{"filings":[{"id":2191838,"accession_number":"0001213900-26-087860","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2026-08-11T21:10:02+00:00","items":["8.01","9.01"],"status":"ready","headline":"RBC Bearings acquires PSC Couplings for $24.2M cash via Dodge Industrial","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Dodge Industrial subsidiary bought PSC Couplings, LLC assets for $24.2 million cash.","PSC, based in Richfield, WI, makes standard and custom disc couplings for industrial use.","PSC's last-12-month net sales were approximately $15.1 million.","Deal announced Aug. 10, 2026; no expected closing date or synergies disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1978996,"accession_number":"0001213900-26-083672","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2026-07-31T13:24:45+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q1 FY2027 net sales up 19.2% to $519.5M; diluted EPS $3.20 vs $2.17 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $519.5M (+19.2% YoY); Aerospace & Defense up 36.9%, Industrial up 8.4%.","GAAP diluted EPS $3.20 vs $2.17; adjusted diluted EPS $3.88 vs $2.84.","Gross margin 47.7% vs 44.8% YoY; adjusted gross margin 47.7% vs 45.4%.","Backlog $2.3B, flat vs March 2026 but up from $1.0B a year ago.","Q2 FY2027 guidance: net sales $505-515M (10.9-13.1% growth); gross margin 45.5-45.75%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1250356,"accession_number":"0001213900-26-071512","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2026-06-24T20:31:18+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"RBC Bearings amends CEO Hartnett and COO Bergeron employment agreements, raising base salaries 3%","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Hartnett base salary raised to $1,591,350/year (3% increase, retroactive to June 1, 2026).","COO Bergeron base salary increased to $713,482/year (3% increase, effective June 1, 2026).","Equity awards now sized using 6-month average closing stock price preceding Form 10-K filing instead of award date price.","ROIC definitions in employment agreements modified to align with company's historical practice.","CEO Hartnett's agreement renewed through March 31, 2027 with automatic annual renewals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":454276,"accession_number":"0001213900-26-057223","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2026-05-15T13:26:52+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q4 net sales +18.3% to $518M; Aero/Def +41.2%; adj. EPS $3.62 vs $2.83","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $2.89; adjusted diluted EPS $3.62, up 27.9% YoY.","Full-year FY2026 net sales $1,870.9M (+14.3%); adj. diluted EPS $12.39 vs $10.01.","Backlog rose to $2.3B from $2.1B at prior quarter-end and $0.9B a year ago.","Q1 FY2027 guidance: sales $500M–$510M (+14.7%–17.0%); adj. gross margin 45.25%–45.5%.","Aerospace & Defense segment grew 41.2% in Q4; VACCO acquisition contributed $30M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102660,"accession_number":"0001213900-26-012574","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q3 adjusted EPS $3.04, up 29.9% YoY; sales up 17%, backlog doubles to $2.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $461.6M (+17% YoY); A&D segment up 41.5%, Industrial up 3.1%.","GAAP diluted EPS $2.13; adjusted diluted EPS $3.04 (+29.9% YoY); adjusted net income $96.3M.","Backlog $2.1B at Dec 27, 2025 vs $0.9B a year ago; free cash flow $99.1M (147% conversion).","Q4 FY26 guidance: net sales $495M-$505M (+13-15%); adj gross margin 45.0%-45.25%.","VACCO acquisition contributed $29.2M to net sales; acquired July 18, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":6.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1352900000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118892,"accession_number":"0001213900-25-104431","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q2 FY2026: Net sales +14.4% to $455.3M; adj. EPS $2.88","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales growth driven by Aerospace/Defense (+38.8%); Industrial +0.7%; VACCO contributed $24.7M.","GAAP diluted EPS $1.90, adjusted EPS $2.88 vs $2.29 a year ago; net income $60.0M.","Backlog surged to $1.6B from $0.9B in prior-year quarter; record backlog cited.","Free cash flow $71.7M vs $26.8M a year ago; conversion 119.5%.","Q3 FY2026 guidance: net sales $454-462M (organic growth 7.4%-9.5% ex-VACCO)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":891300000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118891,"accession_number":"0001213900-25-104124","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"RBC