RBC Bearings Reports 14.4% Revenue Growth to $455.3 Million in Q2 Fiscal 2026

RBC Bearings Incorporated reported a significant increase in financial performance for the second quarter of fiscal 2026, with net sales reaching $455.3 million, a 14.4% increase from $397.9 million in the same period last year. The company's net income attributable to common stockholders also rose to $60.0 million, compared to $48.5 million in the prior year, reflecting a 23.7% increase. For the first six months of the fiscal year, net sales totaled $891.3 million, up 10.8% from $804.2 million, while net income increased to $128.5 million from $104.2 million.

The growth in revenue was driven primarily by the Aerospace/Defense segment, which saw a 38.8% increase in sales, including $24.7 million from the recently acquired VACCO Industries. The Industrial segment experienced a modest 0.7% increase in sales. The company’s gross margin for the quarter was 44.1%, slightly up from 43.7% in the previous year, despite facing challenges such as restructuring costs and unfavorable purchase accounting adjustments related to the VACCO acquisition.

RBC Bearings completed the acquisition of VACCO Industries on July 18, 2025, for approximately $275 million, which has expanded its product offerings in the aerospace and defense sectors. This strategic move is expected to enhance the company's design, engineering, and manufacturing capabilities. The acquisition contributed significantly to the company's backlog, which increased to $1.6 billion as of September 27, 2025, compared to $0.9 billion at the end of the previous fiscal year.

Operationally, RBC Bearings reported a total employee headcount of 32,693, reflecting an increase from the previous period. The company continues to focus on expanding its customer base and geographic reach, with a notable presence in the U.S. market, which accounted for $406.2 million of total sales in the latest quarter. The company is also investing in its workforce and infrastructure to support future growth, particularly in the aerospace and defense sectors.

Looking ahead, RBC Bearings anticipates net sales for the third quarter of fiscal 2026 to be between $454.0 million and $462.0 million, representing a growth rate of 15.1% to 17.1% compared to the same period last year. The company expects continued growth in both its Aerospace/Defense and Industrial segments, driven by strong demand and an expanding backlog. RBC Bearings remains committed to leveraging its operational strengths and strategic acquisitions to enhance its market position and drive future profitability.