Graco vs RBC Bearings
Graco reported revenue of $2.2 billion in fiscal 2025, 1.2 times RBC Bearings' $1.9 billion in fiscal 2026. Graco's revenue grew 5.8% in its latest year, and RBC Bearings' grew 14.3%. Graco had an operating margin of 27.9%, against 22.5% at RBC Bearings. Free cash flow was $638 million at Graco and $343 million at RBC Bearings. Their fiscal years end in different months (December 26 and March 28), so the periods don't line up exactly.
Side by side
| Graco | RBC Bearings | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 26, 2025 | FY2026, Mar 28, 2026 |
| Revenue | $2.2B | $1.9B |
| Revenue growth | 5.8% | 14.3% |
| Revenue growth a year, last 5 years | 6.3% | 25.2% |
| Gross margin | 52.5% | 44.4% |
| Operating margin | 27.9% | 22.5% |
| Net margin | 23.3% | 15.4% |
| Free cash flow | $638M | $343M |
| Free cash flow margin | 28.5% | 18.3% |
| Return on capital | 25.8% | 8.0% |
| Net debt to EBITDA | −0.8x | 1.6x |
| Dividends and buybacks | $606M | $0M |
| Change in diluted share count | −1.9% | 4.2% |
| Last close | $66.07 | $477.84 |
| P/E at the last close | 21.3× | 47.2× |
| Insider trades, last 12 months | bought $99,857, sold $4.0 million | sold $4.5 million |
| Piotroski F-score | 4 of 9 | 6 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
GracoRBC Bearings
Operating margin
Percent of revenue
GracoRBC Bearings
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
GracoRBC Bearings
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Graco and RBC Bearings pages.