RBC Bearings Incorporated

RBC Industrials Tools & Accessories

RBC Bearings Incorporated’s revenue for fiscal 2026 (year ended March 2026) was $1.9 billion, up 14.3% from fiscal 2025.

Revenue
+15.2%
EPS
+56.2%
Free cash flow
+40.8%
Total debt
−33.7%

Quarter to September 2026, against a year earlier

474.10 11.89 +2.57%
Market cap
$14.6B
P/E
42.2×
Fwd P/E
37.7×
Dividend yield
—
F-score
6/9
Altman Z
7.09
Beneish M
−2.48
Dividend safety
n/a

Revenue by segment Fiscal 2026

  • Industrial
  • Aerospace/Defense

Every year since 2010 →

Insider Decisions last twelve months

Sold, $m 3.71
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — 1 — — — 5 — — — — —
Insider Ownership 1.45%

Capital & Financial Ratios $m

Size
Market Cap 14,630.00
Revenue ttm 2,023.70
Net income ttm 354.40
Free cash flow ttm 399.20
Net debt Q 621.20
Valuation
P/E 42.19 (above 35: high)
Forward P/E 37.70 (above 35: high)
Price / sales 7.40
Forward P/S Powerpack
Price / FCF 37.53
Price / book 4.21
Financial health
Current ratio Q 3.13 (at or above 1.5: strong)
Debt / equity Q 0.20 (at or below 0.5: strong)
Interest coverage Q 14.15
Growth
Revenue growth Q +15.22% (above 0%: growing)
Operating income growth Q +34.56% (above 0%: growing)
EPS, this year +20.65% (at or above 15%: strong)
EPS, next year A +11.42%
Revenue, next year A +13.85% (at or above 10%: strong)
EPS, past 5 yrs +20.49% (at or above 15%: strong)
EPS, next 5 yrs A +13.56%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 52.64%
10-year low 10-year high
P/S against its own 10 years 80.87%
10-year low 10-year high
P/B against its own 10 years 88.77%
10-year low 10-year high
EV/Sales against its own 10 years 83.37%
10-year low 10-year high
EV/FCF against its own 10 years 50.51%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—
Growth, 2016–22
−16.2%/yr
  1. 0.95 ’16
  2. 1.02 ’17 +7%
  3. 1.10 ’18 +8%
  4. 1.18 ’19 +7%
  5. 1.20 ’20 +2%
  6. 7.95 ’21 +563%
  7. 0.33 ’22 −96%

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 64 37 57 89
Receivables 255 308 341 334
Inventory 623 655 763 790
Other — — — —
966 1,027 1,190 1,254
2024 2025 2026 Q'26
Payables 116 138 147 154
ST’ Debt 4 2 174 1
Other — — — —
294 315 546 401

Compound Annual Growth %

10y 5y 3y
Sales 12.09% 25.17% 8.39%
Cash Flow 17.43% 22.22% 23.52%
Earnings 16.23% 26.13% 25.99%
Book Value 18.40% 22.23% 9.84%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Jun Sep Dec Mar Year
’26 3.20 2.96 — — —
’26 2.17 1.90 2.13 2.89 9.09
’25 1.90 1.65 1.82 2.30 7.70
’24 1.52 1.58 1.39 1.91 6.41
’23 1.09 1.31 1.05 1.49 4.94
’22 1.03 0.25 (0.20) 0.92 1.56
’21 0.91 0.82 0.86 0.99 3.58
Fiscal quarters ending in the months shown.

