RBC Bearings (RBC) Aperçu de l'action
RBC Bearings Incorporated fabrique et commercialise des roulements de précision, des composants et des systèmes aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
RBC ont passé avec succès nos contrôles de risques.
RBC Community Fair Values
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Analyst Price Targets
RBC Bearings Incorporated Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$603.64 |
| Plus haut sur 52 semaines | US$632.00 |
| Plus bas sur 52 semaines | US$363.05 |
| Bêta | 1.43 |
| Variation sur 1 mois | -2.47% |
| Variation sur 3 mois | 12.54% |
| Variation sur 1 an | 62.90% |
| Variation sur 3 ans | 188.75% |
| Variation sur 5 ans | 216.57% |
| Évolution depuis l'introduction en bourse | 3,853.11% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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.Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 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
Nouveau récit • 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 AlphaRendement pour les actionnaires
| RBC | US Machinery | US Marché | |
|---|---|---|---|
| 7D | 2.3% | -1.4% | -2.4% |
| 1Y | 62.9% | 40.2% | 21.5% |
Rendement vs Industrie: RBC a dépassé le secteur US Machinery qui a rapporté 40.2 % au cours de l'année écoulée.
Rendement vs marché: RBC a dépassé le marché US qui a rapporté 21.5 % au cours de l'année écoulée.
Volatilité des prix
| RBC volatility | |
|---|---|
| RBC Average Weekly Movement | 4.8% |
| Machinery Industry Average Movement | 6.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: RBC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RBC ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1919 | 5,816 | Michael Hartnett | www.rbcbearings.com |
RBC Bearings Incorporated fabrique et commercialise des roulements de précision, des composants et des systèmes aux États-Unis et dans le monde entier. Elle exerce ses activités dans deux secteurs : Aérospatiale/Défense et Industriel. La société produit des paliers lisses autolubrifiants ou métal/métal, notamment des embouts de bielle, des rotules et des paliers lisses ; des roulements à rouleaux, notamment des roulements à rouleaux coniques, des roulements à aiguilles, des galets de roulement à aiguilles et des galets suiveurs de came, qui sont des produits antifriction utilisés dans des applications industrielles et sur des plates-formes d'avions militaires ; et des roulements à billes, notamment des roulements à billes de haute précision pour l'aérospatiale, le contrôle des cellules, les sections minces et les roulements à billes industriels, qui utilisent des éléments à billes de haute précision pour réduire le frottement dans les applications à grande vitesse.
RBC Bearings Incorporated Résumé des fondamentaux
| RBC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$19.16b |
| Bénéfices(TTM) | US$287.60m |
| Recettes(TTM) | US$1.87b |
66.2x
Ratio P/E10.2x
Ratio P/SLe site RBC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RBC compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.87b |
| Coût des recettes | US$1.03b |
| Marge brute | US$845.50m |
| Autres dépenses | US$557.90m |
| Les revenus | US$287.60m |
Derniers bénéfices déclarés
Mar 28, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 9.12 |
| Marge brute | 45.19% |
| Marge bénéficiaire nette | 15.37% |
| Ratio dettes/capitaux propres | 26.0% |
Quelles ont été les performances à long terme de RBC?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/12 22:29 |
| Cours de l'action en fin de journée | 2026/06/12 00:00 |
| Les revenus | 2026/03/28 |
| Revenus annuels | 2026/03/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
RBC Bearings Incorporated est couverte par 15 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Lisnic | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Ronald Epstein | BofA Global Research |