RBC · RBC Bearings INC · Earnings Call Transcripts & Audio
$496.08
-4.93 (-0.98%)
At close · Sep 21
Market Cap
$15.86B
Shares
31.66M
RBC Bearings INC Earnings Call Transcripts
Quarterly earnings calls for RBC Bearings INC (RBC), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲129.5%
$369.20M
$43.80M
'23 Q2
22-11-10
▲31.7%
$351.60M
$36.30M
'23 Q3
23-02-09
▲9.9%
$394.40M
$49.20M
'23 Q4
23-05-19
▲9.3%
$387.10M
$50.00M
'24 Q1
23-08-04
▲4.4%
$385.60M
$51.70M
'24 Q2
23-11-09
▲6.3%
$373.90M
$46.60M
'24 Q3
24-02-08
▲4.9%
$413.70M
$61.60M
'24 Q4
24-05-17
▲5%
$406.30M
$61.40M
'25 Q1
24-08-02
▲3.2%
$397.90M
$54.20M
'25 Q2
24-11-01
▲5.5%
$394.40M
$57.90M
'25 Q3
25-01-31
▲5.8%
$437.70M
$72.70M
'25 Q4
25-05-16
▲7.3%
$436.00M
$68.50M
'26 Q1
25-08-01
▲14.4%
$455.30M
$60.00M
'26 Q2
25-10-31
▲17%
$461.60M
$67.40M
'26 Q3
26-02-05
▲18.3%
$518.00M
$91.70M
'26 Q4
26-05-15
LATEST
▲19.2%
$519.50M
$101.50M
'27 Q1
26-07-31
Earnings call
FY27 · Q1
2026-07-31
RBC Bearings INC (RBC) Q1 2027 Earnings Call Transcript
Confident tone
Space Business Expansion
Industrial Segment Performance
Marine Backlog & Supply Chain
Revenue
$519.50M
▲ 19.2% YoY Gross margin
47.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-05-15
RBC Bearings INC (RBC) Q4 2026 Earnings Call Transcript
Confident tone
Space business ramp
Industrial segment performance
Aerospace and Defense segment growth
Revenue
$518.00M*
▲ 18.3% YoY Gross margin
44.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-02-05
RBC Bearings INC (RBC) Q3 2026 Earnings Call Transcript
Confident tone
Aerospace and Defense demand
Margin outlook and guidance
Submarines and defense platforms
Revenue
$461.60M
▲ 17% YoY Gross margin
44.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-10-31
RBC Bearings INC (RBC) Q2 2026 Earnings Call Transcript
Confident tone
Aerospace and Defense Growth
VACCO Acquisition
Backlog Expansion
Revenue
$455.30M
▲ 14.4% YoY Gross margin
44.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-08-01
RBC Bearings INC (RBC) Q1 2026 Earnings Call Transcript
Confident tone
Industrial segment performance
VACCO acquisition
Aerospace & Defense growth
Revenue
$436.00M
▲ 7.3% YoY Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-05-16
RBC Bearings INC (RBC) Q4 2025 Earnings Call Transcript
Confident tone
Fiscal 2026 Outlook
Aerospace & Defense Growth
Margin Expansion
Revenue
$437.70M*
▲ 5.8% YoY Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-01-31
RBC Bearings INC (RBC) Q3 2025 Earnings Call Transcript
Confident tone
Fiscal 2026 outlook
Industrial segment outlook
Defense demand and capacity
Revenue
$394.40M
▲ 5.5% YoY Gross margin
44.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-11-01
RBC Bearings INC (RBC) Q2 2025 Earnings Call Transcript
Confident tone
Industrial Segment Recovery
Aerospace and Defense Demand
Backlog and Book-and-Turn Normalization
Revenue
$397.90M
▲ 3.2% YoY Gross margin
43.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-08-02
RBC Bearings INC (RBC) Q1 2025 Earnings Call Transcript
Confident tone
Aerospace and Defense growth
Dodge acquisition synergies
Gross margin and EBITDA margin expansion
Revenue
$406.30M
▲ 5% YoY Gross margin
45.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-05-17
RBC Bearings INC (RBC) Q4 2024 Earnings Call Transcript
Confident tone
M&A Appetite
Gross Margin Expansion
Aerospace & Defense Growth
Revenue
$413.70M*
▲ 4.9% YoY Gross margin
43.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-02-08
RBC Bearings INC (RBC) Q3 2024 Earnings Call Transcript
Confident tone
Industrial Business Performance
Debt Reduction and Leverage
Supply Chain and Material Availability
Revenue
$373.90M
▲ 6.3% YoY Gross margin
42.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-11-09
RBC Bearings INC (RBC) Q2 2024 Earnings Call Transcript
Revenue
$385.60M
▲ 4.4% YoY Gross margin
43.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-08-04
RBC Bearings INC (RBC) Q1 2024 Earnings Call Transcript
Revenue
$387.10M
▲ 9.3% YoY Gross margin
43.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-05-19
RBC Bearings INC (RBC) Q4 2023 Earnings Call Transcript
Revenue
$394.40M*
▲ 9.9% YoY Gross margin
42.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-02-09
RBC Bearings INC (RBC) Q3 2023 Earnings Call Transcript
Revenue
$351.60M
▲ 31.7% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-11-10
RBC Bearings INC (RBC) Q2 2023 Earnings Call Transcript
Revenue
$369.20M
▲ 129.5% YoY Gross margin
40.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-08-04
RBC Bearings INC (RBC) Q1 2023 Earnings Call Transcript
Revenue
$354.10M
▲ 126.7% YoY Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-05-26
RBC Bearings INC (RBC) Q4 2022 Earnings Call Transcript
Revenue
$358.88M*
▲ 123.9% YoY Gross margin
38.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-02-10
RBC Bearings INC (RBC) Q3 2022 Earnings Call Transcript
Revenue
$266.95M
▲ 83% YoY Gross margin
35.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-11-12
RBC Bearings INC (RBC) Q2 2022 Earnings Call Transcript
Revenue
$160.90M
▲ 10% YoY Gross margin
38.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-08-05
RBC Bearings INC (RBC) Q1 2022 Earnings Call Transcript
Revenue
$156.21M
▼ 0.2% YoY Gross margin
40.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-05-21
RBC Bearings INC (RBC) Q4 2021 Earnings Call Transcript
Revenue
$160.31M*
▼ 13.7% YoY Gross margin
39.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-01-29
RBC Bearings INC (RBC) Q3 2021 Earnings Call Transcript
Revenue
$145.86M
▼ 17.6% YoY Gross margin
38.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-10-30
RBC Bearings INC (RBC) Q2 2021 Earnings Call Transcript
Revenue
$146.34M
▼ 19.6% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-08-06
RBC Bearings INC (RBC) Q1 2021 Earnings Call Transcript
Revenue
$156.49M
▼ 14.3% YoY Gross margin
38.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-05-20
RBC Bearings INC (RBC) Q4 2020 Earnings Call Transcript
Revenue
$185.84M*
▲ 2% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-02-04
RBC Bearings INC (RBC) Q3 2020 Earnings Call Transcript
Revenue
$177.02M
▲ 3.2% YoY Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-06-30
RBC Bearings INC (RBC) Q1 2020 Earnings Call Transcript
Revenue
$182.69M
▲ 3.8% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
1324948
CUSIP
75524B104
13F (30d)
14 filings
11 filers
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