earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q1 FY2026 sales up 7.3% to $436M; EPS $2.17 GAAP, $2.84 adjusted
RBC Bearings INC
2026-Q1 EPS reported
$2.17
revenue$436,000,000
- Net sales $436M vs $406.3M YoY (+7.3%); A&D segment +10.4%, Industrial +5.5%.
- GAAP diluted EPS $2.17 vs $1.90 YoY; adjusted diluted EPS $2.84 vs $2.54.
- Backlog increased to $1,017.3M from $940.7M (March 2025) and $825.8M (June 2024).
- Q2 FY2026 guidance: sales $445-455M (up 11.8-14.4% YoY); gross margin 44.0-44.25%.
- Free cash flow $104.3M vs $88.4M YoY; conversion rate 152.3% vs 144%.