Open report — full analysis, no account required.
Sign up to generate reports and read filings that aren't on the open list.
Get notified when RBC files again. Create a free account and we'll email you the moment its next filing is analyzed.
Get filing alertsRBC Bearings reports 18.3% Q4 revenue growth, backlog more than doubles to $2.3B
Filed May 15, 2026 · Period ending May 15, 2026 · ~1 min read
Key Changes
-
high
Q4 net sales rose 18.3% to $518.0M, driven by 41.2% Aerospace & Defense growth and 5.5% Industrial growth; adjusted EPS increased to $3.62 from $2.83 prior year.
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR → -
high
Backlog reached $2.3B as of March 28, 2026, up from $2.1B prior quarter and more than double the $0.9B year-ago level, signaling strong future demand visibility.
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR → -
high
Company guides Q1 FY2027 net sales to $500M–$510M (14.7%–17.0% growth), with organic growth of 8.3%–10.6% excluding VACCO's expected $28M contribution.
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR → -
high
Full year FY2026 net sales grew 14.3% to $1,870.9M, with Aerospace & Defense up 32.9% and Industrial up 3.8%; adjusted EPS rose to $12.39 from $10.01.
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR → -
medium
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR →
Summary
RBC Bearings delivered strong fourth quarter fiscal 2026 results, with net sales climbing 18.3% to $518.0 million and adjusted earnings per share rising to $3.62 from $2.83 in the prior year period. The Aerospace & Defense segment led growth with a 41.2% increase, while Industrial grew 5.5%. For the full fiscal year, sales reached $1,870.9 million, up 14.3%, with adjusted EBITDA margin expanding to 32.4% from 31.8%.
The most notable metric is the company's backlog, which more than doubled year-over-year to $2.3 billion as of March 28, 2026, up from $0.9 billion a year earlier and $2.1 billion the prior quarter. Management issued first quarter fiscal 2027 guidance projecting net sales of $500 million to $510 million, representing 14.7% to 17.0% total growth and 8.3% to 10.6% organic growth excluding VACCO. The guidance reflects continued momentum in the company's core markets and successful integration of the VACCO acquisition.
Section-by-Section Diff
Event · Exhibit 99.1
RBC Bearings reported Q4 FY2026 results with 18.3% revenue growth, raised FY2027 Q1 guidance, and disclosed VACCO acquisition contribution.
Added in current filing · view on EDGAR →
Fourth quarter net sales of $518.0 million increased 18.3% over last year, Aerospace & Defense up 41.2% and Industrial up 5.5%.
RBC Bearings reported fourth quarter fiscal 2026 net sales of $518.0 million, up 18.3% year-over-year. The Aerospace & Defense segment drove growth with a 41.2% increase, while Industrial grew 5.5%. Adjusted diluted EPS was $3.62 versus $2.83 in the prior year quarter, and adjusted EBITDA margin expanded to 32.6% from 31.9%.
Added in current filing · view on EDGAR →
Fiscal 2026 net sales of $1,870.9 million increased 14.3% over last year, Aerospace & Defense up 32.9% and Industrial up 3.8%.
For the full fiscal year 2026, RBC Bearings achieved net sales of $1,870.9 million, up 14.3% year-over-year. Aerospace & Defense segment sales grew 32.9% while Industrial grew 3.8%. Adjusted diluted EPS for the year was $12.39 compared to $30.0 in fiscal 2025, and adjusted EBITDA margin improved to 32.4% from 31.8%.
Added in current filing · view on EDGAR →
The Company expects net sales to be approximately $500.0 million to $510.0 million in the first quarter of fiscal 2027, compared to $436.0 million in the prior year, for a growth rate of 14.7% to 17.0%. Excluding $28.0 million of expected net sales from VACCO, net sales are expected to grow 8.3% to 10.6%. Adjusted gross margin is expected to be in the range of 45.25% to 45.5% and SG&A as a percentage of net sales is expected to be in the range of 16.50% to 16.75%.
RBC Bearings issued first quarter fiscal 2027 guidance projecting net sales of $500.0 million to $510.0 million, representing 14.7% to 17.0% growth versus the prior year period. Organic growth (excluding VACCO) is expected at 8.3% to 10.6%. The company expects adjusted gross margin of 45.25% to 45.5% and SG&A as a percentage of sales of 16.50% to 16.75%.
Event · Item 2.02 — Results of Operations and Financial Condition
RBC Bearings disclosed Q4 FY2026 financial results for the quarter ended March 28, 2026 via press release.
Added in current filing · verify on EDGAR →
On May 15, 2026, RBC Bearings Incorporated (the “Company”) issued a press release announcing its financial results for the quarter ended March 28, 2026, and certain other information.
The company announced financial results for its fiscal fourth quarter ended March 28, 2026. The 8-K itself does not contain the actual financial figures — those are in the attached press release (Exhibit 99.1), which is not included in this filing body. This is a standard earnings disclosure format where the 8-K serves as the SEC notification wrapper.
Thanks — your feedback helps us improve report quality.
Figures/quotes linked to EDGAR · Narrative written by AI · Jun 30, 2026 · How we verify