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Apr 02, 2022

RBC Bearings Q4 2022 Earnings Report

RBC Bearings' Q4 2022 performance demonstrated value from the Dodge Industrial merger, with significant increases in net sales and gross margin.

Key Takeaways

RBC Bearings reported a strong fourth quarter, driven by the acquisition of Dodge Industrial. Net sales increased significantly, and the company saw improvements in gross margin and operating income.

Net sales increased by 123.9% to $358.9 million, driven by the Dodge acquisition and growth in both Industrial and Aerospace/Defense segments.

Gross margin increased to $137.5 million, with an adjusted gross margin of $144.3 million.

Operating income rose to $57.8 million, with an adjusted operating income of $70.4 million.

Net income reached $32.2 million, or $1.26 per share on an adjusted diluted EPS basis.

Total Revenue
$359M
Previous year: $160M
+123.9%
EPS
$1.26
Previous year: $1.08
+16.7%
Gross Profit
$138M
Previous year: $62.5M
+120.1%
Cash and Equivalents
$183M
Previous year: $241M
-24.2%
Free Cash Flow
$38.9M
Previous year: $38.9M
-0.1%
Total Assets
$4.85B
Previous year: $1.43B
+237.8%

RBC Bearings

RBC Bearings

Forward Guidance

The Company expects net sales to be approximately $355.0 million to $365.0 million in the first quarter of fiscal 2023.