{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-057223","form_type":"8-K","ticker":"RBC","cik":"0001324948","company_name":"RBC Bearings INC","filed_at":"2026-05-15T13:26:52+00:00","discovered_at":"2026-05-15T13:28:00.184550+00:00","generated_at":"2026-05-15T13:29:40.093761+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"RBC Bearings Q4 net sales +18.3% to $518M; Aero/Def +41.2%; adj. EPS $3.62 vs $2.83","bullets":["Q4 GAAP diluted EPS $2.89; adjusted diluted EPS $3.62, up 27.9% YoY.","Full-year FY2026 net sales $1,870.9M (+14.3%); adj. diluted EPS $12.39 vs $10.01.","Backlog rose to $2.3B from $2.1B at prior quarter-end and $0.9B a year ago.","Q1 FY2027 guidance: sales $500M–$510M (+14.7%–17.0%); adj. gross margin 45.25%–45.5%.","Aerospace & Defense segment grew 41.2% in Q4; VACCO acquisition contributed $30M."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-057223","json":"https://secwatch.observer/filing/0001213900-26-057223.json","markdown":"https://secwatch.observer/filing/0001213900-26-057223.md","text":"https://secwatch.observer/filing/0001213900-26-057223.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/0001213900-26-057223-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/ea0291009-8k_rbcbearings.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T13:29:40.093761+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1c5b9ae3c07bfff637f5ad681c6f578adcf9b06a","claim":"RBC Bearings INC reported full year fiscal 2026 results: revenue $1,870.9 million, net income $287.6 million.","evidence_excerpt":"% 28.7 % Diluted EPS $ 2.89 $ 3.62 $ 2.30 $ 2.83 25.7 % 27.9 % (1) Results exclude items in reconciliation below. Fiscal 2026 Financial Highlights ● Fiscal 2026 net sales of $1,870.9 million increased 14.3% over last year, Aerospace & Defense up 32.9% and Industrial up 3.8%. ● Gross margin of 44.4% for fiscal 2026 compared to 44.4% last year; Adjusted gross margin of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/0001213900-26-057223-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year fiscal 2026"},{"label":"Revenue","value":"$1,870.9 million"},{"label":"Net income","value":"$287.6 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e22bee0e0a37faa24e9e42d87b6979f7803ee72a","claim":"RBC Bearings INC reported the quarter ended March 28, 2026 results: revenue $518.0 million, net income $91.7 million.","evidence_excerpt":"aerospace and defense markets, today reported results for the fourth quarter and full year fiscal 2026. Fourth Quarter Financial Highlights ● Fourth quarter net sales of $518.0 million increased 18.3% over last year, Aerospace & Defense up 41.2% and Industrial up 5.5%. ● Gross margin of 44.4% for the fourth quarter of fiscal 2026 compared to 44.2% last year;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/0001213900-26-057223-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 28, 2026"},{"label":"Revenue","value":"$518.0 million"},{"label":"Net income","value":"$91.7 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}