Bearings extends $500M revolver maturity to 2030; removes interest coverage covenant","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility maturity extended from Nov 2, 2026 to Oct 28, 2030.","Consolidated interest coverage ratio covenant removed; $1.3B term loan still matures Nov 2, 2026.","$500M revolving facility refinanced with new lenders; aggregate commitment unchanged.","Existing revolving loans automatically repaid and reborrowed under new commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135438,"accession_number":"0001213900-25-084801","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"RBC Bearings shareholders reelect directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All four director nominees elected: Bergeron (29.2M for), Boyan (29.4M), Stewart (23.0M), Elmy (29.8M).","Edward D. Stewart received 6.9M against votes (~23% opposed), the highest dissent among nominees.","Ernst & Young ratified as auditor for FY2026 with 30.2M for vs 401k against.","Advisory vote on executive compensation passed with 24.2M for, 5.7M against (~19% opposed)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135437,"accession_number":"0001213900-25-070319","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q1 FY2026 sales up 7.3% to $436M; EPS $2.17 GAAP, $2.84 adjusted","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $436M vs $406.3M YoY (+7.3%); A&D segment +10.4%, Industrial +5.5%.","GAAP diluted EPS $2.17 vs $1.90 YoY; adjusted diluted EPS $2.84 vs $2.54.","Backlog increased to $1,017.3M from $940.7M (March 2025) and $825.8M (June 2024).","Q2 FY2026 guidance: sales $445-455M (up 11.8-14.4% YoY); gross margin 44.0-44.25%.","Free cash flow $104.3M vs $88.4M YoY; conversion rate 152.3% vs 144%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":436000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135436,"accession_number":"0001213900-25-065878","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-07-21T23:59:59+00:00","items":["2.03","8.01","9.01"],"status":"ready","headline":"RBC Bearings completes $275M acquisition of VACCO Industries; draws $200M from revolver","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Subsidiary Roller Bearing Company of America drew $200M on $500M revolver to partially fund the all-cash $275M purchase.","Remaining $296.3M undrawn capacity remains under the revolver; balance of price paid with cash on hand.","VACCO Industries (South El Monte, CA) manufactures precision valves, manifolds, regulators and filters for space and naval defense.","Acquisition closed July 18, 2025; revolver matures November 2026 but may be repaid earlier."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152425,"accession_number":"0001213900-25-045999","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RBC Bearings to acquire VACCO Industries from ESCO Technologies for $310M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of VACCO for $310M in cash; deal expected to close summer 2025.","VACCO generated ~$118M revenue in trailing twelve months ended March 31, 2025.","VACCO manufactures precision valves, manifolds, regulators, filters for space and naval defense.","Financed through borrowings under RBC's existing credit agreement and cash on hand.","VACCO to be integrated into RBC's Aerospace and Defense segment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152424,"accession_number":"0001213900-25-044635","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q4 net sales $437.7M (+5.8%); adj EPS $2.83 vs $2.47; guides Q1 sales $424-434M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $437.7M, up 5.8% YoY; Aerospace/Defense +10.6%, Industrial +3.3%.","GAAP diluted EPS $2.30 vs $1.91; adjusted diluted EPS $2.83 vs $2.47.","Full year net sales $1,636.3M (+4.9%); adj EBITDA margin 31.8% vs 30.9%.","Repaid $275M of debt in FY2025; trailing net leverage reduced to 1.7x.","Q1 FY2026 guidance: net sales $424-434M (4.4-6.8% growth); gross margin 44.25-44.75%."],"consensus_eps_estimate":2.8911,"consensus_eps_actual":7.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1636300000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171254,"accession_number":"0001213900-25-008591","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q3 FY2025: net sales $394.4M (+5.5%), diluted EPS $1.82 vs $1.39","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales increased 5.5% to $394.4 million; Aerospace/Defense segment up 10.7% and Industrial up 2.7%.","Diluted EPS rose 30.9% to $1.82; adjusted diluted EPS $2.34, a 26.5% increase.","Gross margin improved to 44.3% from 42.3% last year; operating income up 13.7% to $85.6M.","Free cash flow conversion was 127%; backlog reached $896.5 million as of December 28, 2024.","Q4 fiscal 2025 net sales guidance: $434M to $444M, representing 4.9% to 7.3% growth."],"consensus_eps_estimate":2.7616,"consensus_eps_actual":5.