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Dec 26, 2020

RBC Bearings Q3 2021 Earnings Report

RBC Bearings reported a decrease in net sales due to decline in aerospace market, offset by growth in industrial market, with strong expense control and execution.

Key Takeaways

RBC Bearings reported net sales of $145.9 million, a decrease of 17.6% compared to the same quarter last year. The decrease was primarily driven by a decline in aerospace market sales, partially offset by an increase in industrial market sales. Net income was $21.6 million, compared to $30.5 million for the same period last year. The company anticipates additional costs associated with consolidation efforts of $0.5 million to $1.0 million to be incurred in the fourth quarter of fiscal 2021 and the first quarter of fiscal 2022.

Net sales decreased by 17.6% to $145.9 million due to a decline in aerospace market sales.

Industrial market net sales increased by 5.5%.

Net income was $21.6 million, a decrease from $30.5 million in the same period last year.

Diluted EPS was $0.86 per share, compared to $1.22 per share for the same period last year.

Total Revenue
$146M
Previous year: $758M
-80.8%
EPS
$0.9
Previous year: $1.73
-48.0%
Gross Profit
$55.6M
Previous year: $70.7M
-21.4%
Cash and Equivalents
$126M
Previous year: $60.3M
+109.2%
Free Cash Flow
$33.3M
Previous year: $39.2M
-15.1%
Total Assets
$1.41B
Previous year: $1.27B
+10.7%

RBC Bearings

RBC Bearings

Forward Guidance

The Company expects net sales to be approximately $155.0 million to $160.0 million in the fourth quarter of fiscal 2021, compared to $185.8 million last year.