Analysts have modestly raised their price target on RBC Bearings to approximately 479.83 dollars from 472 dollars. This reflects slightly higher fair value estimates supported by incremental upticks in projected discount rates and future earnings multiples.
What's in the News
- Issued earnings guidance for the third quarter of fiscal 2026, projecting net sales of approximately 454 million dollars to 462 million dollars, a year over year increase of 15.1% to 17.1% (company guidance).
- Reported completion of a share repurchase program totaling 240,006 shares, representing 0.9% of shares outstanding, for 48.3 million dollars under the buyback announced on May 23, 2019 (company filing).
Valuation Changes
- The fair value estimate has risen slightly from 472 dollars to approximately 479.83 dollars, reflecting a modestly higher implied intrinsic value.
- The discount rate has increased marginally from about 8.46 percent to approximately 8.49 percent, indicating a slightly higher required return in the valuation model.
- Revenue growth remains effectively unchanged at roughly 10.97 percent, suggesting stable expectations for top line expansion.
- The net profit margin is essentially flat at about 20.12 percent, indicating no material revision to long term profitability assumptions.
- The future P/E has risen slightly from around 40.65 times to approximately 41.37 times, implying a modestly higher valuation multiple on forward earnings.
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