RBC Bearings Incorporated reported fiscal second-quarter 2027 net sales of $524.6 million, up 15.2% from $455.3 million a year earlier. GAAP operating income was $131.6 million versus $97.8 million, and GAAP net income was $93.8 million versus $60.0 million; diluted EPS was $2.96 versus $1.90. Adjusted net income was $118.7 million and adjusted diluted EPS was $3.74, compared with $91.2 million and $2.88, respectively.
GAAP gross margin was $239.0 million, or 45.6% of sales, compared with $200.6 million and 44.1% a year earlier; second-quarter gross margin included $1.7 million of tariff refunds. Excluding $2.0 million of net sales related to the PSC acquisition, which closed August 10, 2026 and is included in Industrial, organic net sales increased $67.3 million, or 14.8%. Backlog was $2.4 billion as of September 26, 2026, and the Term Loan was fully repaid during the quarter.
For fiscal third-quarter 2027, the company expects net sales of approximately $520.0 million to $525.0 million, gross margin of 45.5% to 45.75%, and SG&A of 16.25% to 16.5% of net sales.
RBC Bearings INC reported routine corporate governance updates from its September 3, 2026 annual meeting and a board change. Frederick J. Elmy retired from the Board of Directors on that date. Stockholders elected Dr. Michael J. Hartnett and Dolores J. Ennico as Class III directors for three-year terms, with each receiving over 21.6 million votes in favor.
Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2027 with over 29.1 million votes for, and approved, on an advisory basis, the compensation paid to the Company’s named executive officers with approximately 27.0 million votes for.
Durable Capital Partners reports its equity position in RBC Bearings Inc. in this amended Schedule 13G. The firm, as investment adviser to Durable Capital Master Fund LP, is deemed to beneficially own 1,708,921 shares of RBC Bearings common stock, par value $0.01 per share.
Based on 31,635,359 shares outstanding as of May 8, 2026, this holding represents 5.4% of the class. Durable Capital Partners reports sole voting and dispositive power over all 1,708,921 shares and no shared power. The economic benefits of the shares are shared among parties pursuant to their agreements.
RBC Bearings Incorporated reported that its subsidiary Dodge Industrial, Inc. has acquired the business assets of PSC Couplings, LLC, a manufacturer of disc coupling solutions, for a cash purchase price of $24.2 million. PSC, headquartered in Richfield, Wisconsin, produces standard and custom disc couplings for industrial applications requiring high reliability and performance. PSC’s net sales for the last 12 months were approximately $15.1 million. RBC Bearings describes itself as an international manufacturer and marketer of highly engineered precision bearings, components and essential systems serving diversified industrial, aerospace and defense markets.
RBC Bearings Incorporated reported strong first-quarter fiscal 2027 results for the period ended June 27, 2026. Net sales rose 19.2% to $519.5 million from $436.0 million, while net income increased 48.2% to $101.5 million from $68.5 million. Diluted EPS grew to $3.20 from $2.17, and gross margin expanded to 47.7% of sales from 44.8%.
Aerospace & Defense revenue increased 36.9% to $225.4 million, driven by 64.6% growth in defense and 21.8% growth in commercial aerospace, including contributions from the VACCO acquisition. Industrial revenue rose 8.4% to $294.1 million, with broad-based gains in semicon, grain, and food and beverage end markets. Space sales grew to $25.1 million from $7.5 million.
Operating cash flow was strong at $171.8 million versus $120.0 million, funding $77.0 million of Term Loan repayments in the quarter; an additional $50.0 million was repaid after quarter-end. Total debt was $806.2 million, cash was $124.5 million, and backlog remained high at $2.3 billion. Remaining performance obligations were about $1,292.0 million, with 42% expected to convert to revenue over the next 12 months. The company expects second-quarter fiscal 2027 net sales of $505.0–$515.0 million, implying 10.9%–13.1% year-over-year growth.
RBC Bearings Incorporated reported strong first‑quarter fiscal 2027 results. Net sales were $519.5 million, up 19.2% from $436.0 million a year earlier, including $34.4 million from the VACCO acquisition. GAAP gross margin was $247.8 million with a 47.7% margin, and operating income rose to $140.8 million from $101.1 million.
GAAP net income increased to $101.5 million, with diluted EPS of $3.20 versus $2.17; adjusted net income was $123.0 million and adjusted EPS $3.88. Adjusted EBITDA reached $181.2 million. Backlog was $2.3 billion as of June 27, 2026. For second‑quarter fiscal 2027, the company guides net sales to $505.0–$515.0 million, implying 10.9%–13.1% growth, with gross margin of 45.5%–45.75% and SG&A at 16.5%–16.75% of net sales. Management stated that margins, cash flow and backlog reached record levels and described end markets as broadly expanding.
RBC Bearings Incorporated is soliciting proxies for its 2026 annual meeting on September 3, 2026, where stockholders will elect two Class III directors, ratify Ernst & Young LLP as auditor for fiscal 2027, and cast an advisory vote on named executive officer compensation.
For fiscal 2026, RBC reported record results, including net sales of $1,870.9 million (up 14.3% from 2025), net income of $287.6 million (up 16.8%), adjusted EBITDA of $605.3 million, and free cash flow conversion of 119.1%. Net sales, adjusted EBITDA and free cash flow posted five-year compound annual growth rates of 25.2%, 28.3% and 19.5%, respectively, and total shareholder return exceeded the peer-group average by about 78% from fiscal 2022 through 2026.
The Board is classified and majority independent, with a Lead Independent Director and fully independent audit, compensation, and nominating and governance committees. Executive pay is heavily performance-based, with the CEO’s 2026 compensation of $20.9 million being 91.7% tied mainly to adjusted EBITDA, ROIC and, prospectively, relative TSR.
RBC Bearings Inc. vice president and secretary John J. Feeney reported an open-market sale of 225 shares of common stock at $657.9401 per share. After this sale, he directly holds 2,378 common shares, including 1,180 shares of restricted stock that vest over several future dates.
Feeney also holds multiple outstanding options to purchase common stock, with exercise prices ranging from $181.58 to $565.22 and expiration dates between 2028 and 2033. These option awards together cover several thousand underlying shares and represent a significant continuing equity stake aligned with the company’s long-term performance.
RBC Bearings director Dolores J. Ennico reported a mix of stock option exercises and share sales in Common Stock. She exercised options to acquire 600 shares at exercise prices of 199.1600 and 127.3300 per share, then sold 600 shares at 636.1144 per share in an open‑market transaction.
After these transactions, she directly held 7,254 Common Stock shares. Footnotes show she also holds multiple option grants with exercise prices ranging from 199.0900 to 565.2200 per share that vest over several years, indicating a continuing equity-based compensation position.