Pulling SEC filings + quote and writing the call…

RBC Bearings INC
Next earnings Jul 30, 2026 · consensus $3.44 EPS, $508M rev
Last earnings -7.0% on 2026-05-15
Best-in-class aerospace/industrial bearings compounder firing on all cylinders, but a 70x P/E already prices in years of growth.
Sources: SEC EDGAR (CIK 0001324948, latest 10-K filed 2026-05-15) · EODHD · analysis by claude-code · as of 6/21/2026, 8:41:55 PM.
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Middling fundamentals and a rich price (~54% above fair value) leave little margin of safety — a wait-and-see.
RBC Bearings is a high-quality, niche precision-component manufacturer with genuine pricing power at the high end of the bearing market across Aerospace & Defense and Industrial end markets. The fundamentals are excellent: FY2026 revenue grew 14.3% to $1.87B, net income rose 16.8% to $288M, and diluted EPS climbed 18.1% to $9.09. Gross margin of 44.4% and operating margin of 22.5% reflect the value-added, engineered nature of the portfolio, and the multi-year track record (revenue nearly doubling from $943M in FY2022 to $1.87B) shows durable, acquisitive compounding — 30 acquisitions since 1992, including VACCO in July 2025.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $943M | $1.47B | $1.56B | $1.64B | $1.87B |
| Gross profit | $357M | $605M | $671M | $726M | $830M |
| Operating income | $121M | $293M | $342M | $370M | $421M |
| Net income | $54.7M | $167M | $210M | $246M | $288M |
| Diluted EPS | $1.56 | $4.94 | $6.41 | $7.70 | $9.09 |
| Net margin | 5.8% | 11.3% | 13.5% | 15.0% | 15.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1048 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-25 | Feeney John J. Vice President and Secretary | Sell | 225.00 @ $657.94 | $148K |
| 2026-06-24 | Ennico Dolores J Director | Exercise | 200.00 @ $127.33 | $25.5K |
| 2026-06-24 | Ennico Dolores J Director | Exercise | 400.00 @ $199.16 | $79.7K |
| 2026-06-24 | Ennico Dolores J Director | Sell | 600.00 @ $636.11 | $382K |
| 2026-06-17 | Kaplan Steven H. Director | Sell | 350.00 @ $631.80 | $221K |
| 2026-06-03 | Edwards Richard J V.P. and General Manager | Tax | 364.00 @ $578.34 | $211K |
| 2026-06-03 | Sullivan Robert M Vice President and CFO | Tax | 272.00 @ $578.34 | $157K |
| 2026-06-03 | Feeney John J. Vice President and Secretary | Tax | 95.00 @ $578.34 | $54.9K |
| 2026-06-01 | Edwards Richard J V.P. and General Manager | Tax | 91.00 @ $571.96 | $52.0K |
| 2026-06-01 | Sullivan Robert M Vice President and CFO | Tax | 197.00 @ $571.96 | $113K |
| 2026-06-01 | HARTNETT MICHAEL J President and CEO | Tax | 4.89K @ $571.96 | $2.80M |
| 2026-06-01 | Feeney John J. Vice President and Secretary | Tax | 36.00 @ $571.96 | $20.6K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.