RBC Bearings Incorporated

NYSE:RBC Lagerbericht

Marktkapitalisierung: US$18.4b

RBC Bearings Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

RBC Bearings wird ein jährliches Gewinn- und Umsatzwachstum von 19.9% bzw. 10.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 19.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 11.9% betragen.

Wichtige Informationen

19.9%

Wachstumsrate der Gewinne

19.77%

EPS-Wachstumsrate

Machinery Gewinnwachstum16.5%
Wachstumsrate der Einnahmen10.7%
Zukünftige Eigenkapitalrendite11.93%
Analystenabdeckung

Good

Zuletzt aktualisiert19 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel Aug 06

Analysts Have Made A Financial Statement On RBC Bearings Incorporated's (NYSE:RBC) First-Quarter Report

NYSE:RBC 1 Year Share Price vs Fair Value Explore RBC Bearings's Fair Values from the Community and select yours It's...

Recent updates

Narrativ-Update Apr 26

RBC: Q4 Sales Outlook And Buyback History Will Support Steady Prospects

Analysts have adjusted the price target for RBC Bearings to $598.71 from $608.67, citing updated assumptions for revenue growth at 12.82%, profit margin at 21.60%, and a future P/E of 43.99 under a slightly higher discount rate of 8.44%. What's in the News RBC Bearings reported that between September 28, 2025 and December 27, 2025, it repurchased 0 shares for $0 million.
Narrativ-Update Apr 07

RBC: Q4 Guidance And Completed Buyback Will Support Measured Long Term Outlook

Analysts have kept the fair value estimate for RBC Bearings steady at $608.67, while making small adjustments to inputs such as the discount rate and assumed future P/E. These changes reflect updated views on risk and long term profitability without a material change to the overall price target.
Narrativ-Update Mar 24

RBC: Q4 Sales Guidance Will Support Bullish Long Term Prospects

Analysts have kept their price target for RBC Bearings steady around $609, reflecting largely unchanged views on long term growth, margins, discount rate, and future P/E assumptions. What's in the News The company reported that, between September 28, 2025 and December 27, 2025, it repurchased 0 shares for $0 under its existing buyback tranche, while confirming that, since the program announced on May 23, 2019, it has repurchased 240,006 shares for $48.3 million, representing 0.9% of shares (Key Developments).
Narrativ-Update Mar 09

RBC: Fair Value And Q4 Outlook Will Frame Balanced Prospects

Analysts have adjusted their price target on RBC Bearings to $608.67 from $594.50, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that modestly increase their estimated fair value. What's in the News RBC Bearings reported that from September 28, 2025 to December 27, 2025, it repurchased 0 shares for $0 million, completing the previously announced buyback with a total of 240,006 shares repurchased for $48.3 million, representing 0.9% of shares under the May 23, 2019 authorization (Key Developments).
Narrativ-Update Feb 23

RBC: Raised Fair Value And Q4 Guidance Will Shape Balanced Outlook

Analysts have adjusted their price target on RBC Bearings to $594.50 from $562.50, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News RBC Bearings issued new earnings guidance for the fourth quarter of fiscal 2026, with expected net sales in a range of $495.0 million to $505.0 million (Corporate guidance).
Narrativ-Update Feb 08

RBC: Raised Fair Value And Q4 Guidance Will Shape Balanced Outlook

Analysts have lifted their price target on RBC Bearings from about $513 to roughly $563, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher estimated valuation range. What's in the News RBC Bearings issued earnings guidance for the fourth quarter of fiscal 2026, with expected net sales of about $495.0 million to $505.0 million.
Narrativ-Update Jan 21

RBC: Guidance And Completed Buybacks Will Shape A Balanced Future Outlook

Narrative Update Analysts have nudged their price target on RBC Bearings higher to about US$513 from roughly US$501, citing modest adjustments to fair value estimates, discount rate assumptions, and expected future P/E levels as the main drivers of the change. What's in the News RBC Bearings issued earnings guidance for the third quarter of fiscal 2026, targeting net sales in the range of US$454.0 million to US$462.0 million.
Narrativ-Update Jan 07

RBC: Future Guidance And Completed Buybacks Will Support Balanced Fair Value Outlook

Analysts have lifted their price target on RBC Bearings from US$482 to about US$501. They point to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
Narrativ-Update Dec 17

RBC: Future Guidance And Buybacks Will Support Balanced Fair Value Outlook

Analysts have modestly raised their price target on RBC Bearings, adding about 0.5 percent to their valuation as slightly higher long term revenue growth, improved profit margins, and a marginally lower discount rate support a new fair value estimate of approximately 482 dollars per share. What's in the News Issued new earnings guidance for the third quarter of fiscal 2026, targeting net sales of approximately 454 million dollars to 462 million dollars, a projected increase of 15.1 percent to 17.1 percent from 394.4 million dollars in the prior year period (company guidance).
Seeking Alpha Dec 09

RBC Bearings: The Valuation Is Hard To Justify Even With Exploding Backlog

Summary RBC Bearings continues to deliver strong revenue and profit growth, especially in its Aerospace/Defense segment, aided by the VACCO Industries acquisition. RBC's backlog has surged to $1.6 billion, with management targeting $2 billion by year-end, reflecting robust demand from major aerospace and defense customers. Despite impressive fundamentals, RBC trades at high valuation multiples, both on an absolute basis and relative to industry peers, making the stock expensive. Given these elevated valuations, I maintain a "Sell" rating on RBC, expecting eventual underperformance as the market recognizes its premium pricing. Read the full article on Seeking Alpha
Narrativ-Update Dec 03

RBC: Future Earnings Guidance And Buybacks Will Support Fairly Valued Outlook

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.
Narrativ-Update Nov 19

RBC: Improved Earnings Guidance And Share Repurchase Signal Uptrend Ahead

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.
Narrativ-Update Nov 04

RBC: Profit Margins Will Improve Amid Measured Outlook For Fiscal 2026

Analysts have raised their price target for RBC Bearings from $452.67 to $458.17, citing a slight improvement in profit margin expectations along with small adjustments to other key financial forecasts. 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.
Analyseartikel Sep 08

Shareholders Should Be Pleased With RBC Bearings Incorporated's (NYSE:RBC) Price

RBC Bearings Incorporated's ( NYSE:RBC ) price-to-earnings (or "P/E") ratio of 49.4x might make it look like a strong...
Narrativ-Update Sep 05

Rising Defense Spending Will Boost US Aerospace And Industrial Sectors

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.
Analyseartikel Aug 06

Analysts Have Made A Financial Statement On RBC Bearings Incorporated's (NYSE:RBC) First-Quarter Report

NYSE:RBC 1 Year Share Price vs Fair Value Explore RBC Bearings's Fair Values from the Community and select yours It's...
Analyseartikel Jul 20

Here's Why RBC Bearings (NYSE:RBC) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Jul 06

When Should You Buy RBC Bearings Incorporated (NYSE:RBC)?

RBC Bearings Incorporated ( NYSE:RBC ) received a lot of attention from a substantial price increase on the NYSE over...
Seeking Alpha Apr 09

RBC Bearings: A True Quality Stock At A Demanding Valuation

Summary RBC Bearings Incorporated has shown solid earnings growth and impressive returns, but current valuations may be too high, given the 3% earnings yield. The company specializes in precision bearings for industrial, aerospace, and defense sectors, combining organic growth with M&A capabilities. Despite reducing leverage and achieving 5% organic growth, shares are trading at 33 times earnings, making them expensive even after a 20% drop from highs. While RBC Bearings is fundamentally strong, I remain cautious due to lofty valuations and await potential RBC share pullbacks for a more attractive entry point. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

RBC Bearings: I Couldn't Bear To Wait Until Earnings For A Downgrade

Summary RBC Bearings Incorporated has been downgraded to a soft “sell” due to its high valuation, despite solid financial performance and growth potential. Recent financial results show revenue growth driven by the Aerospace/Defense segment, with net income and other profitability metrics also improving. Analysts expect continued revenue and profit growth, but I believe it won't justify a bullish outlook for the firm. RBC shares are expected to underperform the broader market, even though the aerospace industry and defense spending trends appear favorable. Read the full article on Seeking Alpha
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Neues Narrativ Aug 27

Aerospace And Defense Sparks Bright Future Amidst Industrial Recovery Optimism

Revenue growth in aerospace and defense, and active investments in industrial sector recovery, indicate positive trends in company revenue and industrial segment growth.
Seeking Alpha Jul 03

RBC Bearings: Strength In Aerospace And Defense Offset By Mixed Industrial Outlook

Summary RBC's historical financial results have demonstrated robust net sales growth and expanding profitability margins. However, FY2024 growth has decelerated due to its flattish industrial segment. Due to rising travel demand, it is expected to bolster the outlook for commercial aerospace. ICAO forecasts that travel demand will increase in 2024. The rising travel demand is also causing aircraft orders to hit record numbers. Airbus and Boeing forecast that 40,000 commercial aircraft will be required in the next 20 years. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:RBC - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/20292,555555N/A6026
3/31/20282,345483N/A5316
3/31/20272,1083954544207
3/28/20261,871288343416N/A
12/27/20251,791269330400N/A
9/27/20251,723258305362N/A
6/28/20251,666247260316N/A
3/29/20251,636234244294N/A
12/28/20241,612217259304N/A
9/28/20241,592201256300N/A
6/29/20241,580198275310N/A
3/30/20241,560187242275N/A
12/30/20231,541174230267N/A
9/30/20231,519164214247N/A
7/1/20231,502156183223N/A
4/1/20231,469144179221N/A
12/31/20221,434126159196N/A
10/1/20221,34990129175N/A
7/2/20221,14150152186N/A
4/2/202294343151180N/A
1/1/202274442151175N/A
10/2/202162369159171N/A
7/3/202160991146157N/A
4/3/202160990141152N/A
12/26/202063598136155N/A
9/26/2020666107142165N/A
6/27/2020701118135164N/A
3/28/2020727120118156N/A
12/28/2019724124N/A141N/A
9/28/2019718109N/A115N/A
6/29/2019709108N/A115N/A
3/30/2019703105N/A109N/A
12/29/2018700100N/A117N/A
9/29/2018696108N/A124N/A
6/30/201868793N/A124N/A
3/31/201867587N/A130N/A
12/30/201765582N/A119N/A
9/30/201763571N/A127N/A
7/1/201762574N/A122N/A
4/1/201761571N/A101N/A
12/31/201661768N/A96N/A
10/1/201661572N/A82N/A
7/2/201661069N/A80N/A
4/2/201659764N/A83N/A
12/26/201554960N/A71N/A
9/26/201551157N/A67N/A
6/27/201547556N/A67N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: RBCDas prognostizierte Gewinnwachstum (19.9% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: RBCDie Erträge des Unternehmens (19.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: RBCDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: RBCDie Einnahmen des Unternehmens (10.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.8% pro Jahr).

Hohe Wachstumseinnahmen: RBCDie Einnahmen des Unternehmens (10.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: RBCDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (11.9%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/27 00:33
Aktienkurs zum Tagesende2026/05/27 00:00
Gewinne2026/03/28
Jährliche Einnahmen2026/03/28

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

RBC Bearings Incorporated wird von 16 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Peter LisnicBaird
Walter LiptakBarrington Research Associates, Inc.
Ronald EpsteinBofA Global Research