RBC Bearings (RBC) Investor presentation summary

Business overview and strategy

• Manufactures precision bearings, components, and systems for industrial, aerospace, and defense sectors.

• Operates 65 facilities across 11 countries, with headquarters in Oxford, CT.

• Growth driven by both organic initiatives and over 30 acquisitions in 34 years.

• Focuses on niche, proprietary products and strategic inventory management.

• Targets sustainable double-digit top-line growth, supported by new product and market development.

Financial performance

• Market capitalization reached $18.0B as of May 2026.

• FY 2026 net sales were $1,870.9M, with a five-year CAGR of 25.2%.

• Adjusted gross margin improved to 45.2% in FY 2026.

• Adjusted EBITDA for FY 2026 was $605.3M, with a five-year CAGR of 28.3%.

• Free cash flow for FY 2026 was $342.6M, with a five-year CAGR of 19.5%.

Segment and market breakdown

• Sales split: 58% industrial, 42% aerospace & defense; 89% domestic, 11% international.

• Industrial sales: 69% aftermarket/distribution, 31% OEM; key markets include aggregate/cement, mining/metals, and food/beverage.

• Aerospace & defense sales: 49% commercial OEM, 30% defense OEM, 11% commercial aftermarket, 10% defense aftermarket.

• End markets include engines, subsystems, marine, space/satellite, and missiles/bombs.