Forensic Analysis · Industrials / Manufacturing / Defense · as of Aug 10, 2026

Rbc Bearings Inc (RBC)

A forensic read on Rbc Bearings Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

A · High-quality compounder

Forensic grade

Safe

Financial health

13.0

Distress distance

Clean

Earnings quality

Forensic signals

56.5

P / E (ttm)

8.6%

ROE

$17.6B

Market cap

0.06%

Dividend yield

14.3%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Rbc Bearings Inc earns an A (High-quality compounder) forensic quality grade, and its balance-sheet distress test reads 13.0, placing it in the Safe zone. 3 forensic signals were flagged in its latest SEC filings, led by share-count dilution.

What the filings flag

+2.9%/yr

FY2023–FY2026

Share-count dilution. Diluted share count changed +9% over the last 3 years to FY2026 (+2.9%/yr). The count is growing: more stock was issued than repurchased over this window, so aggregate results grew faster than their per-share equivalents. That's ~2.9% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2023 has been diluted ~8%.

1.8% of rev

FY2026

Stock-based comp load. Stock-based compensation ran 1.8% of revenue and 10% of free cash flow in FY2026 — about $1.09 per diluted share. The cost of it is not in the cash flow — no cash left the business — it is in the count: holders gave up about 2.9% of the company a year, and that rate is not falling. That is the figure to weigh, not the share of free cash flow.

7.0%

FY2026

Return on invested capital. Return on invested capital is 7.0% in the latest fiscal year and rising from 5% — slightly below its ~9% cost of capital — reinvestment is roughly a wash.

Key fundamentals

Latest Revenue$1.87B

Revenue Growth YoY+14.3%

Revenue CAGR (3yr)+8.4%

Net Margin15.4%

Free Cash Flow$342.6M

Return on Equity8.6%

Debt / Equity0.26x

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Data from SEC EDGAR public filings · metrics as of Aug 10, 2026. Forensic signals flag probability, not certainty.