Filing Flows

Filing Flows › Industrials › RBC Bearings (RBC)

RBC Bearings (RBC) earnings and revenue breakdown

Latest: Q2 FY27 · 10-Q filed Oct 30, 2026 · RBC Bearings (RBC) Q2 FY27 earnings results →

Q2 FY27 Revenue up 15% year over year to $525M · 18¢ of every $1 of revenue kept as net profit · operating margin 25.1%

RBC Bearings made $525M in Q2 FY27 (+15% Y/Y): Industrial $294M, Aerospace/Defense $230M. Operating margin 25.1%, net earnings $93.8M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$525M
Year over year+15%
Operating margin25.1%
Net earnings$93.8M
Operating cash flow$106M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $524.6M in Q2 FY27, up 15% year over year and up 1% from the previous quarter. Industrial was the largest line at 56% of revenue. Industrial added $37.9M year over year (up 15%), 55% of the total change.

Gross margin was 45.6%, up 1.5 points from Q2 FY26. Operating profit was $131.6M, a 25.1% margin (up 3.6 points year over year). Of the extra revenue versus Q2 FY26, 49% reached operating profit, above the 21% margin then. Operating expenses grew 4% against revenue growth of 15%. Net earnings were $93.8M, up 56% year over year. The effective tax rate was 23.4%.

Operating cash flow was $106.4M (up 20% year over year), 113% of net earnings. Non-cash charges added back $34.1M of depreciation and amortization and $8.2M of share-based compensation. Working capital and other items used $29.7M. Capital expenditures of $20.7M left free cash flow of $85.7M.

Quarterly history

RBC Bearings revenue by quarterRBC Bearings revenue by quarter$438MQ4 FY25$436MQ1 FY26$455MQ2 FY26$462MQ3 FY26$518MQ4 FY26$520MQ1 FY27$525MQ2 FY27
RBC Bearings net earnings by quarterRBC Bearings net earnings by quarter$72.7MQ4 FY25$68.5MQ1 FY26$60.0MQ2 FY26$67.4MQ3 FY26$91.7MQ4 FY26$102MQ1 FY27$93.8MQ2 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 FY2710-QOct 30, 2026$525M+15%25.1%$93.8M$106M
Q1 FY2710-QJul 31, 2026$520M+19%27.1%$102M$172M
Q4 FY2610-KMay 15, 2026$518M+18%23.0%$91.7M$85.2M
Q3 FY2610-QFeb 5, 2026$462M+17%22.3%$67.4M$122M
Q2 FY2610-QOct 31, 2025$455M+14%21.5%$60.0M$88.4M
Q1 FY2610-QAug 1, 2025$436M+7%23.2%$68.5M$120M
Q4 FY2510-KMay 16, 2025$438M+6%23.0%$72.7M$69.2M

Charts

RBC Bearings: revenue growth, year over year and quarter over quarterRBC Bearings: revenue growth, year over year and quarter over quarterY/YQ/Q+6%Q4 FY25+7%0%Q1 FY26+14%+4%Q2 FY26+17%+1%Q3 FY26+18%+12%Q4 FY26+19%+0%Q1 FY27+15%+1%Q2 FY27
Latest (Q2 FY27): Y/Y +15%, Q/Q +1%.
RBC Bearings: where the cash came from (+) and went (−), TTM to Q2 FY27RBC Bearings: where the cash came from (+) and went (−), TTM to Q2 FY27Operating cash flow$486MNet borrowing (+) / repaid (−)−$368MCapital spending−$86.3MAcquisitions−$25.9MTaxes on employees’ shares−$13.1MShares issued$7.2MCash drawn (+) / kept (−)$1.9MNot reconciled−$1.8MOther investing$300KOther financing$200K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
RBC Bearings: profit against cash, quarter by quarterRBC Bearings: profit against cash, quarter by quarterNet incomeOperating cash flow$57.9M$84.0MQ3 FY25$72.7M$69.2MQ4 FY25$68.5M$120MQ1 FY26$60.0M$88.4MQ2 FY26$67.4M$122MQ3 FY26$91.7M$85.2MQ4 FY26$102M$172MQ1 FY27$93.8M$106MQ2 FY27
Latest (Q2 FY27): Net income $93.8M, Operating cash flow $106M.
RBC Bearings: diluted shares by fiscal yearRBC Bearings: diluted shares by fiscal year25MFY2127MFY2229MFY2329MFY2430MFY2532MFY26
+25.8% since FY21: more shares outstanding (issuance, stock pay).
RBC Bearings: long-term debt falling due (FY26)RBC Bearings: long-term debt falling due (FY26)$175M2027$800K2028$800K2029$501M2030$201M2031$4.5MLater
Cash $57.3M, short-term investments —, long-term debt $876M at 2026-03-28.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

Customers and suppliers named in filings

Sells to

About RBC Bearings

RBC Bearings Incorporated, together with its subsidiaries, is an international manufacturer and marketer of highly engineered precision bearings, components and essential systems for the Industrial and Aerospace & Defense markets. Our precision solutions are integral to the manufacture and operation of most machines and mechanical systems, to reduce wear to moving parts, facilitate proper power transmission, reduce damage and energy loss caused by friction, and control pressure and flow. The terms “we,” “us,” “our,” “RBC” and the “Company” mean RBC Bearings Incorporated and its subsidiaries, unless the context indicates another meaning.

In its own words, from its 10-K, filed May 15, 2026.

RBC Bearings against its Ball & Roller Bearings peers

The largest companies of the same SEC industry, each at its latest quarter.

CompanyQuarterRevenueY/YOp. margin
RBC RBC BearingsQ2 FY27$525M+15%25.1%
TKR TimkenQ3 2026$1.2B+5%13.7%

Source: RBC Bearings 10-Q on SEC EDGAR · CIK 1324948 · Ball & Roller Bearings

Guidance and outlook

RBC Bearings Revenue: guidance against what was reportedRBC Bearings Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 FY25$438MQ1 FY26$436MQ2 FY26$455MQ3 FY26$462MQ4 FY26$518MQ1 FY27$520MQ2 FY27$525MQ3 FY27
Met or beat 7 of 7 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
RBC Bearings: what its forward-looking statements are about (10-Q filed 2026-10-30)RBC Bearings: what its forward-looking statements are about (10-Q filed 2026-10-30)Demand3Other1Deals1Capital spending1
6 statements; tone +0.67 (−1 all cautious, +1 all confident); 0 hedged.
RBC Bearings: outlook statements against the filing beforeRBC Bearings: outlook statements against the filing beforeConfident4

13F: who owns RBC and who is buying

Largest holders of RBC (13F)Largest holders of RBC (13F)BlackRock$2.0BVanguard Group$1.3BDurable Capital Partners LP$1.1BVanguard Capital Management LLC$920MVanguard Portfolio Management LLC$855MFMR LLC$850MKayne Anderson Rudnick Investment…$778MState Street$623MBaillie Gifford$490MGeode Capital Management, LLC$454M
Funds' net buying of RBC by quarter (13F)Funds' net buying of RBC by quarter (13F)$21.9M2024-09$36.2M2024-12−$85.9M2025-03$120M2025-06−$171M2025-09−$84.2M2025-12$11.0M2026-03$5.7M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on RBC

History

Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results

Compare RBC with

中文版：RBC Bearings（RBC）财报

Español · Français