RBC Bearings Incorporated furnished a current report to share that it has released financial results for the quarter ended December 27, 2025. The company did this by issuing a press release on February 5, 2026 and attaching it as Exhibit 99.1. The information is provided under a Form 8-K Item 2.02 disclosure and is treated as furnished, not filed, under federal securities laws.
RBC Bearings Inc. director Form 4 shows a small stock disposition and detailed equity awards. On 11/20/2025, a director reported disposing of 10 shares of RBC Bearings common stock at a price of $430.24 under transaction code “F,” which typically reflects shares withheld to cover taxes on equity awards. Following this transaction, the director beneficially owns 3,962 common shares, including 2,024 restricted shares that vest in stages between 2026 and 2029.
Separate option grants to buy common stock remain outstanding, with exercise prices ranging from $181.58 to $302.21 and individual option blocks of 1,145, 1,745, 2,000, 2,000, and 255 shares, each with vesting schedules extending from 2026 through 2029 and expiration dates between 2028 and 2031.
RBC Bearings (RBC) disclosed an insider transaction by a director. On 11/12/2025, the director exercised 200 stock options at $158.48 per share (code M) to acquire common stock, then sold 200 shares at $443.35 (code S) and 500 shares at $442.86 (code S).
Following these trades, the director reported 1,999 shares beneficially owned, which includes 1,384 restricted shares that vest in tranches through 2028 as detailed in the footnotes.
RBC Bearings (RBC) reported an insider transaction by a director on 11/07/2025. The insider exercised 1,200 options at $135.53 (code M) and sold 1,200 common shares at $434.55 (code S) the same day. Ownership after the transactions was 3,972 common shares.
The reported holdings include 2,050 restricted shares that vest in scheduled tranches through 2029. The exercised option (strike $135.53, expiration 12/15/2025) now shows 0 remaining. Other option grants remain outstanding, including grants with strikes of $211.59 (expiring 07/15/2029) and $219.09 (expiring 08/18/2030), among others. Ownership is reported as direct.
RBC: A shareholder filed a Form 144 notice to sell 700 common shares through Merrill Lynch, with an aggregate market value of 315000. The shares are listed on the NYSE, and the approximate sale date is 11/11/2025.
The notice lists two acquisition sources: 200 shares acquired via a stock option on 08/19/2019 (cash) and 500 shares acquired via RSU on 06/06/2025 (cash). Shares outstanding are 31,611,442. This filing discloses a proposed secondary sale under Rule 144.
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.