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RBC Bearings Incorporated Announces Fiscal Fourth Quarter and Full Year 2026 Results

RBC
  • RBC Bearings reported fourth-quarter fiscal 2026 net sales of $518.0 million, an 18.3% increase year-over-year, driven by a 41.2% rise in Aerospace & Defense sales & a 5.5% increase in Industrial sales.
  • Full-year fiscal 2026 net sales totaled $1,870.9 million, representing a 14.3% growth over the prior year, with Aerospace & Defense up 32.9% & Industrial up 3.8%.
  • Fourth-quarter gross margin was 44.4% (GAAP) & 45.3% (adjusted), while full-year gross margin remained at 44.4% (GAAP) & rose to 45.2% (adjusted).
  • Net income for the fourth quarter was $91.7 million (GAAP) & $114.9 million (adjusted), compared to $72.7 million & $89.3 million respectively in the prior year period.
  • Full-year net income attributable to common stockholders reached $287.6 million (GAAP) & $392.0 million (adjusted), up from $233.8 million & $303.8 million in the previous year.
  • Diluted earnings per share (EPS) for the fourth quarter were $2.89 (GAAP) & $3.62 (adjusted), compared to $2.30 & $2.83 in the prior year.
  • Full-year diluted EPS was $9.09 (GAAP) & $12.39 (adjusted), compared to $7.70 & $10.01 in the previous fiscal year.
  • Backlog as of March 28, 2026, stood at $2.3 billion, up from $2.1 billion at the end of 2025 & $0.9 billion in March 2025.
  • The acquisition of VACCO contributed $30.0 million to fourth-quarter net sales & is expected to contribute $28.0 million to first-quarter fiscal 2027 net sales.
  • RBC expects first-quarter fiscal 2027 net sales to range between $500.0 million & $510.0 million, representing 14.7% to 17.0% growth.
  • The company forecasts adjusted gross margin for Q1 fiscal 2027 to be between 45.25% & 45.5%, with SG&A as a percentage of net sales expected to be between 16.50% & 16.75%.
  • Other operating expenses in the fourth quarter totaled $24.0 million, including $21.4 million in amortization of intangible assets & $0.2 million in acquisition costs.
  • Interest expense for the fourth quarter decreased to $11.2 million from $12.8 million in the prior year, primarily due to debt reduction efforts.
  • Effective income tax rate for the fourth quarter was 15.8% (including an $8.8 million net tax benefit), compared to 17.4% in the prior year.
  • RBC Bearings will host a webcast on May 15, 2026, at 11:00 a.m. ET to discuss these results.