earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q2 FY2024 net sales $385.6M (+4.4% YoY); adjusted EPS $2.17 vs $1.93
RBC Bearings INC
2025-Q2 EPS
reported $3.10
vs consensus $2.77
▲ beat
(+11.9%)
- Net sales $385.6M (+4.4% YoY); Aerospace/Defense up 22.9%, Industrial down 2.8%.
- GAAP diluted EPS $1.58; adjusted diluted EPS $2.17 vs $1.93 prior year.
- Gross margin 43.1% vs 40.9%; adjusted EBITDA margin 31.7% vs 29.5%.
- Backlog $641.3M stable QoQ; acquired Specline precision bearings co. for $18.7M.
- Q3 guidance net sales $370-380M (+5.2-8.1%); FY2024 outlook ~$1.55-$1.60B.