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NYSE · Industrials

RBC Bearings INC (RBC)

As-reported financials and SEC filings for RBC Bearings INC. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About RBC Bearings INC

RBC Bearings Incorporated manufactures and markets precision bearings, components, and essential systems for the industrial and aerospace and defense markets. The company serves a broad range of industries including commercial and military aircraft, energy equipment, industrial machinery, and transportation systems. RBC Bearings operates 65 facilities across 11 countries and focuses on high-end bearing, gearing, and engineered component markets.

Snapshot

Revenue
$1.87B
Revenue growth (YoY)
14.3%
Net income
$287.6M
Diluted EPS
$9.09
Gross margin
44.4%
Operating margin
22.5%
Net margin
15.4%
FCF margin
—
ROE
8.6%
net income / fiscal-year-end equity
P/E
49.8×
trailing when available, otherwise FY EPS
Market cap
$15.95B
Long-term debt / equity
0.21×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended March 28, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at RBC Bearings

  • Revenue grew 14.3% to $1.9B in FY2026, faster than the 4.9% the year before.
  • Operating margin is 22.5% in FY2026, +9.7 pp against 12.8% in FY2022.
  • Most recent quarter Q1 FY2027: revenue $520M, up 19.2% from Q1 FY2026.
  • Net income rose 16.8% to $288M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where RBC Bearings’s fundamentals sit among the 668 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin44.4%
81st percentile of 455
Operating margin22.5%
91st percentile of 598
Net margin15.4%
87th percentile of 630
Revenue growth (YoY)+14.3%
74th percentile of 652
ROE8.6%
53rd percentile of 590
P/E49.8×
87th percentile of 406
Long-term debt / equity0.21×
27th percentile of 403
Short interest1.58d
24th percentile of 661

RBC Bearings’s operating margin of 22.5% ranks in the 91st percentile of the 598 Industrials companies reporting it. RBC Bearings’s net margin of 15.4% ranks in the 87th percentile of the 630 Industrials companies reporting it. RBC Bearings’s P/E of 49.8 ranks in the 87th percentile of the 406 peers with a meaningful P/E.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+7 quant / multi-strat
Initiated / added
8
2 new, 6 added
Reduced / exited
1
1 trimmed, 0 exited
Combined position
$938.4M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$363.9M566.6KAdded
Two Sigma InvestmentsquantQ2 2026$300.8M467.1KAdded
Gotham Asset ManagementQ2 2026$80.9M125.6KAdded
Citadel AdvisorsquantQ2 2026$46.5M72.1KAdded
Point72 Asset ManagementquantQ2 2026$43.8M68.0KNew
Millennium ManagementquantQ2 2026$42.4M65.8KReduced
Bridgewater AssociatesQ2 2026$37.2M57.7KAdded
Renaissance TechnologiesquantQ2 2026$18.2M28.3KNew
Soros Fund ManagementQ2 2026$4.3M6.6KAdded
D. E. ShawquantQ2 2026$437,961680Held

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
0
—
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-25
John J. FeeneyVice President and SecretarySell225$657.94$148K
2026-06-24
filed 2026-06-25
Dolores J. EnnicoDirectorSell600$636.11$382K
2026-06-17
filed 2026-06-22
Steven H. KaplanDirectorSell350$631.79$221K
2026-06-03
filed 2026-06-05
Edward StewartDirectorSell600$592.83$356K
2026-06-03
Barry C. BoyanDirectorSell555$591.63$328K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
583.3K
settled 2026-09-30
Change vs prior
+6.9%
vs previous settlement
Days to cover
1.58
at avg daily volume
Avg daily volume
368.7K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-30583.3K+6.9%1.58
2026-09-15545.8K+5.2%2.06
2026-08-31518.7K+11.1%1.88
2026-08-14466.9K-3.9%2.16
2026-07-31486.1K-2.2%1.80
2026-07-15496.9K+5.6%2.67
2026-06-30470.6K-15.6%1.57
2026-06-15557.5K+36.3%1.84

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.87B$1.64B$1.56B$1.47B$942.9M
Gross profit
Operating income$421.0M$369.9M$342.2M$293.0M$121.1M
Net income$287.6M$246.2M$209.9M$166.7M$54.7M
Diluted EPS$9.09$7.70$6.41$4.94$1.56

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$415.7M$293.6M$274.7M$220.6M$180.3M
Capital expenditure———$42.0M$29.8M
Free cash flow———

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$519.5M19.2%$101.5M$3.20
Q4 FY202618.3%
Q3 FY2026$461.6M17.0%$67.4M$2.13
Q2 FY2026$455.3M14.4%$60.0M$1.90
Q1 FY2026$436.0M7.3%$68.5M$2.17
Q4 FY20255.8%
Q3 FY2025$394.4M5.5%$57.9M$1.82
Q2 FY2025$397.9M3.2%$54.2M$1.65

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryBall & Roller Bearings
Latest annual periodFY2026 (ended March 28, 2026)
Latest reported quarterQ1 FY2027 (ended June 27, 2026)
Oldest indexed filing2012
SEC CIK1324948

Selected SEC filings

10-K2026-05-15
View on EDGAR →
10-Q2026-07-31
View on EDGAR →
8-K2026-09-09
View on EDGAR →
8-K2026-08-11
View on EDGAR →
8-K2026-07-31
View on EDGAR →
8-K2026-06-24
View on EDGAR →

Largest Industrials peers

All Industrials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.