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":1198600000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188230,"accession_number":"0001213900-24-093227","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q2 FY2025 sales $397.9M (+3.2%), adj. EPS $2.29 (+5.1%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Aerospace/Defense sales +12.5% YoY; Industrial -1.4% YoY.","Adjusted diluted EPS $2.29 vs $2.17; GAAP EPS $1.65 vs $1.58.","Backlog $864.0M, up vs $825.8M prior quarter and $762.4M last year.","Q3 FY2025 sales guidance $390-400M (4.3%-7.0% YoY growth).","Series A preferred stock converted Oct 15, saving ~$23M in annual dividends."],"consensus_eps_estimate":2.7708,"consensus_eps_actual":3.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":804200000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188229,"accession_number":"0001213900-24-088513","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-10-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RBC Bearings converts Series A Preferred Stock to common; saves $23M/year in dividends","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Each Preferred share converted into 0.4413 common shares at minimum conversion rate of $226.63 (VWAP average $292.55).","Company issued 2,029,955 common shares; Preferred Stock is no longer outstanding.","Annual cash dividend savings of $23.0 million from elimination of Preferred Stock dividends.","Accrued dividend through conversion date paid separately on October 1 record date; conversion effective October 15, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188228,"accession_number":"0001213900-24-084444","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"RBC Bearings elects Frederick J. Elmy to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Frederick J. Elmy elected as Class III director to fill vacancy, term until 2025 annual meeting.","Elmy appointed to Audit Committee; board deemed him an audit committee financial expert.","Standard independent director compensation: $50,000 annual cash plus equity grants.","Elmy was a PwC partner for 27 years, retiring in 2021 with extensive audit and SEC experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204718,"accession_number":"0001213900-24-078622","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-09-13T23:59:59+00:00","items":["3.03","9.01"],"status":"ready","headline":"RBC Bearings amends charter to eliminate officer liability for fiduciary duty breaches","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendment with 79.1% of outstanding shares voted in favor (66.7% required).","Amendment eliminates personal liability of officers for monetary damages for breach of fiduciary duty of care.","Effective September 11, 2024, amends Article Eight of the certificate of incorporation.","Affects rights of holders of common stock (RBC) and preferred stock (RBCP)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204717,"accession_number":"0001213900-24-076126","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RBC Bearings shareholders approve all four proposals at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All three Class II director nominees elected: Crowell, Faghri, Kaplan; Kaplan received 16.5M for, 11.2M against.","Ratification of Ernst & Young as FY2025 auditor approved: 27.9M for, 0.4M against.","Charter amendment eliminating officer personal liability for fiduciary duty breach approved: 23.0M for, 4.7M against.","Advisory say-on-pay vote on executive compensation approved: 22.0M for, 5.7M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204716,"accession_number":"0001213900-24-064391","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q1 FY2025 adj. EPS $2.54 (+19.2% YoY); Aero/Def sales +23.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $406.3M (+5.0% YoY); Aerospace/Defense up 23.7%, Industrial down 3.5%.","GAAP diluted EPS $1.90; adjusted diluted EPS $2.54 vs $2.13 last year (+19.2%).","Gross margin 45.3% vs 43.4% last year; adjusted EBITDA margin 33.0% vs 31.1%.","Backlog $825.8M vs $765.2M a year ago; Q2 FY2025 guidance $395-405M sales.","Series A preferred stock converts to common on Oct 15, 2024, saving $23M/year in dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":1.