earnings
confidence high
sentiment positive
materiality 0.80
RBC Bearings Q1 FY2027 net sales up 19.2% to $519.5M; diluted EPS $3.20 vs $2.17 YoY
RBC Bearings INC
- Net sales $519.5M (+19.2% YoY); Aerospace & Defense up 36.9%, Industrial up 8.4%.
- GAAP diluted EPS $3.20 vs $2.17; adjusted diluted EPS $3.88 vs $2.84.
- Gross margin 47.7% vs 44.8% YoY; adjusted gross margin 47.7% vs 45.4%.
- Backlog $2.3B, flat vs March 2026 but up from $1.0B a year ago.
- Q2 FY2027 guidance: net sales $505-515M (10.9-13.1% growth); gross margin 45.5-45.75%.