♔ The Trade Off
RBC Bearings sees Q4 revenue $495M-$505M, consensus $508.89M
The company said, “The Company expects net sales to be approximately $495.0 million to $505.0 million in the fourth quarter of fiscal 2026, compared to $437.7 million in the prior year, for a growth rate of 13.1% to 15.4%. Excluding net sales from VACCO, net sales are expected to grow 6.4% to 8.7%. Adjusted gross margin is expected to be in the range of 45.0% to 45.25% and SG&A as a percentage of net sales is expected to be in the range of 16.0% to 16.25%.”
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