Welcome to our dedicated page for Rbc Bearings SEC filings (Ticker: RBC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The RBC Bearings Incorporated (NYSE: RBC) SEC filings page provides access to the company’s official regulatory documents filed with the U.S. Securities and Exchange Commission. As an issuer listed on the New York Stock Exchange, RBC Bearings files annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K, along with other required disclosures related to its common stock.
RBC Bearings uses its SEC filings to report detailed financial information for its Industrial and Aerospace/Defense segments, including net sales, gross margin, operating income, net income and backlog data. The company also explains its use of non-GAAP measures such as Adjusted gross margin, Adjusted operating income, Adjusted net income attributable to common stockholders, Adjusted earnings per share and Adjusted EBITDA, providing reconciliations to the most comparable GAAP measures. Filings and attached press releases describe how these metrics exclude items like restructuring costs, acquisition expenses, amortization of acquired intangible assets, stock-based compensation and other non-operational, non-cash or non-recurring items.
Current reports on Form 8-K offer additional insight into significant corporate events. Recent 8-K filings have furnished earnings press releases and disclosed a Second Amendment to the company’s credit agreement governing its revolving credit facility and term loan facility, including changes to the facility’s expiration date and certain covenants. These documents help investors understand RBC Bearings’ capital structure, access to liquidity and key financing terms.
On this page, users can review RBC Bearings’ SEC filings in chronological order and use AI-powered summaries to quickly interpret complex sections, such as non-GAAP reconciliations, credit agreement amendments and segment discussions. The filings page also supports analysis of trends in reported results, the company’s definitions of free cash flow conversion and net debt leverage, and management’s descriptions of financial performance over time.
RBC Bearings (RBC) reported a director’s initial beneficial ownership on Form 3 as of 09/04/2025. The filing lists 3,972 shares of common stock, including 2,050 restricted shares that vest in tranches from 11/20/2025 through 10/01/2029. Ownership is reported as Direct.
Derivative holdings include stock options such as 1,745 shares at $211.59 expiring 07/15/2029, 2,000 shares at $219.09 expiring 08/18/2030, 1,145 shares at $181.58 expiring 02/08/2028, 255 shares at $256.23 expiring 09/09/2029, 1,200 shares at $135.53 expiring 12/15/2025, and 2,000 shares at $302.21 expiring 10/01/2031.
Form 144 notice: A holder plans to sell up to 1,200 shares of common stock, with an approximate sale date of 11/07/2025 on the NYSE through Merrill Lynch (Northbrook, IL). The filing lists an aggregate market value of $522,000 for the proposed sale and shows 31,611,442 shares outstanding.
The securities were originally acquired on 12/15/2018 as a stock award from the issuer, classified as compensation.
RBC Bearings (RBC) reported an insider transaction by its Vice President and CFO. On 11/05/2025, the officer had 112 shares of common stock withheld (code F) at $427.24 per share to cover taxes upon vesting of restricted stock. Following this, the officer beneficially owns 12,187 common shares, which include restricted stock subject to multi‑year vesting schedules.
The filing also lists derivative holdings, including options to purchase common stock: 2,000 options at $137.44 expiring 06/02/2027 and 5,000 options at $199.16 expiring 06/03/2028, among other grants with later expirations and staged vesting.
RBC Bearings (NYSE: RBC) reported stronger quarterly results. For the three months ended September 27, 2025, net sales were $455.3 million, up 14.4% from $397.9 million, and diluted EPS was $1.90 versus $1.65. Gross margin was 44.1% of sales, slightly above 43.7% a year ago.
Segment trends diverged: Aerospace/Defense sales rose to $198.8 million (up 38.8%), helped by defense strength and the July acquisition of VACCO, which contributed $24.7 million this quarter. Industrial was steady at $256.5 million (up 0.7%). Backlog reached $1.6 billion, including $0.5 billion from VACCO, compared with $0.9 billion as of March 29, 2025.
Cash and balance sheet: Operating cash flow for the first six months was $208.4 million. The company acquired VACCO for $275.0 million (funded by $200.0 million from the revolver and $75.0 million cash). Total debt was $1,071.1 million with $368.0 million outstanding on the Term Loan; a subsequent $40.0 million paydown and an amendment extended the revolver to October 2030 and reduced certain pricing.
Outlook: The company expects $454.0–$462.0 million in net sales for Q3 FY26, with organic growth of 7.4%–9.5% year over year.
RBC Bearings Incorporated furnished an Item 2.02 Form 8-K announcing it issued a press release with financial results for the quarter ended September 27, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference into this report.
The company states the information provided under Item 2.02, including the exhibit, is furnished and not deemed “filed” under the Securities Exchange Act of 1934, and therefore is not subject to Section 18 liabilities, nor incorporated into other Securities Act or Exchange Act filings absent specific reference. RBC Bearings’ common stock trades on the NYSE under the symbol RBC.
RBC Bearings Incorporated amended its credit facilities. The company and its subsidiary entered a Second Amendment that extends the expiration of the $500,000,000 revolving credit facility from November 2, 2026 to October 28, 2030 and removes the consolidated interest coverage ratio covenant. All other terms remain in place.
The company’s $1,300,000,000 term loan under the same Credit Agreement is unchanged and remains due on November 2, 2026. The amendment was executed with Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto.