RBC Bearings (RBC) Resumen de Acciones
RBC Bearings Incorporated fabrica y comercializa rodamientos, componentes y sistemas de precisión de ingeniería en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
RBC ha superado nuestros controles de riesgos.
RBC Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de RBC Bearings Incorporated
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$595.61 |
| Máximo en las últimas 52 semanas | US$667.69 |
| Mínimo de 52 semanas | US$364.50 |
| Beta | 1.4 |
| Cambio en 1 mes | 0.54% |
| Variación en 3 meses | -0.45% |
| Cambio de 1 año | 57.19% |
| Variación en 3 años | 166.54% |
| Variación en 5 años | 202.11% |
| Variación desde la OPV | 3,800.52% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 23
RBC: Aerospace And Industrial Demand Will Support Balanced Long Term Prospects
RBC Bearings' analyst price target remains effectively unchanged near $616, as analysts point to stable fair value, discount rate, growth, margin, and future P/E assumptions that have only shifted marginally in recent updates. What’s in the News for RBC Bearings RBC Bearings reported Q1 revenue of $518 million, up 18.3% year over year and 2.3% above analyst expectations, driven by Aerospace & Defense expansion and accelerating Industrial growth.Seeking Alpha • Jun 20
RBC Bearings: A Great Business At An Awful Price
Summary RBC Bearings Incorporated is delivering rapid revenue and profit growth, driven by strong performance in Aerospace & Defense and recent acquisitions. Despite operational strength and a surging backlog, RBC trades at significantly elevated valuation multiples versus peers, making its current price untenable. Backlog soared from $900 million to $2.9 billion, underpinned by defense and commercial aerospace demand, yet valuation concerns outweigh growth prospects. I am downgrading RBC to a 'strong sell' due to excessive valuation, despite robust organic and acquisition-driven expansion and ongoing investment in growth. Read the full article on Seeking AlphaActualización de narrativa • Jun 07
RBC: Aerospace And Defense Momentum Will Support Steady Long Term Prospects
Analysts now set a fresh price target for RBC Bearings at $616.29, compared with the prior $598.71, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that refine their view of the stock's long term potential. What's in the News RBC Bearings reported first quarter fiscal 2026 revenue of US$518 million, up 18.3% year over year, with adjusted EPS of US$3.62, which was a 9% beat versus analyst expectations.Recent updates
Actualización de narrativa • Jun 23
RBC: Aerospace And Industrial Demand Will Support Balanced Long Term Prospects
RBC Bearings' analyst price target remains effectively unchanged near $616, as analysts point to stable fair value, discount rate, growth, margin, and future P/E assumptions that have only shifted marginally in recent updates. What’s in the News for RBC Bearings RBC Bearings reported Q1 revenue of $518 million, up 18.3% year over year and 2.3% above analyst expectations, driven by Aerospace & Defense expansion and accelerating Industrial growth.Seeking Alpha • Jun 20
RBC Bearings: A Great Business At An Awful Price
Summary RBC Bearings Incorporated is delivering rapid revenue and profit growth, driven by strong performance in Aerospace & Defense and recent acquisitions. Despite operational strength and a surging backlog, RBC trades at significantly elevated valuation multiples versus peers, making its current price untenable. Backlog soared from $900 million to $2.9 billion, underpinned by defense and commercial aerospace demand, yet valuation concerns outweigh growth prospects. I am downgrading RBC to a 'strong sell' due to excessive valuation, despite robust organic and acquisition-driven expansion and ongoing investment in growth. Read the full article on Seeking AlphaActualización de narrativa • Jun 07
RBC: Aerospace And Defense Momentum Will Support Steady Long Term Prospects
Analysts now set a fresh price target for RBC Bearings at $616.29, compared with the prior $598.71, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that refine their view of the stock's long term potential. What's in the News RBC Bearings reported first quarter fiscal 2026 revenue of US$518 million, up 18.3% year over year, with adjusted EPS of US$3.62, which was a 9% beat versus analyst expectations.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...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 AlphaSeeking 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
Nueva narrativa • 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 AlphaRentabilidad de los accionistas
| RBC | US Machinery | Mercado US | |
|---|---|---|---|
| 7D | -1.5% | -3.6% | -0.4% |
| 1Y | 57.2% | 37.2% | 18.4% |
Rentabilidad vs. Industria: RBC superó a la industria US Machinery, que obtuvo un rendimiento del 37.2% el año pasado.
Rentabilidad vs. Mercado: RBC superó al mercado US, que obtuvo un rendimiento del 18.4% el año pasado.
Volatilidad de los precios
| RBC volatility | |
|---|---|
| RBC Average Weekly Movement | 4.5% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: RBC no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RBC (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1919 | 5,816 | Michael Hartnett | www.rbcbearings.com |
RBC Bearings Incorporated fabrica y comercializa rodamientos de precisión, componentes y sistemas de ingeniería en Estados Unidos y a escala internacional. Opera a través de dos segmentos: Aeroespacial/Defensa e Industrial. La empresa fabrica cojinetes lisos con diseños autolubricantes o metal-metal, como cabezas de rótula, rótulas esféricas y cojinetes de deslizamiento; cojinetes de rodillos, como cojinetes de rodillos cónicos, cojinetes de agujas y rodillos de apoyo de agujas y seguidores de leva, que son productos antifricción que se utilizan en aplicaciones industriales y plataformas aeronáuticas militares; y cojinetes de bolas que incluyen cojinetes aeroespaciales, de control de fuselaje, de sección delgada e industriales de alta precisión que utilizan elementos de bolas de alta precisión para reducir la fricción en aplicaciones de alta velocidad.
Resumen de fundamentos de RBC Bearings Incorporated
| Estadísticas fundamentales de RBC | |
|---|---|
| Capitalización bursátil | US$18.73b |
| Beneficios(TTM) | US$287.60m |
| Ingresos (TTM) | US$1.87b |
65.3x
Ratio precio-beneficio (PE)10.0x
Ratio precio-ventas (PS)¿Está RBC sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RBC | |
|---|---|
| Ingresos | US$1.87b |
| Coste de los ingresos | US$1.03b |
| Beneficio bruto | US$845.50m |
| Otros gastos | US$557.90m |
| Beneficios | US$287.60m |
Últimos beneficios comunicados
Mar 28, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 9.12 |
| Margen bruto | 45.19% |
| Margen de beneficio neto | 15.37% |
| Ratio deuda/patrimonio | 26.0% |
¿Cómo se ha desempeñado RBC a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/09 22:58 |
| Precio de las acciones al final del día | 2026/07/09 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2026/03/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
RBC Bearings Incorporated está cubierta por 15 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Lisnic | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Ronald Epstein | BofA Global Research |