Risk Sleuth
RBC · 10-K filed 15 May 2026 · year to 28 Mar 2026

RBC Bearings

31 named things its latest annual report says its results depend on, each in the company's own words. 16 of them are also named by other companies we've read.

Read the filing on SEC.gov ↗

Customers

U.S. Department of Defense (DOD)

earns from · approximately 1% of our net sales were made directly, and we estimate that approximately an additional 7% of our net sales were made indirectlynamed as a risk
In fiscal 2026, approximately 1% of our net sales were made directly, and we estimate that approximately an additional 7% of our net sales were made indirectly, to the U.S. government to support military or other government projects.Risk factors (Item 1A)

Also named by ACN, ALSN, AVAV, CLS, CRWD, FLR, HEI, JCI and 12 more

Top ten customers

concentrated in · approximately 35%named as a risk
Our top ten customers collectively accounted for approximately 35%, 44% and 44% of our net sales during fiscal 2026, 2025 and 2024, respectively.Risk factors (Item 1A)

Also named by BGC, CBOE, CVLG, ENTG, FBIN, HUBB, LPX, MEDP and 9 more

Newport News Shipbuilding

earns from · $1.1 billion of marine related backlog
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Boeing

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Also named by AIR, ALK, BRK/B, CW, GNTX, RTX, TDG, TDY

Airbus

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Also named by BA, BRK/B, CW, GNTX, RTX, TDG, TDY

Caterpillar

earns from
Our largest industrial customers include Caterpillar, Komatsu and Halliburton and various aftermarket distributors including Motion Industries, Applied Industrial, Baldwin Supply, BDI and Purvis Industries.Business (Item 1)

Also named by APLD, FIX, GNRC, MOD, TRMB

Northrop Grumman

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Also named by KTOS, LHX, LMT

Lockheed Martin

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Also named by LHX, RTX

SpaceX

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Also named by BA, RKLB

Halliburton

earns from
Our largest industrial customers include Caterpillar, Komatsu and Halliburton and various aftermarket distributors including Motion Industries, Applied Industrial, Baldwin Supply, BDI and Purvis Industries.Business (Item 1)

Also named by BKR

Komatsu

earns from
Our largest industrial customers include Caterpillar, Komatsu and Halliburton and various aftermarket distributors including Motion Industries, Applied Industrial, Baldwin Supply, BDI and Purvis Industries.Business (Item 1)

Motion Industries

earns from
Our largest industrial customers include Caterpillar, Komatsu and Halliburton and various aftermarket distributors including Motion Industries, Applied Industrial, Baldwin Supply, BDI and Purvis Industries.Business (Item 1)

Applied Industrial Technologies

earns from
Our largest industrial customers include Caterpillar, Komatsu and Halliburton and various aftermarket distributors including Motion Industries, Applied Industrial, Baldwin Supply, BDI and Purvis Industries.Business (Item 1)

Raytheon

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Blue Origin

earns from
Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX and various aftermarket distributors including National Precision Bearing.Business (Item 1)

Other companies

VACCO Industries

$0.6 billion of VACCO backlognamed as a risk
In fiscal 2022, we incurred $1,800.0 of total debt to finance the acquisition of Dodge Industrial and in July 2025 we incurred $200.0 of debt to finance the acquisition of VACCO Industries.Risk factors (Item 1A)

Dodge Industrial

$1,800.0 of total debtnamed as a risk
In fiscal 2022, we incurred $1,800.0 of total debt to finance the acquisition of Dodge Industrial and in July 2025 we incurred $200.0 of debt to finance the acquisition of VACCO Industries.Risk factors (Item 1A)

Competitors

SKF

competes with
Our principal competitors include SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD and Timken, although we compete with different companies for each of our product lines.Business (Item 1)

Timken

competes with
Our principal competitors include SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD and Timken, although we compete with different companies for each of our product lines.Business (Item 1)

Regal Rexnord

competes with
Our principal competitors include SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD and Timken, although we compete with different companies for each of our product lines.Business (Item 1)

