---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-012574"
form_type: "8-K"
ticker: "RBC"
cik: "0001324948"
company_name: "RBC Bearings INC"
filed_at: "2026-02-05T23:59:59+00:00"
generated_at: "2026-05-16T04:20:01.480699+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# RBC Bearings Q3 adjusted EPS $3.04, up 29.9% YoY; sales up 17%, backlog doubles to $2.1B

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-26-012574
- form_type: 8-K
- ticker: RBC
- cik: 0001324948
- company_name: RBC Bearings INC
- filed_at: 2026-02-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1324948/000121390026012574/0001213900-26-012574-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1324948/000121390026012574/ea0275716-8k_rbcbear.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-012574
- JSON: https://secwatch.observer/filing/0001213900-26-012574.json
- Plain text: https://secwatch.observer/filing/0001213900-26-012574.txt

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