RBC Bearings Q1 sales beats on aerospace, defense segment growth

RBC Bearings Incorporated

31/07/2026 13:10

Overview
US precision bearings maker's fiscal Q1 net sales rose 19%, beating analyst expectations
Adjusted EPS for fiscal Q1 beat consensus, rising 36.6% yr/yr
Company cites robust demand and VACCO acquisition as drivers of revenue growth

Outlook
RBC Bearings expects Q2 net sales of $505.0 mln to $515.0 mln
Company sees Q2 gross margin between 45.5% and 45.75%
RBC Bearings expects Q2 SG&A as a percentage of net sales at 16.5% to 16.75%

Result Drivers
AEROSPACE & DEFENSE GROWTH - Sales in the Aerospace & Defense segment rose 36.9%, contributing significantly to overall revenue growth
VACCO ACQUISITION - $34.4 mln of net sales in the quarter came from the recently acquired VACCO business
BROAD MARKET DEMAND - Co said the vast majority of its end markets are expanding, supporting sales growth

Company press release: ID:nBw8nXKt9a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$519.50 mln
$509.24 mln (6 Analysts)
Q1 Adjusted EPS
Beat
$3.88
$3.43 (7 Analysts)
Q1 EPS
 
$3.20
 
Q1 Adjusted Net Income
Beat
$123 mln
$109.21 mln (3 Analysts)
Q1 Net Income
 
$101.50 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 $645.00, about 14.8% above its July 30 closing price of $561.90
The stock recently traded at 49 times the next 12-month earnings vs. a P/E of 48 three months ago

Reuters Recommended Reads
July 30 - Lincoln Electric Q2 sales rise 12%, beat estimates
July 30 - Columbus McKinnon Q1 sales beat on Kito Crosby acquisition boost
July 29 - L3Harris beats Q2 estimates; hikes forecast

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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.)