New Hampshire Ball Bearings

competes with
Our principal competitors include SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD and Timken, although we compete with different companies for each of our product lines.Business (Item 1)

NORD

competes with
Our principal competitors include SKF, New Hampshire Ball Bearings, Regal Rexnord, NORD and Timken, although we compete with different companies for each of our product lines.Business (Item 1)

Places

International operations

earns from · approximately 11% of our net salesnamed as a risk
In fiscal 2026, approximately 11% of our net sales were generated by our international operations.Risk factors (Item 1A)

Also named by APG, AXP, CARR, COP, COST, DD, ECL, EQIX and 14 more

Plymouth, Indiana; Fairfield, Connecticut; West Trenton, New Jersey

operates in · approximately 4% of our U.S.-based hourly employeesnamed as a risk
We currently have three collective bargaining agreements covering employees at our Plymouth, Indiana, Fairfield, Connecticut and West Trenton, New Jersey facilities, representing approximately 4% of our U.S.-based hourly employees as of March 28, 2026.Risk factors (Item 1A)

Commodities and inputs

Steel

exposed to its pricenamed as a risk
Our business is dependent on the availability and costs of subcomponents, raw materials, particularly steel (generally in the form of stainless and chrome steel, which are commodity steel products), and energy resources.Risk factors (Item 1A)

Also named by AAON, AGX, ALSN, AM, AME, AMRC, AOS, APD and 104 more

Cast iron

depends on
Our principal raw materials are steel and cast iron.Business (Item 1)

Also named by EMR, IR, WTS

Regulators

Federal Aviation Administration (FAA)

subject tonamed as a risk
The loss or suspension of product approvals could result in lost sales and materially reduce our revenues, cash flows and profitability.Risk factors (Item 1A)

Also named by ACHR, AIR, ALK, AMT, AVAV, BA, BRK/B, CCI and 27 more

Laws and programs

International Traffic in Arms Regulations (ITAR)

subject tonamed as a risk
As a U.S. government contractor, we are subject to various procurement and other laws, regulations and contract terms applicable to our industry, including the FAR, the DFARS, the Truth in Negotiations Act, the False Claims Act, the Procurement Integrity Act, the International Traffic in Arms Regulations promulgated under the Arms Export Control Act, the Close the Contractor Fraud Loophole Act, the Foreign Corrupt Practices Act, and Cost Accounting Standards (CAS), and we could be adversely affected by any negative finding by the U.S. government as to our compliance with them, including suspension or debarment from future government contracting.Risk factors (Item 1A)

Also named by ACHR, ADI, AIR, ALSN, APH, AVAV, CDRE, CLS and 29 more

Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA)

subject tonamed as a risk
We also may be liable under the Comprehensive Environmental Response, Compensation, and Liability Act or similar state laws for the costs of investigation and clean-up of contamination at facilities currently or formerly owned or operated by us, or at other facilities at which we have disposed of hazardous substances.Business (Item 1)

Also named by ALSN, AME, BRK/B, BWA, CLH, CMI, DD, GIS and 10 more

U.S. Section 232 steel tariffs

subject tonamed as a risk
Most notably, steel, which is our largest raw material import, is subject to what is known as a “Section 232 tariff.”Risk factors (Item 1A)

Also named by AESI, ARLP, CLF, ET, JBI, NUE, SUN, SUNC and 2 more

Federal Acquisition Regulation (FAR) / DFARS

subject tonamed as a risk
As a U.S. government contractor, we are subject to various procurement and other laws, regulations and contract terms applicable to our industry, including the FAR, the DFARS, the Truth in Negotiations Act, the False Claims Act, the Procurement Integrity Act, the International Traffic in Arms Regulations promulgated under the Arms Export Control Act, the Close the Contractor Fraud Loophole Act, the Foreign Corrupt Practices Act, and Cost Accounting Standards (CAS), and we could be adversely affected by any negative finding by the U.S. government as to our compliance with them, including suspension or debarment from future government contracting.Risk factors (Item 1A)