Every material Form 8-K RBC Bearings has filed with the SEC since May 17, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
RBC Bearings reported second quarter fiscal 2027 net sales of $524.6 million, representing a 15.2% increase compared to the same period last year, alongside net income of $93.8 million. The results reflect strong performance across both Aerospace & Defense and Industrial segments, contributing to increased profitability and debt reduction. Shareholders also received third quarter fiscal 2027 guidance projecting net sales between $520.0 million and $525.0 million.
Second quarter net sales reached $524.6 million, up 15.2% year-over-year.
Diluted EPS increased to $2.96 on a GAAP basis and $3.74 on an adjusted basis for the quarter ended September 26, 2026.
Backlog totaled $2.4 billion as of September 26, 2026.
Third quarter fiscal 2027 net sales are expected to range between $520.0 million and $525.0 million.
Director Frederick J. Elmy retired from the RBC Bearings board on September 3, 2026, the same day as the annual stockholder meeting. Stockholders elected the company's director nominees, ratified Ernst & Young LLP as auditor for fiscal 2027, and approved executive pay on an advisory basis, so these are routine governance outcomes.
Frederick J. Elmy retired from the Board of Directors on September 3, 2026.
Dr. Michael J. Hartnett received 27,410,015 for votes and Dolores J. Ennico received 21,681,115 for votes in the Class III director election.
Ernst & Young LLP was ratified as independent auditor for fiscal year 2027 with 29,148,374 for votes against 310,987.
Advisory say-on-pay proposal received 26,967,486 for votes against 1,172,452.
RBC Bearings reported fiscal first quarter 2027 results for the quarter ended June 27, 2026, with net sales of $519.5 million, up 19.2% from a year earlier, and GAAP net income of $101.5 million, up from $68.5 million. The company also guided second quarter fiscal 2027 net sales to $505.0 million to $515.0 million, which would be growth of 10.9% to 13.1%.
Net sales were $519.5 million, up 19.2%; Aerospace & Defense rose 36.9% and Industrial rose 8.4%.
GAAP diluted EPS was $3.20 versus $2.17 a year earlier; adjusted diluted EPS was $3.88 versus $2.84.
GAAP gross margin was 47.7% versus 44.8%, and operating income was $140.8 million versus $101.1 million.
Second quarter fiscal 2027 outlook: net sales of $505.0 million to $515.0 million; gross margin of 45.5% to 45.75%.
RBC Bearings entered into a new amended and restated employment agreement with CEO Michael Hartnett and an amendment to COO Daniel Bergeron's 2024 agreement, both dated June 23, 2026. The filing changes how equity awards are sized, using the average closing stock price over the six months before the 10-K filing, and aligns ROIC definitions with the company's historical practice.
Hartnett's base salary rises 3.0% to $1,591,350 per year, retroactive to June 1, 2026.
Bergeron's base salary rises 3.0% to $713,482, effective June 1, 2026.
Hartnett's new agreement has an initial term ending March 31, 2027, with automatic annual renewals unless either party gives 90 days' notice.
Equity awards for both executives will be sized on the six-month average closing price before the 10-K filing, rather than the award-date closing price.
RBC Bearings reported fourth quarter fiscal 2026 net sales of $518.0 million, up 18.3% from a year earlier, with GAAP net income of $91.7 million and GAAP diluted EPS of $2.89, up from $2.30. For the full fiscal year, net sales rose 14.3% to $1,870.9 million and GAAP diluted EPS was $9.09, compared with $7.70. The company expects first quarter fiscal 2027 net sales of $500.0 million to $510.0 million, growth of 14.7% to 17.0%.
Fourth quarter net sales of $518.0 million, up 18.3%; Aerospace & Defense up 41.2%, Industrial up 5.5%
Fourth quarter GAAP net income of $91.7 million vs $72.7 million; diluted EPS of $2.89 vs $2.30
Fiscal 2026 net sales of $1,870.9 million, up 14.3%; GAAP diluted EPS of $9.09 vs $7.70
First quarter fiscal 2027 net sales expected at $500.0 million to $510.0 million; backlog $2.3 billion as of March 28, 2026
RBC Bearings reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025, with net sales of $461.6 million, up 17.0% from $394.4 million a year earlier, and GAAP diluted EPS of $2.13 versus $1.82. The company also gave a fourth-quarter fiscal 2026 net sales outlook of $495.0 million to $505.0 million, which implies growth of 13.1% to 15.4%, and both sales and profit improved from the prior year.
