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/company/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-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Industrial ($294.1M, +8.4% YoY); Aerospace & Defense ($225.4M, +36.9% YoY); Industrial distribution and aftermarket ($198.8M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/RBC.

What are RBC's largest expenses?

RBC Bearings INC's latest 10-Q reports these as the largest expense items: Cost of sales ($271.7M); Selling, general and administrative ($85.8M, +16.1% YoY); Other, net ($21.2M, +5.0% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended June 27, 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

66.8/100

Rank #396 of 2,961 stocksTOP 25%

View Industrials peers →

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

Revenue Growth

63.3/100

Profitability

76.2/100

Balance Sheet

75.2/100

Earnings Quality

54.7/100

Free Cash Flow

77.5/100

Institutional Flow

58.8/100

Revenue Scale

62.8/100

Dilution Risk

41.5/100

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Why RBC Scores 67/100

exact factor attribution · 2026-09-11

RBC's composite is driven by free cash flow and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+4.1 pts

78th pct

Profitability

+3.9 pts

76th pct

Revenue growth

+2.7 pts

63th pct

Capital efficiency

+2.5 pts

75th pct

Scale

+1.9 pts

63th pct

Earnings growth

+1.1 pts

73th pct

Earnings quality

+0.5 pts

55th pct

Institutional flow

+0.4 pts

59th pct

Shareholder dilution

-0.4 pts

42th pct

Latest change (2026-07-31): 67 → 70 · ↑ Dilution 42→91; ↑ Institutional flow 39→51; despite ↓ Revenue growth 62→54

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

RBC Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 66.8/100 on a 32-signal composite quality model, placing it at rank #396 of 2,961 stocks — the top 25% of the AI-ranked universe. RBC scores in the top quartile across free cash flow (77.5), profitability (76.2), balance sheet strength (75.2). Shareholder dilution risk is elevated at 41.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), 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. RBC Bearings INC's 13F Pro composite quality score has ranged between 43 and 74 since 2021, currently 66.8 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

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-Q Breakdown

✓ 46/46 datapoints verified

AI-extracted from RBC Bearings INC's 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 →Share on X

Revenue

Q2 2026

$519.5M

Net Income

Q2 2026

$101.5M

Operating Margin

Q2 2026

27.1%

ROIC

Q2 2026

12.9%

D/E Ratio

Q2 2026

0.26

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+14.3% YoY

$1.87BFY 2026

FY23 $1.47BFY24 $1.56BFY25 $1.64BFY26 $1.87B

Net Income

+16.8% YoY

$287.6MFY 2026

FY23 $166.7MFY24 $209.9MFY25 $246.2MFY26 $287.6M

Operating Income

+13.8% YoY

$421.0MFY 2026

FY23 $293.0MFY24 $342.2MFY25 $369.9MFY26 $421.0M

EPS (Diluted)

+18.1% YoY

$9.09FY 2026

FY23 $4.94FY24 $6.41FY25 $7.70FY26 $9.09

Total Assets

+9.3% YoY

$5.12BFY 2026

FY23 $4.69BFY24 $4.68BFY25 $4.69BFY26 $5.12B

Total Debt

+13.8% YoY

$1.05BFY 2026

FY23 $1.40BFY24 $1.20BFY25 $921.8MFY26 $1.05B

Op. Cash Flow

+41.6% YoY

$415.7MFY 2026

FY23 $220.6MFY24 $274.7MFY25 $293.6MFY26 $415.7M

Free Cash Flow

—FY 2026

FY23 $178.6MFY24 —FY25 —FY26 —

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$1.87B +14.3%	$1.64B +4.9%	$1.56B +6.2%	$1.47B +55.8%	$942.9M +54.8%	$609.0M
Net Income	$287.6M +16.8%	$246.2M +17.3%	$209.9M +25.9%	$166.7M +204.7%	$54.7M -39.3%	$90.1M
Operating Income	$421.0M +13.8%	$369.9M +8.1%	$342.2M +16.8%	$293.0M +142.0%	$121.1M +5.6%	$114.7M
EPS (Diluted)	$9.09 +18.1%	$7.70 +20.1%	$6.41 +29.8%	$4.94 +216.7%	$1.56 -56.4%	$3.58
Total Assets	$5.12B +9.3%	$4.69B +0.1%	$4.68B -0.3%	$4.69B -3.2%	$4.85B +237.8%	$1.43B
Total Debt	$1.05B +13.8%	$921.8M -22.9%	$1.20B -14.3%	$1.40B -36.1%	$2.18B +11558.1%	$18.7M
Operating Cash Flow	$415.7M +41.6%	$293.6M +6.9%	$274.7M +24.5%	$220.6M +22.4%	$180.3M +18.3%	$152.5M
Free Cash Flow	—	—	—	$178.6M +18.6%	$150.5M +7.0%	$140.7M

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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.
$2.0B3,046,645 sh
Durable Capital Partners LP
$1.1B1,708,921 sh
VANGUARD CAPITAL MANAGEMENT LLC
$920.5M1,429,173 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$854.6M1,326,855 sh
FMR LLC
$850.4M1,320,365 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$778.4M1,208,607 sh
STATE STREET CORP
$622.9M967,190 sh
BAILLIE GIFFORD & CO
$489.8M760,468 sh
GEODE CAPITAL MANAGEMENT, LLC
$454.1M704,969 sh
Invesco Ltd.
$414.8M644,037 sh

Fund	Value	Shares
BlackRock, Inc.	$2.0B	3,046,645
Durable Capital Partners LP	$1.1B	1,708,921
VANGUARD CAPITAL MANAGEMENT LLC	$920.5M	1,429,173
VANGUARD PORTFOLIO MANAGEMENT LLC	$854.6M	1,326,855
FMR LLC	$850.4M	1,320,365
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$778.4M	1,208,607
STATE STREET CORP	$622.9M	967,190
BAILLIE GIFFORD & CO	$489.8M	760,468
GEODE CAPITAL MANAGEMENT, LLC	$454.1M	704,969
Invesco Ltd.	$414.8M	644,037

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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. RBC is classified as a large company.

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.