RBC Bearings Incorporated
rbcbearings.comWhat Do They Do?
Makes bearings, gearing and engineered components for industrial equipment makers, and precision bearings and components for aircraft and defense customers.
10-K for FY2026, filed May 15, 2026
How Do They Make Money?
RBC mainly sells bearings, gearing and engineered components in product sales; some contract work is billed over time, with amounts tied to milestones, shipped units or completion.
10-K for FY2026, filed May 15, 2026Bearings, gearing and engineered components are employed to perform several functions including reduction of friction, transfer of motion…View ↗
Fiscal Year Ended March 28, 2026 March 29, 2025 March 30, 2024 Point-in-time 95 % 98 % 98 % Over time 5 % 2 % 2 % 100 % 100 % 100 %View ↗
Contract Assets - Pursuant to the over-time revenue recognition model, revenue may be recognized prior to the customer being invoiced. An…View ↗
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10-K for FY2026, filed May 15, 2026
FY2026 revenue by product or service ↗
$1.9B
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10-K for FY2026, filed May 15, 2026
$1.9B ↗
| Segment | Share | Revenue |
|---|---|---|
|
Aerospace & Defense
|
42%
FY2023: 29%
|
Aerospace & Defense, FY2026
$788M Sources
|
|
Industrial
|
58%
FY2023: 71%
|
Industrial, FY2026
$1.1B Sources
|
Who Are Their Customers?
OEMs and distributors buy bearings and engineered components for industrial, aerospace and defense applications. RBC sells directly through its own sales force and through distributors, who mainly serve smaller OEMs, aftermarket customers and end users seeking local inventory and service.
10-K for FY2026, filed May 15, 2026The bearing, gearing and engineered component industry is a fragmented multi-billion-dollar market. Purchasers of bearings, gearing and…View ↗
We have developed our sales force through the hiring of sales personnel with prior industry experience, complemented by an in-house…View ↗
The Company operates in two reportable business segments— Industrial and Aerospace & Defense —in which it manufactures highly engineered…View ↗
10-K for FY2026, filed May 15, 2026
The Company operates in two reportable business segments— Industrial and Aerospace & Defense —in which it manufactures highly engineered…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 15 cents of every revenue dollar as net income in FY2026.
10-K for FY2026, filed May 15, 2026
How Are They Changing?
- Net income
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Sources
10-Q for Q1 FY2027, filed Jul 31, 2026
$101.5MView ↗
- ▲ +48%
- vs $68.5M in Q1 FY2026
10-Q for Q1 FY2027, filed Jul 31, 2026
Open tableView ↗
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Aug 11, 2026
Dodge Industrial acquired PSC Couplings’ business assets
Dodge Industrial acquired PSC’s business assets for a cash purchase price of $24.2 million.
Sources
8-K, filed Aug 11, 2026
RBC Bearings Incorporated announced that its Dodge Industrial, Inc. subsidiary has acquired the business assets of PSC Couplings, LLC, a…View ↗
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Jul 31, 2026
Issued a second-quarter fiscal 2027 sales outlook
Forecast net sales of $505.0 million to $515.0 million, versus $455.3 million a year earlier.
Sources
8-K, filed Jul 31, 2026
The Company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3…View ↗
Growing. Revenue grew 98% in 4 years, from $942.9M in FY2022 to $1.9B in FY2026, about 19% a year.
Who Do They Compete With?
Competes with SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD, and Timken
10-K for FY2026, filed May 15, 2026Our principal competitors include SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD and Timken, although we compete with different…View ↗
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