NASDAQ$RBC
RBC Bearings Incorporated · Q4 2026 earnings
Q4 2026 earnings · · Before market open · Investor relations
Briefing
RBC Bearings reported fiscal Q4 2026 net sales of $518.0M and diluted EPS of $2.89 ($3.62 adjusted).
For the fourth quarter ended March 28, 2026, RBC Bearings posted net sales of $518.0 million (+18.3% YoY) and net income of $91.7 million. Diluted EPS was $2.89 (adjusted $3.62). Aerospace & Defense sales rose 41.2% while Industrial grew 5.5%; VACCO contributed $30.0 million. Full-year fiscal 2026 sales reached $1.87 billion (+14.3%) with adjusted EBITDA margin of 32.4%. Backlog was $2.3 billion at quarter end.
- Q4 net sales $518.0M (+18.3% YoY); gross margin 44.4% (adjusted 45.3%).
- Diluted EPS $2.89; adjusted diluted EPS $3.62 (+27.9% YoY).
- Aerospace & Defense sales +41.2%; Industrial +5.5%; backlog $2.3B vs $2.1B prior quarter.
- Fiscal 2026 net sales $1.87B (+14.3%); net income attributable to common stockholders margin 15.4%.
- CEO cited record year and momentum into fiscal 2027 across A&D and Industrial.
Headline financials
Revenue & EPS history
RBC Bearings · Revenue · Quarterly
$518M
Forward guidance
For fiscal Q1 2027, RBC expects net sales of $500.0–$510.0 million (14.7–17.0% YoY), adjusted gross margin 45.25–45.5%, and SG&A 16.50–16.75% of sales. Excluding ~$28M VACCO sales, organic growth is guided at 8.3–10.6%.
Tailwinds
- Q1 FY2027 sales guidance implies mid-teens growth including VACCO contribution.
- Adjusted gross margin expected above 45% despite seasonality.
- Strong A&D backlog and Industrial momentum exiting fiscal 2026.
Headwinds
- Sequential net income typically down on seasonality and fewer days.
- Integration and amortization from acquisitions continue in other operating expense.
- Macro and tariff risks noted in safe-harbor language.
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 Q4 2026
-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
| Quarter | Report date | Reaction (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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