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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
RBC Bearings
RBC Bearings (RBC) investor relations material
RBC Bearings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Net sales for Q3 FY26 rose 17% year-over-year to $461.6 million, driven by 41.5% growth in Aerospace/Defense and 3.1% in Industrial, with the VACCO acquisition contributing $29.2 million.
Adjusted diluted EPS increased 30% to $3.04, and adjusted EBITDA rose 22% to $149.6 million.
Net income attributable to common stockholders was $67.4 million, up 18.5% year-over-year.
Free cash flow reached $99.1 million, with conversion at 147% and $81 million in debt repaid during the quarter.
Backlog grew to $2.1 billion, up from $0.9 billion a year earlier, reflecting strong contract wins.
Financial highlights
Consolidated gross margin was 44.3%, or 45.1% on an adjusted basis, up from 44.3% last year.
Q3 net income attributable to common stockholders was $67.4 million (14.6% of sales), up from $56.9 million.
Adjusted EBITDA margin was 32.4% of sales; interest expense declined to $13.0 million.
Free cash flow for nine months was $330.5 million, up from $224.4 million.
SG&A expenses for the quarter were $77.9 million (16.9% of sales), up due to growth investments and VACCO integration.
Outlook and guidance
Q4 FY26 net sales expected at $495–$505 million, up 13.1%–15.4% year-over-year.
Excluding VACCO, Q4 net sales growth expected at 6.4%–8.7%.
Adjusted gross margin forecasted at 45.0%–45.25%; SG&A at 16.0%–16.25% of sales.
Industrial growth for Q4 expected to be similar or slightly below Q3; FY27 anticipated to be a higher growth year for industrial.
Backlog reached $2.1 billion, including $0.5 billion from VACCO, with strong defense and commercial aerospace demand expected to continue.
A&D capacity expansion within CapEx limits
New industrial products and service center impact
A&D margin trajectory and gap closure timeline
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Next RBC Bearings earnings date
Q4 202615 May, 2026
RBC Bearings
Next RBC Bearings earnings date
Q4 202615 May, 2026
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Frequently asked questions
RBC Bearings: Specialty Bearings and Components
RBC Bearings Incorporated is a globally recognized manufacturer of highly-engineered precision bearings and components that was established in 1919. With its headquarters in Oxford, Connecticut, RBC Bearings has risen to become a leading international manufacturer and marketer of highly engineered precision plain, roller, and ball bearings. Their products are utilized by manufacturers in the industrial, defense, and aerospace industries.
Early Foundations and Expansion
The initial mission of RBC Bearings at its inception was to provide solutions to the challenges of bearing technology for rotating equipment. Over time, the company expanded its portfolio, acquiring multiple businesses to offer more extensive services. Today, RBC Bearings has grown significantly and possesses a vast global network, with over 40 manufacturing facilities strategically located across North America and Europe.
Precision Products for a Wide Array of Industries
RBC Bearings caters to a broad spectrum of industries by providing specialized bearings and components. The company's industrial product portfolio includes ball bearings, roller bearings, and engineered products, designed for use in various applications in construction, mining, oil and natural resources, and transportation sectors. Simultaneously, the aerospace products of RBC Bearings, such as airframe control bearings, journal bearings, and pitch and yaw bearings, have found extensive use in the commercial, military, and general aviation markets. Some of their largest customers include the US Department of Defense, Northrop Grumman, Boeing, and Caterpillar. These names simply scratch the surface of the customer list, and RBC works closely with several other large players in both the industrial and defense industry.
A Focus on Delivering Quality Products
RBC Bearings places a strong emphasis on innovation and technology in its operations. The company's engineering team continually works on product development and improvement, always seeking to deliver superior performance and reliability. RBC Bearings operates a strict QA protocol. The company operates extensive in-house testing facilities where bearings undergo stringent checks for precision and durability.
But the company also offers customers access to its engineering team for support and provides extensive online resources, including product catalogs and CAD drawings. In addition, RBC Bearings provides training and field support, further assisting customers in maximizing the lifespan and effectiveness of their bearings.
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