secwatch.observer — SEC 8-K summary
======================================

Issuer:     RBC Bearings INC (RBC)
CIK:        0001324948
Form:       8-K
Filed at:   2025-08-01T23:59:59+00:00
Accession:  0001213900-25-070319
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

RBC Bearings Q1 FY2026 sales up 7.3% to $436M; EPS $2.17 GAAP, $2.84 adjusted
-----------------------------------------------------------------------------

- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1324948/000121390025070319/0001213900-25-070319-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1324948/000121390025070319/ea0251226-8k_rbcbear.htm
  HTML page:      https://secwatch.observer/filing/0001213900-25-070319

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer