secwatch.observer — SEC 8-K summary
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Issuer:     RBC Bearings INC (RBC)
CIK:        0001324948
Form:       8-K
Filed at:   2026-05-15T13:26:52+00:00
Accession:  0001213900-26-057223
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/0001213900-26-057223-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1324948/000121390026057223/ea0291009-8k_rbcbearings.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-057223

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