The strong beat and raised guidance trajectory (Q1 midpoint $505M vs prior Q4 actual $518M, seasonally normal dip) confirm the Aerospace & Defense cycle is accelerating. Watch for continued backlog conversion and potential margin expansion as VACCO acquisition integrates. The stock should re-rate higher given the 41% A&D growth and $2.3B backlog visibility.
Price Chart
Executive Summary
RBC Bearings reported strong fiscal Q4 2026 results with net sales of $518.0M (+18.3% YoY) and adjusted diluted EPS of $3.62, beating consensus of $3.37 by 7.5%. Aerospace & Defense segment surged 41.2% YoY, and the company guided Q1 FY2027 revenue of $500M-$510M (+14.7%-17.0% YoY), signaling continued momentum.
Key Financial Metrics
Key Facts
- Q4 FY2026 net sales $518.0M, +18.3% YoY vs $437.7M
- Adjusted diluted EPS $3.62, +27.9% YoY vs $2.83, beating consensus $3.37 by 7.5%
- Aerospace & Defense segment sales $222.1M, +41.2% YoY
- Industrial segment sales $295.9M, +5.5% YoY
- Backlog grew to $2.3B from $2.1B sequentially and $0.9B a year ago
- Q1 FY2027 guidance: net sales $500M-$510M, adjusted gross margin 45.25%-45.5%
- Full-year FY2026 net sales $1.87B, +14.3% YoY; adjusted diluted EPS $12.39, +23.8% YoY
- Operating cash flow $415.7M for FY2026, up from $293.6M prior year
Financial Impact
Q4 revenue beat consensus by $19.7M (+4.0%); adjusted EPS beat by $0.25 (+7.5%); Q1 guidance midpoint $505M implies 15.8% YoY growth
Risk Factors
- Industrial segment growth decelerated to 5.5% from 3.1% in Q3 — any further slowdown could weigh on the mix
- VACCO contributed $30M in Q4; organic growth ex-VACCO was ~12%, still strong but below headline
- Guidance implies Q1 organic growth of 8.3%-10.6% ex-VACCO, a deceleration from Q4's 18.3% total growth
- Tariff/geopolitical risks cited in forward-looking statements could impact defense supply chains
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-057223 |
| Document: ea0291009-8k_rbcbearings.htm | 0001213900-26-057223 |
| Document: 0001213900-26-057223-index-headers.html | 0001213900-26-057223 |
| Document: 0001213900-26-057223-index.html | 0001213900-26-057223 |
| Document: 0001213900-26-057223.txt | 0001213900-26-057223 |
| 8-K Data (Synthetic) | 0001213900-26-057223 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | 8-K | $555.65 $478.06 | ▼ −13.96% | ▼ −12.07% | $513.67 (−7.56%) |
Jul 31, 2026 9w ago | 8-K | $551.31 $500.62 | ▼ −9.19% | ▼ −12.18% | $513.67 (−6.83%) |
Jun 25, 2026 14w ago | Insider Cluster | $648.89 $595.31 | ▼ −8.26% | ▼ −8.79% | $513.67 (−20.84%) |
Jun 24, 2026 14w ago | 8-K | $648.89 $595.31 | ▼ −8.26% | ▼ −8.79% | $513.67 (−20.84%) |
Jun 5, 2026 16w ago | Insider Cluster | $590.09 $609.60 | ▲ +3.31% | ▲ +1.44% | $513.67 (−12.95%) |
Jun 3, 2026 17w ago | 144 | $584.18 $604.56 | ▲ +3.49% | ▲ +4.49% | $513.67 (−12.07%) |
May 15, 2026 20w ago | 8-K | $569.06 $616.95 | ▲ +8.42% | ▲ +6.30% | $513.67 (−9.73%) |
US Market Status
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