RBC Bearings reported higher sales and profitability for its fiscal second quarter, with growth across both its Aerospace & Defense and Industrial businesses. For the three months ended September 26, 2026, net sales rose 15.2% from a year earlier to $524.6 million.
Margins and earnings also increased. The company’s results showed faster growth in reported operating income and net income than in sales; adjusted measures, which exclude certain items, also improved.
Key details
- Sales growth was broad-based: Aerospace & Defense sales increased 15.8% year over year, while Industrial sales rose 14.8%.
- Gross margin improved: GAAP gross margin was 45.6%, up from 44.1% a year earlier. Adjusted gross margin was also 45.6%, compared with 44.9%.
- Operating income rose: GAAP operating income increased 34.6% to $131.6 million. Adjusted operating income grew 26.4% to $132.7 million.
- Net income and earnings per share advanced: GAAP net income was $93.8 million, or $2.96 per diluted share, compared with $60.0 million, or $1.90 per share, a year earlier. Adjusted net income was $118.7 million, or $3.74 per diluted share, up from $91.2 million, or $2.88 per share.
- Profitability ratios strengthened: GAAP net income was 17.9% of sales, versus 13.2% a year earlier. Adjusted EBITDA was 33.4% of sales, up from 31.9%.
- Six-month results also showed growth: For the first half of fiscal 2027, sales rose 17.1% to $1.044 billion. GAAP operating income increased 37.0% to $272.4 million, and GAAP net income climbed 52.0% to $195.3 million, or $6.16 per diluted share.
- Adjusted first-half earnings increased as well: Adjusted operating income rose 30.2% to $273.9 million, while adjusted net income advanced 33.7% to $241.7 million, or $7.62 per diluted share.
Adjusted figures exclude certain items, so they differ from the company’s GAAP results. The reported figures show higher margins alongside sales growth, with the largest year-over-year increases in GAAP operating income and net income.