RBC
RBC Bearings·NYSE
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RBC fundamentals
RBC Bearings (RBC) released its earnings on Oct 31, 2025: revenue was 455.30M (YoY +14.43%), beat estimates; EPS was 2.88 (YoY +25.76%), beat estimates.
Revenue / YoY
455.30M
+14.43%
EPS / YoY
2.88
+25.76%
Report date
Oct 31, 2025
RBC Earnings Call Summary for Q2,2026
- Revenue Surge: Q2 sales up 14.4% YoY to $455.3M, driven by 38.8% A&D growth (Commercial +21.6%, Defense +73.3%).
- Backlog Milestone: A&D backlog hits $1.6B (vs. $940M Q1), targeting $2B by year-end with submarine and aircraft programs.
- AI Efficiency: Engineers using AI tools to solve complex problems in minutes, e.g., tribological coupling analysis.
- VACCO Integration: Q2 A&D sales include $24.7M from VACCO, with organic growth 22.4%; VACCO margins expected to improve with RBC synergies.
- Margin Expansion: Gross margin 44.1%, free cash flow $71.7M, with Q3 guidance for 44.0-44.25% gross margin.
- Defense Resilience: No impact from government shutdown; defense programs remain strong.
EPS
Revenue
Revenue & Expenses
RBC has released its 2026 Q2 earnings report, with revenue of 455.30M, reflecting a YoY change of 14.43%, and net profit of 60.00M, showing a YoY change of 10.70%. The Sankey diagram below clearly presents RBC's revenue sources and cost distribution.
Key Indicators
RBC Bearings (RBC) key financial stats and ratios, covering profitability, financial health, and leverage.
RBC Bearings (RBC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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RBC Bearings (RBC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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RBC Bearings (RBC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does RBC Bearings (RBC) generate its revenue? Explore its key revenue streams and top earning regions.
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Track RBC Bearings (RBC) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
Did RBC Bearings beat or miss consensus estimates last quarter?What does RBC Bearings do and what are its main business segments?What is the market's earnings forecast for RBC Bearings next quarter?What is the revenue and EPS growth rate for RBC Bearings year over year?What factors drove the changes in RBC Bearings's revenue and profit?What is RBC Bearings's latest dividend and current dividend yield?What guidance did RBC Bearings's management provide for the next earnings period?What were the key takeaways from RBC Bearings's earnings call?
