Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+2.73%
$566.35
100% positive prob.
5-Day Prediction
+4.39%
$575.52
100% positive prob.
20-Day Prediction
+5.88%
$583.75
95% positive prob.
SEC 8-K filings with transcript text
Jul 31, 2026 · 100% conf.
1D
+2.73%
$566.35
Act: +3.44%
5D
+4.39%
$575.52
Act: +2.89%
20D
+5.88%
$583.75
2 ea029998301ex99-1.htm
Exhibit 99.1
RBC Bearings Incorporated Announces Fiscal First Quarter 2027 Results
Oxford, CT – July 31, 2026 – RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, aerospace and defense markets, today reported results for the first quarter fiscal 2027.
First Quarter Financial Highlights
●First quarter net sales of $519.5 million increased 19.2% over last year, Aerospace & Defense up 36.9% and Industrial up 8.4%.
●Gross margin of 47.7% for the first quarter of fiscal 2027 compared to 44.8% last year; Adjusted gross margin of 47.7% compared to 45.4% last year.
●First quarter net income as a percentage of net sales of 19.5% vs 15.7% last year; Adjusted EBITDA as a percentage of net sales of 34.9% vs 32.5% last year.
Three Month Financial Highlights
Fiscal 2027 Fiscal 2026 Change
($ in millions)
Adjusted (1)
Adjusted (1)
Adjusted (1)
Net sales $519.5
$436.0
19.2%
Gross margin $247.8 $247.8 $195.2 $198.1 26.9% 25.1%
Gross margin % 47.7% 47.7% 44.8% 45.4%
Operating income $140.8 $141.2 $101.1 $105.3 39.3% 34.1%
Operating income % 27.1% 27.2% 23.2% 24.2%
Net income $101.5 $123.0 $68.5 $89.6 48.2% 37.3%
Diluted EPS $3.20 $3.88 $2.17 $2.84 47.5% 36.6%
(1)Results exclude items in reconciliation below.
Dr. Michael J. Hartnett, Chairman and Chief Executive Officer, stated, “Sales in our first quarter expanded by 19% as margins, cash flow and backlog achieved record levels. Today we are operating extremely well in a robust commercial environment where the vast majority of our end markets are expanding. I am proud of our many teams and their dedication to maintain the high levels of service expected of RBC in these demanding markets. Clearly, we are excited and confident in the positive outlook for the balance of the year.”
First Quarter Results
Net sales for the first quarter of fiscal 2027 were $519.5 million, an increase of 19.2% from $436.0 million in the first quarter of fiscal 2026. $34.4 of net sales this quarter came from VACCO, which we acquired on July 18, 2025. Net sales for the Industrial segment increased 8.4%, while net sales for the Aerospace & Defense segment increased 36.9%. Gross margin for the first quarter of fiscal 2027 was $247.8 million compared to $195.2 million for the same period last year. On an adjusted basis, gross margin was $247.8 million for the first quarter of fiscal 2027 compared to $198.1 million for the same period last year.
for the first quarter of fiscal 2027 was $85.8 million, an increase of $11.9 million from $73.9 million for the same period last year. As a percentage of net sales, SG&A was 16.5% for the first quarter of fiscal 2027 compared to 16.9% for the same period last year.
Other operating expenses for the first quarter of fiscal 2027 totaled $21.2 million compared to $20.2 million for the same period last year. For the first quarter of fiscal 2027, other operating expenses included $21.0 million of amortization of intangible assets and $0.4 of restructuring costs offset by $0.2 million of other items. For the first quarter of fiscal 2026, other operating expenses included $17.9 million of amortization of intangible assets, $1.2 million of restructuring costs, $0.1 of acquisition costs and $1.0 million of other expense items.
Operating income for the first quarter of fiscal 2027 was $140.8 million compared to $101.1 million for the same period last year. On an adjusted basis, operating income was $141.2 million for the first quarter of fiscal 2027 compared to $105.3 million for the same period last year. Refer to the tables below for details on the adjustments made to operating income to derive adjusted operating income.
Interest expense, net, was $10.1 million for the first quarter of fiscal 2027 compared to $12.2 million for the same period last year. The decrease in interest expense between the periods was primarily due to continued debt reduction efforts.
Other non-operating expense was $0.5 million for the first quarter of fiscal 2027 compared to $1.2 million for the same period last year.
Income tax expense for the first quarter of fiscal 2027 was $28.7 compared to $19.2 for the same period last year. The effective income tax rate for the first quarter of fiscal 2027 was 22.1% compared to 21.9% for the same period last year. The effective income tax rate for the first quarter of fiscal 2027 of 22.1% included $1.4 of discrete tax benefits associated with stock-based compensation and $0.1 of other items. The effective income tax rate without discrete items for the first quarter of fiscal 2027 would have been 23.2%. The effective income tax rate for the first quarter of fiscal 2026 of 21.9% included $2.3 of discrete tax benefits associated with stock-based compensation partially offset by $1.3 of other items. Th
May 15, 2026
2 ea029100901ex99-1.htm
Exhibit 99.1
RBC Bearings Incorporated Announces Fiscal Fourth Quarter and Full Year 2026 Results
Oxford, CT – May 15, 2026 – RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, aerospace and defense markets, today reported results for the fourth quarter and full year fiscal 2026.
