Jun 2026 (Q1 FY27) — Jul 31, 2026
RBC Bearings Q1 FY27 — Strong Start Driven by Aerospace & Defense and Industrial Growth
Read the full callRBC Bearings (RBC) earnings
- Jun 2026
- Jun 2026 (Q1 FY27)
- Mar 2026
RBC Bearings earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 520 | +19.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 27.1 | +3.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 102 | +48.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
1 of RBC Bearings INC's 41 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 38 more targets are in the full ledger.
Claimed
- Net sales increased 19.2% year-over-year to $519.5 million.
- Adjusted EPS rose 36.6% year-over-year to $3.88.
- Adjusted EBITDA increased 28.1% to $181.2 million.
- Aerospace and Defense segment revenue grew 36.9% year-over-year, with 16.6% organic growth.
- Free cash flow remained strong at $146.9 million, with 144.7% conversion of net income.
Qualified
- Q2 FY27 adjusted gross margin guidance of 45.5% to 45.75% is lower than Q1 FY27's 47.7% due to temporary tariff relief and one-time contract resolutions in Q1.
- The Metals sector within Industrial was flat year-over-year, showing no growth.
- Supply chain 'knots' persist, particularly for complex parts and specialized metallurgical processes, making recovery difficult when suppliers exit the market.
Price
$498.52 +0.16% · +$0.79
Performance +33.8% 1Y
1Y: $372.71 on 15 Oct 2025 → $498.52. High $648.89 (25 Jun 2026), low $369.71 (16 Oct 2025).
- Previous close
- $497.73
- 52-week range
- $369.71 – $648.89
- One year
- +34.84%
Overview
- Symbol
- RBC
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Net sales increased 19.2% year-over-year to $519.5 million.
- Adjusted EPS rose 36.6% year-over-year to $3.88.
- Adjusted EBITDA increased 28.1% to $181.2 million.
- Aerospace and Defense segment revenue grew 36.9% year-over-year, with 16.6% organic growth.
- Free cash flow remained strong at $146.9 million, with 144.7% conversion of net income.
Qualified
- Q2 FY27 adjusted gross margin guidance of 45.5% to 45.75% is lower than Q1 FY27's 47.7% due to temporary tariff relief and one-time contract resolutions in Q1.
- The Metals sector within Industrial was flat year-over-year, showing no growth.
- Supply chain 'knots' persist, particularly for complex parts and specialized metallurgical processes, making recovery difficult when suppliers exit the market.
The full ledger
Open RBC Bearings INC’s full ledger
A free account opens 5 company ledgers a month. All 41 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q4 FY26) — May 15, 2026
RBC Bearings Q4 FY26 — Strong A&D Momentum and Deleveraging
Read the full callEvery analysed call
RBC Bearings earnings calls (RBC)
Financials
What the filings say
Net profit, year on year: +48% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 398 | 394 | 438 | 436 | 455 | 462 | 518 | 520 |
| Operating profit | 86 | 86 | 101 | 101 | 98 | 103 | 119 | 141 |
| Operating margin | 21.6% | 21.7% | 23.0% | 23.2% | 21.5% | 22.3% | 23.0% | 27.1% |
| Other income | — | 3 | 0 | — | — | -1 | 1 | — |
| Interest | 16 | 14 | 13 | 12 | 13 | 13 | 11 | 10 |
| Profit before tax | 69 | 75 | 88 | 88 | 83 | 89 | 109 | 130 |
| Tax rate | 21.9% | 22.5% | 17.3% | 21.9% | 28.1% | 24.5% | 15.8% | 22.0% |
| Net profit | 54 | 58 | 73 | 69 | 60 | 67 | 92 | 102 |
| EPS ($ per share) | 1.67 | 1.83 | — | 2.18 | 1.90 | 2.14 | — | 3.22 |
| Line item | Mar 2019 | Mar 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | — | — | 0 | 0 | 0 | 0 |
| Reserves | 642 | 10 | — | — | 1,030 | 1,217 | 1,451 | 1,738 |
| Total liabilities | 179 | 204 | — | — | 2,155 | 1,927 | 1,654 | 1,762 |
| Fixed assets | 208 | 220 | — | — | 375 | 361 | 359 | 419 |
| Total assets | 1,147 | 1,322 | 1,434 | 4,845 | 4,690 | 4,679 | 4,685 | 5,123 |
| Line item | Mar 2019 | Mar 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 109 | 156 | — | — | 221 | 275 | 294 | 416 |
| Cash from investing | -17 | -63 | — | — | -14 | -52 | -50 | -350 |
| Cash from financing | -113 | -20 | — | — | -323 | -223 | -270 | -43 |
| Net cash flow | -24 | 73 | — | — | -117 | -2 | -27 | 21 |
| Capital expenditure | -41 | -37 | -12 | -30 | -42 | -33 | -50 | -73 |
| Free cash flow | 67 | 118 | — | — | 179 | 242 | 244 | 343 |
RBC revenue by segment
Industrial shrank from 64% to 57% of revenue over the last two years.
