RBC Bearings Incorporated (RBC) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$495.74 +2.31% NYSE • Public Delayed / 60s Snapshot

RBC Bearings Incorporated (RBC) receives a Roarable Rating of D (Sell) and flashes a Red SELL / AVOID warning (68/100 RQD Confidence). Our SEC filing scanner spotted paper earnings outpacing real operating cash flow (-24.8% (NI vs OCF)) while unpaid customer invoices grew—a classic sign to step aside until cash flow catches up.

ROARABLE D • SELL / AVOID Cap $15.69B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERSELL / AVOID • D
025507510068
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C · Rk D
Cash (16)Whales (10)SEC (8)Macro (17)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.5% Base Target
$701 Bull$518 Base$404 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:60% Call Buyers ($2.7M)
40% PutsMax Pain: $486.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How RBC Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$331.5M (17.7% FCF Margin)
Revenue$1.87BGross Profit $830.2M (44.4%)Cost of Sales $1.04BOp Profit $421.0M (22.5%)OpEx (R&D/SG&A) $409.2MNet Profit$287.6M (15.4%)Tax/Other $133.4M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.56B
FY24
Rev $1.64B
FY25
Rev $1.87B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$1.87B44.4%22.5%$287.6M$331.5M8.6%
FY 2024$1.64B44.4%22.6%$246.2M$220.0M8.5%
FY 2023$1.56B44%21.9%$209.9M$204.5M5.2%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring RBC)

  • ✓Live walkthrough of RBC's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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RBC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -22.85%▼ DESCENDING CHANNEL
2026-10-30O $478.5H $487.6L $457.9C $462.2VOL 558.8K
RES: $489.9SUP: $437.9SMA50: $495.9SMA200: $552.2
$682.4$621.5$560.7$499.9$439.0RES $489.9SUP $437.9$462.22026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

RBC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
38.8%/yr Implied 5Y Growth

vs. +14.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on RBC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for RBC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for RBC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

RBC Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is RBC Bearings Incorporated (RBC)?

In FY 2025 (10-K), RBC converted $1.9B of revenue into a 44.4% gross margin, 22.5% operating margin, and $331.5M in free cash flow (17.7% FCF margin).