Filing Flows › RBC Bearings (RBC) › Q1 FY26
RBC Bearings (RBC) Q1 FY26 earnings results (first quarter fiscal 2026)
10-Q filed Aug 1, 2025
RBC Bearings (RBC) reported revenue of $436M for the first quarter fiscal 2026 (Q1 FY26), +7% from a year earlier and -0.4% from the quarter before. Operating margin was 23.2%, net earnings $68.5M (15.7% of revenue).
RBC Bearings, Q1 FY26: revenue $436M (+7% year over year), operating margin 23.2%, net earnings $68.5M, operating cash flow $120M. The chart follows the revenue to costs, profit and cash.
| Q1 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $436M | -0.4% | +7% |
| Gross profit | $195M | +0.9% | +6% |
| Operating profit | $101M | +0.4% | +4% |
| Net earnings | $68.5M | -6% | +12% |
| Operating cash flow | $120M | +73% | +23% |
| Free cash flow | $104M | +90% | +18% |
What changed
Revenue was $436.0M in Q1 FY26, up 7% year over year and roughly flat from the previous quarter. Industrial was the largest line at 62% of revenue. Aerospace Defense added $15.5M year over year (up 10%), 52% of the total change.
Gross margin was 44.8%, down 0.5 points from a year earlier. Operating profit was $101.1M, a 23.2% margin (down 0.8 points year over year). Of the extra revenue versus a year earlier, 12% reached operating profit, below the 24% margin then. Operating expenses grew 9% against revenue growth of 7%. Net earnings were $68.5M, up 12% year over year. The effective tax rate was 21.9%.
Operating cash flow was $120.0M (up 23% year over year), 175% of net earnings. Non-cash charges added back $29.6M of depreciation and amortization and $6.6M of share-based compensation. Working capital and other items added $15.3M. Capital expenditures of $15.7M left free cash flow of $104.3M.
Questions
What was RBC Bearings' revenue in the first quarter fiscal 2026?
RBC Bearings (RBC) reported revenue of $436M for the first quarter fiscal 2026 (Q1 FY26), +7% from a year earlier and -0.4% from the quarter before.
Was RBC Bearings profitable in the first quarter fiscal 2026?
Operating profit was $101M (23.2% of revenue) and net earnings $68.5M.
Source: RBC Bearings 10-Q on SEC EDGAR.