RBC Bearings(B1X)株式概要RBCベアリング・インコーポレーテッドは、米国内外でエンジニアリング精密ベアリング、コンポーネント、システムを製造・販売している。 詳細B1X ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績4/6財務の健全性5/6配当金0/6報酬収益は年間19.79%増加すると予測されています 過去1年間で収益は30.1%増加しました リスク分析B1X リスクチェックを通過した。すべてのリスクチェックを見るB1X Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,227 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,227 investors already sharing narrativesYour Fair Value€Current Price€486.0014.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue US$3.2bEarnings US$529.3mAdvancedSet Fair ValueView all narrativesRBC Bearings Incorporated 競合他社GEA GroupSymbol: XTRA:G1AMarket cap: €10.4bRATIONALSymbol: XTRA:RAAMarket cap: €7.6bKronesSymbol: XTRA:KRNMarket cap: €3.7bDMG MORISymbol: XTRA:GILMarket cap: €3.7b価格と性能株価の高値、安値、推移の概要RBC Bearings過去の株価現在の株価US$486.0052週高値US$575.0052週安値US$312.00ベータ1.411ヶ月の変化-5.63%3ヶ月変化-4.71%1年変化41.28%3年間の変化140.59%5年間の変化153.13%IPOからの変化3,711.76%最新ニュースReported Earnings • Aug 04First quarter 2027 earnings released: EPS: US$3.22 (vs US$2.18 in 1Q 2026)First quarter 2027 results: EPS: US$3.22 (up from US$2.18 in 1Q 2026). Revenue: US$519.5m (up 19% from 1Q 2026). Net income: US$101.5m (up 48% from 1Q 2026). Profit margin: 20% (up from 16% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 31Rbc Bearings Incorporated Provides Earnings Guidance for the Second Quarter of Fiscal 2027RBC Bearings Incorporated provides earnings guidance for the Second Quarter of Fiscal 2027. For the quarter, the company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3 million in the prior year, for a growth rate of 10.9% to 13.1%.お知らせ • Jul 28RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026. Location: at one tribology center, 102 willenbrock road, oxford, ct 06478., United Statesお知らせ • Jul 16RBC Bearings Incorporated to Report Q1, 2027 Results on Jul 31, 2026RBC Bearings Incorporated announced that they will report Q1, 2027 results Pre-Market on Jul 31, 2026お知らせ • Jun 29RBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic IndexRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic IndexReported Earnings • May 20Full year 2026 earnings released: EPS: US$9.14 (vs US$7.76 in FY 2025)Full year 2026 results: EPS: US$9.14 (up from US$7.76 in FY 2025). Revenue: US$1.87b (up 14% from FY 2025). Net income: US$287.6m (up 23% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesReported Earnings • Aug 04First quarter 2027 earnings released: EPS: US$3.22 (vs US$2.18 in 1Q 2026)First quarter 2027 results: EPS: US$3.22 (up from US$2.18 in 1Q 2026). Revenue: US$519.5m (up 19% from 1Q 2026). Net income: US$101.5m (up 48% from 1Q 2026). Profit margin: 20% (up from 16% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 31Rbc Bearings Incorporated Provides Earnings Guidance for the Second Quarter of Fiscal 2027RBC Bearings Incorporated provides earnings guidance for the Second Quarter of Fiscal 2027. For the quarter, the company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3 million in the prior year, for a growth rate of 10.9% to 13.1%.お知らせ • Jul 28RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026. Location: at one tribology center, 102 willenbrock road, oxford, ct 06478., United Statesお知らせ • Jul 16RBC Bearings Incorporated to Report Q1, 2027 Results on Jul 31, 2026RBC Bearings Incorporated announced that they will report Q1, 2027 results Pre-Market on Jul 31, 2026お知らせ • Jun 29RBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic IndexRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic IndexReported Earnings • May 20Full year 2026 earnings released: EPS: US$9.14 (vs US$7.76 in FY 2025)Full year 2026 results: EPS: US$9.14 (up from US$7.76 in FY 2025). Revenue: US$1.87b (up 14% from FY 2025). Net income: US$287.6m (up 23% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 16RBC Bearings Incorporated Provides Earnings Guidance for the First Quarter of Fiscal 2027RBC Bearings Incorporated provided earnings guidance for the First Quarter of Fiscal 2027. For the quarter, the Company expects net sales to be approximately $500.0 million to $510.0 million in the first quarter of fiscal 2027, compared to $436.0 million in the prior year, for a growth rate of 14.7% to 17.0%. Excluding $28.0 million of expected net sales from VACCO, net sales are expected to grow 8.3% to 10.6%.お知らせ • May 02RBC Bearings Incorporated to Report Q4, 2026 Results on May 15, 2026RBC Bearings Incorporated announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on May 15, 2026お知らせ • Feb 05RBC Bearings Incorporated Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026RBC Bearings Incorporated provided earnings guidance for the fourth quarter of fiscal year 2026. For the period, the company expects net sales to be approximately $495.0 million to $505.0 million compared to $437.7 million in the prior year, for a growth rate of 13.1% to 15.4%. Excluding net sales from VACCO, net sales are expected to grow 6.4% to 8.7%.お知らせ • Jan 20RBC Bearings Incorporated to Report Q3, 2026 Results on Feb 05, 2026RBC Bearings Incorporated announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026お知らせ • Oct 31Rbc Bearings Incorporated Provides Earnings Guidance for the Third Quarter Fiscal 2026RBC Bearings Incorporated provided earnings guidance for the Third Quarter Fiscal 2026. For the period, the company expects net sales to be approximately $454.0 million to $462.0 million in the third quarter of fiscal 2026, compared to $394.4 million in the prior year, for a growth rate of 15.1% to 17.1%.