secwatch.observer — SEC 8-K summary
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Issuer:     RBC Bearings INC (RBC)
CIK:        0001324948
Form:       8-K
Filed at:   2025-10-31T23:59:59+00:00
Accession:  0001213900-25-104431
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1324948/000121390025104431/0001213900-25-104431-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1324948/000121390025104431/ea0262538-8k_rbcbear.htm
  HTML page:      https://secwatch.observer/filing/0001213900-25-104431

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