What were RBC Bearings’ (NYSE:RBC) total revenues for Q4 fiscal 2026?

RBC Bearings reported consolidated net sales of $518 million for Q4 fiscal 2026, an 18.3% increase compared to $437.7 million in the same period last year. Revenue exceeded analyst expectations, which had forecasted $505.9 million.

Which segment drove RBC Bearings’ revenue growth in Q4 2026?

The Aerospace & Defense division led growth, surging 41.2% year-over-year. This was fueled by strong commercial aircraft production cycles and global defense procurement backlogs, providing structural tailwinds for the segment.

How did RBC Bearings’ Industrial segment perform in Q4 2026?

The Industrial segment grew 5.5% year-over-year in Q4 2026. While stable, this growth was more modest, reflecting slower macro trends in the broader industrial market compared to the Aerospace & Defense segment.

What were RBC Bearings’ gross margins for Q4 2026?

RBC Bearings reported a GAAP gross margin of 44.4%, slightly up from 44.2% in Q4 2025. Adjusted gross margin, excluding non-recurring plant consolidation and restructuring costs, expanded to 45.3% from 44.2% a year ago.

How did RBC Bearings’ net income perform in Q4 2026?

Net income attributable to common stockholders reached $91.7 million, or $2.89 per diluted share, up from $72.7 million ($2.30 per share) in Q4 2025. GAAP net income as a percentage of sales improved to 17.7% from 16.6% previously.

Tech

RBC Bearings sales rise 18% as aerospace and defense demand surges

Written by Heidi Cuthbert Published May. 15 2026Last Updated May. 15 2026

RBC Bearings Incorporated (NYSE:RBC) reported strong financial results for the fourth quarter of fiscal 2026, beating Wall Street expectations as accelerating production rates across commercial aviation and defense programs catalyzed top-line growth.

The Oxford, Connecticut-based manufacturer of highly engineered precision components posted consolidated net sales of $518 million for the three months ended March 31, 2026, representing an 18.3% increase compared to the $437.7 million recorded during the same period last fiscal year.

The revenue performance outpaced the consensus analyst estimate of $505.9 million.

Growth during the quarter was overwhelmingly driven by the company’s Aerospace & Defense division, which surged 41.2% year-over-year, capitalizing on structural tailwinds and deep backlogs within the commercial aircraft build cycle and global defense procurement.

Conversely, the company’s Industrial segment logged more muted growth, rising 5.5% over the prior year's period, reflecting a stable yet slower-moving broader macro industrial landscape.

The heightened manufacturing volumes allowed RBC Bearings to maintain strong operating leverage.

The company reported a GAAP gross margin of 44.4%, expanding slightly from 44.2% in the fourth quarter of fiscal 2025.

On an adjusted basis, which strips out non-recurring plant consolidation and restructuring friction, the adjusted gross margin expanded to 45.3%, up from 44.2% a year earlier.

The efficiency gains carried directly through to the bottom line.

Net income attributable to common stockholders reached $91.7 million, or $2.89 per diluted share, climbing from $72.7 million ($2.30 per share) in the prior year's fourth quarter.

When measured as a percentage of net sales, GAAP net income optimized to 17.7% against 16.6% previously.

On an adjusted basis, net income for the quarter stood at $114.9 million, translating to an adjusted diluted EPS of $3.62, which comfortably cleared the $3.31 per share anticipated by institutional models.

Furthermore, the company's core operational profitability remained robust, with adjusted EBITDA margin widening to 32.6% of net sales, compared to 31.9% in the corresponding period of fiscal 2025.