RBC Bearings Incorporated (NYSE: RBC) has announced its fiscal fourth quarter and full-year 2025 results, revealing a positive performance across various financial metrics. The company reported a 5.8% increase in fourth-quarter net sales, reaching $437.7 million, with 10.6% growth in the aerospace/defense segment and 3.3% growth in the industrial segment compared to the same period last year.
The gross margin for the fourth quarter of fiscal 2025 was 44.2%, up from 43.1% in the same period last year. Net income attributable to common stockholders as a percentage of net sales increased to 16.6% from 13.5% in the fourth quarter of fiscal 2024, and adjusted EBITDA as a percentage of net sales also saw a slight increase to 31.9% from 31.4% in the same period last year.
For the full fiscal year 2025, net sales increased by 4.9% to $1,636.3 million, with the aerospace/defense segment experiencing a significant 14.1% growth and the industrial segment showing a modest 0.2% increase compared to the previous year. The gross margin for the full year improved to 44.4% from 43.0% in fiscal 2024.
Net income attributable to common stockholders for fiscal 2025 was $233.8 million, a 25.0% increase over the previous year, and diluted earnings per share (EPS) rose to $7.70 from $6.41 in fiscal 2024, reflecting a 20.1% increase.
Dr. Michael J. Hartnett, Chairman and CEO of RBC Bearings, expressed pride in the company's outstanding performance, particularly in the aerospace production environment, where they achieved significant growth despite multiple disruptions. The company's intense focus on organic growth, as a cornerstone of the RBC Ops Management System, enabled them to outperform industrial markets that mostly contracted throughout the year.
Looking ahead to fiscal 2026, RBC Bearings Incorporated expects to maintain its momentum, projecting a growth rate of 4.4% to 6.8% in net sales for the first quarter of fiscal 2026, with a gross margin in the range of 44.25% to 44.75% and SG&A as a percentage of net sales in the range of 16.75% to 17.25%.
The company's backlog as of March 29, 2025, was $940.7 million compared to $896.5 million as of December 28, 2024, and $821.5 million as of March 30, 2024.
RBC Bearings Incorporated is an international manufacturer and marketer of precision bearings, components, and essential systems for the industrial, defense, and aerospace industries, with a focus on producing highly technical or regulated bearing products and components requiring sophisticated design, testing, and manufacturing capabilities.
The company's solid financial performance and positive outlook for the future reflect its strong positioning in its target markets and its ability to navigate challenges while achieving notable growth. Today the company's shares have moved 0.77% to a price of $367.27. Check out the company's full 8-K submission here.
