Latest Earnings Results: Q2 '26
Estimated EPS
$3.53
Reported EPS
$3.74
Surprise
+6.08%
Estimated Rev
$513.95M
Reported Rev
$524.6M
Surprise
+2.07%
• Reported GAAP EPS of $3.74 up 29.86% YoY • Reported revenue of $524.6M up 15.22% YoY • RBC Bearings expects net sales of approximately $520M to $525M in the third quarter of fiscal 2027, gross margin of 45.5% to 45.75%, and SG&A of 16.25% to 16.5% of net sales.
Bullish Takeaway
RBC Bearings reported 15.2% Q2 net-sales growth across Aerospace & Defense and Industrial, higher gross margin and diluted EPS versus last year, $2.4B backlog, and full Term Loan repayment.
Bearish Takeaway
RBC Bearings' Q2 gross margin included $1.7M of tariff refunds; SG&A dollars increased from $77.4M to $83.4M, and filings identify market activity, tariffs and competitive changes as risks.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $3.59 | -- | -- | N/A |
Q2 '26 | $3.53 | $3.74 | 6.08% | BEAT |
Q1 '26 | $3.42 | $3.88 | 13.52% | BEAT |
Q4 '25 | $3.33 | $3.62 | 8.72% | BEAT |
Q3 '25 | $2.86 | $3.04 | 6.46% | BEAT |