CluenexRBC Bearings RBC
RBC Bearings scores good on business quality (6.5 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What RBC Bearings does
RBC Bearings makes specialized precision bearings and components for industrial, defense, and aerospace customers who cannot afford mechanical failure. Aerospace and defense demand anchors its current volume.
- What it does best
RBC engineers custom bearings for extreme operating environments, delivering a gross margin of 45.2% that outpaces peers like ITT at 35.2%. This niche focus creates heavy customer lock-in because redesigning certified aerospace components carries prohibitive re-qualification costs.
- The main risk
The PSC Couplings deal and recent market pricing leave the stock trading far above its intrinsic value of $344.98 against a current price of $515.56, exposing investors to severe multiple contraction if execution falters.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 23.9% and FCF margin sits in the top decile at 91st sector percentile, meaning the business successfully converts high-end industrial scale into reliable cash.
High switching costs in aerospace applications protect its turf, backed by an operating margin sector percentile of 88, though a modest ROE of 9.7% limits elite moat status.
Revenue growth hit 14.4%, accelerating past its multi-year history where revenue rose from $943.0 million in 2022 to $1,954.0 million today, driven by aerospace and defense demand.
Debt-to-equity sits at a modest 0.3x with net debt at $865.0 million, while free cash flow reached $386.0 million, pointing to a steadily strengthening balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on RBC
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
RBC Bearings scores good on the Cluenex quality check (6.5 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 5, 2026.
See RBC today
- Today's verdict on RBC, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “RBC Bearings (RBC)”, https://cluenex.com/stocks/rbc/, data as of Oct 10, 2026.