Recent 8-K filings for RBC

• May 15, 2026, 9:26 AM ET earnings materiality 0.75 positive item 2.02item 9.01

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

  Q4 GAAP diluted EPS $2.89; adjusted diluted EPS $3.62, up 27.9% YoY.

• February 5, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

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

  Net sales $461.6M (+17% YoY); A&D segment up 41.5%, Industrial up 3.1%.

• October 31, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  RBC Bearings Q2 FY2026: Net sales +14.4% to $455.3M; adj. EPS $2.88

  Sales growth driven by Aerospace/Defense (+38.8%); Industrial +0.7%; VACCO contributed $24.7M.

• October 30, 2025, 7:59 PM ET debt materiality 0.55 positive item 1.01item 2.03 ◈ Debt Financings

  RBC Bearings extends $500M revolver maturity to 2030; removes interest coverage covenant

  Revolving credit facility maturity extended from Nov 2, 2026 to Oct 28, 2030.

• September 5, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  RBC Bearings shareholders reelect directors, ratify auditor, approve say-on-pay

  All four director nominees elected: Bergeron (29.2M for), Boyan (29.4M), Stewart (23.0M), Elmy (29.8M).

• August 1, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  RBC Bearings Q1 FY2026 sales up 7.3% to $436M; EPS $2.17 GAAP, $2.84 adjusted

  Net sales $436M vs $406.3M YoY (+7.3%); A&D segment +10.4%, Industrial +5.5%.

• July 21, 2025, 7:59 PM ET M&A materiality 0.70 positive item 2.03item 8.01item 9.01 ◈ Debt Financings

  RBC Bearings completes $275M acquisition of VACCO Industries; draws $200M from revolver

  Subsidiary Roller Bearing Company of America drew $200M on $500M revolver to partially fund the all-cash $275M purchase.

• May 20, 2025, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  RBC Bearings to acquire VACCO Industries from ESCO Technologies for $310M cash

  Acquisition of VACCO for $310M in cash; deal expected to close summer 2025.

• May 16, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  RBC Bearings Q4 net sales $437.7M (+5.8%); adj EPS $2.83 vs $2.47; guides Q1 sales $424-434M

  Q4 net sales $437.7M, up 5.8% YoY; Aerospace/Defense +10.6%, Industrial +3.3%.

• January 31, 2025, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  RBC Bearings Q3 FY2025: net sales $394.4M (+5.5%), diluted EPS $1.82 vs $1.39

  Net sales increased 5.5% to $394.4 million; Aerospace/Defense segment up 10.7% and Industrial up 2.7%.

• November 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  RBC Bearings Q2 FY2025 sales $397.9M (+3.2%), adj. EPS $2.29 (+5.1%)

  Aerospace/Defense sales +12.5% YoY; Industrial -1.4% YoY.

• October 17, 2024, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  RBC Bearings converts Series A Preferred Stock to common; saves $23M/year in dividends

  Each Preferred share converted into 0.4413 common shares at minimum conversion rate of $226.63 (VWAP average $292.55).

• October 2, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01 ◈ executive_change

  RBC Bearings elects Frederick J. Elmy to board of directors

  Frederick J. Elmy elected as Class III director to fill vacancy, term until 2025 annual meeting.

• September 13, 2024, 7:59 PM ET other material materiality 0.35 neutral item 3.03item 9.01

  RBC Bearings amends charter to eliminate officer liability for fiduciary duty breaches

  Stockholders approved amendment with 79.1% of outstanding shares voted in favor (66.7% required).

• September 5, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  RBC Bearings shareholders approve all four proposals at 2024 annual meeting

  All three Class II director nominees elected: Crowell, Faghri, Kaplan; Kaplan received 16.5M for, 11.2M against.

• August 2, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  RBC Bearings Q1 FY2025 adj. EPS $2.54 (+19.2% YoY); Aero/Def sales +23.7%

  Net sales $406.3M (+5.0% YoY); Aerospace/Defense up 23.7%, Industrial down 3.5%.

• June 28, 2024, 7:59 PM ET leadership materiality 0.55 neutral item 1.01item 5.02item 9.01

  RBC Bearings amends CEO/COO employment agreements; Hartnett base salary $1.5M, Bergeron $672,525

  CEO Michael Hartnett new base salary $1.5M/year retroactive to March 31, 2024; COO Daniel Bergeron $672,525.

• May 17, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  RBC Bearings Q4 sales $413.7M (+4.9% YoY); adj. EPS $2.47 vs $2.13; guides Q1 $415-420M

  Q4 GAAP diluted EPS $1.91, adjusted EPS $2.47 (+16%); full year adj. EPS $8.62 vs $7.48.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

12 positive 0 negative 6 neutral

source · RBC on sec.gov