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Get filing alertsRBC Bearings reports 19.2% revenue growth, record margins in Q1 FY2027; backlog doubles YoY
Filed July 31, 2026 · Period ending July 31, 2026 · ~1 min read
Key Changes
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Q1 FY2027 net sales reached $519.5M, up 19.2% YoY, driven by 36.9% growth in Aerospace & Defense and 8.4% in Industrial segments.
Exhibit 99.1 view on EDGAR → -
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Gross margin expanded to 47.7% from 44.8% prior year; adjusted EBITDA margin improved to 34.9% from 32.5%, reflecting strong operational leverage.
Exhibit 99.1 view on EDGAR → -
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Diluted EPS rose 47.5% to $3.20 ($3.88 adjusted) from $2.17 ($2.84 adjusted) in Q1 FY2026, driven by revenue growth and margin expansion.
Exhibit 99.1 view on EDGAR → -
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Backlog held at $2.3B, more than double the $1.0B level a year earlier, indicating sustained demand visibility across both segments.
Exhibit 99.1 view on EDGAR → -
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Q2 FY2027 guidance projects net sales of $505M–$515M (10.9%–13.1% YoY growth), gross margin of 45.5%–45.75%, and SG&A at 16.5%–16.75% of sales.
Exhibit 99.1 view on EDGAR →
Summary
RBC Bearings delivered a strong start to fiscal 2027, with first-quarter revenue climbing 19.2% to $519.5 million and gross margin reaching a record 47.7%. The Aerospace & Defense segment led growth at 36.9%, while Industrial posted solid 8.4% gains. Adjusted EBITDA margin expanded 240 basis points to 34.9%, and diluted EPS jumped 47.5% to $3.20, reflecting both top-line momentum and operational leverage.
The company repaid $77.0 million in term loans during the quarter, reducing net interest expense to $10.1 million from $12.2 million a year earlier. Backlog remained at $2.3 billion, more than double the prior-year level, providing visibility into continued demand.
Management's Q2 guidance calls for 10.9%–13.1% revenue growth to $505–$515 million, with gross margin moderating to 45.5%–45.75% as the company balances volume and mix. The combination of sustained backlog, margin expansion, and debt reduction positions RBC for continued profitability growth through fiscal 2027.
Section-by-Section Diff
Event · Exhibit 99.1
RBC Bearings reported Q1 FY2027 results with 19.2% revenue growth, record margins and backlog, and issued Q2 guidance.
Added in current filing · view on EDGAR →
First quarter net sales of $519.5 million increased 19.2% over last year, Aerospace & Defense up 36.9% and Industrial up 8.4%. ... Gross margin of 47.7% for the first quarter of fiscal 2027 compared to 44.8% last year; Adjusted gross margin of 47.7% compared to 45.4% last year. ... First quarter net income as a percentage of net sales of 19.5% vs 15.7% last year; Adjusted EBITDA as a percentage of net sales of 34.9% vs 32.5% last year.
RBC Bearings reported first quarter fiscal 2027 net sales of $519.5 million, up 19.2% year-over-year, driven by 36.9% growth in Aerospace & Defense and 8.4% growth in Industrial segments. Gross margin expanded to 47.7% from 44.8% prior year. Net income reached 19.5% of sales versus 15.7% last year, while Adjusted EBITDA margin improved to 34.9% from 32.5%.
Added in current filing · view on EDGAR →
Diluted EPS for the first quarter of fiscal 2027 was $3.20 compared to $2.17 for the same period last year. On an adjusted basis, diluted EPS was $3.88 for the first quarter of fiscal 2027 compared to $2.84 for the same period last year.
Diluted earnings per share for Q1 FY2027 was $3.20, up 47.5% from $2.17 in the prior-year quarter. On an adjusted basis, diluted EPS was $3.88, up 36.6% from $2.84 last year. The strong EPS growth reflects both revenue expansion and margin improvement.
Added in current filing · view on EDGAR → · paraphrased
Interest expense, net, was $10.1 million for the first quarter of fiscal 2027 compared to $12.2 million for the same period last year. The decrease in interest expense between the periods was primarily due to continued debt reduction efforts. ... Repayments of term loans (77.0)
Net interest expense declined to $10.1 million in Q1 FY2027 from $12.2 million in the prior-year quarter, driven by ongoing debt reduction. The company repaid $77.0 million of term loans during the quarter. Lower interest costs improve profitability and financial flexibility.
Event · Item 2.02 — Results of Operations and Financial Condition
RBC Bearings reported Q1 FY2027 financial results for the quarter ended June 27, 2026.
Added in current filing · verify on EDGAR →
On July 31, 2026, RBC Bearings Incorporated (the “Company”) issued a press release announcing its financial results for the quarter ended June 27, 2026, and certain other information.
The company disclosed financial results for its fiscal first quarter ended June 27, 2026. The 8-K does not include the actual financial figures in the body text; those details are contained in the attached press release (Exhibit 99.1), which was not provided in the input.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 3, 2026 · How we verify