お知らせ • Oct 14RBC Bearings Incorporated to Report Q2, 2026 Results on Oct 31, 2025RBC Bearings Incorporated announced that they will report Q2, 2026 results Pre-Market on Oct 31, 2025お知らせ • Sep 06Rbc Bearings Incorporated Approves the Election of Barry C. Boyan as DirectorRBC Bearings Incorporated at its annual meeting of stockholders held on September 4, 2025 approved the election of Barry C. Boyan as director.お知らせ • Aug 01RBC Bearings Incorporated Provides Earning Guidance for the Second Quarter of 2026RBC Bearings Incorporated provided earning guidance for the second quarter of 2026. for the quarter, the company expects net sales to be approximately $445.0 million to $455.0 million in the second quarter of fiscal 2026, compared to $397.9 million in the prior year.お知らせ • Jul 28RBC Bearings Incorporated, Annual General Meeting, Sep 04, 2025RBC Bearings Incorporated, Annual General Meeting, Sep 04, 2025. Location: one tribology center, 102 willenbrock road, ct 06478, oxford United Statesお知らせ • Jul 16RBC Bearings Incorporated to Report Q1, 2026 Results on Aug 01, 2025RBC Bearings Incorporated announced that they will report Q1, 2026 results Pre-Market on Aug 01, 2025お知らせ • May 21RBC Bearings Incorporated (NYSE:RBC) entered into a definitive agreement to acquire VACCO Industries, Inc. from ESCO Technologies Inc. (NYSE:ESE) for $310 million.RBC Bearings Incorporated (NYSE:RBC) entered into a definitive agreement to acquire VACCO Industries, Inc. from ESCO Technologies Inc. (NYSE:ESE) for $310 million on May 20, 2025. The consideration will be paid by RBC Bearings Incorporated for $310 million in cash subject to typical post-closing adjustments. The acquisition will be financed through additional borrowings under RBC’s existing credit agreement and cash on-hand. The business will be integrated into RBC’s Aerospace and Defense segment upon closing of the deal. For the period ending March 31, 2025, VACCO Industries, Inc. reported total revenue of approximately $118 million. The transaction is subject to approval by regulatory board / committee and other customary closing conditions. The expected completion of the transaction is in the summer of 2025. Philpott Ball & Werner, LLC acted as financial advisor for ESCO Technologies Inc. Bryan Cave Leighton Paisner LLP acted as legal advisor for ESCO Technologies Inc.お知らせ • May 16RBC Bearings Incorporated Provides Earnings Guidance for the First Quarter of 2026RBC Bearings Incorporated provided earnings guidance for the first quarter of 2026. The company expects net sales to be approximately $424.0 million to $434.0 million in the first quarter of fiscal 2026, compared to $406.3 million in the prior year, for a growth rate of 4.4% to 6.8%.お知らせ • Apr 30RBC Bearings Incorporated to Report Q4, 2025 Results on May 16, 2025RBC Bearings Incorporated announced that they will report Q4, 2025 results Pre-Market on May 16, 2025お知らせ • Jan 31RBC Bearings Incorporated Provides Earnings Guidance for the Fourth Quarter of 2025RBC Bearings Incorporated provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net sales to be approximately $434.0 million to $444.0 million in the fourth quarter of fiscal 2025, compared to $413.7 million last year, a growth rate of 4.9% to 7.3%.お知らせ • Jan 17RBC Bearings Incorporated to Report Q3, 2025 Results on Jan 31, 2025RBC Bearings Incorporated announced that they will report Q3, 2025 results Pre-Market on Jan 31, 2025Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €308, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €213 per share.お知らせ • Nov 02RBC Bearings Incorporated Provides Financial Guidance for the Third Quarter of Fiscal Year 2025RBC Bearings Incorporated provided financial guidance for the third quarter of fiscal year 2025. The company expects net sales to be approximately $390.0 million to $400.0 million in the third quarter of fiscal 2025, compared to $373.9 million last year, a growth rate of 4.3% to 7.0%.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$1.67 (vs US$1.59 in 2Q 2024)Second quarter 2025 results: EPS: US$1.67 (up from US$1.59 in 2Q 2024). Revenue: US$397.9m (up 3.2% from 2Q 2024). Net income: US$48.5m (up 5.7% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 16Now 21% overvaluedOver the last 90 days, the stock has fallen 4.4% to €260. The fair value is estimated to be €215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.お知らせ • Oct 16RBC Bearings Incorporated to Report Q2, 2025 Results on Nov 01, 2024RBC Bearings Incorporated announced that they will report Q2, 2025 results Pre-Market on Nov 01, 2024お知らせ • Oct 02RBC Bearings Incorporated Appoints Frederick J. Elmy as Director and Member of Audit CommitteeRBC Bearings Incorporated announced that its Board of Directors has elected Frederick J. Elmy as a director of the Company. Mr. Elmy is a Class III director and will serve until the Company’s annual meeting of stockholders in 2025. Additionally, the Board of Directors has determined that he is an audit committee financial expert and appointed him to serve on the Company’s Audit Committee. Mr. Elmy joined PricewaterhouseCoopers in 1982 and became a partner in 1994, serving in several roles over the years including National Office Partner—Accounting and SEC Services; Audit Partner—Financial Services, Industrial Products and Technology; and Financial Markets Partner—Accounting Advisory and Treasury Services, until his retirement in 2021. During his years at PwC, Mr. Elmy worked extensively with senior executives, audit committees and boards of directors of numerous organizations on financial markets transactions, mergers and acquisitions, risk management, technical accounting, and SEC and financial reporting matters. Mr. Elmy holds a Bachelor of Arts