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":406300000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221568,"accession_number":"0001213900-24-057164","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"RBC Bearings amends CEO/COO employment agreements; Hartnett base salary $1.5M, Bergeron $672,525","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Michael Hartnett new base salary $1.5M/year retroactive to March 31, 2024; COO Daniel Bergeron $672,525.","Initial term expires March 31, 2026 with automatic annual renewals unless 90-day nonrenewal notice.","New annual equity awards based on adjusted EBITDA, 5-year TSR vs peer group, and 3-year ROIC performance.","Hartnett receives either 20 hrs/year flight time or $120K annual non-business travel allowance.","Equity awards are fully vested shares (unrestricted) except Bergeron EBITDA award vests over 3 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221567,"accession_number":"0001213900-24-044549","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q4 sales $413.7M (+4.9% YoY); adj. EPS $2.47 vs $2.13; guides Q1 $415-420M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $1.91, adjusted EPS $2.47 (+16%); full year adj. EPS $8.62 vs $7.48.","Aerospace/Defense segment sales +16.8% YoY; Industrial segment -0.4%.","Backlog $726.1M at Mar 30, 2024, up from $663.8M a year earlier.","Preferred stock conversion on Oct 15, 2024 saves $23M annual cash; Q1 FY2025 sales guided $415-420M (+7.2-8.5%).","Full year free cash flow conversion 115% vs 107% prior year; net leverage targeted below 2.0x by FY2025 end."],"consensus_eps_estimate":null,"consensus_eps_actual":6.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":1560300000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241105,"accession_number":"0001213900-24-011362","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q3 sales $373.9M (+6.3% YoY); Aero/Def up 22.5%, adj. EPS $1.85","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.39, adjusted diluted EPS $1.85, vs $1.05 and $1.64 a year ago.","Gross margin improved to 42.3% from 41.5%; adjusted net income $60.0M (+12.4% YoY).","Aerospace/Defense segment sales surged 22.5% YoY; Industrial segment edged down 0.6%.","Backlog $652.1M, up from $613.6M a year earlier; Q4 FY2024 guidance $405-415M sales.","Operating income $75.2M (+7.0% GAAP); adjusted operating income $75.5M."],"consensus_eps_estimate":2.7616,"consensus_eps_actual":4.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":1146600000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258582,"accession_number":"0001213900-23-084979","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q2 FY2024 net sales $385.6M (+4.4% YoY); adjusted EPS $2.17 vs $1.93","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $385.6M (+4.4% YoY); Aerospace/Defense up 22.9%, Industrial down 2.8%.","GAAP diluted EPS $1.58; adjusted diluted EPS $2.17 vs $1.93 prior year.","Gross margin 43.1% vs 40.9%; adjusted EBITDA margin 31.7% vs 29.5%.","Backlog $641.3M stable QoQ; acquired Specline precision bearings co. for $18.7M.","Q3 guidance net sales $370-380M (+5.2-8.1%); FY2024 outlook ~$1.55-$1.60B."],"consensus_eps_estimate":2.7708,"consensus_eps_actual":3.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":772700000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275883,"accession_number":"0001213900-23-078414","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-09-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"RBC Bearings VP & GM Patrick Bannon to retire Dec 31, 2023 after 30+ years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Patrick S. Bannon, VP and General Manager and named executive officer, announced retirement effective December 31, 2023.","Bannon served over 30 years at RBC Bearings; no replacement has been named yet.","Retirement is described as planned; the company expressed gratitude for his contributions.","No changes to financial guidance or operations were disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275882,"accession_number":"0001213900-23-075082","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"RBC Bearings annual meeting: Director Ennico elected with 47% opposition; say-on-pay gets 45% dissent","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dr. Michael J. Hartnett re-elected with 26.5M For (96.9% of votes cast excluding broker non-votes).","Dolores J. Ennico re-elected with 14.3M For vs 13.0M Against/Withheld (47% opposition).","Ernst & Young ratified as auditor for FY2024: 27.4M For, 414K Against.","Advisory vote on executive compensation: 14.8M For, 12.2M Against (45% dissent), non-binding.","Shareholders approved 'every year' frequency for say-on-pay vote (27.0M votes for 1 year)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275881,"accession_number":"0001213900-23-069189","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RBC