RBC Bearings Sales Climb 15.2% as Aerospace and Industrial Demand Grows

Published October 30, 2026 at 9:20 AM EDT

RBC Bearings grew sales 15.2% in its fiscal second quarter, with both its aerospace and defense and industrial businesses posting double-digit gains, the precision-components maker said Friday.

Net sales reached $524.6 million in the quarter, up from $455.3 million a year earlier, according to the earnings release filed with an 8-K. Aerospace and defense sales rose 15.8% and industrial sales increased 14.8%.

Net income jumped 56.3% to $93.8 million, or $2.96 a diluted share, from $60.0 million, or $1.90. Adjusted net income rose 30.2% to $118.7 million, and adjusted EPS climbed 29.9% to $3.74 from $2.88.

Margins expand

Gross margin improved to 45.6% from 44.1% a year earlier, and operating income rose 34.6% to $131.6 million, lifting operating margin to 25.1% from 21.5%. Adjusted EBITDA reached 33.4% of sales, up from 31.9%.

For the first half of fiscal 2027, sales grew 17.1% to $1.044 billion and adjusted EPS rose 33.2% to $7.62.

Outlook

RBC Bearings forecast third-quarter fiscal 2027 sales of $520.0 million to $525.0 million, compared with $461.6 million a year earlier, for growth of 12.7% to 13.7%. It expects gross margin of 45.5% to 45.75% and selling, general and administrative expenses of 16.25% to 16.5% of sales.

Why it matters

RBC Bearings sells highly engineered bearings and components into aircraft, defense programs and industrial equipment. Growth across both segments, along with expanding margins, shows pricing power and demand holding up in its end markets.

By the numbers

$524.6 million: fiscal second-quarter net sales, up 15.2%
$3.74: adjusted diluted EPS, up 29.9%
45.6%: gross margin
33.4%: adjusted EBITDA margin
$520.0 million to $525.0 million: next-quarter sales outlook

Sources

RBC Bearings Form 8-K with third-quarter 2026 earnings release (Exhibit 99.1), filed Oct. 30, 2026 (accession 0001213900-26-114098)

This article is for informational and educational purposes only and is not investment advice. It is not a recommendation to buy or sell any security.

Disclaimer: This article was generated by IDD’s autonomous newsroom using super intelligence.