8-K ·Filed Jun 24, 2026

RBC

RBC Bearings INC
NEUTRAL
Impact 3/10
Horizonweeks Processed3mo ago SEC0001213900-26-071512
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Actionable Insight • Neutral

This is a routine executive compensation filing with no trading signal. Monitor next quarterly earnings (10-Q) for any operational updates or guidance changes. The 180-day average pricing change for equity awards is administrative and does not affect shareholder value.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
RBC ▼ -22.79% at T+60d
NEUTRAL call ✗ call lost -22.79% · α vs SPY -26.52% · entry $648.89 → $501.01
Entry anchored
Jun 24, 04:25 PM ET
via exchange tick
T+1d
-2.86%
call -2.86% · α -2.13%
$630.36
settled 3mo ago
T+5d
-4.38%
call -4.38% · α -5.94%
$620.47
settled 3mo ago
T+20d
-8.26%
call -8.26% · α -8.79%
$595.31
settled 2mo ago
T+60d
-22.79%
call -22.79% · α -26.52%
$501.01
settled 14d ago

Price Chart

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Executive Summary

RBC Bearings filed an 8-K to disclose amended employment agreements for CEO Michael Hartnett and COO Daniel Bergeron. Hartnett's new agreement provides a 3.0% base salary increase to $1,591,350/year, extends his term to March 31, 2027, and modifies equity award sizing to use a 180-day average closing price. Bergeron's amendment similarly shifts equity award pricing to the 180-day average and aligns ROIC definitions with historical practice. These are routine compensatory arrangements with no material financial impact on the company.

Key Facts

  • CEO Hartnett's new base salary is $1,591,350/year, a 3.0% increase from prior year, effective June 1, 2026
  • Hartnett's employment term runs through March 31, 2027, with automatic annual renewals
  • Equity awards for both executives will now be sized using the 180-day average closing stock price instead of the award-date closing price
  • COO Bergeron received a 3.0% base salary increase to $713,482, effective June 1, 2026
  • ROIC definitions in both agreements were modified to align with the company's historical practice
  • No financial statements, earnings results, or material financial data were included in this filing

Financial Impact

CEO salary increase of ~$46,350/year and COO increase of ~$20,772/year — immaterial relative to $20.2B market cap

compensation expense

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
NYSE
Sector
Ball & Roller Bearings
Analyst Consensus
75% bullish (12 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-071512
Document: ea0295751-8k_rbcbearings.htm0001213900-26-071512
Document: ea029575101ex10-2.htm0001213900-26-071512
Document: 0001213900-26-071512-index-headers.html0001213900-26-071512
Document: 0001213900-26-071512-index.html0001213900-26-071512
Document: 0001213900-26-071512.txt0001213900-26-071512
7 reports for RBC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RBC — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$555.65 $478.06▼ −13.96%▼ −12.07%$513.67 (−7.56%)
Jul 31, 2026
9w ago
8-K
BULLISH ★ 7/10
$551.31 $500.62▼ −9.19%▼ −12.18%$513.67 (−6.83%)
Jun 25, 2026
14w ago
Insider Cluster
NEUTRAL ★ 2/10
$648.89 $595.31▼ −8.26%▼ −8.79%$513.67 (−20.84%)
Jun 24, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$648.89 $595.31▼ −8.26%▼ −8.79%$513.67 (−20.84%)
Jun 5, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$590.09 $609.60▲ +3.31%▲ +1.44%$513.67 (−12.95%)
Jun 3, 2026
17w ago
144
NEUTRAL ★ 2/10
$584.18 $604.56▲ +3.49%▲ +4.49%$513.67 (−12.07%)
May 15, 2026
20w ago
8-K
BULLISH ★ 7/10
$569.06 $616.95▲ +8.42%▲ +6.30%$513.67 (−9.73%)
Showing 7 of 7

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