Earnings Releases·Oct 30, 2026, 9:08 AM ET

RBC Bearings Incorporated — Second Quarter Fiscal 2027 Earnings Summary

Second quarter net sales rose 15.2% year-over-year to $524.6 million, while adjusted net income and diluted EPS increased 30.2% to $118.7 million and $3.74 respectively, driven by gross margin expansion to 45.6% and a lower effective tax rate of 23.4%.
The company announced third quarter fiscal 2027 net sales guidance of $520.0–$525.0 million (12.7%–13.7% growth) and gross margin guidance of 45.5%–45.75%, with management projecting an even stronger second half of the fiscal year.
Strategic capital allocation included the full repayment of the Term Loan and significant debt reduction, alongside the August 2026 acquisition of PSC, which contributed $2.0 million to Industrial segment sales.
Backlog grew to $2.4 billion as of September 26, 2026, from $2.3 billion in the prior period, supported by mid-teen revenue growth in both the Aerospace & Defense and Industrial segments.