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Mar 29
RBC Bearings Q4 2025 Earnings Report
RBC Bearings posted solid top-line and bottom-line growth in Q4 2025 driven by strong Aerospace/Defense demand.
Key Takeaways
RBC Bearings delivered a strong Q4 2025 with 5.8% revenue growth, improved gross margins, and higher net income. The Aerospace/Defense segment was the primary growth driver, while the company also reduced interest expenses and enhanced free cash flow conversion.
Revenue grew 5.8% year-over-year to $437.7 million.
Aerospace/Defense segment revenue increased 10.6%.
Net income attributable to common stockholders rose to $72.7 million.
Adjusted EPS reached $2.83, up from $2.47 last year.
RBC Bearings
RBC Bearings
RBC Bearings Revenue by Segment
Revenue by Segment
Aerospace & Defense Revenue
CapyFin.comIndustrial Revenue
CapyFin.com Forward Guidance
RBC Bearings expects continued top-line growth and strong margins in Q1 FY2026, led by Aerospace/Defense strength.
Positive Outlook
- Q1 FY26 sales projected at $424M to $434M.
- Expected gross margin of 44.25% to 44.75%.
- SG&A expected to remain controlled at 16.75% to 17.25% of sales.
- Momentum from Aerospace/Defense expected to continue.
- Strong cash flow allows for continued debt reduction.
Challenges Ahead
- Industrial markets largely contracted in FY2025.
- Slight increase in SG&A as a percentage of sales year-over-year.
- Inventory and accounts receivable increases impacted operating cash flow.
- Free cash flow impacted by higher capital expenditures.
- Interest rate environment remains a risk despite lower expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income