Inferra AI / Company / RBC
Rbc Bearings Inc.
RBC · Industrials
Last earnings Oct 30, 2026
Key results
Gross marginquarter
44.1%
Gross margin of 44.1% for the second quarter of fiscal 2026 compared to 43.7% last year; Adjusted gross margin of 44.9% compared to 43.7% last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Revenuequarter
13.2%
Second quarter net income attributable to common stockholders as a percentage of net sales of 13.2% vs 12.2% last year; Adjusted EBITDA as a percentage of net sales of 31.9% vs 31.0% last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Free cash flowquarter
$71.7 million
Free cash flow of $71.7 million vs $26.8 million last year; Free cash flow conversion of 119.5% vs 49.4% last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Net revenuequarter
0.7%
Net sales for the Industrial segment increased 0.7%, while net sales for the Aerospace/Defense segment increased 38.8%.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Gross margin for the second quarter of fiscal 2026 was $200.6 million compared to $173.8 million for the same period last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
On an adjusted basis, gross margin was $204.3 million for the second quarter of fiscal 2026 compared to $173.8 million for the same period last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Operating incomequarter
$97.8 million
Operating income for the second quarter of fiscal 2026 was $97.8 million compared to $86.1 million for the same period last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
On an adjusted basis, operating income was $105.0 million for the second quarter of fiscal 2026 compared to $86.6 million for the same period last year.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
AI analysis
Q2 FY2026 · reported Oct 31, 2025
Based on: Earnings release + parent 8-K + 10-K — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Oct 31, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q2 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Gross margin | 44.1% | 44.8% | 43.7% |
| Revenue | 13.2% | 15.7% | — |
| Free cash flow | $71.7 million | $104.3 million | — |
| Net revenue | 0.7% | 5.5% | — |
| Operating income | $97.8 million | $101.1 million | $86.1 million |
Guidance · company-stated
“are expected to grow 7.4% to 9.5%”
“is expected to be in the range of 44.0% to 44.25%”
Guidance stated in the release's Business Outlook table for the Third Quarter; no direction stated — figures as stated in the table.
Margin
Cash flow & capex
Capital allocation
The decrease in interest expense between the periods was due to the debt reduction efforts, partially offset by the impact of a $200.0 draw on the Revolving Credit Facility to fund the VACCO acquisition.
Event summary
Rbc Bearings Inc. Q2 FY2026 — Gross margin of 44.1% for the second quarter of fiscal 2026 compared to 43.7% last year; Adjusted gross margin of 44.9% compared to 43.7% last year.
Based on: Earnings release + parent 8-K + 10-K — transcript not held
Guidance & outlook
net sales: “net sales are expected to grow 7.4% to 9.5%”
gross margin: “gross margin is expected to be in the range of 44.0% to 44.25%”
net sales (“the Third Quarter”)
“net sales are expected to grow 7.4% to 9.5%”
gross margin (“the Third Quarter”)
“gross margin is expected to be in the range of 44.0% to 44.25%”
Guidance stated in the release's Business Outlook table for the Third Quarter; no direction stated — figures as stated in the table.
Capital allocation
The decrease in interest expense between the periods was due to the debt reduction efforts, partially offset by the impact of a $200.0 draw on the Revolving Credit Facility to fund the VACCO acquisition.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Free Cash Flow Conversion Free cash flow conversion measures our ability to convert operating profits into free cash flow and is calculated as free cash flow (cash provided by operating activities less capital expenditures) divided by net income.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
In view of our debt level, Adjusted EBITDA aids our investors in understanding our compliance with our debt covenants.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Management and various investors use the ratio of total debt less cash to Adjusted EBITDA, or “net debt leverage,” as a measure of our financial strength and ability to incur incremental indebtedness when making investment decisions and evaluating us against peers.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
We believe that current capacity levels and future annual estimated capital expenditures on equipment up to approximately 3.5% to 4.0% of net sales should permit us to effectively meet demand levels for the foreseeable future.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
We do not anticipate material capital expenditures for environmental compliance in fiscal 2027.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
