RBC Bearings INC vice president and general manager Richard J. Edwards reported routine equity compensation changes. He received a grant of 132 shares of Common Stock at a reported price of 0, increasing his direct holdings to 11,052 Common shares. He was also granted a new non-qualified stock option for 623 underlying Common shares with an exercise price of 565.22 per share, vesting in five equal annual installments from May 19, 2027 through May 19, 2031. The filing lists several previously granted option awards with exercise prices between 199.10 and 364.96 per share and expirations from June 3, 2028 to May 28, 2032, many of which are already exercisable, with defined vesting schedules for remaining unvested portions.
RBC Bearings Incorporated ownership update: Durable Capital Partners reports beneficial ownership of 2,275,636 shares of Common Stock (Amendment No. 3), representing 7.2% of the class. The filing states 31,618,961 Shares outstanding as of January 30, 2026, and Durable Capital Master Fund LP directly holds the reported shares.
The Reporting Person has sole power to vote and dispose of the 2,275,636 Shares. The disclosure names Durable Capital Partners GP LLC as general partner and Henry Ellenbogen as CIO and managing member. The form is signed by an authorized person on May 15, 2026.
RBC Bearings Incorporated reported strong fiscal fourth quarter and full-year 2026 results, with broad-based growth in aerospace & defense and industrial markets. Fourth quarter net sales were $518.0 million, up 18.3% from $437.7 million, and GAAP net income rose to $91.7 million from $72.7 million. Diluted EPS increased to $2.89 from $2.30, while adjusted diluted EPS grew to $3.62 from $2.83.
For fiscal 2026, net sales reached $1,870.9 million, up 14.3% from $1,636.3 million. GAAP net income was $287.6 million versus $246.2 million, and diluted EPS was $9.09 versus $7.70. Adjusted EBITDA increased to $605.3 million from $519.8 million, reflecting higher volumes and margin expansion. Backlog grew to $2.3 billion as of March 28, 2026, compared with $0.9 billion a year earlier, indicating strong demand.
For first quarter fiscal 2027, the company expects net sales of $500.0–$510.0 million, up 14.7%–17.0% from $436.0 million, with adjusted gross margin of 45.25%–45.5% and SG&A of 16.50%–16.75% of net sales.
RBC Bearings Inc reported a Schedule 13G filing showing institutional ownership by Vanguard Capital Management. Vanguard Capital Management reports beneficial ownership of 1,656,140 shares, representing 5.23% of common stock. The filing shows sole voting power for 235,617 shares and sole dispositive power for 1,656,140 shares. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 04/30/2026.
RBC Bearings Inc: Amendment No. 12 to a Schedule 13G/A reports that The Vanguard Group holds 0 shares of Common Stock and 0% of the class. The filing notes an internal realignment effective January 12, 2026 and states certain Vanguard subsidiaries will report disaggregated ownership pursuant to SEC Release No. 34-39538.
The filing is signed by Ashley Grim, Head of Global Fund Administration, and provides Vanguard's Malvern, PA address.
RBC Bearings V.P. and General Manager Richard J. Edwards reported option exercises and share sales. On 2026-02-17, he exercised multiple options to purchase common stock, converting them into several blocks of common shares. He then sold 4,100 common shares in two open-market transactions at prices around $554 per share, leaving 11,084 shares held directly, which include restricted stock that vests over several future dates.
A holder of RBC common stock filed a notice of intent to sell 4,100 common shares through Merrill Lynch, with an stated aggregate market value of 2,300,000. The shares are part of a larger base of 31,620,000 common shares outstanding as of the filing. The planned sale is scheduled to begin on February 17, 2025 on the NYSE. The shares to be sold were originally acquired from the issuer as stock awards and stock options granted as compensation on various dates between 2021 and 2024.
RBC Bearings officer John J. Feeney, Vice President and Secretary, reported a small tax-related share transfer. On 02/08/2026 he disposed of 34 shares of common stock at $544.02 per share using transaction code F, which indicates payment of tax liability by delivering shares. He now directly holds 2,632 common shares, including 1,600 restricted shares that vest in stages between 2026 and 2030. He also holds multiple options to purchase common stock with exercise prices ranging from $181.58 to $364.96, expiring between 2028 and 2032, many of which vest over multi‑year schedules.
RBC Bearings reported solid growth for the quarter ended December 27, 2025, with net sales rising to $461.6 million from $394.4 million and diluted EPS increasing to $2.13 from $1.82. Growth was driven mainly by a 41.5% increase in Aerospace/Defense sales, helped by the VACCO acquisition, while Industrial sales grew 3.1%.
Gross margin held steady at 44.3% of sales, showing the company maintained pricing and cost discipline even as volume rose. For the first nine months, sales reached $1,352.9 million and diluted EPS was $6.20, both up meaningfully from the prior year. Operating cash flow strengthened to $330.5 million, giving the company room to fund capital spending, integration of VACCO, and debt reduction.
Management highlighted a record backlog of about $2.1 billion, including $0.5 billion from VACCO and roughly $1.1 billion tied to marine defense programs. For the fourth quarter of fiscal 2026, RBC Bearings expects net sales between $495.0 million and $505.0 million, implying double-digit year-over-year growth, even when excluding VACCO.