Net sales rose 17.0% to $461.6 million; Aerospace/Defense rose 41.5% and Industrial rose 3.1%.
GAAP diluted EPS was $2.13 versus $1.82; adjusted diluted EPS was $3.04 versus $2.34.
Free cash flow was $99.1 million versus $73.6 million a year earlier.
Fourth-quarter fiscal 2026 net sales are expected at $495.0 million to $505.0 million; backlog was $2.1 billion as of December 27, 2025.
RBC Bearings reported fiscal second quarter 2026 results for the quarter ended September 27, 2025. Net sales rose 14.4% to $455.3 million, and GAAP diluted EPS was $1.90 versus $1.65 a year earlier. The company expects third quarter fiscal 2026 net sales of $454.0 million to $462.0 million, growth of 15.1% to 17.1%.
Net sales $455.3 million, up 14.4% from $397.9 million; Aerospace/Defense up 38.8%, Industrial up 0.7%
GAAP diluted EPS $1.90 vs. $1.65 last year; adjusted diluted EPS $2.88 vs. $2.29
Third quarter fiscal 2026 net sales outlook $454.0 million to $462.0 million
Backlog $1.6 billion as of September 27, 2025, up from $1.0 billion on June 28, 2025
RBC Bearings and its subsidiary Roller Bearing Company of America signed a Second Amendment to their credit agreement with Wells Fargo Bank, National Association, as administrative agent, on October 28, 2025. The amendment extends the expiration of the $500 million revolving credit facility to October 28, 2030 and removes the consolidated interest coverage ratio covenant. The $1.3 billion term loan still matures and is repayable in full on November 2, 2026, under the existing terms.
Revolving credit facility expiration extended from November 2, 2026 to October 28, 2030
Consolidated interest coverage ratio covenant removed
The $1.3 billion term loan remains due in full on November 2, 2026
Amendment signed October 28, 2025 with Wells Fargo Bank, National Association, as administrative agent
RBC Bearings reported fiscal first quarter 2026 results for the quarter ended June 28, 2025, with net sales up 7.3% to $436.0 million and GAAP diluted EPS of $2.17, compared with $1.90 a year earlier. The company also guided second-quarter net sales to $445.0 million to $455.0 million, or growth of 11.8% to 14.4%, which matters to shareholders because it signals the company's expected sales trajectory.
Net sales of $436.0 million rose 7.3% from $406.3 million; Aerospace/Defense rose 10.4% and Industrial rose 5.5%.
GAAP net income attributable to common stockholders was $68.5 million, up from $55.7 million; GAAP diluted EPS was $2.17 versus $1.90.
Gross margin was 44.8% versus 45.3% a year earlier; adjusted operating income was $105.3 million.
Second-quarter fiscal 2026 outlook: net sales of $445.0 million to $455.0 million and gross margin of 44.0% to 44.25%.
RBC Bearings reported fourth-quarter and full-year fiscal 2025 results for the periods ended March 29, 2025. Fourth-quarter net sales rose 5.8% to $437.7 million, and GAAP diluted EPS rose to $2.30 from $1.91, while full-year net sales rose 4.9% to $1,636.3 million and full-year GAAP diluted EPS rose to $7.70 from $6.41. The company also expects first-quarter fiscal 2026 net sales of $424.0 million to $434.0 million.
Fourth-quarter net sales of $437.7 million, up 5.8%; Aerospace/Defense up 10.6%, Industrial up 3.3%
Fourth-quarter GAAP diluted EPS of $2.30 versus $1.91 a year earlier; adjusted diluted EPS of $2.83 versus $2.47
Full-year fiscal 2025 GAAP diluted EPS of $7.70 versus $6.41; backlog of $940.7 million as of March 29, 2025
First-quarter fiscal 2026 outlook: net sales of $424.0 million to $434.0 million, growth of 4.4% to 6.8%
RBC Bearings reported fiscal third-quarter 2025 results for the quarter ended December 28, 2024, with net sales of $394.4 million, up 5.5%, and GAAP diluted EPS of $1.82, up 30.9%. The company also expects fourth-quarter net sales of $434.0 million to $444.0 million, a growth rate of 4.9% to 7.3% over last year, which indicates continued top-line growth for shareholders.
Net sales were $394.4 million, up 5.5%; Aerospace/Defense segment rose 10.7% and Industrial segment rose 2.7%.
