Strong air and space growth and strategic …

• Revenue: $ 438 million, an increase of 5.8% compared to the previous year.

• Gross marge: 44.2%, compared to 43.1% last year.

• Classified diluted EPS: $ 2.83, by 14.6% compared to $ 2.47.

• Sales growth of aerospace and defense: 10.6% compared to the previous year.

• Growth of the industrial segment: 3.3% compared to the previous year.

• Adapted EBITDA: USD 139.8 million, by 7.4% compared to the previous year.

• Fitted EBITDA margins: 31.9%, 50 basis points from year to year.

• Interest effort: USD 12.8 million, a decline of 31.8% compared to the previous year.

• Free Cashflow: 55 million US dollars with a conversion rate of 76%.

• Debt repayment: 82 million US dollars in a quarter, 275 million US dollars for the financial year.

• Netto lever: Reduced to 1.7 curves.

• Guidelines for the sales of Q1: $ 424 million to $ 434 million, growth from 4.4% to 6.8%.

• Projected gross margins for Q1: 44.25% to 44.75%.

Appearance date: May 16, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• RBC Beiling Inc (NYSE: RBC) recorded an increase in sales in the fourth quarter of 5.8% and achieved $ 438 million, which is due to a strong performance in the segment of aerospace and defense (A&D) and industrial companies.

• The consolidated gross margin improved to 44.2% compared to 43.1% in the previous year, which reflects effective cost management and operational efficiency.

• The adapted diluted EPS rose by 14.6% to $ 2.83 per share and shows strong profitability despite the industrial challenges.

• The company achieved growth of the total turnover of A&D a year compared to the previous year by 10.6%, with the commercial air and space traveler increasing by 11.6% and the defense rose by 8.2%.

• RBC Beieihei Inc (NYSE: RBC) lowered its net lever to 1.7 revolutions by providing 275 million US dollars in the amount of $ 275 million in the 2025 year, which improved the financial flexibility for future M&A opportunities.

• The growth of the industrial segment was modest at 3.3% compared to the previous year, which indicates potential challenges in this sector compared to A&D.

• The Free -Cashflow conversion decreased to 76% compared to 113% in the previous year, mainly due to the time.

• The company is confronted with capacity restrictions in some A&D systems and requires ongoing investments in work, machines and capital to meet demand.

• RBC Beiling Inc (NYSE: RBC) anticipates the minimal tariff pressure, but indicates potential long -term effects depending on the tariff level.

• The industrial economy has experienced two consecutive years of contraction and represents challenges for continuing growth in this segment.

Q: With the improvement of Boeing's production quotas, how much bigger could RBC's business with the trade for aerospace – and how much chances of margins when the complete production rates are achieved? A: Michael Hartnett, CEO, found that Boeing will shortly reach a production rate of 38 aircraft per month, with the potential to achieve the upper 40s after calendar 2026. He stated that RBC's sales with higher production rates could increase significantly, but specific numbers would require a further calculation.