Fourth Quarter Financial Highlights
●Fourth quarter net sales of $518.0 million increased 18.3% over last year, Aerospace & Defense up 41.2% and Industrial up 5.5%.
●Gross margin of 44.4% for the fourth quarter of fiscal 2026 compared to 44.2% last year; Adjusted gross margin of 45.3% compared to 44.2% last year.
●Fourth quarter net income attributable to common stockholders as a percentage of net sales of 17.7% vs 16.6% last year; Adjusted EBITDA as a percentage of net sales of 32.6% vs 31.9% last year.
Three Month Financial Highlights
Fiscal 2026 Fiscal 2025 Change
($ in millions)
Adjusted (1)
Adjusted (1)
Adjusted (1)
Net sales $518.0
$437.7
18.3%
Gross margin $230.0 $234.9 $193.4 $193.4 18.9% 21.5%
Gross margin % 44.4% 45.3% 44.2% 44.2%
Operating income $119.1 $124.3 $100.7 $101.6 18.3% 22.3%
Operating income % 23.0% 24.0% 23.0% 23.2%
Net income $91.7 $114.9 $72.7 $89.3 26.1% 28.7%
Diluted EPS $2.89 $3.62 $2.30 $2.83 25.7% 27.9%
(1)Results exclude items in reconciliation below.
Fiscal 2026 Financial Highlights
●Fiscal 2026 net sales of $1,870.9 million increased 14.3% over last year, Aerospace & Defense up 32.9% and Industrial up 3.8%.
●Gross margin of 44.4% for fiscal 2026 compared to 44.4% last year; Adjusted gross margin of 45.2% compared to 44.4% last year.
●Fiscal 2026 net income attributable to common stockholders as a percentage of net sales of 15.4% vs 14.3% last year; Adjusted EBITDA as a percentage of net sales of 32.4% vs 31.8% last year.
Twelve Month Financial Highlights
Fiscal 2026 Fiscal 2025 Change
($ in millions)
Adjusted (1)
Adjusted (1)
Adjusted (1)
Net sales $1,870.9
$1,636.3
14.3%
Gross margin $830.2 $845.5 $726.1 $726.1 14.3% 16.4%
Gross margin % 44.4% 45.2% 44.4% 44.4%
Operating income $421.0 $442.0 $369.9 $371.4 13.8% 19.0%
Operating income % 22.5% 23.6% 22.6% 22.7%
Net income $287.6 $392.0 $246.2 $316.2 16.8% 24.0%
Net income attributable to common stockholders $287.6 $392.0 $233.8 $303.8 23.0% 29.0%
Diluted EPS $9.09 $12.39 $7.70 $10.01 18.1% 23.8%
(1)Results exclude items in reconciliation below.
Dr. Michael J. Hartnett, Chairman and Chief Executive Officer, stated, “We closed out fiscal year 2026 with another strong quarter, driven by continued expansion in our Aerospace & Defense segment and accelerating growth in our Industrial business. As we look ahead to fiscal year 2027, we remain highly encouraged by the strength of our operating environment and the momentum we are seeing across the businesses. This record year for RBC was a true team effort, and I want to thank our employees across the organization for their hard work, dedication, and continued commitment to serving our customers with excellence.”
Fourth Quarter Results
Net sales for the fourth quarter of fiscal 2026 were $518.0 million, an increase of 18.3% from $437.7 million in the fourth quarter of fiscal 2025. $30.0 of net sales this quarter came from VACCO, which we acquired on July 18, 2025. Net sales for the Industrial segment increased 5.5%, while net sales for the Aerospace & Defense segment increased 41.2%. Gross margin for the fourth quarter of fiscal 2026 was $230.0 million compared to $193.4 million for the same period last year. On an adjusted basis, gross margin was $234.9 million for the fourth quarter of fiscal 2026 compared to $193.4 million for the same period last year.
SG&A for the fourth quarter of fiscal 2026 was $86.9 million, an increase of $14.8 million from $72.1 million for the same period last year. As a percentage of net sales, SG&A was 16.8% for the fourth quarter of fiscal 2026 compared to 16.5% for the same period last year.
Other operating expenses for the fourth quarter of fiscal 2026 totaled $24.0 million compared to $20.6 million for the same period last year. For the fourth quarter of fiscal 2026, other operating expenses included $21.4 million of amortization of intangible assets, $0.2 million of acquisition costs, $0.1 of restructuring costs and $2.3 million of other items. For the fourth quarter of fiscal 2025, other operating expenses included $18.2 million of amortization of intangible assets, $0.9 million of restructuring costs, and $1.5 million of other items.
2
Operating income for the fourth quarter of fiscal 2026 was $119.1 million compared to $100.7 million for the same period last year. On an adjusted basis, operating income was $124.3 million for the fourth quarter of fiscal 2026 compared to $101.6 million for
Feb 5, 2026
2 ea027571601ex99-1_rbcbear.htm
Exhibit 99.1
RBC Bearings Incorporated Announces Fiscal Third Quarter 2026 Results
Oxford, CT – February 5, 2026 – RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today reported results for the third quarter fiscal 2026.
Third Quarter Financial Highlights
●Third quarter net sales of $461.6 million increased 17.0% over last year, Aerospace/Defense up 41.5% and Industrial up 3.1%.
●Gross margin of 44.3% for the third quarter of fiscal 2026 compared to 44.3% last year; Adjusted gross margin of 45.1% compared to 44.3% last year.
●Third quarter net income attributable to common stockholders as a percentage of net sales of 14.6% vs 14.4% last year; Adjusted EBITDA as a percentage of net sales of 32.4% vs 31.1% last year.
●Free cash flow of $99.1 million vs $73.6 million last year; Free cash flow conversion of 147.0% vs 127.1% last year.
Three Month Financial Highlights
Fiscal 2026 Fiscal 2025 Change
($ in millions)
Adjusted (1)
Adjusted (1)
Adjusted (1)
Net sales $461.6
$394.4
17.0%
Gross margin $204.4 $208.2 $174.9 $174.9 16.9% 19.0%
Gross margin % 44.3% 45.1% 44.3% 44.3%
Operating income $103.0 $107.4 $85.6 $85.7 20.3% 25.3%
Operating income % 22.3% 23.3% 21.7% 21.7%
Net income $67.4 $96.3 $57.9 $74.0 16.4% 30.1%
Net income attributable to common stockholders $67.4 $96.3 $56.9 $73.0 18.5% 31.9%
Diluted EPS $2.13 $3.04 $1.82 $2.34 17.0% 29.9%
(1)Results exclude items in reconciliation below.
Nine Month Financial Highlights
Fiscal 2026 Fiscal 2025 Change
($ in millions)
Adjusted (1)
Adjusted (1)
Adjusted (1)
Net sales $1,352.9
$1,198.6
12.9%
Gross margin $600.2 $610.6 $532.7 $532.7 12.7% 14.6%
Gross margin % 44.4% 45.1% 44.4% 44.4%
Operating income $301.9 $317.7 $269.2 $269.8 12.1% 17.8%
Operating income % 22.3% 23.5% 22.5% 22.5%
Net income $195.9 $277.1 $173.5 $226.9 12.9% 22.1%
Net income attributable to common stockholders $195.9 $277.1 $161.1 $214.5 21.6% 29.2%
Diluted EPS $6.20 $8.77 $5.38 $7.16 15.2% 22.5%
(1)Results exclude items in reconciliation below.
Dr. Michael J. Hartnett, Chairman and Chief Executive Officer, stated, “We are pleased that we were able to deliver another strong quarter of results, driven by continued momentum in our Aerospace & Defense business and steady performance in our Industrial business. We are well-positioned for growth in calendar year 2026 and beyond, given our robust, growing backlog, which has continued to benefit from recent contract wins within the A&D space. As we look ahead, we are continuing to remain focused on strategic, profitable growth, increasing our production capacity, and delivering strong free cash flow that will help create long-term value for all our stakeholders. I would like to thank our employees for their continued dedication and disciplined execution, which has been key in helping deliver the strong performance we have achieved over the past several quarters that has positioned RBC for a record year.”
Third Quarter Results
Net sales for the third quarter of fiscal 2026 were $461.6 million, an increase of 17.0% from $394.4 million in the third quarter of fiscal 2025. $29.2 of net sales this quarter came from VACCO, which we acquired on July 18, 2025. Net sales for the Industrial segment increased 3.1%, while net sales for the Aerospace/Defense segment increased 41.5%. Gross margin for the third quarter of fiscal 2026 was $204.4 million compared to $174.9 million for the same period last year. On an adjusted basis, gross margin was $208.2 million for the third quarter of fiscal 2026 compared to $174.9 million for the same period last year.
SG&A for the third quarter of fiscal 2026 was $77.9 million, an increase of $7.8 million from $70.1 million for the same period last year. As a percentage of net sales, SG&A was 16.9% for the third quarter of fiscal 2026 compared to 17.8% for the same period last year.
Other operating expenses for the third quarter of fiscal 2026 totaled $23.5 million compared to $19.2 million for the same period last year. For the third quarter of fiscal 2026, other operating expenses included $21.0 million of amortization of intangible assets, $0.4 million of acquisition costs, $0.2 of restructuring costs and $1.9 million of other items. For the third quarter of fiscal 2025, other operating expenses included $17.9 million of amortization of intangible assets, $0.1 million of restructuring costs, and $1.2 million of other items.
2
Operating income for the third quarter of fiscal 2026 was $103.0 million compared to $85.6 million for the same period last year. On an adjusted basis, operating income was $107.4 million for the third quarter of fiscal 2026 compared to $85.7 million for the same period last yea
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