RBC轴承 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 27, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 (203) 267-7001(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically, if any, every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit and post such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filerNon-accelerated filerEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of July 24, 2026, RBC Bearings Incorporated had 31,659,245 shares of Common Stock outstanding. TABLE OF CONTENTS Part I -FINANCIAL INFORMATION1Item 1.Consolidated Financial Statements1Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations20Item 3.Quantitative and Qualitative Disclosures About Market Risk31Item 4.Controls and Procedures31Part II -OTHER INFORMATION32Item 1.Legal Proceedings32Item 1A.Risk Factors32Item 2.Unregistered Sales of Equity Securities and Use of Proceeds32Item 3.Defaults Upon Senior Securities33Item 4.Mine Safety Disclosures33Item 5.Other Information33Item 6.Exhibits33 PART I. FINANCIAL INFORMATION RBC Bearings IncorporatedConsolidated Balance Sheets(amounts in millions, except share and per share data) RBC Bearings IncorporatedConsolidated Statements of Operations(amounts in millions, except share and per share data)(Unaudited) RBC Bearings IncorporatedConsolidated Statements of Comprehensive Income(amounts in millions)(Unaudited) Three Months Ended (1)The adjustments for the three-month periods ended June 27, 2026 and June 28, 2025 were net of tax benefit of $0.0 and net of taxexpense of $0.1, respectively. (2)The adjustment for the three-month period ended June 28, 2025 was net of tax expense of $0.0. (3)The adjustments for the three-month periods ended June 27, 2026 and June 28, 2025 were net of tax expense of $0.2 and net of taxbenefit of $1.8, respectively. See accompanying notes. RBC Bearings IncorporatedConsolidated Statements of Cash Flows(amounts in millions)(Unaudited) RBC Bearings IncorporatedNotes to Unaudited Interim Consolidated Financial Statements 1. Basis of Presentation The interim consolidated financial statements included herein have been prepared by RBC Bearings Incorporated, a Delawarecorporation (collectively with its subsidiaries, the “Company”), without audit, pursuant to the rules and regulations of the Securitiesand Exchange Commission (“SEC”). The interim financial statements included with this report have been prepared on a consistentbasis with the Company’s audited financial statements and notes thereto included in the Company’s Annual Report on Form 10-K forthe fiscal year ended March 28, 2026 (our “Annual Report”). We condensed or omitted certain information and footnote disclosuresnormally included in our annual audited financial statements, which we prepared in accordance with U.S. Generally AcceptedAccounting Principles (“GAAP”). As used in this report, the terms “we,” “us,” “our,” “RBC” and the “Company” mean RBC BearingsIncorporated and its subsidiaries, unless the context indicates another meaning. These financial statements reflect all adjustments, accruals, and estimates, consisting only of items of a normal recurringnature, that are, in the opinion of management, necessary for the fair presentation of the consolidated financial condition andconsolidated results of operations for the interim periods presented. These financial statements should be read in conjunction with theCompany’s audited financial statements and notes thereto included in our Annual Report. The results of opera