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Dec 28, 2024
RBC Bearings Q3 2025 Earnings Report
RBC Bearings reported strong operational performance with increased sales in both A&D and Industrial segments and strong free cash flow conversion.
Key Takeaways
RBC Bearings reported a 5.5% increase in net sales for Q3 2025, driven by growth in both Aerospace/Defense and Industrial segments. The company also saw improvements in gross margin and operating income, with a significant increase in net income compared to the same period last year.
Net sales increased by 5.5% to $394.4 million compared to Q3 2024.
Aerospace/Defense segment sales rose by 10.7% year over year.
Industrial segment sales increased by 2.7% year over year.
Diluted EPS attributable to common stockholders was $1.82, compared to $1.39 for the same period last year.
Forward Guidance
The Company expects net sales to be approximately $434.0 million to $444.0 million in the fourth quarter of fiscal 2025, compared to $413.7 million last year, a growth rate of 4.9% to 7.3%. Gross margin is expected to be in the range of 44.0% to 44.5% and SG&A as a percentage of net sales is expected to be in the range of 16.0% to 16.5%.
Positive Outlook
- Net sales are expected to increase by 4.9% to 7.3% in Q4 2025.
- Net sales are expected to be approximately $434.0 million to $444.0 million
- Gross margin is expected to be in the range of 44.0% to 44.5%.
- SG&A as a percentage of net sales is expected to be in the range of 16.0% to 16.5%.
- Not paying preferred stock dividends in the future will lead to $23.0 million of annual cash savings in future periods.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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