RBC 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 →