RBC Bearings Incorporated (RBC) Stock Analysis
Industrials · Tools & Accessories · NYSE
RBC Bearings Incorporated (RBC) posted $1.87B in revenue for fiscal 2026 (up 14.3% year over year), at a 15.4% net margin, and has compounded revenue about 14.7%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on RBC Bearings Incorporated
RBC Bearings Incorporated has grown revenue from $702.52M to $1.87B over the last 10 fiscal years, compounding about 14.7% a year. The most recent year was up 14.3%, roughly in line with its longer-run pace.
Net margin sits at 15.4%, up 1.1 points year over year on a 44.4% gross margin. It carries about $875.50M of total debt.
At today's valuation the market is pricing in roughly 21.1% annual free-cash-flow growth — versus the 19.5% it actually delivered over the last five years, broadly in line with what it has delivered. The one thing worth a second look in the filings is share count rising (dilution).
Synthesised from RBC Bearings Incorporated's SEC filings — descriptive, not advice. Ask the analyst your own question →
RBC Bearings Incorporated revenue & earnings — last 10 fiscal years
| Metric | 2019 | 2020 | 2021 | 2021 | 2022 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $702.52M | $727.46M | $609.00M | $608.98M | $942.90M | $942.94M | $1.47B | $1.56B | $1.64B | $1.87B |
| Gross profit | $276.65M | $289.10M | $234.10M | $234.11M | $357.10M | $357.07M | $604.80M | $670.50M | $726.10M | $830.20M |
| Net income | $105.19M | $120.35M | $90.10M | $0 | $54.70M | $0 | $143.72M | $186.97M | $233.80M | $287.60M |
| Net margin | 15.0% | 16.5% | 14.8% | 0.0% | 5.8% | 0.0% | 9.8% | 12.0% | 14.3% | 15.4% |
Source: RBC Bearings Incorporated SEC filings (10-K). 20 years of history available in the interactive view.
RBC Bearings Incorporated: 1 potential red flag in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Share count rising (dilution)Shares outstanding grew 8.2% over 2 years (30.2M → 32.7M) — existing holders' stakes are being diluted.
What growth is priced into RBC stock?
At today's market cap of $18.23B, RBC Bearings Incorporated is priced for free-cash-flow growth of about 21.1% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $342.60M from the FY ending 2026-03-31). For comparison, free cash flow actually grew 19.5%/yr over the last five fiscal years and revenue 14.7%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 20 years of RBC Bearings Incorporated financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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RBC Bearings Incorporated financial history by metric
Compare RBC Bearings Incorporated with peers
About RBC Bearings Incorporated
RBC Bearings Incorporated manufactures and markets engineered precision bearings, components, and systems in the United States and internationally. It operates through two segments: Aerospace/Defense and Industrial. The company produces plain bearings with self-lubricating or metal-to-metal designs, including rod end bearings, spherical plain bearings, and journal bearings; roller bearings, such as tapered roller bearings, needle roller bearings, and needle bearing track rollers and cam followers, which are anti-friction products that are used in industrial applications and military aircraft platforms; and ball bearings that include high precision aerospace, airframe control, thin section, and industrial ball bearings that utilize high precision ball elements to reduce friction in high-speed applications. In addition, it offers mounted bearing products include mounted ball bearings, mounted roller bearings, and mounted plain bearings; and enclosed gearing product lines, including quantis gearmotor, torque arm, tigear, magnagear and maxum, and controlled start transmission. Further, the company's power transmission components include mechanical drive components, couplings, and conveyor components; engineered hydraulics and valves for aircraft and submarine applications, and aerospace and defense aftermarket services; fasteners; precision mechanical components, for use in various general industrial applications; and machine tool collets that are used for holding circulars or rod-like pieces. It serves commercial and defense aerospace,, construction, mining, forestry, energy, agricultural, food and beverage, metals and mining material handling, chemicals, oil and gas production, warehousing and logistics, semiconductor equipment, waste and water management, and rail and transportation applications through its direct sales force, and a network of industrial and aerospace distributors. The company was founded in 1919 and is based in Oxford, Connecticut.
RBC Bearings Incorporated — frequently asked questions
What is RBC Bearings Incorporated's revenue?
RBC Bearings Incorporated (RBC) reported revenue of $1.87B for fiscal year 2026, up 14.3% from the prior year, according to its SEC filings.
Is RBC Bearings Incorporated profitable?
Yes. RBC earned net income of $287.60M in fiscal 2026, a net margin of 15.4%.
What is RBC's P/E ratio?
RBC Bearings Incorporated trades at a price-to-earnings ratio of about 63.6 based on the latest data in our nightly-refreshed cache.
How fast is RBC Bearings Incorporated growing?
RBC's revenue grew at roughly 14.7% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does RBC Bearings Incorporated have?
As of fiscal year 2026, RBC carried roughly $875.50M in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is RBC Bearings Incorporated's gross margin?
RBC's gross margin was 44.4% in fiscal 2026 — gross profit of $830.20M on revenue of $1.87B.
What is RBC Bearings Incorporated's market cap?
RBC Bearings Incorporated (RBC) has a market capitalization of about $18.23B, based on the latest data in our nightly-refreshed cache.
When does RBC Bearings Incorporated's fiscal year end?
RBC's fiscal year ends in March. Its most recent annual filing covers the fiscal year ending 2026-03-31.
What growth is priced into RBC stock?
At today's market cap of $18.23B, RBC Bearings Incorporated is priced for free-cash-flow growth of about 21.1% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $342.60M from the FY ending 2026-03-31). For comparison, free cash flow actually grew 19.5%/yr over the last five fiscal years and revenue 14.7%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from RBC Bearings Incorporated's official SEC filings (10-K and 10-Q), covering 20 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.