---
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"
generated_at: "2026-05-15T13:29:40.093761+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# RBC Bearings Q4 net sales +18.3% to $518M; Aero/Def +41.2%; adj. EPS $3.62 vs $2.83

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1324948/000121390026057223/0001213900-26-057223-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/ea0291009-8k_rbcbearings.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-057223
- JSON: https://secwatch.observer/filing/0001213900-26-057223.json
- Plain text: https://secwatch.observer/filing/0001213900-26-057223.txt

## Key facts
- Earnings Releases
  RBC Bearings INC reported full year fiscal 2026 results: revenue $1,870.9 million, net income $287.6 million.
  - Period: full year fiscal 2026
  - Revenue: $1,870.9 million
  - Net income: $287.6 million
  - Result: reported results
  source text: % 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_url: https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/0001213900-26-057223-index.htm
- Earnings Releases
  RBC Bearings INC reported the quarter ended March 28, 2026 results: revenue $518.0 million, net income $91.7 million.
  - Period: the quarter ended March 28, 2026
  - Revenue: $518.0 million
  - Net income: $91.7 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/0001213900-26-057223-index.htm

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