RBC Bearings Q4 Earnings & Revenues Surpass Estimates, Up Y/Y

RBC Bearings Incorporated’s RBC fourth-quarter fiscal 2026 (ended March 28, 2026) adjusted earnings of $3.62 per share beat the Zacks Consensus Estimate of $3.31. The figure increased 27.9% from the year-ago adjusted earnings of $2.83 per share, supported by higher revenues.RBC’s Revenue DetailsRBC Bearings’ revenues were $518 million, which increased 18.3% year over year. Also, the figure surpassed the Zacks Consensus Estimate of $505 million.While exiting the reported quarter, RBC had a backlog of $2.3 billion compared with $2.1 billion at the end of the third quarter of fiscal 2026 (ended Dec. 27, 2025).For fiscal 2026, RBC’s net sales totaled $1.87 billion, reflecting an increase of 14.3% year over year. Adjusted earnings came in at $12.39 per share, up 23.8% from the previous fiscal year.RBC Bearings Incorporated Price, Consensus and EPS Surprise RBC Bearings Incorporated price-consensus-eps-surprise-chart | RBC Bearings Incorporated QuoteRBC Bearings’ Segmental DetailsThe company currently has two reportable segments, namely Aerospace/Defense and Industrial. Its segmental performance for the fiscal fourth quarter is briefly discussed below:Industrial revenues of $295.9 million (representing 57.1% of the quarter’s revenues) were up 5.5% year over year. The consensus estimate for the Industrial segment’s revenues was pegged at $260 million.Aerospace & Defense revenues totaled $222.1 million (42.9%), up 41.2% year over year. The consensus estimate for the Aerospace/Defense segment’s revenues was pegged at $289 million.RBC’s Margin ProfileThe company’s cost of sales rose 17.9% year over year to $288 million. Gross profit (on a reported basis) grew 18.9% to $230 million. The gross margin was up 20 bps from the year-ago figure to 44.4%. However, the adjusted gross margin increased 110 bps to 45.3%.Selling, general and administrative expenses (SG&A) were $86.9 million, up 20.5% year over year. Adjusted EBITDA jumped 20.8% to $168.9 million. The adjusted EBITDA margin was 32.6%, up 70 bps year over year.Adjusted operating income increased 22.3% year over year to $124.3 million. The adjusted margin increased 80 bps to 24%. Net interest expenses were $11.2 million compared with $12.8 million in the year-ago quarter.RBC Bearings’ Balance Sheet and Cash FlowAt the time of exiting the fiscal fourth quarter, RBC had cash and cash equivalents of $57.3 million compared with $36.8 million at the end of fiscal 2025. Long-term debt (less current portion) was $701.7 million, down from $918.4 million at the end of fiscal 2025.In fiscal 2026, the company generated net cash of $415.7 million from operating activities, which increased 41.6% on a year-over-year basis. Capital expenditure of $73.1 million increased 46.8% year over year.RBC’s OutlookFor the first quarter of fiscal 2027 (ending June 2026), management anticipates net sales to be in the range of $500.0-$510.0 million, indicating an increase of 14.7-17% from the prior-year figure of $436 million. On an organic basis (excluding VACCO), net sales are projected to increase 8.3-10.6%.It expects the gross margin to be in the band of 45.25-45.50% and SG&A (as a percentage of net sales) to be in the range of 16.50-16.75%.RBC’s Zacks Rank & Other Key PicksThe company currently carries a Zacks Rank #2 (Buy).  Some other top-ranked stocks from the same space are discussed below:Tennant Company TNC presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Tennant’s earnings surpassed the consensus estimate by 141.7% in the last reported quarter. In the past 60 days, the Zacks Consensus Estimate for TNC’s 2026 earnings has increased 6.2%.Helios Technologies HLIO presently carries a Zacks Rank of 2. Helios Technologies’ earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 15.7%. In the past 60 days, the Zacks Consensus Estimate for Helios Technologies’ fiscal 2026 earnings has increased 4%.Nordson Corporation NDSN currently carries a Zacks Rank of 2. Nordson’s earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 2.5%. In the past 60 days, the Zacks Consensus Estimate for Nordson’s fiscal 2026 earnings has increased 0.7%.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>This article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks