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Rising Defense Spending Will Boost US Aerospace And Industrial Sectors

Published
27 Aug 24
Updated
05 Sep 25
AnalystConsensusTarget's Fair Value
US$452.67
15.6% undervalued intrinsic discount
10 Sep
US$382.27
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1Y
33.3%
7D
0.08%

Author's Valuation

US$452.7

15.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on05 Sep 25

With both the discount rate and future P/E ratio remaining essentially flat, analyst valuations for RBC Bearings are unchanged, maintaining the consensus price target at $452.67. What's in the News The company completed the repurchase of 240,006 shares (0.9%) for $48.3 million under its buyback program; no shares were repurchased in the most recent tranche.

Shared on07 May 25
Fair value Increased 20%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 3.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 8.15%

AnalystConsensusTarget has increased profit margin from 17.5% to 20.5%.