RBC Bearings Incorporated (RBC) Stock

RBC Bearings Incorporated (RBC) is a Industrials stock trading at $504.95 (as of 2026-08-20), with a market capitalization of $15.99B and a trailing P/E of 53.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

RBC Bearings Incorporated manufactures and markets engineered precision bearings and related components, operating through Aerospace/Defense and Industrial segments. Its product offerings include plain, roller, and ball bearings, along with mounted bearing and enclosed gearing and other power transmission components, which it supplies for aerospace, defense, and industrial applications.

Understand RBC Bearings Incorporated: how it makes money

RBC Bearings manufactures and sells engineered precision bearings and components, earning revenue from net sales across its Aerospace/Defense and Industrial segments.

RBC Bearings' profit model is driven by engineered bearing demand in two end-market channels, Industrial (including distribution and OEM revenue) and Aerospace/Defense (bearings used in military aircraft platforms).

Revenue by segment (latest quarter)
Industrial	$0.3B
Aerospace/Defense	$0.2B

Business quality (Solid): A diversified two-segment engineered bearings business, with the clearest operating focus coming from Industrial distribution and Industrial OEM revenue.

Valuation: At 69× earnings, RBC trades 105% above the Machinery average (34×). Note: one-time items can distort reported P/E.

Bull case

Two end-market segments: It operates through Aerospace/Defense and Industrial, with bearings used in industrial applications and military aircraft platforms.
Broad engineered product set: Products include plain bearings (self-lubricating or metal-to-metal) and roller bearings (such as tapered roller bearings, needle roller bearings, and cam followers).
Industrial revenue has defined streams: Industrial is broken out in operating focus between Industrial distribution revenue and Industrial OEM revenue.

Bear case

Cyclicality risk across customers: Because Aerospace/Defense and Industrial demand drive the two segments, downturns in industrial applications or military aircraft-related demand could reduce net sales.
Concentration in Industrial sales drivers: Industrial distribution revenue (0.17B) and Industrial OEM revenue (0.08B) are key operating metrics, so weakness in either would likely pressure total performance.
Execution risk tied to acquisitions: VACCO was acquired on July 18, 2025 and contributes net sales, so results depend on integrating acquired operations.

Valuation — source: SEC EDGAR (first-party)
Price	$504.95
Market Cap	$15.99B
P/E Ratio	53.8
EV / EBITDA	29.2
Price / Book	4.62
Price / Sales	8.54
DCF Value (model)	$95.58
DCF Upside vs Price	-81.1%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$1.87B
Net Margin	15.4%
Revenue Growth (YoY)	14.3%
EPS Growth (YoY)	17.8%

Financial Health — source: SEC EDGAR
Altman Z-Score	6.70 (safe)
Piotroski F-Score	6/9 (moderate)

Valuation vs Sector & Industry
Stock P/E	53.8
Sector P/E (Industrials)	25.9
Industry P/E (Machinery)	32.3
vs Sector	107.6%
vs Industry	66.5%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	BlackRock, Inc. ($1.61B)
Institutional Holders Tracked	10
Congressional Trades (recent)	6

Company
Sector	Industrials
Industry	Machinery
CEO	Michael J. Hartnett
Employees	5,302
Country	US
IPO Date	2005-08-10

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Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.