Every material Form 8-K RBC Bearings filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every RBC Bearings filing is on SEC EDGAR ↗. 8-K briefs of other companies →