Revenue $m

Jun Sep Dec Mar Year
’26 520 525 — — —
’26 436 455 462 518 1,871
’25 406 398 394 438 1,636
’24 387 386 374 414 1,560
’23 354 369 352 394 1,469
’22 156 161 267 359 943
’21 156 146 146 160 609
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Jun Sep Dec Mar Year
’26 172 106 — — —
’26 120 88 122 85 416
’25 97 43 84 69 294
’24 62 53 80 80 275
’23 59 29 61 71 221
’22 53 40 40 47 180
’21 48 26 36 42 152
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Jun Sep Dec Mar Year
’26 147 86 — — —
’26 104 72 99 68 343
’25 88 27 74 55 244
’24 55 46 71 70 242
’23 51 14 54 59 179
’22 50 37 25 39 151
’21 44 24 33 39 141
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to March

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Sep ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 615 675 703 727 609 943 1,469 1,560 1,636 1,871 2,024 +13.2% 2,130 2,355 2,561 +11.0%
Gross margin, % 37.41 38.30 39.38 39.74 38.44 37.87 41.16 42.97 44.37 44.37 45.52 +7.0 pt
EBT 105 120 126 147 113 79 210 262 312 369 451 +15.0%
EBT margin, % 17.04 17.76 17.95 20.17 18.59 8.35 14.27 16.78 19.06 19.74 22.28 +2.7 pt
Net income 71 87 105 120 90 55 167 210 246 288 354 +16.9%
Per share, $
Per share, $ Revenue 26.16 28.18 28.84 29.53 24.51 34.99 51.08 53.96 54.30 59.43 64.05 +9.5%
Earnings 3.00 3.64 4.32 5.12 3.61 1.58 5.00 6.47 7.76 9.14 11.24 +13.2%
Cash flow 4.30 5.44 4.46 6.32 6.13 6.69 7.67 9.50 9.74 13.20 15.37 +13.3%
Capex (0.89) (1.17) (1.70) (1.51) (0.47) (1.11) (1.46) (1.15) (1.65) (2.32) (2.73) +11.3%
Free cash flow 3.42 4.27 2.76 4.80 5.66 5.59 6.21 8.35 8.09 10.88 12.63 +13.7%
Book value 30.48 34.85 39.76 45.39 49.58 88.05 88.16 95.17 100.59 106.76 112.61 +14.9%
Shares, m 24 24 24 25 25 27 29 29 30 31 32 +3.3%
Valuation, ×
Valuation, × P/E 32.36 32.55 29.76 22.07 54.51 96.46 46.55 41.71 41.57 59.49 42.19 45.7
P/S 3.71 4.20 4.46 3.82 8.03 5.54 4.56 4.99 5.93 9.14 7.40 5.4
P/B 3.19 3.40 3.23 2.49 3.97 2.20 2.64 2.83 3.20 5.09 4.21 3.2
EV/Sales 4.09 4.38 4.48 3.71 7.66 7.14 5.46 5.72 6.47 9.58 7.71 5.9
EV/FCF 31.30 28.90 46.80 22.80 33.18 44.72 44.93 36.94 43.40 52.30 39.08 38.5
Cash, $m
Cash, $m Operating cash flow 101 130 109 156 152 180 221 275 294 416 486 +17.0%
Capex (21) (28) (41) (37) (12) (30) (42) (33) (50) (73) (86) +14.9%
Free cash flow 80 102 67 118 141 151 179 242 244 343 399 +17.5%
Balance, $m
Balance, $m Working capital 355 378 413 508 640 649 604 671 712 644 853 +6.8%
Net debt 231 119 14 (80) (225) 1,505 1,330 1,128 883 818 621 +15.1%
Shareholders’ equity 717 835 969 1,118 1,232 2,373 2,536 2,752 3,031 3,361 3,558 +18.7%
Returns, %
Returns, % ROA 6.40 7.74 9.19 9.75 6.54 1.36 3.02 3.99 4.99 5.86 6.88 (0.5) pt
ROIC 7.56 8.44 8.40 9.00 7.11 1.95 4.74 5.51 5.91 6.30 7.39 (1.3) pt
ROE 10.56 11.23 11.67 11.54 7.67 2.37 5.86 7.07 8.09 9.00 10.51 (1.6) pt
People
People Employees 1,392 3,466 3,764 3,890 3,885 3,549 3,670 5,302 5,334 5,816 — +17.2%
Revenue/emp, $m 0.44 0.19 0.19 0.19 0.16 0.27 0.40 0.29 0.31 0.32 — (3.5%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Mar 2026 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

Business profile

Updated

RBC Bearings makes precision bearings, gearing, components and essential systems for industrial and aerospace and defense customers. Its products help moving machinery carry loads, transmit power, reduce friction and control pressure and flow. They are used in equipment ranging from conveyors and mining machinery to aircraft, submarines and guided weapons.

