What is the 13F Pro Quality Score for RBC?

13F Pro ranks RBC Bearings INC (RBC) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RBC's current score at https://13fpro.ai/research/RBC (free sign-up required for the full ranking).

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.

What sector is RBC in?

RBC Bearings INC (RBC) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives RBC's revenue?

Per RBC Bearings INC's latest 10-K filed with the SEC on 2026-05-15, the biggest revenue drivers are: Industrial ($1,082.9M, +3.8% YoY); Aerospace & Defense ($788.0M, +32.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/RBC.

What are RBC's largest expenses?

RBC Bearings INC's latest 10-K reports these as the largest expense items: Cost of sales ($1,040.7M, +14.3% YoY); Selling, general and administrative ($316.1M, +13.2% YoY); Interest expense, net ($49.8M, -16.7% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended March 28, 2026).

How often is RBC research updated on 13F Pro?

RBC's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

RBC Bearings INC(RBC)Stock Analysis

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SEC EDGAR: CIK 1324948 RBC stock profile & AI dashboard →

13F Pro Quality Score

67.1/100

Rank #479 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

61.8/100

Profitability

77.3/100

Balance Sheet

70.1/100

Earnings Quality

67.8/100

Free Cash Flow

81.3/100

Institutional Flow

39.4/100

Revenue Scale

60.2/100

Dilution Risk

42.5/100

RBC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for RBC Bearings INC (RBC), a Industrials sector company. 13F Pro's AI-powered ranking engine scores RBC at 67.1/100 on a 32-signal composite quality model, placing it at rank #479 of 2,879 stocks — the top 25% of the AI-ranked universe. RBC scores in the top quartile across free cash flow (81.3), profitability (77.3). Areas of concern include institutional flow (39.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 42.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), RBC Bearings INC reports quarterly revenue of $518.0M, net income of $91.7M, an operating margin of 23.0%. 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. RBC Bearings INC's 13F Pro composite quality score has ranged between 8 and 74 since 2021, currently 67.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about RBC Bearings INC

Quirks, history, and lore behind RBC — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial manufacturer · mid-cap · listed on Nasdaq · headquartered in Connecticut.
2
The Numbers
Annual revenue around $800 million, with operating margins that make rivals envious — proof that precision manufacturing for defense and aerospace pays well.
3
The History
Founded in the mid-20th century, the company grew through decades of acquisitions to become a dominant niche player supplying some of the world's most demanding engineers.
4
The Secret
Its products are small, unglamorous, and utterly irreplaceable — fighter jets, helicopters, and semiconductor equipment all stop working without them.
5
The Lore
Its SCHAUBLIN acquisition added Swiss precision machining to the portfolio, because apparently Connecticut-level precision wasn't already extreme enough.
6
The Giveaway
The name says it all: this company makes bearings — the rolling, spinning kind — and its three-letter ticker is literally the same as its product category abbreviation.

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

AI-extracted from RBC Bearings INC's 10-K filed 2026-05-15 — FY2026 (year ended March 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

RBC Bearings delivered 14.3% revenue growth to $1,870.9M, with Aerospace & Defense surging 32.9% and Industrial up 3.8%, driven by strong commercial aerospace build rates and defense demand.

Biggest Revenue Drivers

Total revenue: $1,870.9M+14.3% YoY

Industrial$1,082.9M+3.8% YoY

Aggregate & cement, warehousing, food & beverage, and grain markets drove growth; distribution/aftermarket up 4.8%.

Aerospace & Defense$788.0M+32.9% YoY

Commercial aerospace +17.8% on increased OEM build rates; defense +64.5% led by marine and missiles.

Largest Expense Items

Cost of sales$1,040.7M+14.3% YoY

Increased volume; gross margin held flat at 44.4% despite VACCO purchase accounting adjustments of $13.2M.

Selling, general and administrative$316.1M+13.2% YoY

Increased personnel costs and $11.2M from VACCO inclusion; 16.9% of sales vs. 17.1% prior year.

Interest expense, net$49.8M-16.7% YoY

Reduced from term loan paydown, partially offset by $200M revolving credit draw for VACCO acquisition.

Amortization of intangible assets$81.0M+12.8% YoY

Includes $10.3M from VACCO intangible assets acquired in July 2025.

Margins: Gross margin remained flat at 44.4% despite 14.3% revenue growth, as manufacturing efficiencies and volume gains offset $13.2M of unfavorable VACCO purchase accounting adjustments and $2.1M inventory restructuring costs. Management expects margin expansion ahead as higher commercial aerospace volumes drive manufacturing efficiency.

Watch Items from the Filing

Goodwill of $2,003.4M and intangible assets of $1,378.2M represent 66% of total assets; fair value of A&D segment exceeds carrying value by only 38.8%, leaving modest impairment cushion if operating performance declines.
Top 10 customers represent 35% of net sales (down from 44% prior year); no single customer exceeds 13%, reducing concentration risk but Motion Industries and Boeing combined at ~23% of A/R.
Total debt reduced to $875.5M from $920.1M; term loan matures November 2026 with $173M due in FY2027; revolving facility extended to October 2030; company in compliance with 4.50x leverage covenant.
DOJ False Claims Act investigation ongoing regarding pandemic relief and unemployment benefit certifications; company cooperating but does not expect material adverse effect.

