Overview

* RBC Bearings ( RBC ) fiscal Q1 sales rise 7.3%, beating analyst expectations, per LSEG data

* Adjusted EPS for fiscal Q1 beats consensus, driven by strong segment performance

* Co highlights synergies between Dodge and broader Industrial business

Outlook

* Company expects Q2 fiscal 2026 net sales of $445 mln to $455 mln

* RBC Bearings ( RBC ) forecasts Q2 gross margin of 44.0% to 44.25%

* SG&A expenses to be 17.0% to 17.25% of Q2 net sales

Result Drivers

* SEGMENT GROWTH - Aerospace/Defense segment sales increased 10.4%, while Industrial segment grew 5.5%, contributing to overall sales rise

* SYNERGIES - Strong gross margin performance attributed to synergies between Dodge and broader Industrial business, per CEO Dr. Michael J. Hartnett

* DEBT REDUCTION - Interest expenses decreased due to debt reduction efforts and lower interest rates

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q1 Sales Beat $436 mln $432.20

mln (6

Analysts

)

Q1 Beat $2.84 $2.74 (6

Adjusted Analysts

EPS )

Q1 EPS $2.17

Q1 Beat $89.60 $87.20

Adjusted mln mln (4

Net Analysts

Income )

Q1 Net $68.50

Income mln

Q1 $101.10

Operatin mln

g Income

Press Release:

(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.)