Filing Flows › RBC Bearings (RBC) › Q2 FY27 › vs Q1 FY27
RBC Bearings (RBC) Q2 FY27 vs Q1 FY27 (quarter over quarter)
RBC Bearings's revenue rose $5.1M (+1%) from $520M in Q1 FY27 to $525M in Q2 FY27. The biggest changes: Aerospace/Defense +$4.8M (+2%); Industrial +$300K (+0.1%). Gross margin 45.6% against 47.7% (-2.1 pts).
RBC Bearings, Q2 FY27: revenue $525M (+15% year over year), operating margin 25.1%, net earnings $93.8M, operating cash flow $106M. The chart draws each line against Q1 FY27, the increases inside each band.
Margins
| Q2 FY27 | Q1 FY27 | Change | |
|---|---|---|---|
| Gross margin | 45.6% | 47.7% | -2.1 pts |
| Operating margin | 25.1% | 27.1% | -2.0 pts |
| Net margin | 17.9% | 19.5% | -1.7 pts |
| Free cash flow margin | 16.3% | 28.3% | -11.9 pts |
Every line
| Line | Q2 FY27 | Q1 FY27 | Change | % |
|---|---|---|---|---|
| Industrial | $294M | $294M | $300K | +0.1% |
| Aerospace/Defense | $230M | $225M | $4.8M | +2% |
| Revenue | $525M | $520M | $5.1M | +1% |
| Gross profit | $239M | $248M | −$8.8M | -4% |
| Cost of revenue | $286M | $272M | $13.9M | +5% |
| Operating profit | $132M | $141M | −$9.2M | -7% |
| Operating expenses | $107M | $107M | $400K | +0.4% |
| Pre-tax earnings | $122M | $130M | −$7.7M | -6% |
| Other expense, net | $9.1M | $10.6M | −$1.5M | -14% |
| SG&A | $83.4M | $85.8M | −$2.4M | -3% |
| Other operating costs | $24.0M | $21.2M | $2.8M | +13% |
| Net earnings | $93.8M | $102M | −$7.7M | -8% |
| Income tax | $28.7M | $28.7M | $0 | 0% |
| Depreciation & amortization | $34.1M | $33.3M | $800K | +2% |
| Share-based compensation | $8.2M | $6.7M | $1.5M | +22% |
| Working capital & other | $29.7M | −$30.3M | $60.0M | — |
| Operating cash flow | $106M | $172M | −$65.4M | -38% |
| Free cash flow (OCF − capex) | $85.7M | $147M | −$61.2M | -42% |
| Capital expenditures | $20.7M | $24.9M | −$4.2M | -17% |
Questions
How much did RBC Bearings's revenue grow quarter over quarter in Q2 FY27?
RBC Bearings's revenue rose $5.1M (+1%) from $520M in Q1 FY27 to $525M in Q2 FY27.
What drove RBC Bearings's revenue change in Q2 FY27?
Aerospace/Defense +$4.8M (+2%); Industrial +$300K (+0.1%).