RBC Bearings beats second quarter fiscal 2027 estimates as backlog reaches record $2.4B

RBC Bearings reported fiscal second quarter 2027 results that exceeded analyst expectations for both top and bottom-line performance, driven by double-digit organic growth across all primary markets. The company achieved significant margin expansion and reached a milestone in its capital allocation strategy by fully retiring its remaining term loan debt.

Key Highlights

• Net sales rose 15.2% year-over-year to $524.6 million, with the Aerospace & Defense segment leading at 15.8% growth.
• Adjusted gross margin expanded 70 basis points to 45.6%, supported by favorable product mix and $1.7 million in tariff refunds.
• Total backlog grew to a record $2.4 billion, representing a $100 million sequential increase from the end of fiscal 2026.