RBC Bearings Stock is Rolling Forward RBC Bearings (NYSE:RBC) reported a record fiscal fourth quarter for 2026, with management pointing to strong aerospace and defense demand, steady industrial growth and continued debt reduction as key themes from the period.
Chairman, President and Chief Executive Officer Dr
Michael Hartnett said fourth-quarter net sales increased 18.3% year over year to $518 million, driven by “continued momentum” in aerospace and defense and steady gains in the company’s industrial businesses. Adjusted diluted earnings per share rose to $3.62 from $2.83 in the prior-year period, while adjusted EBITDA increased 21% to $168.9 million. The company generated $67.5 million of free cash flow during the quarter and paid down an additional $116 million of debt.
Chief Financial Officer Rob Sullivan said RBC Bearings paid off another $27 million after the quarter ended and remains on track to pay off the remainder of its term loan by November 2026. Aerospace and defense drives growth RBC Bearings said approximately 43% of fourth-quarter revenue came from its aerospace and defense segment, while 57% came from industrial. Aerospace and defense revenue increased 41.2% from the prior-year quarter.