RBC Bearings Q1 2027: A 13% EPS Beat Powered by Aerospace Surge
As seen on the 24/7 Wall St. homepage on July 31, 2026.
RBC Bearings crushed Q1 with a 13% EPS beat as its Aerospace and Defense segment surged 37%, fueled by the VACCO acquisition and lifted gross margins to 47.7% on record backlog of $2.3 billion—nearly doubling year-ago levels.
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RBC Bearings reported Q1 2027 earnings per share of $3.88, well ahead of the $3.43 consensus estimate — a beat of roughly 13%. Revenue also came in above expectations at $519.5 million versus the $509.2 million estimate, a margin of about 2%. The results extend a consistent pattern of outperformance: RBC has beaten EPS estimates in each of the last eight reported quarters, with the gap widening noticeably in recent periods.
The standout driver this quarter was the Aerospace and Defense segment, which surged 37%. The VACCO acquisition contributed meaningfully to that growth and helped push gross margins to 47.7%. Perhaps the most forward-looking figure in the report is the record backlog of $2.3 billion, which the company says has nearly doubled compared to year-ago levels — a signal that near-term revenue visibility is unusually strong.
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EPS has climbed steadily from $2.29 in Q2 2025 to $3.88 this quarter, and the beat spread has been widening, with Q4 2026 coming in at $3.62 against a $3.32 estimate before this quarter's even larger outperformance. Investors will be watching whether the backlog converts to continued margin expansion and whether the VACCO integration keeps contributing at a similar pace.
Mentioned: RBC