RBC Bearings' Q1 sales beat estimates

RBC Bearings

01/08/2025 13:08

Overview

RBC Bearings fiscal Q1 sales rise 7.3%, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q1 beats consensus, driven by strong segment performance

Co highlights synergies between Dodge and broader Industrial business

Outlook

Company expects Q2 fiscal 2026 net sales of $445 mln to $455 mln

RBC Bearings forecasts Q2 gross margin of 44.0% to 44.25%

SG&A expenses to be 17.0% to 17.25% of Q2 net sales

Result Drivers

SEGMENT GROWTH - Aerospace/Defense segment sales increased 10.4%, while Industrial segment grew 5.5%, contributing to overall sales rise

SYNERGIES - Strong gross margin performance attributed to synergies between Dodge and broader Industrial business, per CEO Dr. Michael J. Hartnett

DEBT REDUCTION - Interest expenses decreased due to debt reduction efforts and lower interest rates

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$436 mln
$432.20 mln (6 Analysts)
Q1 Adjusted EPS
Beat
$2.84
$2.74 (6 Analysts)
Q1 EPS
$2.17
Q1 Adjusted Net Income
Beat
$89.60 mln
$87.20 mln (4 Analysts)
Q1 Net Income
$68.50 mln
Q1 Operating Income
$101.10 mln


Press Release: ID:nBw9qP1wLa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)