RBC Bearings beats Q2 profit estimates on strong aerospace, defense sales

RBC Bearings

31/10/2025 12:07

Overview

RBC Bearings fiscal Q2 net sales rose 14.4%, beating analyst expectations

Adjusted EPS for fiscal Q2 beats consensus, reflecting strong operational performance

Outlook

Company expects Q3 net sales of $454.0 mln to $462.0 mln, up 15.1% to 17.1%

RBC Bearings sees Q3 adjusted gross margin at 44.0% to 44.25%

Company anticipates Q3 SG&A at 17.0% to 17.25% of net sales

Result Drivers

AEROSPACE/DEFENSE GROWTH - Co's Aerospace/Defense segment sales surged 38.8%, significantly boosting overall revenue

VACCO ACQUISITION - $24.7 mln of net sales this quarter came from VACCO, acquired in July 2025

HIGH DEMAND - CEO cites unprecedented demand in core markets as a key driver for Q2 results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$455.30 mln
$450.28 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$2.88
$2.73 (7 Analysts)
Q2 EPS
$1.90
Q2 Adjusted Net Income
Beat
$91.20 mln
$81.87 mln (4 Analysts)
Q2 Net Income
$60 mln
Q2 Operating Income
$97.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for RBC Bearings Inc is $452.50, about 10.2% above its October 30 closing price of $406.45

The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release: ID:nBw8p3F1qa

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(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.)