RBC reported second-quarter net sales increasing 15.2% year-over-year to 524.6 million and adjusted EPS increasing 29.9% to $3.74; it guided third-quarter revenue of $520 to $525 million.
RBC · RBC Bearings INC
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RBC Bearings INC reported second-quarter net income of $93.8 versus $60.0 last year. Backlog was $2.4 billion, and third-quarter net sales are expected at $520.0 to $525.0.
RBC Bearings Incorporated reported second quarter fiscal 2027 net sales of $524.6 million, up 15.2%, and net income of $93.8 million versus $60.0 million. Third-quarter net sales are expected at $520.0 million to $525.0 million.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q1 FY27 earnings call · Jul 31, 2026TL;DR. RBC Bearings posted strong Q1 FY27 results with 19.2% net sales growth to $519.5M and record margins, cash flow and backlog of $2.3B, and guided Q2 net sales to $505M-$515M (10.9%-13.1% growth) with gross margin of 45.5%-45.75%.
- + Adjusted EBITDA grew 28.1% to $181.2M (34.9% of sales) and adjusted EPS rose 36.6% to $3.88.
- + Backlog reached a record $2.3B, up from $1.0B a year ago, and free cash flow was a strong $146.9M.
- + The company paid down $77M of debt in Q1 (plus another $50M post-quarter) and remains on track to retire the term loan by November 2026, with interest expense down 17.2%.
- + A&D margins expanded more than 180 basis points year-over-year to 44.5% and industrial adjusted gross margins expanded more than 300 basis points year-over-year to 50.2%.
- + Q2 FY27 guidance calls for net sales of $505M-$515M, representing year-over-year growth of 10.9% to 13.1%.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 356.2M | Six Months Ended September 26, 2026 | — |
| Adjusted EBITDA as a percentage of net sales non-GAAP | 33.4% | second quarter of fiscal 2027 | — |
| Adjusted gross margin non-GAAP | 486.8M | Six Months Ended September 26, 2026 | — |
| Adjusted net income non-GAAP | 241.7M | Six Months Ended September 26, 2026 | — |
| Adjusted operating income non-GAAP | 273.9M | Six Months Ended September 26, 2026 | — |
| Backlog | 2.4B | as of September 26, 2026 | — |
| Overall tax rate applied to adjusted pre-tax earnings non-GAAP | 22.1% | Six Months Ended September 26, 2026 | — |
| Defense sales as percent of segment sales | 42.4% | the quarter ended June 27, 2026 filing | — |
| Industrial Gross margin % of segment net sales | 50.2% | the three months ended June 27, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Tools & Accessories — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RBC
this stock
RBC Bearings INC
|
$14.98B | +3.6% | +14.3% | 42.3 | 1.7% |
|
SNA
Snap-on Inc
|
$18.82B | +6.3% | +0.9% | 19.0 | 7.2% |
|
SWK
Stanley Black & Decker, Inc.
|
$17.15B | +55.2% | -1.5% | 20.6 | 5.5% |
|
LECO
Lincoln Electric Holdings Inc
|
$15.13B | +13.6% | +16.3% | 26.8 | 1.8% |
|
TTC
Toro Co
|
$9.95B | +33.5% | +4.5% | 28.1 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 30, 2026
- This year
- 14
RBC Bearings Incorporated reported second quarter fiscal 2027 net sales of $524.6 million, up 15.2%, and net income of $93.8 million versus $60.0 million. Third-quarter net sales are expected at $520.0 million to $525.0 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RBC | -6.2% | -5.3% | -18.3% | +0.6% | +3.7% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | -1.5% | -0.1% | -17.5% | +3.6% | -3.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.