earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q4 net sales $437.7M (+5.8%); adj EPS $2.83 vs $2.47; guides Q1 sales $424-434M
RBC Bearings INC
2025-FY EPS
reported $7.70
vs consensus $2.89
▲ beat
(+166.3%)
- Q4 net sales $437.7M, up 5.8% YoY; Aerospace/Defense +10.6%, Industrial +3.3%.
- GAAP diluted EPS $2.30 vs $1.91; adjusted diluted EPS $2.83 vs $2.47.
- Full year net sales $1,636.3M (+4.9%); adj EBITDA margin 31.8% vs 30.9%.
- Repaid $275M of debt in FY2025; trailing net leverage reduced to 1.7x.
- Q1 FY2026 guidance: net sales $424-434M (4.4-6.8% growth); gross margin 44.25-44.75%.