Bearings acquires Specline, Inc. for $18.7M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Specline, a precision bearing maker for commercial and defense aerospace, for $18.7M cash.","Specline had approximately $8.4M in net sales over the last twelve months and employs 38.","Based in Carson City, NV; founded in 1970, known for spherical bearings and rod ends.","CEO cites expanded aerospace product offering and enhanced production capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275880,"accession_number":"0001213900-23-063224","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q1 net sales $387M (+9.3%); GAAP EPS $1.52, adjusted $2.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $387.1M, +9.3% YoY; Aerospace/Defense +21.2%, Industrial +4.7%.","Gross margin 43.4% vs 39.9% last year; adjusted operating margin 22.0% vs 19.3%.","GAAP diluted EPS $1.52, adjusted diluted EPS $2.13; GAAP net income $50.0M, adjusted $67.7M.","Free cash flow $55.1M; net debt to adjusted EBITDA 2.84x; backlog $641.1M.","Q2 FY2024 outlook: net sales $380-390M; full year expected ~$1.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":387100000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293503,"accession_number":"0001213900-23-041336","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q4 net sales up 9.9% to $394.4M; adjusted EPS $2.13 vs $1.93 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.49, adjusted diluted EPS $2.13; net income $49.2M vs $31.5M YoY.","Industrial segment sales +7.4%; Aerospace/Defense +16.0% driving growth.","Full-year net sales $1,469.3M up 55.8%; adjusted operating margin 20.7% from 17.8%.","Term loan reduced $70M in Q4; $400M total reduction since Nov 2021.","Q1 FY2024 sales guidance $380-390M (7.3-10.1% growth vs prior year)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1469300000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314134,"accession_number":"0001213900-23-009820","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2023-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q3 fiscal 2023 net sales $351.6M (+31.7% YoY); adjusted EPS $1.64 vs $1.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS $1.64 vs $1.20 last year; GAAP diluted EPS $1.05 vs loss $0.18.","Organic net sales grew 12.7% YoY; Industrial segment organic up 11.8%, Aero/Defense up 13.2%.","Adjusted operating margin 20.4% vs 17.3%; adjusted net income attributable to common $47.7M vs $34.8M.","Backlog $613.6M at Dec 31, 2022, down from $653.2M at Oct 1 but up from $552.7M a year ago.","Q4 fiscal 2023 net sales guidance $375-385M, growth 4.5-7.3%; term loan reduced $60M in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":3.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":1074872000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332568,"accession_number":"0001213900-22-078207","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"RBC Bearings amends credit agreements to replace LIBOR with SOFR benchmark","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["First Amendment to Credit Agreement dated Dec 5, 2022 transitions $500M revolver and $1.3B term loan from LIBOR to SOFR.","New rate: Term SOFR + 0.10% credit spread adjustment + margin of 0.75%-2.00% based on leverage ratio.","SOFR floor set at 0.00% for U.S. dollar borrowings under the Facilities.","All lenders (100%) consented; amendment effective as of Dec 5, 2022.","Existing LIBOR loans remain until current interest period ends, then convert to Term SOFR loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332567,"accession_number":"0001213900-22-070876","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q2 fiscal 2023 revenue up 129% to $369.2M; adjusted EPS $1.93 vs $1.16","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.31, adjusted diluted EPS $1.93; net income $43.8M vs net loss $1.4M YoY.","Net sales $369.2M (+129.4% YoY), organic growth 9.9%; Industrial segment up 290.7% including $192.3M from Dodge.","Adjusted operating margin 20.6% vs 12.4% YoY; adjusted EBITDA margin 29.5% vs 28.2%.","Backlog $653.2M, up 43% from $456.7M a year ago; Q3 fiscal 2023 sales guidance $348M-$360M.","Entered $600M interest rate swap (fixed 4.455%) to hedge variable-rate Term Loan."],"consensus_eps_estimate":null,"consensus_eps_actual":2.