AI brief of an SEC Form 8-K · RBC Bearings (RBC)

RBC Bearings Q3 sales rise 17.0% to $461.6 million; diluted EPS $2.13

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyRBC Bearings (RBC)
Form8-K, current report
Filed with the SECFeb 5, 2026, 9:20 AM ET
Accession number0001213900-26-012574

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.