earnings
confidence high
sentiment positive
materiality 0.90
RBC Bearings Q3 FY2025: net sales $394.4M (+5.5%), diluted EPS $1.82 vs $1.39
RBC Bearings INC
2025-Q3 EPS
reported $5.38
vs consensus $2.76
▲ beat
(+94.8%)
- Net sales increased 5.5% to $394.4 million; Aerospace/Defense segment up 10.7% and Industrial up 2.7%.
- Diluted EPS rose 30.9% to $1.82; adjusted diluted EPS $2.34, a 26.5% increase.
- Gross margin improved to 44.3% from 42.3% last year; operating income up 13.7% to $85.6M.
- Free cash flow conversion was 127%; backlog reached $896.5 million as of December 28, 2024.
- Q4 fiscal 2025 net sales guidance: $434M to $444M, representing 4.9% to 7.3% growth.