Filing Flows › RBC Bearings (RBC) › Q2 FY26
RBC Bearings (RBC) Q2 FY26 earnings results (second quarter fiscal 2026)
10-Q filed Oct 31, 2025
RBC Bearings (RBC) reported revenue of $455M for the second quarter fiscal 2026 (Q2 FY26), +14% from a year earlier and +4% from the quarter before. Operating margin was 21.5%, net earnings $60.0M (13.2% of revenue).
RBC Bearings, Q2 FY26: revenue $455M (+14% year over year), operating margin 21.5%, net earnings $60.0M, operating cash flow $88.4M. The chart follows the revenue to costs, profit and cash.
| Q2 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $455M | +4% | +14% |
| Gross profit | $201M | +3% | +15% |
| Operating profit | $97.8M | -3% | +14% |
| Net earnings | $60.0M | -12% | +11% |
| Operating cash flow | $88.4M | -26% | — |
| Free cash flow | $71.7M | -31% | — |
What changed
Revenue was $455.3M in Q2 FY26, up 14% year over year and up 4% from the previous quarter. Industrial was the largest line at 56% of revenue. Aerospace Defense added $55.6M year over year (up 39%), 97% of the total change.
Gross margin was 44.1%, up 0.4 points from a year earlier. Operating profit was $97.8M, a 21.5% margin (down 0.2 points year over year). Of the extra revenue versus a year earlier, 20% reached operating profit, below the 22% margin then. Operating expenses grew 17% against revenue growth of 14%. The fastest-growing cost line was Other operating costs (+40%). Net earnings were $60.0M, up 11% year over year. The effective tax rate was 28.1%.
Operating cash flow was $88.4M, 147% of net earnings. Non-cash charges added back $32.9M of depreciation and amortization and $7.4M of share-based compensation. Working capital and other items used $11.9M. Capital expenditures of $16.7M left free cash flow of $71.7M.
Questions
What was RBC Bearings' revenue in the second quarter fiscal 2026?
RBC Bearings (RBC) reported revenue of $455M for the second quarter fiscal 2026 (Q2 FY26), +14% from a year earlier and +4% from the quarter before.
Was RBC Bearings profitable in the second quarter fiscal 2026?
Operating profit was $97.8M (21.5% of revenue) and net earnings $60.0M.
Source: RBC Bearings 10-Q on SEC EDGAR.