earnings
confidence high
sentiment positive
materiality 0.70
RBC Bearings Q1 FY2025 adj. EPS $2.54 (+19.2% YoY); Aero/Def sales +23.7%
RBC Bearings INC
2025-Q1 EPS reported
$1.90
revenue$406,300,000
- Net sales $406.3M (+5.0% YoY); Aerospace/Defense up 23.7%, Industrial down 3.5%.
- GAAP diluted EPS $1.90; adjusted diluted EPS $2.54 vs $2.13 last year (+19.2%).
- Gross margin 45.3% vs 43.4% last year; adjusted EBITDA margin 33.0% vs 31.1%.
- Backlog $825.8M vs $765.2M a year ago; Q2 FY2025 guidance $395-405M sales.
- Series A preferred stock converts to common on Oct 15, 2024, saving $23M/year in dividends.