Overview

• US precision bearings maker's fiscal Q4 revenue rose 18%, beating analyst expectations

• Adjusted EPS for fiscal Q4 beat consensus

• Growth driven by Aerospace & Defense segment and VACCO acquisition

Outlook

• Company expects Q1 FY2027 net sales of $500 mln to $510 mln

• Company sees Q1 FY2027 adjusted gross margin at 45.25% to 45.5%

• SG&A as a percentage of net sales expected at 16.50% to 16.75% in Q1 FY2027

Result Drivers

• AEROSPACE & DEFENSE GROWTH - Co said Q4 sales in Aerospace & Defense segment rose 41.2%, driving overall revenue increase

• VACCO ACQUISITION - Co said $30 mln of Q4 net sales came from VACCO, acquired in July 2025

• GROSS MARGIN IMPROVEMENT - Adjusted gross margin rose to 45.3% from 44.2% last year

Company press release: ID:nBw9mN27Ga

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Sales	Beat	$518 mln	$506.59 mln (7 Analysts)
Q4 Adjusted EPS	Beat	$3.62	$3.32 (8 Analysts)
Q4 EPS		$2.89
Q4 Adjusted Net Income	Beat	$114.9 mln	$106.52 mln (4 Analysts)
Q4 Net Income		$91.7 mln

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "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 is $615.00, about 0.5% above its May 14 closing price of $611.93

• The stock recently traded at 53 times the next 12-month earnings vs. a P/E of 46 three months ago

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