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":723247000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350043,"accession_number":"0001213900-22-057009","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-09-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"RBC Bearings declares $1.25/shr preferred dividend payable Oct 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $1.25 per share declared on 5.00% Series A Mandatory Convertible Preferred Stock.","Payable October 15, 2022 to holders of record on October 1, 2022.","Aggregate dividend amount is $5,750,000.","Routine quarterly declaration; no change in dividend rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350042,"accession_number":"0001213900-22-055928","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-09-14T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"RBC Bearings to voluntarily transfer listing from Nasdaq to NYSE, tickers to RBC/RBCP","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Common and Series A Preferred Stock will begin trading on NYSE on Sept 26, 2022.","Current Nasdaq tickers ROLL and ROLLP will change to RBC and RBCP, respectively.","Nasdaq trading ends at market close on Sept 23, 2022; transfer approved by Board.","No change in corporate structure or shareholder rights as a result of the transfer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350041,"accession_number":"0001213900-22-055029","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-09-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RBC Bearings shareholders reject advisory say-on-pay; all three director nominees elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay vote: 8,831,362 for, 18,434,020 against (majority against).","Directors Michael H. Ambrose, Daniel A. Bergeron, Edward D. Stewart elected with 21.97M, 24.39M, 15.48M votes for respectively.","Ratification of Ernst & Young as auditor for FY2023 passed with 27.32M votes for, 626k against.","Advisory vote on executive compensation was non-binding, but signals shareholder discontent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.15,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350040,"accession_number":"0001213900-22-048208","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-08-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"RBC Bearings changes adjusted EPS presentation; furnishes historical reconciliations","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company will change presentation of non-GAAP adjusted EPS in future releases for comparability.","Reconciliation provided for each quarter of FY2022 (ended Apr 2, 2022) and FY2021 (ended Apr 3, 2021).","Adjusted diluted EPS: FY2022 Q4 $1.93, full year $5.56; FY2021 Q4 $1.27, full year $4.69.","Adjustments include M&A amortization, transaction costs, inventory step-up, stock compensation, etc.","No change to reported GAAP EPS; only presentation of non-GAAP metric updated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350039,"accession_number":"0001213900-22-044595","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["1.01","2.02","4.02","5.02","9.01"],"status":"ready","headline":"RBC Bearings Q1 sales up 127%; restates prior years on stock-comp error, material weakness identified","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $354.1M (+126.7% YoY); GAAP EPS $1.09, adj. EPS $1.19.","Q2 guidance: net sales $355-365M (121-127% growth YoY).","Non-reliance on FY2020-22 financials; restating SG&A for stock-comp error; material weakness in ICFR.","CEO and COO employment agreements amended to remove vesting acceleration provisions.","Backlog $635.7M vs $420.2M a year ago; Dodge acquisition contributed $177.5M to sales."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":354080000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367166,"accession_number":"0001213900-22-033641","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-06-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"RBC Bearings declares $1.25/share preferred dividend; payable July 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend on 5.00% Series A Mandatory Convertible Preferred Stock: $1.25 per share.","Payable July 15, 2022 to holders of record July 1, 2022.","Aggregate dividend amount of $5,750,000."