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RBC Bearings (RBC) Q3 FY26 earnings results (third quarter fiscal 2026)
10-Q filed Feb 5, 2026
RBC Bearings (RBC) reported revenue of $462M for the third quarter fiscal 2026 (Q3 FY26), +17% from a year earlier and +1% from the quarter before. Operating margin was 22.3%, net earnings $67.4M (14.6% of revenue).
RBC Bearings, Q3 FY26: revenue $462M (+17% year over year), operating margin 22.3%, net earnings $67.4M, operating cash flow $122M. The chart follows the revenue to costs, profit and cash.
| Q3 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $462M | +1% | +17% |
| Gross profit | $204M | +2% | +17% |
| Operating profit | $103M | +5% | +20% |
| Net earnings | $67.4M | +12% | +16% |
| Operating cash flow | $122M | +38% | +45% |
| Free cash flow | $99.1M | +38% | +35% |
What changed
Revenue was $461.6M in Q3 FY26, up 17% year over year and up 1% from the previous quarter. Industrial was the largest line at 56% of revenue. Aerospace Defense added $59.3M year over year (up 41%), 88% of the total change.
Gross margin was 44.3%, down 0.1 points from a year earlier. Operating profit was $103.0M, a 22.3% margin (up 0.6 points year over year). Of the extra revenue versus a year earlier, 26% reached operating profit, above the 22% margin then. Operating expenses grew 14% against revenue growth of 17%. The fastest-growing cost line was Other operating costs (+22%). Net earnings were $67.4M, up 16% year over year. The effective tax rate was 24.5%.
Operating cash flow was $122.1M (up 45% year over year), 181% of net earnings. Non-cash charges added back $32.9M of depreciation and amortization and $9.3M of share-based compensation. Working capital and other items added $12.5M. Capital expenditures of $23.0M left free cash flow of $99.1M.
Questions
What was RBC Bearings' revenue in the third quarter fiscal 2026?
RBC Bearings (RBC) reported revenue of $462M for the third quarter fiscal 2026 (Q3 FY26), +17% from a year earlier and +1% from the quarter before.
Was RBC Bearings profitable in the third quarter fiscal 2026?
Operating profit was $103M (22.3% of revenue) and net earnings $67.4M.
Source: RBC Bearings 10-Q on SEC EDGAR.