Strategy & priorities
We were well prepared to support the generational expansion taking place in these aerospace and defense markets and are pleased to recognize the outstanding performance reached by our factories and offices.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
In particular, our definition of Adjusted EBITDA adds back certain non-cash, non-operating or non-recurring charges that are deducted in calculating net income, even though these are expenses that may recur or vary greatly, are difficult to predict, and can represent the effect of long-term strategies as opposed to short-term results.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Founded in 1919, the Company is primarily focused on producing highly technical or regulated bearing products and components requiring sophisticated design, testing, and manufacturing capabilities for the diversified industrial, aerospace and defense markets.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
We believe opportunities exist for growth and margin improvement in this market as a result of the introduction of new products, the expansion of aftermarket sales, and continued manufacturing process improvements.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
We believe that growth and margin expansion in this market will be driven primarily by expanding our international presence, new commercial aircraft introductions, new products, share gains, and the refurbishment and maintenance of existing commercial and military aircraft.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
Risks & headwinds
Our future financial condition and results of operations, as well as any forward-looking statements, are subject to change and to inherent risks and uncertainties beyond the control of the Company.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
We purchase steel at market prices, which fluctuate as a result of supply and demand driven by economic conditions in the marketplace, and we currently pay import tariffs on our raw materials sourced outside the U.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
For further discussion of the possible effects of import tariffs and changes in the cost of raw materials on our business, see Part I, Item 1A.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
Our future financial condition, results of operations, and cash flows, as well as any forward-looking statements, are subject to change and to inherent risks and uncertainties, such as those disclosed in this Annual Report on Form 10-K.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
Factors that could cause our actual results, performance and achievements or industry results to differ from estimates or projections contained in our forward-looking statements include, among others, the following: The Company s failure to maintain effective disclosure controls and procedures and internal control over financial reporting; Competition in the bearings, engineered components and essential systems industries; The loss of one or more of our significant customers or conditions that adversely affect the business of any of our significant customers; Weaknesses or cyclicality in any of the industries in which our customers operate; Future reductions in U.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
If the Company is unable to maintain effective internal control over financial reporting in the future, our ability to record, process and report financial information timely and accurately could be adversely affected, which could subject the Company to litigation or investigations, require management resources, increase costs, negatively affect investor confidence and adversely impact our stock price.
SEC original ↗Rbc Bearings Inc. — 10-K Annual report10-KMay 15, 2026
What changed vs prior quarter
Gross margin — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Free cash flow — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Rbc Bearings Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
26 documents- Q3 2026
- 8-KRBC
Oct 30, 2026
- Q2 2026
- 8-KRBC
Sep 9, 2026
- 8-KRBC
Aug 11, 2026
- 10-QRBC
Jul 31, 2026
- 8-KRBC
Jul 31, 2026
- Q1 2026
- 8-KRBC
Jun 24, 2026
- 10-KRBC
May 15, 2026
- 8-KRBC
May 15, 2026
- Q4 2025
- 10-QRBC
Feb 5, 2026
- 8-KRBC
Feb 5, 2026
- Q3 2025
- 10-QRBC
Oct 31, 2025
- 8-KRBC
Oct 31, 2025
- 8-KRBC
Oct 30, 2025
- Q2 2025
- 8-KRBC
Sep 5, 2025
- 10-QRBC
Aug 1, 2025
- 8-KRBC
Aug 1, 2025
- 8-KRBC
Jul 21, 2025
- Q1 2025
- 8-KRBC
May 20, 2025
- 10-KRBC
May 16, 2025
- 8-KRBC
May 16, 2025
- Q4 2024
- 10-QRBC
Jan 31, 2025
- 8-KRBC
Jan 31, 2025
- Q3 2024
- 10-QRBC
Nov 1, 2024
- 8-KRBC
Nov 1, 2024
- 8-KRBC
Oct 17, 2024
- 8-KRBC
Oct 2, 2024
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Rbc Bearings Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Rbc Bearings Inc. are held in this edition of the library.
