RBC Bearings (RBC) Panoramica del titolo
RBC Bearings Incorporated produce e commercializza cuscinetti di precisione, componenti e sistemi ingegnerizzati negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
RBC ha superato i nostri controlli di rischio.
RBC Community Fair Values
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Analyst Price Targets
Concorrenti di RBC Bearings Incorporated
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$566.61 |
| Massimo di 52 settimane | US$667.69 |
| Minimo di 52 settimane | US$364.50 |
| Beta | 1.41 |
| Variazione di 1 mese | -5.61% |
| Variazione a 3 mesi | -6.50% |
| Variazione di 1 anno | 40.02% |
| Variazione a 3 anni | 151.75% |
| Variazione a 5 anni | 150.04% |
| Variazione dall'IPO | 3,610.61% |
Notizie e aggiornamenti recenti
Articolo di analisi • Aug 05
Results: RBC Bearings Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
RBC Bearings Incorporated ( NYSE:RBC ) just released its latest quarterly results and things are looking bullish. It...
Aggiornamento narrativa • Aug 04
RBC: Aerospace And Defense Strength Will Support Long Term Upside Potential
Analysts have raised their price target on RBC Bearings from $616.29 to $633.25 as they update their models to reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for RBC Bearings RBC Bearings reported Q1 fiscal 2027 net sales of US$519.5 million, up 19.2%, with the Aerospace & Defense segment up 36.9% and the Industrial division up 8.4%.Recent updates
Articolo di analisi • Aug 05
Results: RBC Bearings Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
RBC Bearings Incorporated ( NYSE:RBC ) just released its latest quarterly results and things are looking bullish. It...Aggiornamento narrativa • Aug 04
RBC: Aerospace And Defense Strength Will Support Long Term Upside Potential
Analysts have raised their price target on RBC Bearings from $616.29 to $633.25 as they update their models to reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for RBC Bearings RBC Bearings reported Q1 fiscal 2027 net sales of US$519.5 million, up 19.2%, with the Aerospace & Defense segment up 36.9% and the Industrial division up 8.4%.Aggiornamento 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 AlphaAggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.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
Nuova 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 AlphaRendimenti per gli azionisti
| RBC | US Machinery | US Mercato | |
|---|---|---|---|
| 7D | 0.8% | 5.6% | 5.5% |
| 1Y | 40.0% | 37.7% | 20.8% |
Ritorno vs Industria: RBC ha superato il US Machinery che ha restituito 37.7 % nell'ultimo anno.
Rendimento vs Mercato: RBC ha superato il mercato US che ha restituito 20.8 % nell'ultimo anno.
Volatilità dei prezzi
| RBC volatility | |
|---|---|
| RBC Average Weekly Movement | 4.6% |
| Machinery Industry Average Movement | 6.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: RBC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di RBC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1919 | 5,816 | Michael Hartnett | www.rbcbearings.com |
RBC Bearings Incorporated produce e commercializza cuscinetti di precisione, componenti e sistemi ingegnerizzati negli Stati Uniti e a livello internazionale. Opera attraverso due segmenti: Aerospaziale/Difesa e Industriale. L'azienda produce cuscinetti a strisciamento con design autolubrificante o metallo-metallo, tra cui cuscinetti a stelo, snodi sferici e cuscinetti a perno; cuscinetti a rulli, come cuscinetti a rulli conici, cuscinetti a rullini, rulli per cinghie a rullini e seguicamma, che sono prodotti anti-attrito utilizzati in applicazioni industriali e piattaforme aeronautiche militari; e cuscinetti a sfere che includono cuscinetti ad alta precisione per il settore aerospaziale, per il controllo della cellula, per sezioni sottili e per l'industria, che utilizzano elementi a sfera ad alta precisione per ridurre l'attrito nelle applicazioni ad alta velocità.
RBC Bearings Incorporated Riepilogo dei fondamenti
| RBC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$18.06b |
| Utili (TTM) | US$320.60m |
| Ricavi(TTM) | US$1.95b |
55.8x
Rapporto P/E9.2x
Rapporto P/SRBC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| RBC Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.95b |
| Costo del fatturato | US$1.06b |
| Profitto lordo | US$898.10m |
| Altre spese | US$577.50m |
| Utili | US$320.60m |
Ultimi utili riportati
Jun 27, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 10.16 |
| Margine lordo | 45.95% |
| Margine di profitto netto | 16.40% |
| Rapporto debito/patrimonio netto | 23.3% |
Come si è comportato RBC nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/06 22:30 |
| Prezzo dell'azione a fine giornata | 2026/08/06 00:00 |
| Utili | 2026/06/27 |
| Utili annuali | 2026/03/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
RBC Bearings Incorporated è coperta da 16 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Lisnic | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Ronald Epstein | BofA Global Research |