degree in Economics from the University of Pennsylvania and is a Certified Public Accountant.Buy Or Sell Opportunity • Sep 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.6% to €260. The fair value is estimated to be €216, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Buy Or Sell Opportunity • Aug 22Now 20% overvaluedOver the last 90 days, the stock has fallen 5.1% to €262. The fair value is estimated to be €218, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Recent Insider Transactions • Aug 08Independent Director recently sold €761k worth of stockOn the 6th of August, Edward Stewart sold around 3k shares on-market at roughly €254 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: US$1.92 (vs US$1.54 in 1Q 2024)First quarter 2025 results: EPS: US$1.92 (up from US$1.54 in 1Q 2024). Revenue: US$406.3m (up 5.0% from 1Q 2024). Net income: US$55.7m (up 26% from 1Q 2024). Profit margin: 14% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02RBC Bearings Incorporated Provides Earnings Guidance for the Second Quarter Fiscal 2025RBC Bearings Incorporated provided earnings guidance for the second quarter fiscal 2025. The Company expects net sales to be approximately $395.0 million to $405.0 million in the second quarter of fiscal 2025, compared to $385.6 million last year, a growth rate of 2.4% to 5.0%.お知らせ • Jul 22RBC Bearings Incorporated to Report Q1, 2025 Results on Aug 02, 2024RBC Bearings Incorporated announced that they will report Q1, 2025 results Pre-Market on Aug 02, 2024お知らせ • May 21RBC Bearings Incorporated, Annual General Meeting, Sep 05, 2024RBC Bearings Incorporated, Annual General Meeting, Sep 05, 2024.Reported Earnings • May 19Full year 2024 earnings released: EPS: US$6.46 (vs US$5.00 in FY 2023)Full year 2024 results: EPS: US$6.46 (up from US$5.00 in FY 2023). Revenue: US$1.56b (up 6.2% from FY 2023). Net income: US$186.9m (up 30% from FY 2023). Profit margin: 12% (up from 9.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 18RBC Bearings Incorporated Provides Sales Guidance for the First Quarter of Fiscal 2025RBC Bearings Incorporated provided sales guidance for the first quarter of fiscal 2025. For the quarter, the company expected net sales to be approximately $415.0 million to $420.0 million in the first quarter of fiscal 2025, compared to $387.1 million this year, a growth rate of 7.2% to 8.5%.お知らせ • May 01RBC Bearings Incorporated to Report Q4, 2024 Results on May 17, 2024RBC Bearings Incorporated announced that they will report Q4, 2024 results Pre-Market on May 17, 2024Buy Or Sell Opportunity • Mar 29Now 22% overvaluedOver the last 90 days, the stock has fallen 2.3% to €250. The fair value is estimated to be €205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 26% in the next year.Buy Or Sell Opportunity • Mar 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to €246. The fair value is estimated to be €203, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 26% in the next year.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: US$1.61 (vs US$1.06 in 3Q 2023)Third quarter 2024 results: EPS: US$1.61 (up from US$1.06 in 3Q 2023). Revenue: US$373.9m (up 6.3% from 3Q 2023). Net income: US$46.6m (up 52% from 3Q 2023). Profit margin: 13% (up from 8.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09RBC Bearings Incorporated Provides Revenue Guidance for the Fourth Quarters of 2024RBC Bearings Incorporated provided revenue guidance for the fourth quarters of 2024. for the quarter, the company expects net sales to be approximately $405.0 million to $415.0 million, compared to $394.4 million last year, a growth rate of 2.7% to 5.2%.お知らせ • Jan 24RBC Bearings Incorporated to Report Q3, 2024 Results on Feb 08, 2024RBC Bearings Incorporated announced that they will report Q3, 2024 results Pre-Market on Feb 08, 2024Buying Opportunity • Dec 14Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be €309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 7.3% in a year. Earnings is forecast to grow by 39% in the next year.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: US$1.59 (vs US$1.32 in 2Q 2023)Second quarter 2024 results: EPS: US$1.59 (up from US$1.32 in 2Q 2023). Revenue: US$385.6m (up 4.4% from 2Q 2023). Net income: US$46.0m (up 21% from 2Q 2023). Profit margin: 12% (up from 10% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.お知らせ • Nov 10RBC Bearings Incorporated Provides Sales Guidance for the Third Quarter and Full Year of 2023RBC Bearings Incorporated provided sales guidance for the third quarter and full year of 2023. The company expects net sales to be approximately $370.0 million to $380.0 million in the third quarter of fiscal 2024, compared to $351.6 million last year, a growth rate of 5.2% to 8.1%.The company is on track to reach full year fiscal 2024 net sales of approximately $1.55 billion to $1.60 billion.お知らせ • Oct 21RBC Bearings Incorporated to Report Q2, 2024 Results on Nov 09, 2023RBC Bearings Incorporated announced that they will report Q2, 2024 results Pre-Market on Nov 09, 2023Buying Opportunity • Oct 13Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.1% in a year. Earnings is forecast to grow by 44% in the next year.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Amir Faghri was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.7% in a year. Earnings is forecast to grow by 44% in the next year.Buying Opportunity • Sep 01Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.7% in a year. Earnings is forecast to grow by 44% in the next year.Recent Insider Transactions • Aug 31Independent Director recently sold €417k worth of stockOn the 30th of August, Steven Kaplan sold around 2k shares on-market at roughly €209 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.