Mentioned by
21 companiesOther tracked companies whose held documents mention Rbc Bearings Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
United Community Banks Inc. (UCB)
“prior to restructuring Floating rate securities… …DEPOSITS $3.5 BILLION IN AUM 13.0% CET1 RBC (1) $19.0 BILLION IN TOTAL LOANS $0.26 QUARTERLY COMMON DIVIDEND 202 BANKING OFFICES ACROSS THE SOUTHEAST 0267$:$5'('%$1. LQWKH6RXWKHDVWUHJLRQIRUUHWDLO EDQN”
“ net interest margin, tangible stockholders’ equity and tangible… …1Q26 2Q26 3Q26** Total RBC Ratio 14.36% 14.76% 15.02% 15.48% 4Q25 1Q26 2Q26 3Q26** 2026 Guidance Summary Loans (HFI) • Full-year period-end total loans HFI to grow mid-s”
“ Ratio3 Annuities Sales Life Operating Income Group Protection Operating Margin Estimated RBC Ratio2 4 • Group Protection sales up 16% YoY driven by local market and… …potential operating difficulties and unforeseen liabilities relating”
“Common stock dividends of ~$370 million in 1Q26 • 2025 Combined NAIC2 Risk-Based Capital (RBC) ratio3 of 379% above 360% … …share (iii) adjusted earnings (iii) adjusted earnings available to common shareholders (iv) adjusted earnings per share (iv) a”
“…the regions in which RBC operates, investor engagement, the integration of HSBC Bank Canada potential acquisitions and partnerships, major initiatives, as well as external factors i”
“ments regarding… …balance sheet, evidenced by strong capital ratios: • 12.8% CET1 • 15.2% RBC 2024 2025 2026 • Closed merger with Southern States Bancshares, Inc. ("SSBK") • About SSBK: • Headquarters: Anniston, AL • Previously… …Index (1.5) (2.9) (0”
Alphabet Inc. (Class A) (GOOGL)
“d Announces Acquisition of PSC Couplings, LLC OXFORD, Conn. - Aug. 10, 2026 - RBC Bearings Incorporated (NYSE: …”
“tion and for each business segment under the Strategic priorities and Outlook headings in RBC’s …”
“isting manufacturing processes or product lines. Adjusted operating… …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 R”
“…the regions in which RBC operates, investor engagement, the integration of HSBC Bank Canada potential acquisitions and partnerships, major initiatives, as well as external factors i”
“tanding under its unsecured revolving credit facility. Wells Fargo Securities, LLC, RBC Capital Markets, LLC, U.S. Bancorp Investments, Inc. and BBVA… …the Securities Act and the Securities Exchange Act of 1934, both as amended by the Private S”
“r service conditional on the purchase of another may apply and their … …There is Refer to RBC Standards on Reporting Misconduct and the reputation and each other. If we need guidance, have no common definition of what constitutes whistleblowing and D”
“iness ( 275.0 ) — Net… …See accompanying notes. 5 RBC Bearings Incorporated Consolidated Statements of Cash Flows (dollars in millions) (Unaudited) Six Months Ended September 2”
“…Royal Bank of Canada, through its agent RBC Capital Markets, LLC (“Dealer”), pursuant to an accelerated share repurchase program (the “ASR Program”) under which the Company will repurchase shares of t”
“or unsecured revolving credit facility. Barclays Capital Inc., Mizuho Securities USA LLC, RBC Capital Markets, LLC, Santander US Capital Markets… …with a portfolio of over 149,000 communications sites and a highly interconnected footprint of U.S. dat”
Simmons First National Corp (SFNC)
“are based on the… …under Management/ Administration $17.1 Billion total Loans 14.6% Total RBC Ratio 8.3% TCE Ratio1 4.8% Dividend yield2 79% Loan to deposit ratio 1.48% ACL TO total loans 165% NPL Coverage Ratio Figures presented… … Income Stat”
“fair value hierarchy. 9. Credit Facility The Company has a revolving credit facility with RBC for $8 CAD. The credit facility bears interest… …voting shares are participating securities with equal participation rights and are entitled to receive divi”
SmartStop Self Storage REIT, Inc. (SMA)
“ financial measures, in evaluating our operating performance. The… …obligations under the RBC JV Term Loan III. On February 18, 2026, we entered into a new senior unsecured credit facility in the initial amount of $500 million with a syndicate of ban”
“…tenure at RBC, he held various professional roles, including roles in investment banking, mergers and acquisitions, equity research, and portfolio management as well as e”
“lative) 3 $1.90 - 1.93 Share Buyback Program ~$ 550M ~$1.1B- 1.2BFY27EFY25… …Palette 2026 RBC Financials Conference 17 Non-GAAP Reconciliation Pre-Provision Net Revenue (PPNR), Earnings Per Share (EPS) ($ in millions) FY25 Total revenue (GAAP) $8,166”
“ver $2.4 billion and extended the maturity to August 2030 7 GAAP … …Source: RBC Datacenter Download (June 2025); McKinsey: The Cost of Compute: A $7 Trillion Race to Scale Data Centers (April 2025). Capital expenditure estimates reflect”
See also the earnings calendar for every tracked company’s next earnings date.