8-KCurrent report

Results of operations

✓ VerifiedRBC Bearings reported fourth-quarter net sales of $518.0 million, up 18.3%, with Aerospace and Defense up 41.2%, and fiscal 2026 net sales of $1,870.9 million, up 14.3%.

Summary

  • Fourth-quarter net sales were $518.0 million, an increase of 18.3%, with Aerospace and Defense up 41.2% and Industrial up 5%.
  • Fourth-quarter gross margin was 44.4% and adjusted gross margin 45.3%, against 44.2% a year earlier.
  • Fiscal 2026 net sales were $1,870.9 million, up 14.3%, with Aerospace and Defense up 32.9%.
  • Full-year adjusted EBITDA was 32.4% of net sales, against 31% territory a year earlier.
Q4 net sales
$518.0 million, up 18.3%
From the filing for Q4 net sales
Fourth quarter net sales of $518.0 million increased 18.3% over last year
A&D growth
41.2%
From the filing for A&D growth
Aerospace & Defense up 41.2%

Aerospace and defense demand is running at twice the pace of the industrial book.

Filed
May 15, 2026
Accepted
2026-05-15 13:26Z
Period
May 15, 2026
Accession no.
0001213900-26-057223
Size
384 KB