RBC Bearings reported fiscal second‑quarter 2026 results, posting net sales of $455.3 million, a 14.4% year‑over‑year increase from $397.9 million in Q2 FY25. The Aerospace & Defense segment led the growth, with revenue rising 38.8% to $312.5 million, while the Industrial segment grew modestly 0.7% to $142.8 million.
Gross margin for the quarter was 44.1%, up from 43.7% in the same period last year. The company attributes the margin improvement to disciplined cost management and the integration of $24.7 million in revenue from the recently acquired VACCO Industries, which bolstered the Aerospace & Defense segment.
RBC Bearings expects Q3 FY26 net sales between $454 million and $462 million, representing a 15.1% to 17.1% year‑over‑year growth. Excluding the VACCO acquisition, organic sales are projected to rise 7.4% to 9.5%. The company’s backlog as of September 27, 2025, stood at $1.6 billion, up from $1.0 billion in June 2025 and $0.9 billion in September 2024, indicating sustained demand.
The precision bearings market is valued at $15 billion in 2024 and is projected to grow at a 5.2% CAGR through 2034, driven by electric vehicle production, industrial automation, and defense modernization. RBC Bearings’ strategy focuses on capitalizing on these trends while pursuing sustainability through energy‑efficient bearing solutions.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.