10-Q
Quarterly report
✓ VerifiedRBC Bearings reported Q1 fiscal 2027 net sales of $519.5 million, up 19.2%, and net income of $101.5 million, up 48.2%, with space sales rising to $25.1 million from $7.5 million.
Filed Jul 31, 2026 · 15:07 ET
Summary
- Net sales for the three-month period ended June 27, 2026 rose $83.5 million, or 19.2%, to $519.5 million, with net income of $101.5 million versus $68.5 million a year earlier.
- Aerospace & Defense segment sales increased 36.9% to $225.4 million, led by defense sales up 64.6%, while Industrial sales increased 8.4% to $294.1 million.
- Space sales increased to $25.1 million in the first quarter of fiscal 2027 compared to $7.5 million in the prior year period.
- The VACCO acquisition, completed July 18, 2025, contributed $31.7 million to defense end markets and $1.6 million to commercial aerospace.
- Backlog was $2.3 billion as of June 27, 2026 compared to $1.0 billion as of June 28, 2025.
- The Company guided to second-quarter fiscal 2027 net sales of approximately $505.0 to $515.0 million and, since June 27, 2026, paid down $50.0 million on the Term Loan, reducing the balance to $46.0 million.
Key facts
- Net sales
- $519.5
From the filing for Net sales
“Net sales for the three-month period ended June 27, 2026 increased $83.5, or 19.2%, compared to the same period last fiscal year.”
- Net income
- $101.5
From the filing for Net income
“Net income for the first quarter of fiscal 2027 was $101.5 compared to $68.5 for the same period last fiscal year.”
- Space sales
- $25.1
From the filing for Space sales
“Space sales increased to $25.1 in the first quarter of fiscal 2027 compared to $7.5 for the same period in the prior year.”
- A&D segment sales
- $225.4
From the filing for A&D segment sales
“Total net sales $ 225.4 $ 164.6 $ 60.8 36.9 %”
- Gross margin
- 47.7 %
From the filing for Gross margin
“Gross margin remained strong at 47.7% of net sales for the first quarter of fiscal 2027 compared to 44.8% for the first quarter of fiscal 2026.”
- 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 defense contribution
- $31.7
From the filing for VACCO defense contribution
“driven by missiles and the acquisition of VACCO, which contributed $31.7 of net sales to these end markets”
- Q2 FY2027 sales guidance
- $505.0 to $515.0
From the filing for Q2 FY2027 sales guidance
“The Company expects net sales to be approximately $505.0 to $515.0 in the second quarter of fiscal 2027, an increase of 10.9% to 13.1%”
Why it mattersThe results show accelerating aerospace and defense demand, with space sales more than tripling and backlog rising to $2.3 billion. The VACCO acquisition added defense and space revenue that fed the segment's 36.9% growth.
- Filed
- Jul 31, 2026
- Accepted
- 2026-07-31 19:07Z
- Period
- Jun 27, 2026
- Accession no.
- 0001213900-26-083879
- Size
- 4.7 MB
- Index
- Filing index