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RBC Bearings Incorporated

NYSE•RBC
CEO: Dr. Michael J. Hartnett Ph.D.
Sector: Industrials
Industry: Manufacturing - Tools & Accessories
Listing Date: 2005-08-10
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 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, which are used in various general industrial applications; and machine tool collets that are used for holding circulars or rod-like pieces. It serves automotive, tool holding, agricultural and semiconductor machinery, commercial and defense aerospace, ground defense, construction and mining, oil and natural resource extraction, heavy truck, marine, rail and train, material handling, food and beverage, packaging and canning, wind, and general industrial markets 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.
Contact Information
One Tribology Center, 102 Willenbrock Road, Oxford, CT, 06478, United States
203-267-7001
www.rbcbearings.com
Market Cap
$19.16B
P/E (TTM)
71.1
37.9
Dividend Yield
--
52W High
$632.00
52W Low
$346.25
52W Range
91%
Rank39Top 39.1%
4.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2026 Data

Revenue

$461.60M+0.00%
4-Quarter Trend

EPS

$2.14+0.00%
4-Quarter Trend

FCF

$99.10M+0.00%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Nine Month Sales Growth Strong Nine months net sales reached $1,352.9M, marking a 12.9% increase over prior year period, driven by volume.
Common Net Income Rises Net income attributable to common stockholders for nine months totaled $195.9M, showing 21.6% growth versus prior year.
Aerospace Segment Leads Growth Aerospace/Defense segment sales grew 30.0% for nine months, reaching $565.9M, heavily driven by 55.1% defense sales increase.
Gross Margin Remains Stable Q3 Gross Margin held steady at 44.3% of net sales, driven primarily by increased sales volume across segments.

Risk Factors

Acquisition Accounting Impacts Margins VACCO purchase accounting adjustments unfavorably impacted Q3 gross margin by $4.2M; $7.5M for nine months.
Debt Funding Increased Interest $200.0M draw on Revolving Credit Facility to fund VACCO acquisition increased interest expense in the current period.
Market Cyclicality Exposure Noted Business faces cyclicality risks across customer industries; reliance on government spending and trade policies noted as risks.
Interest Rate Swap Expired Interest Rate Swap protecting variable-rate debt expired on December 30, 2025; future hedging plans are undetermined.

Outlook

Q4 Sales Guidance Issued Expect net sales for Q4 fiscal 2026 between $495.0M and $505.0M, representing 13.1% to 15.4% growth.
Strategy Focus on Aftermarket Strategy emphasizes developing innovative solutions, expanding customer base, and increasing aftermarket sales for revenue continuity.
Liquidity Position Adequate Operating cash flows and available credit provide resources to fund internal growth initiatives for at least the next 12 months.
New Tax Legislation Timing New tax legislation expected to result in favorable timing shift for U.S. cash tax payments, estimated $25.0M to $30.0M benefit in fiscal 2026.

Peer Comparison

Revenue (TTM)

SWK stock ticker logoSWK
$15.23B
-0.1%
TXT stock ticker logoTXT
$15.19B
+6.7%
HII stock ticker logoHII
$12.85B
+12.1%

Gross Margin (Latest Quarter)

GGG stock ticker logoGGG
52.0%
+0.8pp
IEX stock ticker logoIEX
44.9%
+0.1pp
RBC stock ticker logoRBC
39.7%
+0.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
STRL$25.92B74.732.8%12.3%
ATI$21.62B50.624.2%34.9%
CRS$21.26B44.724.4%19.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.8%
Moderate Growth
4Q Net Income CAGR
-2.5%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 14, 2026
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LTM
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