Every 10-Q that Rbc Bearings Inc (RBC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow RBC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RBC filings page.
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 reported solid growth for the quarter ended December 27, 2025, with net sales rising to $461.6 million from $394.4 million and diluted EPS increasing to $2.13 from $1.82. Growth was driven mainly by a 41.5% increase in Aerospace/Defense sales, helped by the VACCO acquisition, while Industrial sales grew 3.1%.
Gross margin held steady at 44.3% of sales, showing the company maintained pricing and cost discipline even as volume rose. For the first nine months, sales reached $1,352.9 million and diluted EPS was $6.20, both up meaningfully from the prior year. Operating cash flow strengthened to $330.5 million, giving the company room to fund capital spending, integration of VACCO, and debt reduction.
Management highlighted a record backlog of about $2.1 billion, including $0.5 billion from VACCO and roughly $1.1 billion tied to marine defense programs. For the fourth quarter of fiscal 2026, RBC Bearings expects net sales between $495.0 million and $505.0 million, implying double-digit year-over-year growth, even when excluding VACCO.
RBC Bearings (NYSE: RBC) reported stronger quarterly results. For the three months ended September 27, 2025, net sales were $455.3 million, up 14.4% from $397.9 million, and diluted EPS was $1.90 versus $1.65. Gross margin was 44.1% of sales, slightly above 43.7% a year ago.
Segment trends diverged: Aerospace/Defense sales rose to $198.8 million (up 38.8%), helped by defense strength and the July acquisition of VACCO, which contributed $24.7 million this quarter. Industrial was steady at $256.5 million (up 0.7%). Backlog reached $1.6 billion, including $0.5 billion from VACCO, compared with $0.9 billion as of March 29, 2025.
Cash and balance sheet: Operating cash flow for the first six months was $208.4 million. The company acquired VACCO for $275.0 million (funded by $200.0 million from the revolver and $75.0 million cash). Total debt was $1,071.1 million with $368.0 million outstanding on the Term Loan; a subsequent $40.0 million paydown and an amendment extended the revolver to October 2030 and reduced certain pricing.
Outlook: The company expects $454.0–$462.0 million in net sales for Q3 FY26, with organic growth of 7.4%–9.5% year over year.