RBC Bearings Incorporated

Report azionario NYSE:RBC

Capitalizzazione di mercato: US$17.7b

RBC Bearings Crescita futura

Criteri Future verificati 2/6

RBC Bearings prevede che gli utili e i ricavi cresceranno rispettivamente di 19.9% e 10.7% all'anno. Si prevede che l'EPS crescerà di 19.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.9% in 3 anni.

Informazioni chiave

19.9%

Tasso di crescita degli utili

19.77%

Tasso di crescita dell'EPS

Machinery crescita degli utili16.5%
Tasso di crescita dei ricavi10.7%
Rendimento futuro del capitale proprio11.93%
Copertura analitica

Good

Ultimo aggiornamento19 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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

Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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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Nuova narrazione • 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

Previsioni di crescita degli utili e dei ricavi

NYSE:RBC - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di RBC ( 19.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di RBC ( 19.9% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di RBC cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di RBC ( 10.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di RBC ( 10.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di RBC sarà basso tra 3 anni ( 11.9 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 09:27
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/28
Utili annuali2026/03/28

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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.

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