RBC Bearings

Q1 FY2027 EarningsQ1 FY27 results significantly beat consensus across all key metrics: revenue of $519.5M vs. $509.2M expected, and adjusted gross margin of 47.7% vs. 45.45%. Adjusted EPS of $3.88 exceeded expectations by 13.2%, driven by a 36.9% YoY surge in Aerospace & Defense sales and record operating efficiency. While Q2 FY27 revenue guidance ($505M-$515M) aligns with recent performance, the backlog remains exceptionally strong at $2.3B, reinforcing a robust long-term outlook.