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Jun 29, 2024

RBC Bearings Q1 2025 Earnings Report

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

Key Takeaways

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.

Total Revenue
$406M
Previous year: $387M
+5.0%
EPS
$2.54
Previous year: $2.13
+19.2%
Gross Profit
$184M
Previous year: $168M
+9.6%
Cash and Equivalents
$76.8M
Previous year: $56.7M
+35.4%
Free Cash Flow
$88.4M
Total Assets
$4.7B
Previous year: $4.7B
+-0.0%

RBC Bearings

RBC Bearings

Forward Guidance

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