RBC Bearings INC reported results for the 2026 quarter with revenue rising to $519.5M and diluted EPS of $3.2, driven by stronger aerospace & defense demand and improved operational efficiency versus the prior-year quarter.

Financial Highlights

MetricCurrent quarterPrior year quarterYoY changeRevenue¹$519.5M$436M19.2%Net income²$101.5M$68.5M48.2%Diluted EPS³$3.2$2.1747.5%

¹ Reported as “Net sales”. ² Reported as “Net income”. ³ Reported as “Diluted income per common share”.

Business Highlights

  • Revenue growth of 19.2% was led by Aerospace & Defense, which increased 36.9%, and Industrial, up 8.4%.
  • Commercial aerospace sales rose 21.8% on OEM build-rate recovery and aftermarket expansion.
  • Defense demand was a major driver, accounting for roughly 42% of segment sales with defense sales up 64.6%.
  • Gross margin improved to 47.7% from 44.8% on better plant throughput and favorable product mix.
  • Backlog remained steady at $2.3B and capital expenditures are increasing to support planned production ramps for defense orders.

Original SEC Filing:

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