RBC Bearings (RBC) Q2 2027 Earnings Call Transcript

RBC Bearings’ earnings call highlighted broad momentum across aerospace, defense and industrial markets for the quarter. Net sales rose to $524.6 million, a 15.2% year-over-year increase, driven by double-digit growth in both core segments. Aerospace & Defense revenue climbed to $230.2 million (+15.8%), while Industrial revenue reached $294.4 million (+14.8%). Adjusted EPS was $3.74, up 29.9%, and adjusted EBITDA was $175.0 million with a 33.4% margin. Gross margin improved to 45.6%. Order backlog stood at $2.4 billion as of Sept. 26, 2026. Management also guided Q3 revenue to $520.0–$525.0 million and adjusted gross margin to 45.5%–45.75%.