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Sep 27, 2025
RBC Bearings Q2 2026 Earnings Report
RBC Bearings reported strong second quarter results with record revenue and solid profitability, driven by Aerospace/Defense strength.
Key Takeaways
RBC Bearings delivered a strong Q2 FY2026, with double-digit revenue growth, improved profitability, and robust cash flow, supported by surging Aerospace/Defense demand and successful execution post-acquisition of VACCO.
Revenue reached $455.3M, up from $397.9M in Q2 FY2025.
Aerospace and Defense segment revenue grew 38.8% YoY.
Net income was $60.0M; adjusted EBITDA reached $145.3M.
Free cash flow more than doubled YoY to $71.7M.
Revenue by Segment
Forward Guidance
RBC Bearings expects Q3 FY2026 revenue between $454M–$462M, with continued strength in Aerospace/Defense and stable margins.
Positive Outlook
- Q3 revenue expected to increase 15.1%–17.1% YoY
- Adjusted gross margin guidance of 44.0%–44.25%
- Organic sales growth expected between 7.4%–9.5%
- VACCO acquisition contributing positively to growth
- SG&A efficiency maintained in forecast range
Challenges Ahead
- Industrial segment growth remains modest
- Higher tax rate impacted Q2 profitability
- Cost pressures from amortization and restructuring
- Interest expenses still notable despite reduction
- Continued integration costs from VACCO acquisition
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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