お知らせ • Aug 22RBC Bearings Incorporated (NYSE:RBC) acquired Business Assets of Specline, Inc. for $18.7 million.RBC Bearings Incorporated (NYSE:RBC) acquired Business Assets of Specline, Inc. for $18.7 million on August 18, 2023.RBC Bearings Incorporated (NYSE:RBC) completed the acquisition of Business Assets of Specline, Inc. on August 18, 2023.Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: US$1.54 (vs US$1.11 in 1Q 2023)First quarter 2024 results: EPS: US$1.54 (up from US$1.11 in 1Q 2023). Revenue: US$387.1m (up 9.3% from 1Q 2023). Net income: US$44.3m (up 40% from 1Q 2023). Profit margin: 11% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05RBC Bearings Incorporated Provides Earnings Guidance for Second Quarter of Fiscal 2024RBC Bearings Incorporated provided earnings guidance for second quarter of Fiscal 2024. For the quarter, the Company expects net sales to be approximately $380.0 million to $390.0 million in the second quarter of fiscal 2024, compared to $369.2 million last year, a growth rate of 2.9% to 5.6%.お知らせ • Jul 29RBC Bearings Incorporated, Annual General Meeting, Sep 07, 2023RBC Bearings Incorporated, Annual General Meeting, Sep 07, 2023, at 09:00 US Eastern Standard Time. Location: Building B at our offices located at One Tribology Center 102 Willenbrock Road Oxford United States Agenda: To consider election of two directors in Class III to serve a term of three years; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2024; to consider approval on a non-binding advisory basis, the frequency of holding a stockholder advisory vote on the compensation of named executive officers; to conisder approval, on a non-binding advisory basis, of the compensation of named executive officers; and to consider any other matter.お知らせ • Jul 22RBC Bearings Incorporated to Report Q1, 2024 Results on Aug 04, 2023RBC Bearings Incorporated announced that they will report Q1, 2024 results Pre-Market on Aug 04, 2023お知らせ • Jun 25+ 1 more updateRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 2000 Value-Defensive IndexRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 2000 Value-Defensive IndexReported Earnings • May 21Full year 2023 earnings released: EPS: US$5.79 (vs US$1.59 in FY 2022)Full year 2023 results: EPS: US$5.79 (up from US$1.59 in FY 2022). Revenue: US$1.47b (up 56% from FY 2022). Net income: US$166.7m (up 290% from FY 2022). Profit margin: 11% (up from 4.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • May 20RBC Bearings Incorporated Provides Earnings Guidance for First Quarter of Fiscal 2024RBC Bearings Incorporated provided earnings guidance for first quarter of Fiscal 2024. For the quarter, the Company expects net sales to be approximately $380.0 million to $390.0 million in the first quarter of fiscal 2024, compared to $354.1 million last year, a growth rate of 7.3% to 10.1%.Recent Insider Transactions • Mar 01Independent Director recently sold €443k worth of stockOn the 28th of February, Edward Stewart sold around 2k shares on-market at roughly €222 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: US$1.06 (vs US$0.20 loss in 3Q 2022)Third quarter 2023 results: EPS: US$1.06 (up from US$0.20 loss in 3Q 2022). Revenue: US$351.6m (up 32% from 3Q 2022). Net income: US$30.6m (up US$36.4m from 3Q 2022). Profit margin: 8.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Feb 10RBC Bearings Incorporated Provides Net Sales Guidance for the Fourth Quarter of Fiscal 2023RBC Bearings Incorporated provided net sales guidance for the fourth quarter of fiscal 2023. The company expects net sales to be approximately $375.0 million to $385.0 million in the fourth quarter of fiscal 2023, compared to $358.9 million last year, a growth rate of 4.5% to 7.3%.お知らせ • Jan 14RBC Bearings Incorporated to Report Q3, 2023 Results on Feb 09, 2023RBC Bearings Incorporated announced that they will report Q3, 2023 results After-Market on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: US$1.32 (vs US$0.073 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.32 (up from US$0.073 loss in 2Q 2022). Revenue: US$369.2m (up 129% from 2Q 2022). Net income: US$38.1m (up US$39.9m from 2Q 2022). Profit margin: 10% (up from net loss in 2Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: US$1.32 (vs US$0.25 in 2Q 2022)Second quarter 2023 results: EPS: US$1.32 (up from US$0.25 in 2Q 2022). Revenue: US$369.2m (up 129% from 2Q 2022). Net income: US$38.1m (up 493% from 2Q 2022). Profit margin: 10% (up from 4.0% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Recent Insider Transactions • Sep 14Independent Director recently sold €127k worth of stockOn the 12th of September, Steven Kaplan sold around 500 shares on-market at roughly €253 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: US$1.11 (vs US$1.04 in 1Q 2022)First quarter 2023 results: EPS: US$1.11 (up from US$1.04 in 1Q 2022). Revenue: US$354.1m (up 127% from 1Q 2022). Net income: US$31.7m (up 22% from 1Q 2022). Profit margin: 8.9% (down from 17% in 1Q 2022). Over the next year, revenue is forecast to grow 32%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jul 15Independent Director recently sold €80k worth of stockOn the 12th of July, Steven Kaplan sold around 400 shares on-market at roughly €199 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Reported Earnings • May 28Full year 2022 earnings released: EPS: US$1.97 (vs US$3.61 in FY 2021)Full year 2022 results: EPS: US$1.97 (down from US$3.61 in FY 2021). Revenue: US$942.9m (up 55% from FY 2021). Net income: US$53.1m (down 41% from FY 2021). Profit margin: 5.6% (down from 15% in FY 2021). Over the next year, revenue is forecast to grow 58%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Recent Insider Transactions • Apr 14Insider recently sold €1.0m worth of stockOn the 13th of April, Patrick Bannon sold around 6k shares on-market at roughly €166 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Buying Opportunity • Feb 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be US$188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% per annum over the last 3 years. Earnings per share has declined by 15% per annum over the last 3 years.Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: US$0.20 loss per share (down from US$0.87 profit in 3Q 2021). Revenue: US$267.0m (up 83% from 3Q 2021). Net loss: US$5.81m (down 127% from profit in 3Q 2021). Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 75%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS US$0.25 (vs US$0.82 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$160.9m (up 10.0% from 2Q 2021). Net income: US$6.42m (down 69% from 2Q 2021). Profit margin: 4.0% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €188, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Machinery industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €133 per share.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €188, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Machinery industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €133 per share.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS US$1.04 (vs US$0.92 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: US$156.2m (flat on 1Q 2021). Net income: US$26.0m (up 15% from 1Q 2021). Profit margin: 17% (up from 14% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$202, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €139 per share.Recent Insider Transactions • Jun 02Independent Director recently sold €254k worth of stockOn the 27th of May, Edward Stewart sold around 2k shares on-market at roughly €159 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.Reported Earnings • May 23Full year 2021 earnings released: EPS US$3.61 (vs US$5.12 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$609.0m (down 16% from FY 2020). Net income: US$89.6m (down 29% from FY 2020). Profit margin: 15% (down from 17% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 22RBC Bearings Incorporated Provides Earnings Guidance for the First Quarter of 2022RBC Bearings Incorporated provided earnings guidance for the first quarter of 2022. For the quarter, the company expects net sales to be approximately $154.0 million to $158.0 million in the first quarter of fiscal 2022, compared to $156.5 million for the first quarter of fiscal 2021.Is New 90 Day High Low • Feb 19New 90-day high: €153The company is up 8.0% from its price of €142 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €138 per share.Recent Insider Transactions • Feb 12Insider recently sold €331k worth of stockOn the 11th of February, Patrick Bannon sold around 2k shares on-market at roughly €153 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 01Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is expected to shrink by 1.2% compared to a 4.9% growth forecast for the Machinery industry in Germany.Reported Earnings • Feb 01Third quarter 2021 earnings released: EPS US$0.87 (vs US$1.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$145.9m (down 18% from 3Q 2020). Net income: US$21.6m (down 29% from 3Q 2020). Profit margin: 15% (down from 17% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 16RBC Bearings Incorporated to Report Q3, 2021 Results on Jan 29, 2021RBC Bearings Incorporated announced that they will report Q3, 2021 results Pre-Market on Jan 29, 2021Is New 90 Day High Low • Jan 07New 90-day high: €151The company is up 45% from its price of €104 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €107 per share.Recent Insider Transactions • Dec 29Independent Director recently sold €134k worth of stockOn the 23rd of December, Edward Stewart sold around 917 shares on-market at roughly €147 per share. In the last 3 months, there was an even bigger sale from another insider worth €147k. Insiders have been net sellers, collectively disposing of €3.5m more than they bought in the last 12 months.Recent Insider Transactions • Nov 13Independent Director recently sold €99k worth of stockOn the 9th of November, Alan Levine sold around 833 shares on-market at roughly €119 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 11New 90-day high: €131The company is up 12% from its price of €117 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €98.21 per share.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 18% share price gain to US$131, the stock is trading at a trailing P/E ratio of 35.7x, up from the previous P/E ratio of 30.3x. This compares to an average P/E of 31x in the Machinery industry in Germany. Total returns to shareholders over the past three years are 28%.Reported Earnings • Oct 30First half earnings releasedOver the last 12 months the company has reported total profits of US$107.4m, down 1.8% from the prior year. Total revenue was US$665.7m over the last 12 months, down 7.3% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Second-quarter earnings released: Revenue misses expectationsSecond-quarter revenue missed analyst estimates by 2.9% at US$146.3m. Revenue is forecast to decline by -4.1% over the next year, while the growth in Machinery industry in Germany is expected to stay flat.