RBC BEARINGS INCORPORATED
In the published model solve dated 2026-Q2, anchored at $572.52, RBC BEARINGS INCORPORATED (RBC) is priced for today's economics sustained for ~8.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
The balance sheet tells the recent story. RBC took on debt to buy Dodge, and net debt now sits near $864 million against trailing operating income near $421 million, with interest coverage near 8.5 times. The business is deleveraging while growing, which is what gives management room to keep investing through the aerospace cycle. The aerospace and defense engine is firing. Fiscal 2026 net sales grew 14.3% to $1.87 billion, with A&D up 32.9% and the fourth quarter's A&D segment up 41.2% on the c
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594 institutional managers reported holding RBC in 13F filings for the quarter ended 2026-03-31. 116 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 558k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RBC's share count grew 26% over the past five years even with $38.86M spent on repurchases. It pays no dividend. Cash returned over the past three years: $22.10M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at RBC over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RBC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +2.5% | +8.1% |
| 2023-11-10 | +4.4% | +19.4% |
| 2024-02-09 | -2.8% | -4.1% |
| 2024-05-18 | +7.9% | -0.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RBC's latest 8-K filings: 2026-08-11 (items 8.01, 9.01); 2026-07-31 (items 2.02, 9.01); 2026-06-24 (items 1.01, 5.02, 9.01); 2026-05-15 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.