RBC Bearings Q3 EPS Up 29.9% to $3.04, Revenue Rises 17% to $461.6M
RBC Bearings reported Q3 adjusted EPS of $3.04, up 29.9% year over year and topping the $2.85 estimate. Revenue rose 17% to $461.6 million, driven by a 41.5% jump in Aerospace/Defense sales and a backlog increase to $2.1 billion.
1. Q3 Financial Results
RBC Bearings delivered adjusted EPS of $3.04 for Q3 fiscal 2026, beating the $2.85 consensus and marking a 29.9% year-over-year increase. Total revenue reached $461.6 million, surpassing estimates by $0.5 million and reflecting 17% growth.
2. Segment Performance
Industrial segment revenue was $259.1 million, up 3.1% year over year, while Aerospace/Defense sales surged 41.5% to $202.5 million. Aerospace/Defense now accounts for 43.9% of total sales, up from 40% a year ago.
3. Backlog and Balance Sheet
Order backlog climbed to $2.1 billion at quarter end, up from $1.6 billion in Q2. Cash and equivalents rose to $107.6 million, and long-term debt fell to $701.6 million, enhancing liquidity.
4. Q4 Outlook
For Q4 ending March 2026, management forecasts net sales of $495.0–$505.0 million (up 13.1–15.4% year over year) and gross margins of 45–45.25%, with SG&A at 16–16.25% of sales.