BackSummary
RBC Bearings Incorporated reported fiscal 2026 Q4 net sales of $518.0 million, up 18.3% year-over-year, with Aerospace & Defense segment surging 41.2%, and issued Q1 FY2027 guidance.
Key takeaways
- Q4 FY2026 net sales $518.0M, +18.3% YoY, driven by 41.2% Aerospace & Defense growth.
- Q4 GAAP net income $91.7M, diluted EPS $2.89; adjusted EPS $3.62.
- Full year FY2026 net sales $1,870.9M, +14.3% YoY; adjusted EPS $12.39.
- Backlog reached $2.3B as of March 28, 2026, up from $2.1B prior quarter.
- Q1 FY2027 guidance: net sales $500-510M (+14.7-17.0% YoY), adjusted gross margin 45.25-45.5%.