GAAP diluted EPS was $1.82 versus $1.39 a year earlier; adjusted diluted EPS was $2.34 versus $1.85, up 26.5%.
Fourth-quarter fiscal 2025 net sales are expected at $434.0 million to $444.0 million, with gross margin of 44.0% to 44.5%.
Backlog as of December 28, 2024, was $896.5 million, compared with $864.0 million on September 28, 2024.
RBC Bearings reported fiscal second-quarter 2025 results for the quarter ended September 28, 2024, with net sales up 3.2% and GAAP diluted EPS up 4.4%. Aerospace/Defense sales rose 12.5% while Industrial sales fell 1.4%, and the company gave third-quarter net sales guidance of $390.0 million to $400.0 million.
Net sales were $397.9 million, up 3.2% from $385.6 million a year earlier; Aerospace/Defense rose 12.5% and Industrial fell 1.4%.
GAAP diluted EPS was $1.65 versus $1.58; adjusted diluted EPS was $2.29 versus $2.17. GAAP operating income fell 1.9% to $86.1 million.
Third-quarter fiscal 2025 net sales are expected at $390.0 million to $400.0 million, growth of 4.3% to 7.0%.
Series A mandatory convertible preferred stock converted to common stock on October 15, 2024; the company says ending preferred dividends will save $23.0 million annually.
RBC Bearings' board elected Frederick J. Elmy as a director on October 1, 2024, filling a vacancy and raising the board to nine directors. He joins the Audit Committee and the board has determined he is an audit committee financial expert; he retired from PricewaterhouseCoopers in 2021.
Elmy elected October 1, 2024 to fill a board vacancy; board now has nine directors
Standard independent director pay: $50,000 annual cash, paid quarterly, plus discretionary annual stock option and restricted stock grants
Joins the Audit Committee and is determined to be an audit committee financial expert
Served at PricewaterhouseCoopers from 1982, became partner in 1994, retired in 2021
RBC Bearings reported fiscal first quarter 2025 results for the quarter ended June 29, 2024, with net sales of $406.3 million, up 5.0% from a year earlier, and GAAP net income of $61.4 million, up from $50.0 million. Diluted EPS attributable to common stockholders was $1.90, compared with $1.52, and the company expects second quarter net sales of $395.0 million to $405.0 million, a growth rate of 2.4% to 5.0%.
Net sales $406.3 million, up 5.0%; Aerospace/Defense up 23.7% and Industrial down 3.5%
GAAP net income attributable to common stockholders $55.7 million vs $44.3 million; diluted EPS $1.90 vs $1.52
Adjusted diluted EPS $2.54 vs $2.13; backlog $825.8 million as of June 29, 2024
Q2 fiscal 2025 net sales outlook $395.0 million to $405.0 million vs $385.6 million last year
On June 27, 2024, RBC Bearings amended and restated the employment agreements of CEO Dr. Michael J. Hartnett and COO Daniel A. Bergeron, with initial terms expiring March 31, 2026 and automatic annual renewals. The new agreements set Hartnett's base salary at $1,500,000 and Bergeron's at $672,525, and add three annual equity awards tied to adjusted EBITDA, five-year TSR and three-year ROIC, which shareholders may watch as a measure of how pay is linked to performance.
Hartnett base salary set at $1,500,000 per year, retroactive to March 31, 2024; Bergeron base salary set at $672,525 per year
Initial term of both agreements expires March 31, 2026, with automatic annual renewals unless either party gives 90 days' notice
New equity awards based on one-year adjusted EBITDA, five-year TSR versus peer average, and three-year ROIC, with first TSR and ROIC awards in fiscal 2028
RBC Bearings reported fourth-quarter and full-year fiscal 2024 results, with net sales up 4.9% in the quarter and 6.2% for the year, and GAAP diluted EPS rising to $1.91 and $6.41. The company also guided first-quarter fiscal 2025 net sales to $415.0 million to $420.0 million, a growth rate of 7.2% to 8.5%, which points to continued revenue growth for shareholders.
Q4 fiscal 2024 net sales were $413.7 million, up 4.9%, with Aerospace/Defense up 16.8% and Industrial down 0.4%.
Fiscal 2024 GAAP diluted EPS was $6.41, versus $4.94 in fiscal 2023; adjusted diluted EPS was $8.62.
Backlog was $726.1 million as of March 30, 2024, compared with $663.8 million a year earlier.
Q1 fiscal 2025 net sales outlook is $415.0 million to $420.0 million, versus $387.1 million a year earlier.
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