RBC Bearings Reports Fiscal Q2 2027 Earnings Growth

Executive Summary

On October 30, 2026, RBC Bearings Incorporated filed an 8-K under Item 2.02 announcing financial results for its fiscal second quarter ended September 26, 2026.

Fiscal Q2 2027 Highlights

• Net Sales: Totaled $524.6 million, an increase of 15.2% compared to $455.3 million in the prior-year period. Excluding $2.0 million from the PSC acquisition, organic net sales increased 14.8%.
  • Aerospace & Defense sales increased 15.8%.
  • Industrial sales increased 14.8% (14.0% organically).
• Gross Margin: GAAP gross margin reached $239.0 million (45.6% of sales) compared to $200.6 million (44.1% of sales) in the prior-year period. Favorably impacted by $1.7 million in tariff refunds.
• Operating Income: GAAP operating income was $131.6 million (25.1% margin) compared to $97.8 million (21.5% margin) in Q2 FY26.
• Net Income & EPS: GAAP net income increased 56.3% to $93.8 million, yielding diluted EPS of $2.96 (up 55.8% from $1.90). Adjusted diluted EPS was $3.74, up 29.9% from $2.88.
• Balance Sheet & Debt: Net interest expense dropped to $9.3 million from $13.4 million year-over-year as the company fully repaid its Term Loan during the quarter.
• Backlog: Expanded to $2.4 billion as of September 26, 2026, up from $2.3 billion as of March 28, 2026, and $1.6 billion as of September 27, 2025.

Fiscal Q3 2027 Guidance

• Net Sales: Projected between $520.0 million and $525.0 million (expected growth of 12.7% to 13.7%).
• Gross Margin: Expected in the range of 45.5% to 45.75%.
• SG&A: Expected between 16.25% and 16.5% of net sales.