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Dec 27, 2025
RBC Bearings Q3 2026 Earnings Report
RBC Bearings delivered strong third-quarter growth driven by Aerospace and Defense, with higher margins and cash generation.
Key Takeaways
In fiscal Q3 2026, RBC Bearings reported solid revenue growth led by Aerospace and Defense, expanded profitability, and strong free cash flow conversion, reflecting continued operational momentum.
Net sales increased 17.0% year over year to $461.6 million
Aerospace and Defense revenue grew 41.5% while Industrial rose 3.1%
Operating income increased to $103.0 million with margin expansion
Free cash flow rose to $99.1 million with strong conversion
Revenue by Segment
Forward Guidance
For fiscal Q4 2026, the company expects continued revenue growth with stable margins supported by strong demand and operational discipline.
Positive Outlook
- Expected Q4 net sales growth to approximately $495–$505 million
- Continued strength in Aerospace and Defense demand
- Improving scale benefits from recent acquisitions
- Sustained margin performance expected
- Ongoing strong free cash flow generation
Challenges Ahead
- Industrial market growth remains modest
- Integration risks related to recent acquisitions
- Exposure to raw material cost volatility
- Macroeconomic and geopolitical uncertainty
- Potential interest rate and financing cost pressures
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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