---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-25-104431"
form_type: "8-K"
ticker: "RBC"
cik: "0001324948"
company_name: "RBC Bearings INC"
filed_at: "2025-10-31T23:59:59+00:00"
generated_at: "2026-05-17T01:04:54.790395+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# RBC Bearings Q2 FY2026: Net sales +14.4% to $455.3M; adj. EPS $2.88

## Summary
- 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).

## SEC filing metadata
- accession: 0001213900-25-104431
- form_type: 8-K
- ticker: RBC
- cik: 0001324948
- company_name: RBC Bearings INC
- filed_at: 2025-10-31T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1324948/000121390025104431/0001213900-25-104431-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1324948/000121390025104431/ea0262538-8k_rbcbear.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-25-104431
- JSON: https://secwatch.observer/filing/0001213900-25-104431.json
- Plain text: https://secwatch.observer/filing/0001213900-25-104431.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.