Filing Flows › RBC Bearings (RBC) › Q2 FY27 › vs Q2 FY26
RBC Bearings (RBC) Q2 FY27 vs Q2 FY26 (year over year)
RBC Bearings's revenue rose $69.3M (+15%) from $455M in Q2 FY26 to $525M in Q2 FY27. The biggest changes: Industrial +$37.9M (+15%); Aerospace/Defense +$31.4M (+16%). Gross margin 45.6% against 44.1% (+1.5 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 Q2 FY26, the increases inside each band.
Margins
| Q2 FY27 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 45.6% | 44.1% | +1.5 pts |
| Operating margin | 25.1% | 21.5% | +3.6 pts |
| Net margin | 17.9% | 13.2% | +4.7 pts |
| Free cash flow margin | 16.3% | 15.7% | +0.6 pts |
Every line
| Line | Q2 FY27 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Industrial | $294M | $256M | $37.9M | +15% |
| Aerospace/Defense | $230M | $199M | $31.4M | +16% |
| Revenue | $525M | $455M | $69.3M | +15% |
| Gross profit | $239M | $201M | $38.4M | +19% |
| Cost of revenue | $286M | $255M | $30.9M | +12% |
| Operating profit | $132M | $97.8M | $33.8M | +35% |
| Operating expenses | $107M | $103M | $4.6M | +4% |
| Pre-tax earnings | $122M | $83.4M | $39.1M | +47% |
| Other expense, net | $9.1M | $14.4M | −$5.3M | -37% |
| SG&A | $83.4M | $77.4M | $6.0M | +8% |
| Other operating costs | $24.0M | $25.4M | −$1.4M | -6% |
| Net earnings | $93.8M | $60.0M | $33.8M | +56% |
| Income tax | $28.7M | $23.4M | $5.3M | +23% |
| Depreciation & amortization | $34.1M | $32.9M | $1.2M | +4% |
| Share-based compensation | $8.2M | $7.4M | $800K | +11% |
| Working capital & other | $29.7M | $11.9M | $17.8M | +150% |
| Operating cash flow | $106M | $88.4M | $18.0M | +20% |
| Free cash flow (OCF − capex) | $85.7M | $71.7M | $14.0M | +20% |
| Capital expenditures | $20.7M | $16.7M | $4.0M | +24% |
Questions
How much did RBC Bearings's revenue grow year over year in Q2 FY27?
RBC Bearings's revenue rose $69.3M (+15%) from $455M in Q2 FY26 to $525M in Q2 FY27.
What drove RBC Bearings's revenue change in Q2 FY27?
Industrial +$37.9M (+15%); Aerospace/Defense +$31.4M (+16%).