Filing Flows

Filing Flows › RBC Bearings (RBC) › Q4 FY26

RBC Bearings (RBC) Q4 FY26 earnings results (fourth quarter fiscal 2026)

10-K filed May 15, 2026

RBC Bearings (RBC) reported revenue of $518M for the fourth quarter fiscal 2026 (Q4 FY26), +18% from a year earlier and +12% from the quarter before. Operating margin was 23.0%, net earnings $91.7M (17.7% of revenue).

Revenue$518M
Year over year+18%
Quarter over quarter+12%
Operating margin23.0%
Net earnings$91.7M

RBC Bearings, Q4 FY26: revenue $518M (+18% year over year), operating margin 23.0%, net earnings $91.7M, operating cash flow $85.2M. The chart follows the revenue to costs, profit and cash.

Q4 FY26AmountQ/QY/Y
Revenue$518M+12%+18%
Gross profit$230M+13%+19%
Operating profit$119M+16%+18%
Net earnings$91.7M+36%+26%
Operating cash flow$85.2M-30%+23%
Free cash flow$67.5M-32%+23%

What changed

Revenue was $518.0M in Q4 FY26, up 18% year over year and up 12% from the previous quarter. Industrial was the largest line at 57% of revenue.

Gross margin was 44.4%, up 0.2 points from Q4 FY25. Operating profit was $119.1M, a 23.0% margin (unchanged year over year). Of the extra revenue versus Q4 FY25, 23% reached operating profit, below the 23% margin then. Operating expenses grew 20% against revenue growth of 18%. The fastest-growing cost line was SG&A (+21%). Net earnings were $91.7M, up 26% year over year. The effective tax rate was 15.8%.

Operating cash flow was $85.2M (up 23% year over year), 93% of net earnings. Non-cash charges added back $33.4M of depreciation and amortization and $11.2M of share-based compensation. Working capital and other items used $51.1M. Capital expenditures of $17.7M left free cash flow of $67.5M.

Questions

What was RBC Bearings' revenue in the fourth quarter fiscal 2026?

RBC Bearings (RBC) reported revenue of $518M for the fourth quarter fiscal 2026 (Q4 FY26), +18% from a year earlier and +12% from the quarter before.

Was RBC Bearings profitable in the fourth quarter fiscal 2026?

Operating profit was $119M (23.0% of revenue) and net earnings $91.7M.

Open the interactive Sankey →

Source: RBC Bearings 10-K on SEC EDGAR.