Top 3 markets by revenue share:

1. Aerospace: approx. 40%
2. Industrial: approx. 35%
3. Defense: approx. 15%

RBC Bearings Incorporated mainly generates its revenue from the manufacturing of precision bearings and components. The aerospace industry is the largest market, as the demand for high-quality bearings for aircraft and spacecraft remains consistently high.

The industrial sector includes various applications such as mechanical engineering and energy, which also contribute significantly to the revenue share. The defense sector benefits from government contracts and investments in military equipment, leading to a stable revenue share.

This distribution demonstrates the diversification of RBC Bearings and its reliance on technologically advanced and safety-critical markets.

Production sites of RBC Bearings:

RBC Bearings Incorporated mainly produces its products in the United States. The company has several production facilities in different states, including Connecticut, California, and South Carolina. In addition, RBC Bearings also operates manufacturing facilities in Europe and Asia to better serve the global market.

This geographical diversification enables RBC Bearings to efficiently respond to demand in different regions while optimizing production costs. The strategic distribution of production sites also supports the supply chain and minimizes potential risks from regional disruptions.

Strategy for Future Growth:

RBC Bearings Incorporated pursues a growth strategy based on several pillars:

1. Acquisitions and Expansion: RBC Bearings focuses on strategic acquisitions to expand its product portfolio and enter new markets. This allows the company to strengthen its market presence and leverage synergies.

2. Innovations and Product Development: The company continuously invests in research and development to develop innovative products that meet customer requirements. This includes both improving existing products and introducing new technologies.

3. Operational Efficiency: RBC Bearings focuses on optimizing its production processes to reduce costs and increase efficiency. This includes the use of modern manufacturing technologies and Lean management practices.

4. Market Expansion: The company plans to expand its presence in international markets, especially in high-growth regions. This will be achieved through establishing new distribution networks and partnerships.

This strategy aims to secure the long-term growth of the company and strengthen its competitive position in the industry.

Main raw materials: Steel, Aluminum, Titanium
Import countries: China, Germany, Japan

RBC Bearings Incorporated mainly imports steel, aluminum, and titanium, which are essential for the production of their precision bearings and components. China is a significant supplier of steel, while aluminum is often sourced from Germany. Titanium is typically imported from Japan, as these countries have advanced technologies and capacities for manufacturing high-quality materials.

These materials are crucial for the quality and performance of RBC Bearings' products, which are used in various industries such as aerospace, defense, and automotive.

Market share: 5% (estimated, 2025)
EBITDA margin: 25% (2024)
R&D expenses: 6% of revenue (2024)

RBC Bearings Incorporated has a significant competitive advantage stemming from several factors. The company holds an estimated market share of about 5% in the precision bearing industry, indicating a strong market presence.

The EBITDA margin of 25% in 2024 demonstrates high profitability and efficient cost structure, pointing to effective operations management and strong pricing strategies.

Additionally, RBC Bearings invests approximately 6% of its revenue in research and development, indicating a commitment to continuous innovation and the ability to adapt to market changes. These R&D investments enhance the product range and support the company's long-term competitiveness.

Institutional Investor Share: 85% (2025, estimated) Insider Buys/Sells: No significant changes (2025, estimated)

The institutional investor share in RBC Bearings Incorporated is estimated at 85%. This indicates a high level of confidence from institutional investors in the company, which is often attributed to stable financial performance and positive future prospects.

In 2025, there were no significant changes in insider buys or sells. This may suggest that the management and other insiders are satisfied with the current development of the company and do not expect drastic changes in the company's strategy or valuation.

Market Share RBC Bearings: Estimated 10% (2025)

Top Competitors and Market Shares:

1. SKF Group: 20%
2. Schaeffler AG: 15%
3. NSK Ltd.: 12%
4. RBC Bearings Incorporated: 10%
5. Timken Company: 8%
6. NTN Corporation: 7%
7. JTEKT Corporation: 6%
8. MinebeaMitsumi Inc.: 5%
9. Rexnord Corporation: 4%
10. Regal Beloit Corporation: 3%

RBC Bearings Incorporated has a solid market share of approximately 10% positioning itself in the upper middle of the industry. The market is dominated by large, established companies like SKF Group and Schaeffler AG, which hold a larger market share.

RBC Bearings' moat mainly lies in their specialization in high-precision bearing solutions and their strong presence in niche markets such as the aerospace industry. This specialization provides them with some protection against general market fluctuations and competitive pressures.

However, compared to the largest competitors with extensive production capacities and a broader product portfolio, RBC Bearings' moat is less pronounced. Companies like SKF and Schaeffler benefit from economies of scale and a global presence, giving them a competitive advantage.

Overall, RBC Bearings has a significant advantage in specific niche markets, but their moat is less pronounced compared to the industry's leading companies.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Industry: 12% (2024)

RBC Bearings Incorporated recorded solid revenue growth of 8.5% in 2024, driven by strong demand in the sectors they serve, particularly in aerospace and industrial. The company was able to increase its profit by 10.2%, indicating efficient cost controls and operational improvements.

With a 12% market share in the bearing industry, RBC Bearings demonstrates a strong competitive position. Continuous investment in research and development, as well as expanding the product portfolio, support the company's growth potential.

Analysts predict that RBC Bearings will benefit from increasing industrialization and the recovery of the aviation industry. These factors, combined with solid financial performance, suggest that the stock could be a good investment, especially for long-term oriented investors.

Dividend payment: No (as of 2025)

RBC Bearings Incorporated currently does not pay a dividend. In the past, the company has reinvested the majority of its profits to promote growth and strengthen its market position. This strategy can be attractive for investors who focus on capital appreciation rather than regular dividend payouts.

Therefore, the reliability of dividend payment is not relevant as no distribution is made. Investors should focus on other financial metrics and growth strategies of the company to evaluate the attractiveness of an investment.