| Segment | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Industrial | 64% | 64% | 64% | 62% | 56% | 56% | 57% | 57% | +8.4% |
| Aerospace Defense | 36% | 36% | 36% | 38% | 44% | 44% | 43% | 43% | +36.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q1 FY2027 · share of revenue
- US 90% ↑ 1 pt
- Non Us 10%
As RBC cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
54 filings between Nov 4, 2025 and Jun 25, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$4.54M
10 sales by 6 insiders
Compensation
not trading decisions- 12
- Award — granted as compensation
- 9
- Option exercise — converted options into shares
- 22
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Edwards Richard J | — | $2.27M | Feb 17, 2026 |
| Boyan Barry C. | — | $849.8K | Jun 3, 2026 |
| Kaplan Steven H. | — | $531.2K | Jun 17, 2026 |
| Ennico Dolores J | — | $381.7K | Jun 24, 2026 |
| Stewart Edward | — | $355.7K | Jun 3, 2026 |
| Feeney John J. | — | $148.0K | Jun 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 25, 2026 | Feeney John J. Vice President and Secretary | Sale | 225 | $148.0K |
| Jun 24, 2026 | Ennico Dolores J Director | Sale | 600 | $381.7K |
| Jun 24, 2026 | Ennico Dolores J Director | Option exercise | 200 | $25.5K |
| Jun 24, 2026 | Ennico Dolores J Director | Option exercise | 400 | $79.7K |
| Jun 17, 2026 | Kaplan Steven H. Director | Sale | 350 | $221.1K |
| Jun 3, 2026 | Sullivan Robert M Vice President and CFO | Tax withheld | 272 | $157.3K |
| Jun 3, 2026 | Feeney John J. Vice President and Secretary | Tax withheld | 95 | $54.9K |
| Jun 3, 2026 | Stewart Edward Director | Option exercise | 600 | $119.5K |
| Jun 3, 2026 | Edwards Richard J V.P. and General Manager | Tax withheld | 364 | $210.5K |
| Jun 3, 2026 | Stewart Edward Director | Sale | 600 | $355.7K |
| Jun 3, 2026 | Boyan Barry C. Director | Sale | 555 | $328.4K |
| Jun 1, 2026 | Edwards Richard J V.P. and General Manager | Tax withheld | 91 | $52.0K |
| Jun 1, 2026 | Sullivan Robert M Vice President and CFO | Tax withheld | 197 | $112.7K |
| Jun 1, 2026 | HARTNETT MICHAEL J President and CEO | Tax withheld | 4,892 | $2.80M |
| Jun 1, 2026 | BERGERON DANIEL A Vice President and COO | Tax withheld | 1,630 | $932.3K |
| Jun 1, 2026 | Feeney John J. Vice President and Secretary | Tax withheld | 36 | $20.6K |
| May 28, 2026 | Sullivan Robert M Vice President and CFO | Tax withheld | 113 | $65.2K |
| May 28, 2026 | Feeney John J. Vice President and Secretary | Tax withheld | 26 | $15.0K |
| May 28, 2026 | Edwards Richard J V.P. and General Manager | Tax withheld | 53 | $30.6K |
| May 28, 2026 | BERGERON DANIEL A Vice President and COO | Tax withheld | 741 | $427.9K |
| May 23, 2026 | Sullivan Robert M Vice President and CFO | Tax withheld | 63 | $35.3K |
| May 23, 2026 | HARTNETT MICHAEL J President and CEO | Tax withheld | 2,653 | $1.49M |
| May 23, 2026 | Feeney John J. Vice President and Secretary | Tax withheld | 32 | $17.9K |
| May 23, 2026 | Edwards Richard J V.P. and General Manager | Tax withheld | 46 | $25.8K |
| May 23, 2026 | BERGERON DANIEL A Vice President and COO | Tax withheld | 1,041 | $582.9K |
| May 19, 2026 | Faghri Amir Director | Award | 344 | $0 |
| May 19, 2026 | Kaplan Steven H. Director | Award | 344 | $0 |
| May 19, 2026 | Stewart Edward Director | Award | 344 | $0 |
| May 19, 2026 | Ennico Dolores J Director | Award | 344 | $0 |
| May 19, 2026 | CROWELL RICHARD R Director | Award | 344 | $0 |
| May 19, 2026 | Boyan Barry C. Director | Award | 344 | $0 |
| May 19, 2026 | HARTNETT MICHAEL J President and CEO | Award | 22,140 | $0 |
| May 19, 2026 | BERGERON DANIEL A Vice President and COO | Award | 5,819 | $0 |
| May 19, 2026 | Feeney John J. Vice President and Secretary | Award | 160 | $0 |
| May 19, 2026 | Sullivan Robert M Vice President and CFO | Award | 1,233 | $0 |
| May 19, 2026 | Edwards Richard J V.P. and General Manager | Award | 132 | $0 |
| May 19, 2026 | Elmy Frederick J. Director | Award | 344 | $0 |
| May 19, 2026 | BERGERON DANIEL A Vice President and COO | Tax withheld | 921 | $520.6K |
| May 19, 2026 | HARTNETT MICHAEL J President and CEO | Tax withheld | 10,260 | $5.80M |
| Feb 17, 2026 | Edwards Richard J V.P. and General Manager | Option exercise | 400 | $117.1K |
| Feb 17, 2026 | Edwards Richard J V.P. and General Manager | Sale | 1,500 | $831.0K |
| Feb 17, 2026 | Edwards Richard J V.P. and General Manager | Option exercise | 800 | $159.3K |
| Feb 17, 2026 | Edwards Richard J V.P. and General Manager | Option exercise | 400 | $79.8K |
| Feb 17, 2026 | Edwards Richard J V.P. and General Manager | Option exercise | 1,000 | $199.2K |
| Feb 17, 2026 | Edwards Richard J V.P. and General Manager | Sale | 2,600 | $1.44M |
| Feb 8, 2026 | Feeney John J. Vice President and Secretary | Tax withheld | 34 | $18.5K |
| Nov 20, 2025 | Boyan Barry C. Director | Tax withheld | 10 | $4.3K |
| Nov 12, 2025 | Kaplan Steven H. Director | Sale | 200 | $88.7K |
| Nov 12, 2025 | Kaplan Steven H. Director | Option exercise | 200 | $31.7K |
| Nov 12, 2025 | Kaplan Steven H. Director | Sale | 500 | $221.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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