Gloo Holdings, Inc. (GLOO) Q4 2026 Earnings Call Transcript

RBC Bearings Incorporated (RBC) Q4 2026 Earnings Call Transcript


RBC Bearings Incorporated (RBC) Q4 2026 Earnings Call May 15, 2026 11:00 AM EDT

Company Participants

Mike Hartnett – Chairman, President & CEO
Robert Sullivan – VP & CFO

Conference Call Participants

Joshua Carroll
Kristine Liwag – Morgan Stanley, Research Division
Steve Barger – KeyBanc Capital Markets Inc., Research Division
Scott Deuschle – Deutsche Bank AG, Research Division
Peter Skibitski – Alembic Global Advisors
Alexandra Eleni Mandery – Truist Securities, Inc., Research Division
Ross Sparenblek – William Blair & Company L.L.C., Research Division
Samuel Struhsaker – Truist Securities, Inc., Research Division

Presentation

Joshua Carroll

Good morning, and thank you for joining us for RBC Bearings Fiscal Fourth Quarter 2026 Earnings Call. I’m Josh Carroll with the Investor Relations team. With me on today’s call are Dr. Hartnett, Chairman, President and Chief Executive Officer; Daniel Bergeron, Director, Vice President and Chief Operating Officer; and Rob Sullivan, Vice President and Chief Financial Officer.

As a reminder, some of the statements made today may be forward-looking and under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those projected or implied to a variety of factors. We refer you to RBC Bearings’ recent filings with the SEC for a more detailed discussion of the risks that could impact the company’s future operating results and financial condition. These factors are also listed in the press release, along with the reconciliation between GAAP and non-GAAP financial information.

With that, I’ll now turn the call over to Dr. Hartnett.

Mike Hartnett
Chairman, President & CEO

Thank you, Josh, and good morning, and thank you all for joining us this morning. As usual, I’ll begin today’s call with a brief review of our financial results and highlight several key trends we see across the sectors. Then I’ll turn the call over to Rob Sullivan, who will provide additional details on our financial performance for the



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