NASDAQ$RBC

RBC Bearings Incorporated · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

RBC Bearings reported strong operational performance with sales growth, adjusted EBITDA growth, and adjusted diluted earnings per share growth.

RBC Bearings reported a 5.0% increase in net sales, driven by a significant increase in the Aerospace/Defense segment. The company's profit performance was driven by the absorption of aerospace and defense capacity and continued Dodge synergies.

  • Net sales increased by 5.0% to $406.3 million compared to the first quarter of fiscal 2024.
  • Aerospace/Defense segment net sales increased by 23.7%.
  • Diluted EPS attributable to common stockholders was $1.90, compared to $1.52 for the same period last year.
  • Backlog as of June 29, 2024, was $825.8 million.

Headline financials

Total Revenue

$406M

Previous: $387M+5.0%
EPS

$1.90

Previous: $2.13-10.8%
Capital Expenditures

-$9M

Previous: -$6.7M-34.3%
Free Cash Flow

$52.4M

Previous: $43.3M+21.0%
Net Income

$61.4M

Previous: $50M+22.8%
Operating Income

$97.5M

Previous: $85M+14.7%
Gross Profit

$184M

Previous: $168M+9.6%
Cash & Equivalents

$76.8M

Previous: $56.7M+35.4%
Total Assets

$4.7B

Previous: $4.7B-0.0%
Stock-Based Comp

$6.5M

Previous: $5.4M+20.4%

Revenue & EPS history

RBC Bearings · Revenue · Quarterly

$406M

Q1 2025+5%vs Q1 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

The Company expects net sales to be approximately $395.0 million to $405.0 million in the second quarter of fiscal 2025.

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 2025

Historical avgQ1 2025

-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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