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RBC Bearings INC (RBC) Stock Fundamental Analysis & AI Rating 2026

RBC NYSE Ball & Roller Bearings CIK: 0001324948
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-27
BUY
78% Conf
Pending
Analysis scheduled

📊 RBC Key Takeaways

Revenue: $1.4B
Net Margin: 14.5%
Free Cash Flow: $288.5M
Current Ratio: 1.86x
Debt/Equity: 0.30x
EPS: $6.20
AI Rating: BUY with 78% confidence
RBC Bearings INC (RBC) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.4B, net profit margin of 14.5%, and return on equity (ROE) of 6.0%, RBC Bearings INC demonstrates strong fundamentals in the Market sector. Below is our complete RBC stock analysis for 2026.

Is RBC Bearings INC (RBC) a Good Investment?

Claude

RBC Bearings demonstrates solid fundamental health with strong profitability (44.4% gross margin, 22.3% operating margin) and exceptional free cash flow generation ($288.5M FCF, 148% conversion of net income). Conservative capital structure (0.30x D/E) and robust operating cash flow provide financial stability, though low returns on capital (6% ROE, 3.8% ROA) and modest organic growth (4.9% revenue) suggest a mature, stable business rather than a growth driver.

Why Buy RBC Bearings INC Stock? RBC Key Strengths

Claude
  • + Exceptional free cash flow generation with 21.3% FCF margin and operating cash flow exceeding net income by 69%
  • + Strong operational profitability with 44.4% gross margin and 22.3% operating margin demonstrating pricing power and operational efficiency
  • + Conservative capital structure with 0.30x Debt/Equity ratio and healthy current ratio of 1.86x providing financial flexibility

RBC Stock Risks: RBC Bearings INC Investment Risks

Claude
  • ! Low return on equity (6.0%) and return on assets (3.8%) indicate inefficient capital deployment relative to equity base
  • ! Modest organic revenue growth (4.9% YoY) suggests limited market expansion or cyclical industrial headwinds
  • ! Significant long-term debt burden of $990.2M limits financial flexibility despite healthy leverage ratio

Key Metrics to Watch

Claude
  • * Operating margin trend and gross margin sustainability
  • * Free cash flow conversion and capital expenditure efficiency
  • * Return on equity improvement trajectory
  • * Revenue growth acceleration and order book trends
  • * Debt reduction pace and leverage ratio movement

RBC Bearings INC (RBC) Financial Metrics & Key Ratios

Revenue
$1.4B
Net Income
$195.9M
EPS (Diluted)
$6.20
Free Cash Flow
$288.5M
Total Assets
$5.1B
Cash Position
$107.6M

💡 AI Analyst Insight

The 21.3% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

RBC Profit Margin, ROE & Profitability Analysis

Gross Margin 44.4%
Operating Margin 22.3%
Net Margin 14.5%
ROE 6.0%
ROA 3.8%
FCF Margin 21.3%

RBC vs Market Sector: How RBC Bearings INC Compares

How RBC Bearings INC compares to Market sector averages

Net Margin
RBC 14.5%
vs
Sector Avg 12.0%
RBC Sector
ROE
RBC 6.0%
vs
Sector Avg 15.0%
RBC Sector
Current Ratio
RBC 1.9x
vs
Sector Avg 1.8x
RBC Sector
Debt/Equity
RBC 0.3x
vs
Sector Avg 0.7x
RBC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is RBC Bearings INC Stock Overvalued? RBC Valuation Analysis 2026

Based on fundamental analysis, RBC Bearings INC has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
6.0%
Sector avg: 15%
Net Profit Margin
14.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.30x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

RBC Bearings INC Balance Sheet: RBC Debt, Cash & Liquidity

Current Ratio
1.86x
Quick Ratio
0.67x
Debt/Equity
0.30x
Debt/Assets
36.6%
Interest Coverage
N/A
Long-term Debt
$990.2M

RBC Revenue & Earnings Growth: 5-Year Financial Trend

RBC 5-year financial data: Year 2019: Revenue $702.5M, Net Income N/A, EPS N/A. Year 2020: Revenue $727.5M, Net Income N/A, EPS N/A. Year 2021: Revenue $727.5M, Net Income $105.2M, EPS $4.26. Year 2022: Revenue $942.9M, Net Income $126.0M, EPS $5.06.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: RBC Bearings INC's revenue has grown significantly by 34% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.94 reflects profitable operations.

RBC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
21.3%
Free cash flow / Revenue

RBC Quarterly Earnings & Performance

Quarterly financial performance data for RBC Bearings INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $394.4M $54.2M $1.82
Q2 2026 $397.9M $54.2M $1.65
Q1 2026 $406.3M $61.4M $1.90
Q3 2025 $373.9M $46.6M $1.39
Q2 2025 $385.6M $50.0M $1.58
Q1 2025 $387.1M $50.0M $1.52
Q3 2024 $351.6M $36.3M $1.05
Q3 2023 $267.0M $546.0K $-0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

RBC Bearings INC Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$330.5M
Cash generated from operations
Stock Buybacks
$9.5M
Shares repurchased (TTM)
Capital Expenditures
$42.0M
Investment in assets
Dividends Paid
$23.0M
Returned to shareholders

RBC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for RBC Bearings INC (CIK: 0001324948)

📋 Recent SEC Filings

Date Form Document Action
Feb 18, 2026 4 xslF345X05/primary_01.xml View →
Feb 12, 2026 4 xslF345X05/ownership.xml View →
Feb 5, 2026 10-Q ea0273640-10q_rbcbear.htm View →
Feb 5, 2026 8-K ea0275716-8k_rbcbear.htm View →
Nov 21, 2025 4 xslF345X05/primary_01.xml View →

Frequently Asked Questions about RBC

What is the AI rating for RBC?

RBC Bearings INC (RBC) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RBC's key strengths?

Claude: Exceptional free cash flow generation with 21.3% FCF margin and operating cash flow exceeding net income by 69%. Strong operational profitability with 44.4% gross margin and 22.3% operating margin demonstrating pricing power and operational efficiency.

What are the risks of investing in RBC?

Claude: Low return on equity (6.0%) and return on assets (3.8%) indicate inefficient capital deployment relative to equity base. Modest organic revenue growth (4.9% YoY) suggests limited market expansion or cyclical industrial headwinds.

What is RBC's revenue and growth?

RBC Bearings INC reported revenue of $1.4B.

Does RBC pay dividends?

RBC Bearings INC pays dividends, with $23.0M distributed to shareholders in the trailing twelve months.

Where can I find RBC SEC filings?

Official SEC filings for RBC Bearings INC (CIK: 0001324948) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RBC's EPS?

RBC Bearings INC has a diluted EPS of $6.20.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RBC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, RBC Bearings INC has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is RBC stock overvalued or undervalued?

Valuation metrics for RBC: ROE of 6.0% (sector avg: 15%), net margin of 14.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy RBC stock in 2026?

Our dual AI analysis gives RBC Bearings INC a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is RBC's free cash flow?

RBC Bearings INC's operating cash flow is $330.5M, with capital expenditures of $42.0M. FCF margin is 21.3%.

How does RBC compare to other Market stocks?

Vs Default sector averages: Net margin 14.5% (avg: 12%), ROE 6.0% (avg: 15%), current ratio 1.86 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-27 | Powered by Claude AI