お知らせ • Oct 10RBC Bearings Incorporated to Report Q2, 2021 Results on Oct 30, 2020RBC Bearings Incorporated announced that they will report Q2, 2021 results at 9:00 AM, Eastern Standard Time on Oct 30, 2020お知らせ • Oct 03+ 1 more updateRBC Bearings Incorporated Announces Executive ChangesRBC Bearings Incorporated announced that it promoted Robert M. Sullivan to the position of Chief Financial Officer and designated Chief Accounting Officer. The duties and responsibilities of the Company’s Chief Financial Officer position will be transitioned to Sullivan from Daniel A. Bergeron. Bergeron will assume additional operational responsibility within the Company as he continues to serve as the Company’s Vice President and Chief Operating Officer. Robert Sullivan joined the Company as Assistant Corporate Controller in March 2016 and was appointed Corporate Controller in February 2017. Sullivan has over 13 years of experience in public accounting and auditing. Prior to joining the Company, Sullivan worked at Sikorsky Aircraft Corporation involved in business development, program finance, and financial planning and analysis.Is New 90 Day High Low • Sep 23New 90-day low: €97.50The company is down 16% from its price of €116 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.61 per share.お知らせ • Jul 21RBC Bearings Incorporated to Report Q1, 2021 Results on Aug 06, 2020RBC Bearings Incorporated announced that they will report Q1, 2021 results at 5:00 PM, Eastern Standard Time on Aug 06, 2020株主還元B1XDE MachineryDE 市場7D2.5%-1.2%2.2%1Y41.3%1.8%3.5%株主還元を見る業界別リターン: B1X過去 1 年間で1.8 % の収益を上げたGerman Machinery業界を上回りました。リターン対市場: B1X過去 1 年間で3.5 % の収益を上げたGerman市場を上回りました。価格変動Is B1X's price volatile compared to industry and market?B1X volatilityB1X Average Weekly Movement4.4%Machinery Industry Average Movement4.3%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: B1X 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: B1Xの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19195,816Michael Hartnettwww.rbcbearings.comRBCベアリング・インコーポレーテッドは、米国内外で精密加工ベアリング、コンポーネント、システムの製造・販売を行っている。航空宇宙/防衛と産業の2つのセグメントで事業を展開。ロッドエンドベアリング、スフェリカル・プレーン・ベアリング、ジャーナル・ベアリングなどの自己潤滑設計またはメタル・トゥ・メタル設計のプレーン・ベアリング、テーパー・ローラー・ベアリング、ニードル・ローラー・ベアリング、ニードル・ベアリング・トラック・ローラー、カム・フォロアーなどのローラー・ベアリングで、産業用アプリケーションや軍用機プラットフォームで使用される摩擦防止製品、ボールベアリングには、高速アプリケーションで摩擦を低減するために高精度ボールエレメントを利用した高精度航空宇宙、機体制御、薄型セクション、産業用ボールベアリングなどがある。さらに、マウントベアリング製品には、マウントボールベアリング、マウントローラーベアリング、マウントプレーンベアリングがあり、密閉ギア製品ラインには、クオンティスギアモーター、トルクアーム、タイギア、マグネギア、マクサム、コントロールドスタートトランスミッションがある。さらに、同社のパワートランスミッションコンポーネントには、メカニカルドライブコンポーネント、カップリング、コンベヤコンポーネント、航空機や潜水艦用途のエンジニアリング油圧機器やバルブ、航空宇宙・防衛アフターマーケットサービス、ファスナー、様々な一般産業用途で使用される精密機械部品、円形や棒状の部品を保持するための工作機械用コレットなどがある。自動車、工具保持、農業機械、半導体機械、民間・防衛航空宇宙、地上防衛、建設・採鉱、石油・天然資源採掘、大型トラック、船舶、鉄道、マテリアルハンドリング、食品・飲料、包装・缶詰、風力、一般産業などの市場に、直販部隊と産業・航空宇宙ディストリビューターのネットワークを通じてサービスを提供している。同社は1919年に設立され、コネチカット州オックスフォードに本社を置いている。もっと見るRBC Bearings Incorporated 基礎のまとめRBC Bearings の収益と売上を時価総額と比較するとどうか。B1X 基礎統計学時価総額€15.49b収益(TTM)€277.25m売上高(TTM)€1.69b55.9xPER(株価収益率9.2xP/SレシオB1X は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計B1X 損益計算書(TTM)収益US$1.95b売上原価US$1.06b売上総利益US$898.10mその他の費用US$577.50m収益US$320.60m直近の収益報告Jun 27, 2026次回決算日該当なし一株当たり利益(EPS)10.16グロス・マージン45.95%純利益率16.40%有利子負債/自己資本比率23.3%B1X の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/09 18:42終値2026/08/07 00:00収益2026/06/27年間収益2026/03/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋RBC Bearings Incorporated 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Peter LisnicBairdWalter LiptakBarrington Research Associates, Inc.Ronald EpsteinBofA Global Research13 その他のアナリストを表示
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: US$3.22 (vs US$2.18 in 1Q 2026)First quarter 2027 results: EPS: US$3.22 (up from US$2.18 in 1Q 2026). Revenue: US$519.5m (up 19% from 1Q 2026). Net income: US$101.5m (up 48% from 1Q 2026). Profit margin: 20% (up from 16% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 31Rbc Bearings Incorporated Provides Earnings Guidance for the Second Quarter of Fiscal 2027RBC Bearings Incorporated provides earnings guidance for the Second Quarter of Fiscal 2027. For the quarter, the company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3 million in the prior year, for a growth rate of 10.9% to 13.1%.
お知らせ • Jul 28RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026. Location: at one tribology center, 102 willenbrock road, oxford, ct 06478., United States
お知らせ • Jul 16RBC Bearings Incorporated to Report Q1, 2027 Results on Jul 31, 2026RBC Bearings Incorporated announced that they will report Q1, 2027 results Pre-Market on Jul 31, 2026
お知らせ • Jun 29RBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic IndexRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic Index
Reported Earnings • May 20Full year 2026 earnings released: EPS: US$9.14 (vs US$7.76 in FY 2025)Full year 2026 results: EPS: US$9.14 (up from US$7.76 in FY 2025). Revenue: US$1.87b (up 14% from FY 2025). Net income: US$287.6m (up 23% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: US$3.22 (vs US$2.18 in 1Q 2026)First quarter 2027 results: EPS: US$3.22 (up from US$2.18 in 1Q 2026). Revenue: US$519.5m (up 19% from 1Q 2026). Net income: US$101.5m (up 48% from 1Q 2026). Profit margin: 20% (up from 16% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 31Rbc Bearings Incorporated Provides Earnings Guidance for the Second Quarter of Fiscal 2027RBC Bearings Incorporated provides earnings guidance for the Second Quarter of Fiscal 2027. For the quarter, the company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3 million in the prior year, for a growth rate of 10.9% to 13.1%.
