RBC Bearings Q4 Revenue $518M, Aerospace Sales Jump 41.2%, EPS $2.91
RBC Bearings posted Q4 EPS of $2.91 versus a $3.31 estimate, though adjusted EPS rose to $3.62. Revenue reached $518 million, up 18.3% year-over-year and led by a 41.2% jump in Aerospace & Defense sales, while free cash flow hit $67.5 million and $116 million of debt was paid down.
1. Q4 Earnings Summary
RBC Bearings reported GAAP EPS of $2.91 for the fiscal fourth quarter, missing the $3.31 consensus, while adjusted EPS rose to $3.62 after excluding one-time items.
2. Revenue and Segment Growth
Total revenue for the quarter was $518 million, up 18.3% year-over-year and driven primarily by a 41.2% increase in Aerospace & Defense sales as demand for precision bearings strengthened.
3. Cash Flow and Debt Management
The company generated $67.5 million of free cash flow and applied it to reduce debt by $116 million, resulting in a low debt-to-equity ratio of 0.07 and a current ratio of 2.18.
4. Valuation Metrics
RBC Bearings shares trade at a trailing price-to-earnings ratio of 62.49 and a price-to-sales ratio of 9.63, underscoring elevated investor expectations for future earnings growth.