earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q2 FY2025 sales $397.9M (+3.2%), adj. EPS $2.29 (+5.1%)
RBC Bearings INC
2025-Q2 EPS
reported $3.55
vs consensus $2.77
▲ beat
(+28.1%)
- Aerospace/Defense sales +12.5% YoY; Industrial -1.4% YoY.
- Adjusted diluted EPS $2.29 vs $2.17; GAAP EPS $1.65 vs $1.58.
- Backlog $864.0M, up vs $825.8M prior quarter and $762.4M last year.
- Q3 FY2025 sales guidance $390-400M (4.3%-7.0% YoY growth).
- Series A preferred stock converted Oct 15, saving ~$23M in annual dividends.