Core Insights - RBC Bearings reported quarterly earnings of $2.84 per share, exceeding the Zacks Consensus Estimate of $2.74 per share, and showing an increase from $2.54 per share a year ago, resulting in an earnings surprise of +3.65% [1] - The company achieved revenues of $436 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.93% and up from $406.3 million year-over-year [2] - RBC Bearings has outperformed the S&P 500, with shares increasing approximately 29.5% since the beginning of the year compared to the S&P 500's gain of 7.8% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.71, with expected revenues of $435.46 million, and for the current fiscal year, the EPS estimate is $11.36 on revenues of $1.79 billion [7] - The trend of estimate revisions for RBC Bearings was favorable ahead of the earnings release, contributing to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Manufacturing - General Industrial industry, to which RBC Bearings belongs, is currently ranked in the top 12% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]

Company Overview - RBC Bearings (RBC) is expected to report a year-over-year increase in earnings, with a projected EPS of $2.74, reflecting a +7.9% change, and revenues of $431.98 million, up 6.3% from the previous year [3][12] - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a slight bearish sentiment among analysts [4][12] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 1, and the stock may react positively if the actual results exceed expectations, while a miss could lead to a decline [2][12] - The Earnings ESP for RBC Bearings is -0.64%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, complicating predictions for an earnings beat [12] Historical Performance - In the last reported quarter, RBC Bearings exceeded the consensus EPS estimate of $2.68 by delivering earnings of $2.83, resulting in a surprise of +5.60% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times, indicating a generally favorable performance history [14] Industry Context - Flowserve (FLS), another player in the Zacks Manufacturing - General Industrial industry, is expected to report an EPS of $0.78 for the same quarter, reflecting a +6.9% year-over-year change, with revenues projected at $1.21 billion, up 4.8% [18][19] - Flowserve's consensus EPS estimate has been revised 0.3% upward in the last 30 days, but it also has a negative Earnings ESP of -1.5%, indicating challenges in predicting an earnings beat [19][20]