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367165,"accession_number":"0001213900-22-032056","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-06-09T23:59:59+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"RBC Bearings CEO and COO forgo $10.85M and $5.03M in compensation under new equity program","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Hartnett and COO Bergeron each waived previously earned equity awards worth $16.8M and $7.37M, receiving restricted stock worth $5.99M and $2.34M.","New compensation program replaces one-year equity cycle with three-year performance metrics based on EBITDA and ROIC.","CEO base salary increased retroactively to $950,000; COO base salary raised to $610,000 retroactively.","Employment agreements amended and restated, initial term expires March 31, 2024, with automatic annual renewal.","Changes were made in response to recent say-on-pay results and approved by Compensation Committee on June 3, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367164,"accession_number":"0001213900-22-029632","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q4 net sales $358.9M (+123.9% YoY); adj. EPS $1.26; Q1 outlook $355-365M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adj. diluted EPS $1.26 vs $1.08 prior year; GAAP diluted EPS $0.92 vs $0.99.","Q4 net sales $358.9M (organic +10.4%); Industrial segment +297.3% helped by Dodge acquisition.","Q4 adj. gross margin 40.2%; adj. operating margin 19.6% vs 20.3% last year.","Backlog $603.1M at April 2, 2022, up from $552.7M at Jan 1, 2022.","Q1 FY2023 net sales guided $355-365M, growth of 127.3%-133.7% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":942937000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367163,"accession_number":"0001213900-22-029031","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-05-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"RBC Bearings elects Dr. Amir Faghri to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Amir Faghri elected as Class II director effective May 17, 2022, term until 2024 annual meeting.","He will also serve on the Compensation Committee.","Standard independent director compensation: $50,000 annual cash (paid quarterly) plus annual equity grants.","RBC Bearings trades as ROLL (common) and ROLLP (preferred) on Nasdaq."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367162,"accession_number":"0001213900-22-026589","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-05-16T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"RBC Bearings Board member Alan B. Levine retires; Edward D. Stewart named Audit Committee Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alan B. Levine retired from the Board effective May 13, 2022.","Edward D. Stewart succeeded Mr. Levine as Chairman of the Audit Committee.","No other board or committee changes were announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386541,"accession_number":"0001213900-22-013810","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-03-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"RBC Bearings declares $1.25/share preferred dividend; $5.75M total, payable April 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $1.25 per share on 5.00% Series A Mandatory Convertible Preferred Stock.","Payable April 15, 2022 to holders of record April 1, 2022.","Aggregate dividend amount of $5,750,000.","Board declared dividend on March 17, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386540,"accession_number":"0001213900-22-006267","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2022-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q3 revenue $267M (+83% YoY); adj. EPS $0.70, Q4 guidance $340-350M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $267.0M, up 83% YoY; organic growth 7.6%. Industrial segment +230.4%, Aerospace/Defense flat.","GAAP net loss available to common ($5.8M); diluted EPS ($0.20). Adjusted net income $26.1M, adj. EPS $0.70.","Q4 fiscal 2022 revenue guidance $340-350M including three months of Dodge acquisition.","Adjusted gross margin 37.6% vs 38.7% last year; adjusted EBITDA 26.7% vs 28.1%.","Backlog $552.7M, up from $393.9M a year ago and $456.7M last quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":584058000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":404465,"accession_number":"0001213900-21-066551","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-12-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"RBC Bearings declares $1.5417/share preferred dividend payable Jan 15, 2022","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $1.5417 per share on 5.00% Series A Mandatory Convertible Preferred Stock.","Payable on January 15, 2022 to holders of record on January 1, 2022.","Aggregate dividend amount is $7,091,820."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":404464,"accession_number":"0001213900-21-058455","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RBC Bearings Q2 net sales $160.9M (+10%); completed $2.9B Dodge acquisition; Q3 outlook $245-255M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS GAAP $0.25 vs $0.82 YoY; adjusted EPS $0.89 vs $0.93 YoY.","Industrial sales up 31.1% YoY; aerospace down 4.4%.","Completed acquisition of Dodge for $2.9B on Nov 1, financed with debt and equity.","Q3 guidance: net sales $245-$255M including two months of Dodge, growth 68-74.8%.","Backlog $456.7M vs $403M prior year; cash from ops $40.2M vs $26.