•
Sep 28, 2024

RBC Bearings Q2 2025 Earnings Report

RBC Bearings reported strong operational performance with A&D sales up and Industrial sales showing resilience.

Key Takeaways

RBC Bearings reported a 3.2% increase in net sales for the second quarter of fiscal 2025, with growth in the Aerospace/Defense segment offsetting a slight decrease in the Industrial segment. The company's earnings per share increased to $1.65, and backlog reached $864.0 million.

Net sales increased by 3.2% to $397.9 million compared to the second quarter of fiscal 2024.

Aerospace/Defense segment sales increased by 12.5% year over year.

Diluted EPS attributable to common stockholders increased to $1.65.

Backlog as of September 28, 2024, was $864.0 million.

Total Revenue
$398M
Previous year: $386M
+3.2%
EPS
$2.29
Previous year: $2.17
+5.5%
Gross Profit
$174M
Previous year: $166M
+4.5%
Cash and Equivalents
$89.1M
Previous year: $56.6M
+57.4%
Free Cash Flow
$26.8M
Total Assets
$4.71B
Previous year: $4.69B
+0.4%

RBC Bearings

RBC Bearings

Forward Guidance

The Company expects net sales to be approximately $390.0 million to $400.0 million in the third quarter of fiscal 2025, compared to $373.9 million last year, a growth rate of 4.3% to 7.0%.