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

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q4 2026

$518.0M

Net Income

Q4 2026

$91.7M

Free Cash Flow

Q4 2026

$85.2M

Operating Margin

Q4 2026

23.0%

ROIC

Q4 2026

2.8%

D/E Ratio

Q4 2026

0.31

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+27.3% YoY

$1.87BFY 2026

FY17 $615.4MFY22 $942.9MFY23 $1.47BFY26 $1.87B

Net Income

+72.5% YoY

$287.6MFY 2026

FY17 $70.6MFY22 $54.7MFY23 $166.7MFY26 $287.6M

Operating Income

+43.7% YoY

$421.0MFY 2026

FY17 $114.6MFY22 $121.1MFY23 $293.0MFY26 $421.0M

EPS (Diluted)

+84.0% YoY

$9.09FY 2026

FY17 $2.97FY22 $1.56FY23 $4.94FY26 $9.09

Total Assets

+9.2% YoY

$5.12BFY 2026

FY17 $1.11BFY22 $4.85BFY23 $4.69BFY26 $5.12B

Total Debt

-24.8% YoY

$1.05BFY 2026

FY17 $269.8MFY22 $2.18BFY23 $1.40BFY26 $1.05B

Op. Cash Flow

+88.4% YoY

$415.7MFY 2026

FY17 $101.2MFY22 $180.3MFY23 $220.6MFY26 $415.7M

Metric	FY 2026	FY 2023	FY 2022	FY 2017	FY 2016	FY 2015
Revenue	$1.87B +27.3%	$1.47B +55.8%	$942.9M +53.2%	$615.4M +3.0%	$597.5M +34.2%	$445.3M
Net Income	$287.6M +72.5%	$166.7M +204.7%	$54.7M -22.5%	$70.6M +10.5%	$63.9M +9.7%	$58.2M
Operating Income	$421.0M +43.7%	$293.0M +141.9%	$121.1M +5.7%	$114.6M +10.3%	$103.8M +17.4%	$88.4M
EPS (Diluted)	$9.09 +84.0%	$4.94 +216.7%	$1.56 -47.5%	$2.97 +9.2%	$2.72 +9.2%	$2.49
Total Assets	$5.12B +9.2%	$4.69B -3.2%	$4.85B +337.0%	$1.11B +0.9%	$1.10B +73.8%	$632.1M
Total Debt	$1.05B -24.8%	$1.40B -36.1%	$2.18B +708.8%	$269.8M -25.8%	$363.7M +3854.1%	$9.2M
Operating Cash Flow	$415.7M +88.4%	$220.6M +22.4%	$180.3M +78.1%	$101.2M +21.5%	$83.4M	—

AI Insight: RBC Financial Trends

RBC Bearings delivered 12.4% revenue growth and 26.1% net income expansion in Q1 2026, driven by operating leverage and debt reduction.

• Revenue grew from $462M in Q4 2025 to $518M in Q1 2026 (+12.1%); net income jumped to $92M from $67M (+37.3%).

• Operating income expanded to $119M in Q1 2026 from $103M in Q4 2025; operating margin improved to 23.0% from 22.3%.

• Total debt declined to $1,049M in Q1 2026 from $1,279M in Q4 2025 (-$230M); leverage ratio strengthened materially.

⚠ Operating cash flow fell to $85M in Q1 2026 from $122M in Q4 2025; lowest level since Q3 2024 despite earnings growth.

⚠ Equity grew 2.8% quarter-over-quarter to $3.36B; debt reduction offset by working capital or other balance sheet movements.

AI Insight: RBC Ratio Trends

Q1 2026 shows strongest profitability in two years with NPM at 17.7% and ROE rebounding to 10.9%, though operating leverage remains volatile quarter-to-quarter.

• Net profit margin surged to 17.7% in Q1 2026, highest since Q1 2025's 16.6%, driven by operating discipline and improved cost control.

• ROE and ROA both peaked in Q1 2026 at 10.9% and 7.2% respectively, recovering from Q3 2025 lows of 7.5% and 4.7%.

• D/E ratio improved to 0.31 in Q1 2026 from 0.39 in Q4 2025, signaling strengthened balance sheet leverage discipline.

⚠ Operating margin and ROIC show persistent quarterly volatility (21.5%–23.2% OpMargin range in past four quarters), complicating trend visibility.

⚠ ROIC peaked at 10.2% in Q1 2025 then declined to 9.1% in Q4 2025 before rebounding to 10.8% in Q1 2026—pattern suggests cyclical/seasonal pressure.

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Available Research

13F Pro tracks comprehensive data for RBC Bearings INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RBC

BlackRock, Inc.
$1.6B2,963,075 sh
Durable Capital Partners LP
$1.2B2,275,636 sh
VANGUARD CAPITAL MANAGEMENT LLC
$771.5M1,420,523 sh
FMR LLC
$741.1M1,364,589 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$719.4M1,324,481 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$716.5M1,319,139 sh
STATE STREET CORP
$508.5M936,210 sh
GEODE CAPITAL MANAGEMENT, LLC
$382.0M703,159 sh
Artisan Partners Limited Partnership
$313.0M576,225 sh
WASATCH ADVISORS LP
$312.8M575,966 sh

Fund	Value	Shares
BlackRock, Inc.	$1.6B	2,963,075
Durable Capital Partners LP	$1.2B	2,275,636
VANGUARD CAPITAL MANAGEMENT LLC	$771.5M	1,420,523
FMR LLC	$741.1M	1,364,589
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$719.4M	1,324,481
VANGUARD PORTFOLIO MANAGEMENT LLC	$716.5M	1,319,139
STATE STREET CORP	$508.5M	936,210
GEODE CAPITAL MANAGEMENT, LLC	$382.0M	703,159
Artisan Partners Limited Partnership	$313.0M	576,225
WASATCH ADVISORS LP	$312.8M	575,966

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Is RBC a good stock to buy?

13F Pro's AI-powered analysis of RBC Bearings INC (RBC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RBC are available on the RBC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RBC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RBC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RBC Bearings INC's investment landscape.