Michael Hartnett

Chairman, President & Chief Executive Officer, RBC BEARINGS INC

Search every verified Michael Hartnett interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On RBC Bearings' fiscal first quarter 2027 earnings call, Michael Hartnett discussed strong demand across the aerospace and defense sectors, particularly highlighting the company's involvement with SpaceX, Blue Origin, and Amazon on various projects. He noted that as SpaceX volumes increase, RBC Bearings' volumes correspondingly rise under long-term agreements, and he expressed optimism about working with Amazon and Blue Origin as they progress toward commercial operations. Hartnett also mentioned active government space programs that are generating proposals, bids, and planning work, describing the space sector as capacity-demanding rather than showing any deficiency in demand. Hartnett addressed the company's approach to backlog and capacity management, stating that RBC Bearings prioritizes fulfilling long-term contractual obligations, which can span three to five years and sometimes up to ten years, to avoid overbooking plant capacity and compromising service levels. Regarding mergers and acquisitions, he indicated that the company remains open to deals that complement its existing operations and support its customer base, noting that aggressiveness is necessary in the current acquisition environment.