RBC Bearings Q4 revenue, adjusted profit beats on aerospace strength

RBC Bearings

15/05/2026 13:08

Corrects grammatical error in headline

Overview

US precision bearings maker's fiscal Q4 revenue rose 18%, beating analyst expectations

Adjusted EPS for fiscal Q4 beat consensus

Growth driven by Aerospace & Defense segment and VACCO acquisition

Outlook

Company expects Q1 FY2027 net sales of $500 mln to $510 mln

Company sees Q1 FY2027 adjusted gross margin at 45.25% to 45.5%

SG&A as a percentage of net sales expected at 16.50% to 16.75% in Q1 FY2027

Result Drivers

AEROSPACE & DEFENSE GROWTH - Co said Q4 sales in Aerospace & Defense segment rose 41.2%, driving overall revenue increase

VACCO ACQUISITION - Co said $30 mln of Q4 net sales came from VACCO, acquired in July 2025

GROSS MARGIN IMPROVEMENT - Adjusted gross margin rose to 45.3% from 44.2% last year

Company press release: ID:nBw9mN27Ga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$518 mln
$506.59 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$3.62
$3.32 (8 Analysts)
Q4 EPS
$2.89
Q4 Adjusted Net Income
Beat
$114.9 mln
$106.52 mln (4 Analysts)
Q4 Net Income
$91.7 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "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 $615.00, about 0.5% above its May 14 closing price of $611.93

The stock recently traded at 53 times the next 12-month earnings vs. a P/E of 46 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

 (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.)