earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q2 FY2026: Net sales +14.4% to $455.3M; adj. EPS $2.88
RBC Bearings INC
2026-Q2 EPS reported
$4.07
revenue$891,300,000
- Sales growth driven by Aerospace/Defense (+38.8%); Industrial +0.7%; VACCO contributed $24.7M.
- GAAP diluted EPS $1.90, adjusted EPS $2.88 vs $2.29 a year ago; net income $60.0M.
- Backlog surged to $1.6B from $0.9B in prior-year quarter; record backlog cited.
- Free cash flow $71.7M vs $26.8M a year ago; conversion 119.5%.
- Q3 FY2026 guidance: net sales $454-462M (organic growth 7.4%-9.5% ex-VACCO).