お知らせ • Jul 28RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026RBC Bearings Incorporated, Annual General Meeting, Sep 03, 2026. Location: at one tribology center, 102 willenbrock road, oxford, ct 06478., United States
お知らせ • Jul 16RBC Bearings Incorporated to Report Q1, 2027 Results on Jul 31, 2026RBC Bearings Incorporated announced that they will report Q1, 2027 results Pre-Market on Jul 31, 2026
お知らせ • Jun 29RBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic IndexRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 1000 Dynamic Index
Reported Earnings • May 20Full year 2026 earnings released: EPS: US$9.14 (vs US$7.76 in FY 2025)Full year 2026 results: EPS: US$9.14 (up from US$7.76 in FY 2025). Revenue: US$1.87b (up 14% from FY 2025). Net income: US$287.6m (up 23% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 16RBC Bearings Incorporated Provides Earnings Guidance for the First Quarter of Fiscal 2027RBC Bearings Incorporated provided earnings guidance for the First Quarter of Fiscal 2027. For the quarter, the Company expects net sales to be approximately $500.0 million to $510.0 million in the first quarter of fiscal 2027, compared to $436.0 million in the prior year, for a growth rate of 14.7% to 17.0%. Excluding $28.0 million of expected net sales from VACCO, net sales are expected to grow 8.3% to 10.6%.
お知らせ • May 02RBC Bearings Incorporated to Report Q4, 2026 Results on May 15, 2026RBC Bearings Incorporated announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on May 15, 2026
お知らせ • Feb 05RBC Bearings Incorporated Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026RBC Bearings Incorporated provided earnings guidance for the fourth quarter of fiscal year 2026. For the period, the company expects net sales to be approximately $495.0 million to $505.0 million compared to $437.7 million in the prior year, for a growth rate of 13.1% to 15.4%. Excluding net sales from VACCO, net sales are expected to grow 6.4% to 8.7%.
お知らせ • Jan 20RBC Bearings Incorporated to Report Q3, 2026 Results on Feb 05, 2026RBC Bearings Incorporated announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026
お知らせ • Oct 31Rbc Bearings Incorporated Provides Earnings Guidance for the Third Quarter Fiscal 2026RBC Bearings Incorporated provided earnings guidance for the Third Quarter Fiscal 2026. For the period, the company expects net sales to be approximately $454.0 million to $462.0 million in the third quarter of fiscal 2026, compared to $394.4 million in the prior year, for a growth rate of 15.1% to 17.1%.
お知らせ • Oct 14RBC Bearings Incorporated to Report Q2, 2026 Results on Oct 31, 2025RBC Bearings Incorporated announced that they will report Q2, 2026 results Pre-Market on Oct 31, 2025
お知らせ • Sep 06Rbc Bearings Incorporated Approves the Election of Barry C. Boyan as DirectorRBC Bearings Incorporated at its annual meeting of stockholders held on September 4, 2025 approved the election of Barry C. Boyan as director.
お知らせ • Aug 01RBC Bearings Incorporated Provides Earning Guidance for the Second Quarter of 2026RBC Bearings Incorporated provided earning guidance for the second quarter of 2026. for the quarter, the company expects net sales to be approximately $445.0 million to $455.0 million in the second quarter of fiscal 2026, compared to $397.9 million in the prior year.
お知らせ • Jul 28RBC Bearings Incorporated, Annual General Meeting, Sep 04, 2025RBC Bearings Incorporated, Annual General Meeting, Sep 04, 2025. Location: one tribology center, 102 willenbrock road, ct 06478, oxford United States
お知らせ • Jul 16RBC Bearings Incorporated to Report Q1, 2026 Results on Aug 01, 2025RBC Bearings Incorporated announced that they will report Q1, 2026 results Pre-Market on Aug 01, 2025
お知らせ • May 21RBC Bearings Incorporated (NYSE:RBC) entered into a definitive agreement to acquire VACCO Industries, Inc. from ESCO Technologies Inc. (NYSE:ESE) for $310 million.RBC Bearings Incorporated (NYSE:RBC) entered into a definitive agreement to acquire VACCO Industries, Inc. from ESCO Technologies Inc. (NYSE:ESE) for $310 million on May 20, 2025. The consideration will be paid by RBC Bearings Incorporated for $310 million in cash subject to typical post-closing adjustments. The acquisition will be financed through additional borrowings under RBC’s existing credit agreement and cash on-hand. The business will be integrated into RBC’s Aerospace and Defense segment upon closing of the deal. For the period ending March 31, 2025, VACCO Industries, Inc. reported total revenue of approximately $118 million. The transaction is subject to approval by regulatory board / committee and other customary closing conditions. The expected completion of the transaction is in the summer of 2025. Philpott Ball & Werner, LLC acted as financial advisor for ESCO Technologies Inc. Bryan Cave Leighton Paisner LLP acted as legal advisor for ESCO Technologies Inc.
お知らせ • May 16RBC Bearings Incorporated Provides Earnings Guidance for the First Quarter of 2026RBC Bearings Incorporated provided earnings guidance for the first quarter of 2026. The company expects net sales to be approximately $424.0 million to $434.0 million in the first quarter of fiscal 2026, compared to $406.3 million in the prior year, for a growth rate of 4.4% to 6.8%.
お知らせ • Apr 30RBC Bearings Incorporated to Report Q4, 2025 Results on May 16, 2025RBC Bearings Incorporated announced that they will report Q4, 2025 results Pre-Market on May 16, 2025
お知らせ • Jan 31RBC Bearings Incorporated Provides Earnings Guidance for the Fourth Quarter of 2025RBC Bearings Incorporated provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net sales to be approximately $434.0 million to $444.0 million in the fourth quarter of fiscal 2025, compared to $413.7 million last year, a growth rate of 4.9% to 7.3%.
