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RBC: Improved Earnings Guidance And Share Repurchase Signal Uptrend Ahead

Update shared on 19 Nov 2025

Fair value Increased 3.02%
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AnalystConsensusTarget's Fair Value
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1Y
26.5%
7D
-1.4%

Analysts have raised their price target for RBC Bearings from $458.17 to $472.00. This reflects modest improvements in revenue growth forecasts and updated valuation assumptions.

What's in the News

  • RBC Bearings issued new earnings guidance for the third quarter of fiscal 2026, expecting net sales between $454.0 million and $462.0 million. This represents a projected growth rate of 15.1% to 17.1% compared to the prior year (Key Developments).
  • The company completed the repurchase of 240,006 shares, representing approximately 0.9% of shares outstanding, for a total of $48.3 million under the buyback program announced in May 2019 (Key Developments).

Valuation Changes

  • Fair Value: Increased slightly from $458.17 to $472.00.
  • Discount Rate: Increased modestly from 8.29% to 8.46%.
  • Revenue Growth: Improved from a projected 10.67% to 10.97%.
  • Net Profit Margin: Decreased slightly from 20.37% to 20.12%.
  • Future P/E: Increased from 39.14x to 40.65x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.