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":317105000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":404463,"accession_number":"0001213900-21-055859","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-11-02T23:59:59+00:00","items":["1.01","1.02","2.01","2.03","9.01"],"status":"ready","headline":"RBC Bearings completes acquisition of ABB's Dodge mechanical power transmission division","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired ABB's mechanical power transmission division (Dodge brand) on Nov 1, 2021 for an undisclosed cash purchase price.","Funded acquisition with $1.3B term loan and $500M revolver from new Wells Fargo-led credit agreement maturing Nov 2, 2026.","Also issued $500M 4.375% senior notes due 2029 and completed equity offerings (common and mandatory convertible preferred).","Terminated existing credit agreement with no early termination penalties; new facility has 5.50x max leverage and 2.00x min interest coverage covenants.","Proceeds used for acquisition, fees, expenses, and general corporate purposes; quarterly amortization of term loan begins March 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":404462,"accession_number":"0001104659-21-124183","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-10-07T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"RBC Bearings issues $500M 4.375% senior notes due 2029 to fund Dodge acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M 4.375% senior notes due 2029; proceeds escrowed pending ABB's Dodge MPT acquisition.","Notes secured by escrow funds until acquisition closes; after, guaranteed on senior unsecured basis by RBC Bearings and subsidiaries.","Special mandatory redemption at 100% if acquisition not completed by Feb 23, 2022.","Issuer may redeem notes on/after Oct 15, 2024 at redemption prices; up to 40% with equity proceeds before Oct 15, 2024 at 104.375%.","Financing complements prior equity offerings (3.45M common + 4.6M mandatory convertible preferred) and expected $1.3B term loan and $500M revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":423460,"accession_number":"0001104659-21-119176","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-09-24T23:59:59+00:00","items":["1.01","3.03","5.03","8.01","9.01"],"status":"ready","headline":"RBC Bearings issues $460M mandatory convertible preferred and 3.45M common shares for Dodge acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 4.6M shares of 5.00% Series A Mandatory Convertible Preferred Stock at $100 liquidation preference, raising $460M.","Issued 3.45M shares of common stock in a public offering, including 450K shares from over-allotment option.","Credit agreement amended to permit up to $600M in senior unsecured notes and $1.15B in mandatory convertible preferred stock.","Proceeds will fund pending acquisition of ABB's Dodge Mechanical Power Transmission business and related fees.","If Dodge acquisition does not close by Jan 26, 2022, mandatory convertible preferred stock may be redeemed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":423459,"accession_number":"0001104659-21-117335","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-09-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RBC Bearings files Dodge financials: 2020 rev $550M, net income $67.6M for pending acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Dodge 2020 revenue $549.9M, net income $67.6M; 2019 revenue $612.4M, net income $77.0M.","Dodge total assets $1.35B as of Dec 31, 2020, including goodwill of $809.9M.","Pro forma combined financials for FY2021 (year ended Apr 3, 2021) and Q1 FY2022 filed as Exhibit 99.3.","Acquisition of Dodge from ABB announced July 2021; closing subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":423458,"accession_number":"0001213900-21-047438","cik":1324948,"company_name":"RBC Bearings INC","ticker":"RBC","form_type":"8-K","filed_at":"2021-09-10T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"RBC Bearings shareholders reject say-on-pay, two director nominees fail to get majority support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay resolution rejected: 17,695,037 against vs 6,064,180 for.","Directors Crowell and Levine received majority withheld votes (14.6M and 14.0M withheld); only Kaplan elected with 16.9M for.","2021 Long Term Incentive Plan approved (15.4M for, 8.4M against), authorizing 1.5M shares for future equity awards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18293778398.19348,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-09-10T23:59:59+00:00|423458"}