# RBC Bearings Incorporated (RBC) — Stock CV

RBC Bearings Incorporated is a $15.9B industrial company. Revenue grew 17.3% over the last year, it keeps 16¢ of every dollar of sales as profit, and its net debt equals ~2.4 years of free cash flow. It trades at 49.7× earnings — around the middle of its own history.

> RBC Bearings is an international manufacturer and marketer of engineered precision bearings, components, and essential systems for the industrial, defense, and aerospace industries. The offering includes plain bearings, roller bearings, ball bearings, and engineered products.

## Identity

- **Ticker**: RBC
- **Sector**: Industrials
- **Industry**: Ball & Roller Bearings
- **Headquarters**: OXFORD, CT
- **Employees**: 5 816
- **Website**: https://www.rbcbearings.com
- **Market cap**: $15.9B
- **Last price**: $503.68
- **Financial profile**: Mixed

## Vitals (TTM)

- **Revenue**: $1.95B
- **Net income**: $321M
- **Free cash flow**: $385M
- **Net debt**: $934M
- **P/E**: 49.7
- **Revenue growth (YoY)**: 17.3%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 42 |
| Growth | 95 |
| Profitability | 57 |
| Health | 55 |
| Quality | 72 |
| Moat | 50 |

## Qualifications (beginner checklist) — 9 of 11 passed

- [x] Revenue growing — +17.3% YoY
- [x] Profitable — $321M TTM
- [x] Profit growing — +16.6% YoY
- [x] Generates cash — $385M TTM
- [x] Debt under control — ~2.4y of cash flow to repay
- [x] Established company — $15.9B market cap
- [ ] Not printing shares — +26.3% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 43/100
- [x] Pays a dividend — yield 0.07%
- [x] Valuation not extreme — P/E 49.7

## Experience (career milestones)

- **FY2026** — Best year on record: $288M net income
- **FY2023** — Revenue crossed $1B: $1.47B for the year
- **FY2020** — Became debt-free: cash now exceeds total debt
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Positive free cash flow every year since: 10-year streak

## Strengths

- High gross margin (45.2%)
- Revenue growing 17.3% year over year
- Strong cash conversion — FCF is 19.7% of revenue
- Interest covered 8.4× by operating earnings
- Piotroski F-Score 7/9 — fundamentally strong checklist

## Watch-outs

- None stand out in the data.

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2022 | $943M | $42.7M | $151M |
| FY2023 | $1.47B | $144M | $179M |
| FY2024 | $1.56B | $210M | $242M |
| FY2025 | $1.64B | $246M | $244M |
| FY2026 | $1.87B | $288M | $343M |

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Source: https://stockcv.com/RBC — derived from company filings; may be delayed or incomplete. Information, not investment advice.