earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q3 sales $373.9M (+6.3% YoY); Aero/Def up 22.5%, adj. EPS $1.85
RBC Bearings INC
2025-Q3 EPS
reported $4.49
vs consensus $2.76
▲ beat
(+62.6%)
- GAAP diluted EPS $1.39, adjusted diluted EPS $1.85, vs $1.05 and $1.64 a year ago.
- Gross margin improved to 42.3% from 41.5%; adjusted net income $60.0M (+12.4% YoY).
- Aerospace/Defense segment sales surged 22.5% YoY; Industrial segment edged down 0.6%.
- Backlog $652.1M, up from $613.6M a year earlier; Q4 FY2024 guidance $405-415M sales.
- Operating income $75.2M (+7.0% GAAP); adjusted operating income $75.5M.