NASDAQ$RBC

RBC Bearings Incorporated · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

RBC Bearings reported first quarter results in line with expectations, driven by strong order rates from industrial customers and anticipated increased demand for aircraft bearings.

RBC Bearings reported net sales of $156.2 million, a slight decrease of 0.2% compared to the same quarter last year. The company's net income increased to $26.0 million, with diluted EPS of $1.03.

  • Net sales were $156.2 million, a decrease of 0.2% year-over-year.
  • Industrial markets net sales increased by 31.0%, while aerospace net sales decreased by 18.3%.
  • Net income was $26.0 million, compared to $22.7 million in the same period last year.
  • Diluted EPS was $1.03 per share, compared to $0.91 per share for the same period last year.

Headline financials

Total Revenue

$156M

Previous: $156M-0.2%
EPS (adj)

$1.04

Previous: $1.98-47.5%
Capital Expenditures

-$3.37M

Previous: -$3.88M+13.1%
Free Cash Flow

$22.6M

Previous: $18.8M+20.3%
Net Income

$26M

Previous: $22.7M+14.6%
Operating Income

$30.7M

Previous: $28.8M+6.6%
Gross Profit

$63.8M

Previous: $59.5M+7.3%
Cash & Equivalents

$176M

Previous: $144M+22.4%
Total Assets

$1.49B

Previous: $1.35B+10.5%
Stock-Based Comp

$7.18M

Previous: $5.44M+32.1%

Revenue & EPS history

RBC Bearings · Revenue · Quarterly

$156M

Q1 2022-0.2%vs Q1 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

The Company expects net sales to be approximately $158.0 million to $162.0 million in the second quarter of fiscal 2022, compared to $146.3 million last year, an increase of 8.0% to 10.7%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.0%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+4.8%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+16.9%

Q4 2022

Best reaction

-18.9%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-6.9%-6.8%-1.5%
Q3 2026+0.7%+5.9%+7.0%
Q2 2026+5.4%+6.1%+9.5%
Q4 2025+0.4%-0.1%+0.9%
Q3 2025+8.3%+14.7%+11.5%
Q2 2025+1.7%+12.9%+19.5%
Q1 2025-4.8%-5.4%+3.4%
Q4 2024+11.0%+9.9%+1.8%
Q3 2024-2.5%-3.2%-1.8%
Q2 2024+4.6%+9.8%+20.0%
Q1 2024+5.2%+5.5%+9.0%
Q4 2023-3.3%-8.7%-6.8%
Q3 2023+0.0%+1.5%-6.1%
Q2 2023-2.6%+1.2%-8.4%
Q1 2023-2.8%-1.9%-4.9%
Q4 2022+16.9%+17.2%+14.6%
Q3 2022-0.9%+2.4%+7.6%
Q2 2022-2.0%-7.2%-12.2%
Q1 2022+0.3%-2.1%-0.2%
Q2 2021+9.2%-1.2%-0.3%
Q4 2021+1.0%+1.7%+1.1%
Q1 2021+0.2%+2.8%-1.2%
Q4 2020+0.6%+2.3%+7.5%
Q3 2021+2.0%+2.8%+13.9%
Q3 2020+4.4%+4.4%+42.5%
Q2 2020+0.7%+7.7%+10.0%
Q1 2020+4.6%+1.6%+16.2%
Q4 2019+8.1%+15.7%+11.3%
Q3 2019+8.3%+2.7%-0.7%
Q2 2019-5.2%-0.9%-3.3%
Q1 2019-4.5%-3.3%+5.1%
Q4 2018+6.5%-6.8%-1.6%
Q3 2018+1.3%-4.9%-14.1%
Q2 2018-2.0%-0.0%+9.3%
Q1 2018+6.7%+6.0%+13.3%
Q4 2017-4.3%-3.4%+0.8%
Q3 2017-5.4%-0.5%+3.5%
Q2 2017-3.2%+0.8%+5.7%
Q1 2017-4.2%-3.1%+2.2%
Q4 2016+1.2%+2.6%-3.6%
Q3 2016+9.0%+17.2%+21.3%
Q2 2016+0.4%-1.3%+1.7%
Q1 2016-10.4%
Q4 2015-10.5%
Q3 2015-1.5%
Q2 2015+3.9%
Q1 2015+0.6%
Q4 2014+2.7%
Q3 2014-1.4%
Q2 2014-7.2%
Q1 2014+1.3%
Q4 2013-2.5%
Q3 2013-0.9%
Q2 2013-7.5%
Q1 2013-18.9%
Q4 2012+3.0%
Q3 2012-4.1%
Q2 2012-2.6%
Q4 2009-2.8%
Q1 2012-6.6%
Q4 2011+1.5%
Q3 2010+1.2%
Q3 2011+1.2%
Q2 2010+1.1%
Q2 2011+1.1%
Q1 2010-1.9%
Q4 2010-1.9%
Q1 2011-1.9%

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