RBC Bearings Incorporated (RBC) is a global enterprise specializing in the design, production, and distribution of precisely engineered bearings and a wide ...
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Est. EPS $3.58 · Revenue $519.00M · 6 analysts
Est. EPS $3.96 · Revenue $573.46M · 3 analysts
Est. EPS $14.93 · Revenue $2.13B · 7 analysts
Est. EPS $4.14 · Revenue $569.67M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.9B | +14.3% | +0.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $287.6M | +16.8% | +10.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +44.4% | -0.0% | -1.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +22.5% | -0.5% | +20.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +15.4% | +2.2% | +10.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $342.6M | +40.5% | +117.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.3% | +22.9% | +117.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 29.5% | -13.1% | -14.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.18x | -33.1% | +16.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $5.1B | +9.3% | +1.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 9.09 vs 12.17 | -25.3% | 3.20 vs 3.58 | -10.5% |
| Revenue Surprise | $1.9B vs $1.9B | +0.7% | $519.5M vs $519.0M | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 25, 2026 | Feeney John J. | officer: Vice President and Secretary | Common Stock | D | 225 | $657.94 |
| Jun 24, 2026 | Ennico Dolores J | director | Common Stock | A | 400 | $199.16 |
| Jun 24, 2026 | Ennico Dolores J | director | Common Stock | A | 200 | $127.33 |
| Jun 24, 2026 | Ennico Dolores J | director | Common Stock | D | 600 | $636.11 |
| Jun 24, 2026 | Ennico Dolores J | director | Option to Purchase Common Stock | D | 200 | $127.33 |
Joshua Carroll: Good morning, and thank you for joining us for RBC Bearings Fiscal Fourth Quarter 2026 Earnings Call. I'm Josh Carroll with the Investor Relations team. With me on today's call are Dr. Hartnett, Chairman, President and Chief Executive Officer; Daniel Bergeron, Director, Vice President and Chief Operating Officer; and Rob Sullivan, Vice President and Chief Financial Officer. As a reminder, some of the statements made today may be forward-looking and under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those projected or implied to a variety of factors. We refer you to RBC Bearings' recent filings with the SEC for a more detailed discussion of the risks that could impact the company's future operating results and financial condition. These factors are also listed in the press release, along with the reconciliation between GAAP and non-GAAP financial information. With that, I'll now turn the call over to Dr. Hartnett. Mike Hartnett: Thank you, Josh, and good morning, and thank you all for joining us this morning. As usual, I'll begin today's call with a brief review of our financial results and highlight several key trends we see across the sectors. Then I'll turn the call over to Rob Sullivan, who will provide additional details on our financial performance for the fourth quarter. Fourth quarter net sales increased 18.3% year-over-year to $518 million, driven by continued momentum in our A&D segment and steady growth in our Industrial businesses. Consolidated gross margin was 44.4% for the quarter or 45.3% on an adjusted basis. Adjusted diluted EPS increased year-over-year to $3.62 compared to $2.83 in the prior year period. Adjusted EBITDA rose 21% to $168.9 million, up from $139.8 million last year. Free cash flow remained a strong $67.5 million, and we paid down an additional $116 million of debt during the quarter. Now turning to our 2 business segments. Approximately 57% of our revenue during the quarter came from our Industrial segment, 43% came from our A&D segment. Our A&D business has continued to deliver exceptional performance with segment revenue increasing 41.2% compared to the prior year period. This strong momentum in aerospace and defense is further reflected in our backlog, which has continued to expand and currently stands at approximately $2.3 billion. This growth continues to be driven by robust demand across the defense and space markets, along with unprecedented commercial aircraft build rates at the major builders. For the full year, A&D segment was up 32%, of which 19.1% was organic. With regard to our business segments, commercial aircraft was up 17.8%, 17.3% of which was organic. Defense was up 65.4% and 22.1% was organic. Our key revenue drivers, first, as many of you know, marine has been a significant contributor to our backlog growth, driven by accelerating build-out of the submarine fleet. Given the strategic importance of submarines within today's …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Michael J. Hartnett | Chairman, President & Chief Executive Officer | USD 4,825,904 | — | 1946 | Active |
Daniel A. Bergeron | Vice President, Chief Operating Officer & Director | USD 1,546,873 | Male | 1960 | Active |
Robert Sullivan | Vice President & Chief Financial Officer | USD 659,961 | Male | 1984 | Active |
Richard J. Edwards | Vice President & GM | USD 519,283 | Male | 1956 | Active |
John J. Feeney | Vice President, General Counsel & Secretary | USD 402,700 | Male | 1969 | Active |
Matthew J. Tift | Corporate Controller | — | — | — | Active |
David Gilbert | President of Dodge Industrial, Inc. | — | Male | — | Active |
Royal Bank of Canada , TD Bank and CIBC beat quarterly profit estimates on Thursday as the Canadian lenders largely benefited from strong earnings in their capital markets segments.
RBC Bearings (RBC) is well positioned to outperform the market, as it exhibits above-average growth in financials.
RBC Bearings (RBC) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
The acquisition brings engineering expertise and proven product performance in a strategic segment of the metallic coupling market The acquisition brings engineering expertise and proven product performance in a strategic segment of the metallic coupling market
Royal Bank of Canada and BMO Financial Group on Monday agreed to sell jointly owned Moneris Solutions to technology investment firm Francisco Partners in a deal valued at C$2 billion ($1.44 billion).
