RBC
RBC Bearings·NYSE
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RBC fundamentals
RBC Bearings (RBC) released its earnings on Feb 5, 2026: revenue was 461.60M (YoY +17.04%), beat estimates; EPS was 3.04 (YoY +29.91%), beat estimates.
Revenue / YoY
461.60M
+17.04%
EPS / YoY
3.04
+29.91%
Report date
Feb 5, 2026
RBC Earnings Call Summary for Q3,2026
- Revenue Growth: 17% YoY to $461 million, driven by 41.5% A&D expansion and 3.1% industrial growth.
- Profitability: Adjusted EPS up 30% to $3.04; Free cash flow $99.1 million, debt reduced by $81 million.
- Backlog Strength: Exceeds $2 billion, with potential $0.5-$1 billion in extended contracts.
- Defense Momentum: Virginia submarines, missile refurbishment, and space systems dominate A&D.
- Industrial Outlook: Q4 growth ~3%, FY '27 acceleration expected with new products and service center.
- VACCO Impact: $29 million Q3 revenue, expanding into space and defense markets.
- CapEx Focus: 3.5% of sales for A&D capacity, supporting 10%+ organic growth in FY '27.
EPS
Actual | 1.33 | 0.95 | 0.93 | 0.9 | 1.08 | 1.04 | 0.89 | 0.7 | 1.26 | 1.79 | 1.93 | 1.64 | 2.13 | 2.13 | 2.17 | 1.85 | 2.47 | 2.54 | 2.29 | 2.34 | 2.83 | 2.84 | 2.88 | 3.04 | |||||||||||
Forecast | 1.325 | 0.8675 | 0.875 | 0.8225 | 1.0475 | 0.995 | 1.045 | 0.6885 | 1.0473 | 1.3299 | 1.8097 | 1.671 | 1.9599 | 1.9628 | 2.0398 | 1.9532 | 2.34 | 2.3953 | 2.2863 | 2.1975 | 2.7088 | 2.7422 | 2.7363 | 2.8556 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.38% | +9.51% | +6.29% | +9.42% | +3.10% | +4.52% | -14.83% | +1.67% | +20.31% | +34.60% | +6.65% | -1.86% | +8.68% | +8.52% | +6.38% | -5.28% | +5.56% | +6.04% | +0.16% | +6.48% | +4.47% | +3.57% | +5.25% | +6.46% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 185.84M | 156.49M | 146.34M | 145.86M | 160.29M | 156.21M | 160.90M | 266.95M | 358.88M | 354.08M | 369.17M | 351.60M | 394.42M | 387.10M | 385.57M | 373.91M | 413.68M | 406.30M | 397.90M | 394.40M | 437.70M | 436.00M | 455.30M | 461.60M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 183.29M | 152.47M | 150.54M | 141.79M | 158.73M | 158.92M | 159.53M | 253.27M | 349.79M | 362.13M | 361.45M | 359.71M | 380.35M | 389.48M | 390.60M | 376.83M | 414.21M | 416.65M | 403.89M | 393.78M | 439.48M | 431.65M | 450.30M | 460.05M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.39% | +2.64% | -2.79% | +2.87% | +0.99% | -1.71% | +0.86% | +5.40% | +2.60% | -2.22% | +2.14% | -2.25% | +3.70% | -0.61% | -1.29% | -0.77% | -0.13% | -2.48% | -1.48% | +0.16% | -0.40% | +1.01% | +1.11% | +0.34% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for RBC Bearings year over year?Did RBC Bearings beat or miss consensus estimates last quarter?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 factors drove the changes in RBC Bearings's revenue and profit?What were the key takeaways from RBC Bearings’s earnings call?What were the key takeaways from RBC Bearings's earnings call?What is the market's earnings forecast for RBC Bearings next quarter?
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