RBC Bearings Incorporated reported a significant increase in financial performance for the fiscal year ending March 28, 2026, with net sales reaching $1.87 billion, a 14.3% increase from $1.64 billion in the previous fiscal year. The company's net income attributable to common stockholders also rose to $287.6 million, up 23% from $233.8 million in fiscal 2025. This growth was driven by strong sales in both the Aerospace & Defense and Industrial segments, with the Aerospace & Defense segment alone seeing a 32.9% increase in sales, largely due to heightened demand in commercial aerospace and defense markets.
The company experienced notable changes compared to the previous fiscal period, including the acquisition of VACCO Industries on July 18, 2025, which contributed $83.9 million to net sales in fiscal 2026. The acquisition is expected to enhance RBC's capabilities in the Aerospace & Defense sector, particularly in manufacturing valves and other precision components. Additionally, the backlog of orders surged to $2.3 billion, up from $0.9 billion the previous year, indicating strong future demand, particularly in commercial aerospace and marine defense markets.
Operationally, RBC Bearings employed 5,816 individuals globally, with 4,187 based in the U.S. and 1,629 in international locations. The company operates 65 facilities across 11 countries, including 44 manufacturing sites, which has allowed it to broaden its customer base and geographic reach. The company reported that approximately 57.9% of its net sales came from the Industrial segment, while the Aerospace & Defense segment accounted for 42.1%. The increase in sales was attributed to a 4.8% rise in distribution and aftermarket sales within the Industrial segment, alongside a 1.5% increase in OEM sales.
Looking ahead, RBC Bearings anticipates continued growth, projecting net sales of approximately $500 million to $510 million for the first quarter of fiscal 2027, representing a growth rate of 14.7% to 17.0% compared to the same quarter in the previous year. The company expects adjusted gross margins to remain stable between 45.25% and 45.5%, with selling, general, and administrative expenses as a percentage of net sales projected to be between 16.50% and 16.75%. The positive outlook is supported by the strong backlog and anticipated growth in both the Aerospace & Defense and Industrial segments.
About RBC Bearings INC
RBC Bearings Incorporated is a global manufacturer of highly engineered precision bearings, components, and systems for aerospace, defense, and industrial markets. Its products reduce wear, facilitate power transmission, and control pressure and flow in machinery. Serving OEMs and aftermarket customers worldwide, the company leverages engineering expertise, product qualification, and a broad product portfolio to maintain competitive advantages in specialized, high-end markets.
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