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Jul 02, 2022

RBC Bearings Q1 2023 Earnings Report

Reported strong revenues across most end markets with excellent execution and margin performance.

Key Takeaways

RBC Bearings reported strong first-quarter results for fiscal year 2023, with net sales increasing by 126.7% to $354.1 million. The company's performance was driven by strong demand in both the industrial and aerospace sectors, coupled with excellent execution at the plant level and exceptional margin performance.

Net sales increased by 126.7% year-over-year to $354.1 million.

Industrial segment sales increased by 286.8%, including $177.5 million from Dodge.

Aerospace/Defense segment sales increased by 10.0%.

Diluted EPS was $1.09, compared to $0.95 for the same period last year.

Total Revenue
$354M
Previous year: $156M
+126.7%
EPS
$1.19
Previous year: $1.04
+14.4%
Gross Profit
$141M
Previous year: $63.8M
+121.3%
Cash and Equivalents
$120M
Previous year: $176M
-32.0%
Free Cash Flow
$51.1M
Previous year: $49.9M
+2.4%
Total Assets
$4.76B
Previous year: $1.49B
+219.2%

RBC Bearings

RBC Bearings

Forward Guidance

The Company expects net sales to be approximately $355 million to $365 million in the second quarter of fiscal 2023, compared to $160.9 million last year, a growth rate of 121% to 127%.