earnings
confidence high
sentiment positive
materiality 0.70
RBC Bearings Q3 adjusted EPS $3.04, up 29.9% YoY; sales up 17%, backlog doubles to $2.1B
RBC Bearings INC
2026-Q3 EPS reported
$6.20
revenue$1,352,900,000
- Net sales $461.6M (+17% YoY); A&D segment up 41.5%, Industrial up 3.1%.
- GAAP diluted EPS $2.13; adjusted diluted EPS $3.04 (+29.9% YoY); adjusted net income $96.3M.
- Backlog $2.1B at Dec 27, 2025 vs $0.9B a year ago; free cash flow $99.1M (147% conversion).
- Q4 FY26 guidance: net sales $495M-$505M (+13-15%); adj gross margin 45.0%-45.25%.
- VACCO acquisition contributed $29.2M to net sales; acquired July 18, 2025.