secwatch.observer — SEC 8-K summary
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Issuer:     RBC Bearings INC (RBC)
CIK:        0001324948
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001213900-26-012574
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1324948/000121390026012574/0001213900-26-012574-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1324948/000121390026012574/ea0275716-8k_rbcbear.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-012574

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