RB
RBC
RBC What RBC Bearings promised, and what happened
Guidance
What management said, and what became of it
17 of 18 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted gross margin guide | 45.25% to 45.5% | Mar 2026 | Consolidated and adjusted gross margins for the quarter were 47.7%. | Achieved |
| Full-year adjusted gross margin expansion (FY27) | approximately 50 basis points of consolidated gross margin expansion | Mar 2026 | I think the -- from where we finished FY '26 to where we finish -- will finish FY '27. There's a good consolidated 1, 1.5 there. | Revised Up |
| Quarterly SG&A (% of sales) guide | 16% to 16.25% | Dec 2025 | we had total cost of $86.9 million or 16.8% of net sales for the quarter. | Missed |
The full ledger
Open RBC Bearings’s full ledger
A free account opens 5 company ledgers a month. All 41 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 41 tracked commitments for RBC Bearings
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.