8-KCurrent report
Results of operations
✓ VerifiedRBC Bearings reported fiscal Q1 2027 net sales of $519.5 million, up 19.2%, with Aerospace & Defense up 36.9% and net income of $101.5 million, or $3.20 diluted EPS.
Filed Jul 31, 2026 · 09:24 ET
Summary
- Net sales for the quarter ended June 27, 2026 were $519.5 million, an increase of 19.2% from $436.0 million a year earlier, with Aerospace & Defense up 36.9% and Industrial up 8.4%.
- Net income was $101.5 million, or $3.20 diluted EPS, compared to $68.5 million and $2.17 last year; adjusted net income was $123.0 million, or $3.88 adjusted diluted EPS.
- Gross margin was 47.7% compared to 44.8% last year, and Adjusted EBITDA as a percentage of net sales was 34.9% versus 32.5%.
- $34.4 million of net sales came from VACCO, acquired on July 18, 2025.
- Backlog as of June 27, 2026 was $2.3 billion, compared to $2.3 billion at March 28, 2026 and $1.0 billion at June 28, 2025.
- The Company projects second quarter fiscal 2027 net sales of approximately $505.0 million to $515.0 million, a growth rate of 10.9% to 13.1%.
Key facts
- Net sales
- $519.5 million
From the filing for Net sales
“First quarter net sales of $519.5 million increased 19.2% over last year, Aerospace & Defense up 36.9% and Industrial up 8.4%.”
- Net income
- $101.5 million
From the filing for Net income
“Net income for the first quarter of fiscal 2027 was $101.5 million compared to $68.5 million for the same period last year.”
- Diluted EPS
- $3.20
From the filing for Diluted EPS
“Diluted EPS for the first quarter of fiscal 2027 was $3.20 compared to $2.17 for the same period last year.”
- Adjusted diluted EPS
- $3.88
From the filing for Adjusted diluted EPS
“On an adjusted basis, diluted EPS was $3.88 for the first quarter of fiscal 2027 compared to $2.84 for the same period last year.”
- Gross margin
- 47.7%
From the filing for Gross margin
“Gross margin of 47.7% for the first quarter of fiscal 2027 compared to 44.8% last year”
- Backlog
- $2.3 billion
From the filing for Backlog
“Backlog as of June 27, 2026, was $2.3 billion compared to $2.3 billion as of March 28, 2026 and $1.0 billion as of June 28, 2025.”
- VACCO sales contribution
- $34.4
From the filing for VACCO sales contribution
“$34.4 of net sales this quarter came from VACCO, which we acquired on July 18, 2025.”
- Q2 FY2027 sales outlook
- $505.0 million to $515.0 million
From the filing for Q2 FY2027 sales outlook
“The Company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3 million in the prior year, for a growth rate of 10.9% to 13.1%.”
Why it mattersThe results detail growth in RBC's Aerospace & Defense segment, up 36.9%, and record backlog of $2.3 billion. The filing also includes the contribution from the VACCO acquisition and a sales outlook for the next quarter.
- Filed
- Jul 31, 2026
- Accepted
- 2026-07-31 13:24Z
- Period
- Jul 31, 2026
- Accession no.
- 0001213900-26-083672
- Size
- 333 KB
- Index
- Filing index