Tiger Brokers

RBC轴承(RBC)26财年航空航天与国防领域订单兑现 盘前扬升1.16%

金吾财讯
May 15

金吾财讯 | RBC轴承公司(RBC)公布2026财年第四季度及全年财务报告，航空航天与国防业务强劲增长拉动整体业绩，营收、净利润、每股收益均实现双位数同比增长，盈利效率稳步提升。公司第四季度期内实现净销售额5.18亿美元，同比增长18.3%；其中航空航天与国防领域收入大增41.2%，工业领域增长5.5%，高附加值业务成为增长核心。季度毛利率达44.4%，同比微升0.2个百分点；调整后毛利率进一步升至45.3%，盈利能力持续优化。归母净利润9170万美元，同比增长26.1%；稀释后每股收益2.89美元，同比提升25.7%，调整后每股收益3.62美元，增长27.9%，利润增速显著跑赢营收。全年业绩延续高景气。2026财年总净销售额达18.71亿美元，同比增长14.3%；航空航天与国防业务全年增长32.9%，工业业务增长3.8%，高端赛道增长势能强劲。全年毛利率维持44.4%高位，与去年同期持平，规模效应与成本管控成效显著。作为精密轴承领域龙头，RBC轴承深耕航空航天、国防及工业领域，产品广泛应用于高端装备核心部件。本次业绩增长核心驱动来自航空航天与国防领域需求旺盛，全球防务开支增加、航空产业链复苏带动高端轴承订单充足，同时工业领域稳健复苏提供基础支撑。截至发稿，RBC轴承美股盘前扬升1.16%，最新报619.01美元，盘前成交额2.63亿美元。

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