Episode Details

RBC Bearings Q4 results are scorching hot, with net sales surging 18.3% to $518M, driven by aerospace and defense momentum. Adjusted EPS soared to $3.62, up from $2.83 last year, and EBITDA climbed 21% to $168.9M. They generated $67.5M in free cash flow and reduced debt by $116M. Aerospace and defense, which accounts for 57% of revenue, skyrocketed 41.2% due to submarine builds, missile programs, and space revenues. Industrial segment held steady with 7.8% OEM growth in areas like aggregates and semiconductors. Analysts were impressed, with RBC planning to double space revenues in 24-36 months and expand capacity with new equipment and Mexican plants. For FY2027, theyre guiding $500-510M in revenue, with adjusted gross margins at 45.25-45.5%. RBC is well-positioned for another record run on defense tailwinds and commercial ramps.

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