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Apr 01, 2023

RBC Bearings Q4 2023 Earnings Report

RBC Bearings reported strong growth in both Industrial and Aerospace/Defense segments, leading to net sales exceeding expectations and contributing to a record-setting year.

Key Takeaways

RBC Bearings reported a strong fourth quarter in fiscal year 2023, with net sales increasing by 9.9% to $394.4 million. The company experienced growth in both its Industrial and Aerospace/Defense segments. Net income for the quarter was $49.2 million, compared to $31.5 million in the same period last year.

Net sales increased by 9.9% to $394.4 million compared to the fourth quarter of fiscal 2022.

Industrial segment net sales increased by 7.4%, and Aerospace/Defense segment net sales increased by 16.0%.

Net income for the fourth quarter of fiscal 2023 was $49.2 million, compared to $31.5 million for the same period last year.

Diluted EPS attributable to common stockholders for the fourth quarter of fiscal 2023 was $1.49 compared to $0.89 for the same period last year.

Total Revenue
$394M
Previous year: $359M
+9.9%
EPS
$2.13
Previous year: $1.26
+69.0%
Gross Profit
$167M
Previous year: $138M
+21.1%
Cash and Equivalents
$65.4M
Previous year: $183M
-64.2%
Free Cash Flow
$29.3M
Previous year: $38.9M
-24.5%
Total Assets
$4.69B
Previous year: $4.85B
-3.2%

RBC Bearings

RBC Bearings

Forward Guidance

The Company expects net sales to be approximately $380.0 million to $390.0 million in the first quarter of fiscal 2024, compared to $354.1 million last year, a growth rate of 7.3% to 10.1%.