Updated
Updated · Yahoo Finance · Aug 1
RBC Bearings Lifts Q1 Sales to $519.5 Million as Q2 Outlook Tops $505 Million
Updated
Updated · Yahoo Finance · Aug 1

RBC Bearings Lifts Q1 Sales to $519.5 Million as Q2 Outlook Tops $505 Million

3 articles · Updated · Yahoo Finance · Aug 1

Summary

  • $519.5 million in fiscal Q1 sales and $101.5 million in net income marked a sharp rise from $436.0 million and $68.5 million a year earlier, with RBC Bearings also posting higher EPS.
  • Aerospace & Defense drove the quarter, helping deliver record margins, cash flow and backlog, while the Industrial segment added support to the growth story.
  • $505 million to $515 million in Q2 sales guidance points to continued double-digit year-over-year growth, extending momentum from the strong first quarter.
  • Capacity expansion, VACCO integration and reliance on concentrated aerospace and defense customers remain key investor concerns even as results strengthen the near-term outlook.

Insights

Why is RBC Bearings projecting lower gross margins for the next quarter despite surging aerospace demand and record profits?
With a massive $2.3 billion backlog, can RBC Bearings scale its capacity fast enough to avoid crippling supply-chain bottlenecks?