earnings
confidence high
sentiment positive
materiality 0.75
RBC Bearings Q4 net sales +18.3% to $518M; Aero/Def +41.2%; adj. EPS $3.62 vs $2.83
RBC Bearings INC
- Q4 GAAP diluted EPS $2.89; adjusted diluted EPS $3.62, up 27.9% YoY.
- Full-year FY2026 net sales $1,870.9M (+14.3%); adj. diluted EPS $12.39 vs $10.01.
- Backlog rose to $2.3B from $2.1B at prior quarter-end and $0.9B a year ago.
- Q1 FY2027 guidance: sales $500M–$510M (+14.7%–17.0%); adj. gross margin 45.25%–45.5%.
- Aerospace & Defense segment grew 41.2% in Q4; VACCO acquisition contributed $30M.
item 2.02item 9.01