A bearing supports or guides a moving part. RBC makes several types, including plain, roller, ball and mounted bearings. It also makes enclosed gearing, motion-control components, hydraulics, valves and other engineered parts. Some are standard products; others are designed for a particular customer or application.

Where the money comes from and where it goes Fiscal 2026

Fiscal 2026: revenue by segment, and margins
Industrial 1,083 57.88%
Aerospace/Defense 788 42.12%
Gross margin 44.37%
Operating margin 22.50%
Pre-tax margin 19.74%

Revenue by segment since 2010

RBC Bearings Incorporated vs peers in Tools & Accessories (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SNA Snap-On Incorporated $18.4B 17.9× 18.6× +4.72% (above 0%: growing) +5.00% (above 0%: growing) +14.13% (above 0%: growing) 51.43% 27.24% Compare
SWK Stanley Black & Decker, Inc. $15.6B 25.2× 18.1× +0.39% (above 0%: growing) +249.25% (above 0%: growing) +418.34% (above 0%: growing) 32.97% 14.10% Compare
LECO Lincoln Electric Holdings, Inc. $15.0B 27.4× 24.8× +12.03% (above 0%: growing) +12.40% (above 0%: growing) +87.67% (above 0%: growing) 36.81% 18.09% Compare
RBC RBC Bearings Incorporated $14.6B 45.4× 37.7× +19.15% (above 0%: growing) +47.71% (above 0%: growing) +40.84% (above 0%: growing) 47.70% 27.10%
TTC Toro Company (The) $10.2B 28.8× 27.3× +8.35% (above 0%: growing) +50.00% (above 0%: growing) −22.43% (below 0%: shrinking) 34.11% 9.40% Compare
TKR Timken Company (The) $7.7B 29.8× 26.7× +7.46% (above 0%: growing) −62.83% (below 0%: shrinking) +3.19% (above 0%: growing) 31.67% 6.73% Compare
KMT Kennametal Inc. $2.2B 6.5× 5.9× +42.63% (above 0%: growing) +964.29% (above 0%: growing) −265.44% (below 0%: shrinking) 58.86% 41.12% Compare
HLMN Hillman Solutions Corp. $1.5B 35.5× 29.8× +9.79% (above 0%: growing) +37.50% (above 0%: growing) +125.12% (above 0%: growing) 47.05% 9.26% Compare
EML Eastern Company (The) $168.3M 20.9× 12.9× −11.89% (below 0%: shrinking) +67.86% (above 0%: growing) +164.03% (above 0%: growing) 20.63% 2.68% Compare
Median of peers $9.0B 26.3× 21.7× +7.91% +43.75% +50.90% 35.46% 11.75%

All 11 Tools & Accessories stocks →

Pay and ownership Proxy statement filed 24 July 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 20.91m 38.68m 268.50
2025 19.56m 26.09m 295.90
2024 8.98m 12.75m 245.80
2023 8.45m 14.35m 211.60
2022 19.40m 18.44m 177.80

Ownership

Directors and executive officers, together 1.80%
BlackRock Inc. 8.20%
Durable Capital Partners LP 7.20%
Vanguard Capital Management 5.20%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

RBC Bearings Incorporated (RBC) Latest News

31 Oct

Impact 3 · · MarketBeat transcript

30 Oct

Impact 3 · · Moby transcript
Impact 3 · · The Motley Fool transcript
Impact 3 · · StockStory
Impact 3 · · Associated Press

29 Oct

Impact 3 · · StockStory
stockrow.com/RBC · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com