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RBC Bearings (RBC)
NYSE:RBC
Earnings Data
Report Date
Feb 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
2.81Last Year’s EPS
2.34Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth and performance in the Aerospace and Defense segment, significant backlog growth, and improved financial metrics such as gross margin and adjusted EPS. However, there were challenges in the industrial OEM sector and the impact of the VACCO acquisition on margins. Overall, the strong performance in key segments and strategic acquisitions indicate a positive outlook.Company Guidance
Strong Revenue Growth
Net sales for the second quarter were $455.3 million, marking a 14.4% increase over the previous year. This growth was driven by strong performance in the Aerospace and Defense segment.
Aerospace and Defense Segment Expansion
Aerospace and Defense sales increased by 38.8% year-on-year, with commercial aerospace expanding 21.6% and defense expansion at 73.3%.
Backlog Growth
The backlog increased to $1.6 billion from $940 million in March and $860 million last year, with expectations to approach $2 billion by year's end.
Gross Margin Improvement
Consolidated gross margin for the quarter was 44.1%, up from 43.7% the previous year.
Adjusted EPS Increase
Adjusted earnings per share increased to $2.88 from $2.29 last year, representing a 25.8% increase.
Strong Free Cash Flow
Free cash flow for the period was strong at $71.7 million, with a conversion rate of 119.5%.
Successful Acquisition
The acquisition of VACCO contributed $24.7 million of net sales during the period.
RBC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RBC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 31, 2025 | $406.45 | $428.53 | +5.43% |
Aug 01, 2025 | $387.34 | $399.80 | +3.22% |
May 16, 2025 | $367.27 | $368.17 | +0.25% |
Jan 31, 2025 | $322.02 | $348.75 | +8.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does RBC Bearings (RBC) report earnings?
RBC Bearings (RBC) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
What is RBC Bearings (RBC) earnings time?
RBC Bearings (RBC) earnings time is at Feb 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RBC EPS forecast?
RBC EPS forecast for the fiscal quarter 2026 (Q3) is 2.81.