RBC Bearings Q1 sales +19.2% to $519.5M, net income +48.2% to $101.5M on defense strength

Filed July 31, 2026 · Period ending June 27, 2026 · Compared to 10-Q Aug 1, 2025 · ~1 min read

Key Changes

• high

  Subsequent event: Since June 27, 2026, the Company paid down $50.0 on the Term Loan, reducing the outstanding balance to $46.0.

  Notes: Subsequent Events verify on EDGAR →
• high

  Net sales rose 19.2% to $519.5M, driven by a 64.6% jump in defense sales (now 42.4% of segment sales) and 21.8% growth in commercial aerospace.

  MD&A: Net sales verify on EDGAR →
• high

  Net income climbed 48.2% to $101.5M, with gross margin expanding to 47.7% from 44.8% on higher volumes, mix, and a ~100bp tariff refund benefit.

  MD&A: Net income & margin verify on EDGAR →