RBC Bearings IncorporatedRBC
NYSE•Industrials•Tools & Accessories
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 (RBC) reported trailing twelve months revenue of $1.87B as of March 2026, a 14.3% increase year-over-year. Quarterly revenue reached $518.00M, reflecting continued top-line momentum.
RBC Bearings Incorporated generated $287.60M in TTM net income, with quarterly EBITDA of $152.50M. The operating margin contracted from 23.0% to 23.0%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (23.0%) and net margin (17.7%) indicates moderate non-operating costs. Net margin has improved from 16.6% a year ago, signaling stronger bottom-line efficiency.
RBC trades at a P/E of 58.4x (a premium multiple) and a P/S of 9.0x. The price-to-book ratio of 5.0x reflects a moderate premium to book value.
The company generated $67.50M in free cash flow over the trailing twelve months, a 22.7% increase year-over-year, indicating cash generation ability. The balance sheet shows $5.12B in total assets with $701.70M in long-term debt against $3.36B in stockholders equity for a debt-to-equity ratio of 0.2, a conservative capital structure. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are stable at ~22.5%, suggesting durable pricing power and cost discipline.
ROE is positive at ~9.4% on average, adequate but below the threshold typically associated with wide moats.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue has been flat or declining over recent quarters, which may indicate eroding demand or competitive pressure.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~22.5% — no sign of cost or pricing stress.
FCF covers net income by 1.3x on average — earnings are well-supported by cash generation.
D/E ratio is 0.2 — conservative capital structure with low financial risk.
TTM revenue has contracted 19.4% — significant decline indicating deteriorating demand.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares outstanding increased 8.5% — significant dilution, likely from stock compensation or capital raises.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation