RBC Bearings reports Q3 adjusted EPS $2.34, consensus $2.20

Reports Q3 revenue $394.4M, consensus $393.99M. “RBC delivered another quarter of strong operational performance with A&D segment sales up 10.7% year over year and Industrial segment sales up 2.7%,” said Michael Hartnett, chairman and CEO. “On the A&D side, sales trends were robust despite headwinds from a commercial aerospace OEM strike as broader demand for our production capacity remained strong and customers begin to prepare for an expected volume recovery as we move through calendar 2025. On the Industrial side, we delivered on our outlook for returning to growth in our fiscal third quarter fueled by a combination of organic growth initiatives, expected share gains, and continued favorable end market mix. Additionally, it was another great quarter for free cash flow conversion, coming in at 127%, and we used that cash to continue to de-leverage our balance sheet, with trailing net leverage finishing the quarter at 1.8x.”