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Mar 30, 2024

RBC Bearings Q4 2024 Earnings Report

RBC Bearings reported an increase in net sales and Aerospace/Defense segment revenue, while Industrial segment revenue saw a slight decrease.

Key Takeaways

RBC Bearings Incorporated reported Q4 2024 results with net sales of $413.7 million, a 4.9% increase from the same period last year. The Aerospace/Defense segment saw a 16.8% increase in net sales, while the Industrial segment decreased slightly by 0.4%. Net income was $61.6 million, compared to $49.2 million in the prior year.

Net sales increased by 4.9% to $413.7 million compared to the fourth quarter of fiscal 2023.

Aerospace/Defense segment net sales increased by 16.8%.

Net income for the quarter was $61.6 million, up from $49.2 million in the same period last year.

Backlog as of March 30, 2024, was $726.1 million.

Total Revenue
$414M
Previous year: $394M
+4.9%
EPS
$2.47
Previous year: $2.13
+16.0%
Adjusted EBITDA
$130M
Adj. EBITDA Margin
31.4%
Net Margin
13.5%
Gross Profit
$161M
Previous year: $167M
-3.5%
Cash and Equivalents
$63.5M
Previous year: $65.4M
-2.9%
Free Cash Flow
$70M
Previous year: $29.3M
+138.6%
Total Assets
$4.68B
Previous year: $4.69B
-0.3%

RBC Bearings

RBC Bearings

RBC Bearings Revenue by Segment

Forward Guidance

The Company expects net sales to be approximately $415.0 million to $420.0 million in the first quarter of fiscal 2025, compared to $387.1 million this year, a growth rate of 7.2% to 8.5%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income