75%; SG&A expected at 16.25%–16.5% of sales.