Overview

* RBC Bearings ( RBC ) fiscal Q2 net sales rose 14.4%, beating analyst expectations

* Adjusted EPS for fiscal Q2 beats consensus, reflecting strong operational performance

Outlook

* Company expects Q3 net sales of $454.0 mln to $462.0 mln, up 15.1% to 17.1%

* RBC Bearings ( RBC ) sees Q3 adjusted gross margin at 44.0% to 44.25%

* Company anticipates Q3 SG&A at 17.0% to 17.25% of net sales

Result Drivers

* AEROSPACE/DEFENSE GROWTH - Co's Aerospace/Defense segment sales surged 38.8%, significantly boosting overall revenue

* VACCO ACQUISITION - $24.7 mln of net sales this quarter came from VACCO, acquired in July 2025

* HIGH DEMAND - CEO cites unprecedented demand in core markets as a key driver for Q2 results

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $455.30 $450.28

mln mln (6

Analysts

)

Q2 Beat $2.88 $2.73 (7

Adjusted Analysts

EPS )

Q2 EPS $1.90

Q2 Beat $91.20 $81.87

Adjusted mln mln (4

Net Analysts

Income )

Q2 Net $60 mln

Income

Q2 $97.80

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

* Wall Street's median 12-month price target for RBC Bearings Inc ( RBC ) is $452.50, about 10.2% above its October 30 closing price of $406.45

* The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)