RBC is the ticker symbol for RBC Bearings INC, a publicly traded Industrials sector company listed on NYSE. 13F Pro tracks RBC with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is RBC a good stock to buy?

13F Pro's AI ranking engine scores RBC at 66.1/100, ranked #430 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for RBC is available at https://13fpro.ai/company/RBC. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source RBC data?

All RBC Bearings INC fundamentals and ownership data come directly from SEC EDGAR. RBC Bearings INC files with the SEC under CIK 1324948. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

RBC Bearings INC RBC

NYSELarge CapIndustrials

13F Pro quality score

Rank #430 of 2,925TOP 25%

Why it scores 66 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$519.50M

Quarter to Jun 27

Net income

$101.50M

Quarter to Jun 27

Free cash flow

$146.90M

Quarter to Jun 27

Operating margin

27.1%

Quarter to Jun 27

Top Institutional Holders

as of Q2 2026

$20.08B total

BlackRock, Inc.

$1.96B+2.8%

Durable Capital Partners LP

$1.10B-24.9%

VANGUARD CAPITAL MANAGEMENT LLC

$920.47M+0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

$854.57M+0.6%

FMR LLC

$850.39M-3.2%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$778.42M-8.7%

STATE STREET CORP

$622.91M+3.3%

BAILLIE GIFFORD & CO

$489.79M+158.5%

GEODE CAPITAL MANAGEMENT, LLC

$454.14M+0.3%

Invesco Ltd.

$414.80M+34.7%

Artisan Partners Limited Partnership

$365.83M-1.4%

AQR CAPITAL MANAGEMENT LLC

$363.88M+94.9%

TWO SIGMA INVESTMENTS, LP

$300.84M+63.8%

Maren Capital LLC

$275.74M-3.1%

PRICE T ROWE ASSOCIATES INC /MD/

$275.67M-16.8%

NORGES BANK

$267.08M--

FIRST TRUST ADVISORS LP

$265.68M+0.7%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$243.42M+23.0%

GOLDMAN SACHS GROUP INC

$233.77M+29.7%

Conestoga Capital Advisors, LLC

$210.92M-23.7%

WASATCH ADVISORS LP

$207.44M-44.1%

Clearbridge Investments, LLC

$207.28M-12.7%

MORGAN STANLEY

$204.56M+16.7%

AMERICAN CENTURY COMPANIES INC

$194.57M+21.3%

GENEVA CAPITAL MANAGEMENT LLC

$190.85M-22.6%

See all 691 institutional holders →

What's Driving RBC's Business? Latest 10-Q Breakdown

46/46 datapoints verified

AI-extracted from the 10-Q filed 2026-07-31 — Q1 FY2027 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 19.2% to $519.5M and gross margin expanded to 47.7% from 44.8%, driven by a 36.9% Aerospace & Defense gain and 64.6% defense growth.

Biggest Revenue Drivers

Industrial$294.1M+8.4% YoY

Improvements in nearly all end markets, including semicon, grain, food and beverage and warehousing

Aerospace & Defense$225.4M+36.9% YoY

Led by defense sales driven by military aircraft and the VACCO acquisition, which contributed $31.7 to these end markets

Biggest Revenue Drivers

Total revenue: $519.5M+19.2% YoY

Industrial$294.1M+8.4% YoY

Improvements in nearly all end markets, including semicon, grain, food and beverage and warehousing

Within Industrial

Industrial distribution and aftermarket$198.8M

Distribution strength across major end markets; prior-year comparable was $192.9

Aerospace & Defense$225.4M+36.9% YoY

Led by defense sales driven by military aircraft and the VACCO acquisition, which contributed $31.7 to these end markets

Within Aerospace & Defense

Commercial aerospace OEM$108.7M

OEM markets continued to improve as build rates steadily increased over the last several months; prior year was $83.6

Defense OEM$70.3M

Defense markets increased 64.6%, driven by military aircraft and missiles plus VACCO; prior year OEM was $40.6

Largest Expense Items

Cost of sales$271.7M

Rose from $240.8 a year ago on higher volumes; gross margin still improved to 47.7% of net sales

Selling, general and administrative$85.8M+16.1% YoY

Primarily driven by the inclusion of VACCO and increased personnel costs; 16.5% of net sales versus 16.9%

Other, net$21.2M+5.0% YoY

Consisted of $21.0 amortization of intangible assets and $0.4 restructuring costs, offset by $0.2 of other items

Interest expense, net$10.1M-17.2% YoY

Reduction of Term Loan principal and lower rates, partially offset by the $200.0 revolver draw for VACCO

Margins: Gross margin was 47.7% of net sales versus 44.8%, driven by operational excellence, better overhead absorption on high volumes, and improved product mix. Timing of tariff refunds added nearly 100 basis points.

Watch Items from the Filing

Timing of tariff refunds temporarily alleviated ongoing global tariff costs and provided nearly 100 basis points of gross margin benefit during the quarter.
Backlog was $2.3 billion at June 27, 2026, versus $2.3 billion at March 28, 2026 and $1.0 billion a year earlier — flat sequentially.
Guidance of $505.0 to $515.0 net sales for Q2 fiscal 2027 implies 10.9% to 13.1% growth, below this quarter's 19.2%.
The $96.0 Term Loan matures November 2026; $50.0 was paid down after quarter end, leaving $46.0, alongside $200.0 drawn on the revolver for VACCO.
Remaining performance obligations on contracts over one year were approximately $1,292.0, with about 42% expected to be recognized over the next 12 months.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q1 2027

EDGAR

Net Income

Q1 2027

EDGAR

EPS (Diluted)

Q1 2027

EDGAR

Operating Margin

Q1 2027

EDGAR

ROIC

Q1 2027

EDGAR

Free Cash Flow

Q1 2027

EDGAR

Debt/Equity

Q1 2027

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/RBC

Earnings Per Share

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RBC Bearings INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$1.9B	$287.6M	22.5%
FY 2025	10-K	$1.6B	$246.2M	22.6%
FY 2024	10-K	$1.6B	$209.9M	21.9%
FY 2023	10-K	$1.5B	$166.7M	19.9%
FY 2022	10-K/A	$942.9M	—	8.3%
FY 2022	10-K/A	$942.9M	$54.7M	12.8%

About RBC Bearings INC (RBC): stock profile, AI score and financials

RBC Bearings INC (RBC) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores RBC at 66.1/100 on a composite quality score built from its SEC filings, placing it at rank #430 of 2,925 stocks — the top 25% of the AI-ranked universe. RBC scores in the top quartile across profitability (75.9), balance sheet strength (75.1). Shareholder dilution risk is elevated at 40.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), RBC Bearings INC reports quarterly revenue of $519.5M, net income of $101.5M, an operating margin of 27.1%. Top institutional holders of RBC by reported 13-F value include BlackRock, Durable Capital Partners, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. RBC trades on the NYSE exchange and files with the SEC under CIK 1324948. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RBC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RBC Bearings INC directly from SEC EDGAR.

Financials through the period ended Jun 27, 2026SEC EDGAR: CIK 1324948 →

RBC Bearings INC RBC

Top Institutional Holders

What's Driving RBC's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

RBC key financials by period

RBC insiders

Congress trading in RBC

About RBC Bearings INC (RBC): stock profile, AI score and financials

RBC Bearings INC RBC

Top Institutional Holders

What's Driving RBC's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

RBC key financials by period

Companies similar to RBC

RBC insiders

Congress trading in RBC

About RBC Bearings INC (RBC): stock profile, AI score and financials