お知らせ • Jan 17RBC Bearings Incorporated to Report Q3, 2025 Results on Jan 31, 2025RBC Bearings Incorporated announced that they will report Q3, 2025 results Pre-Market on Jan 31, 2025
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €308, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €213 per share.
お知らせ • Nov 02RBC Bearings Incorporated Provides Financial Guidance for the Third Quarter of Fiscal Year 2025RBC Bearings Incorporated provided financial guidance for the third quarter of fiscal year 2025. The company expects net sales to be approximately $390.0 million to $400.0 million in the third quarter of fiscal 2025, compared to $373.9 million last year, a growth rate of 4.3% to 7.0%.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$1.67 (vs US$1.59 in 2Q 2024)Second quarter 2025 results: EPS: US$1.67 (up from US$1.59 in 2Q 2024). Revenue: US$397.9m (up 3.2% from 2Q 2024). Net income: US$48.5m (up 5.7% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 16Now 21% overvaluedOver the last 90 days, the stock has fallen 4.4% to €260. The fair value is estimated to be €215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
お知らせ • Oct 16RBC Bearings Incorporated to Report Q2, 2025 Results on Nov 01, 2024RBC Bearings Incorporated announced that they will report Q2, 2025 results Pre-Market on Nov 01, 2024
お知らせ • Oct 02RBC Bearings Incorporated Appoints Frederick J. Elmy as Director and Member of Audit CommitteeRBC Bearings Incorporated announced that its Board of Directors has elected Frederick J. Elmy as a director of the Company. Mr. Elmy is a Class III director and will serve until the Company’s annual meeting of stockholders in 2025. Additionally, the Board of Directors has determined that he is an audit committee financial expert and appointed him to serve on the Company’s Audit Committee. Mr. Elmy joined PricewaterhouseCoopers in 1982 and became a partner in 1994, serving in several roles over the years including National Office Partner—Accounting and SEC Services; Audit Partner—Financial Services, Industrial Products and Technology; and Financial Markets Partner—Accounting Advisory and Treasury Services, until his retirement in 2021. During his years at PwC, Mr. Elmy worked extensively with senior executives, audit committees and boards of directors of numerous organizations on financial markets transactions, mergers and acquisitions, risk management, technical accounting, and SEC and financial reporting matters. Mr. Elmy holds a Bachelor of Arts degree in Economics from the University of Pennsylvania and is a Certified Public Accountant.
Buy Or Sell Opportunity • Sep 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.6% to €260. The fair value is estimated to be €216, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Buy Or Sell Opportunity • Aug 22Now 20% overvaluedOver the last 90 days, the stock has fallen 5.1% to €262. The fair value is estimated to be €218, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Recent Insider Transactions • Aug 08Independent Director recently sold €761k worth of stockOn the 6th of August, Edward Stewart sold around 3k shares on-market at roughly €254 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: US$1.92 (vs US$1.54 in 1Q 2024)First quarter 2025 results: EPS: US$1.92 (up from US$1.54 in 1Q 2024). Revenue: US$406.3m (up 5.0% from 1Q 2024). Net income: US$55.7m (up 26% from 1Q 2024). Profit margin: 14% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02RBC Bearings Incorporated Provides Earnings Guidance for the Second Quarter Fiscal 2025RBC Bearings Incorporated provided earnings guidance for the second quarter fiscal 2025. The Company expects net sales to be approximately $395.0 million to $405.0 million in the second quarter of fiscal 2025, compared to $385.6 million last year, a growth rate of 2.4% to 5.0%.
お知らせ • Jul 22RBC Bearings Incorporated to Report Q1, 2025 Results on Aug 02, 2024RBC Bearings Incorporated announced that they will report Q1, 2025 results Pre-Market on Aug 02, 2024
お知らせ • May 21RBC Bearings Incorporated, Annual General Meeting, Sep 05, 2024RBC Bearings Incorporated, Annual General Meeting, Sep 05, 2024.
Reported Earnings • May 19Full year 2024 earnings released: EPS: US$6.46 (vs US$5.00 in FY 2023)Full year 2024 results: EPS: US$6.46 (up from US$5.00 in FY 2023). Revenue: US$1.56b (up 6.2% from FY 2023). Net income: US$186.9m (up 30% from FY 2023). Profit margin: 12% (up from 9.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18RBC Bearings Incorporated Provides Sales Guidance for the First Quarter of Fiscal 2025RBC Bearings Incorporated provided sales guidance for the first quarter of fiscal 2025. For the quarter, the company expected net sales to be approximately $415.0 million to $420.0 million in the first quarter of fiscal 2025, compared to $387.1 million this year, a growth rate of 7.2% to 8.5%.
お知らせ • May 01RBC Bearings Incorporated to Report Q4, 2024 Results on May 17, 2024RBC Bearings Incorporated announced that they will report Q4, 2024 results Pre-Market on May 17, 2024
Buy Or Sell Opportunity • Mar 29Now 22% overvaluedOver the last 90 days, the stock has fallen 2.3% to €250. The fair value is estimated to be €205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 26% in the next year.
Buy Or Sell Opportunity • Mar 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to €246. The fair value is estimated to be €203, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 26% in the next year.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: US$1.61 (vs US$1.06 in 3Q 2023)Third quarter 2024 results: EPS: US$1.61 (up from US$1.06 in 3Q 2023). Revenue: US$373.9m (up 6.3% from 3Q 2023). Net income: US$46.6m (up 52% from 3Q 2023). Profit margin: 13% (up from 8.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09RBC Bearings Incorporated Provides Revenue Guidance for the Fourth Quarters of 2024RBC Bearings Incorporated provided revenue guidance for the fourth quarters of 2024. for the quarter, the company expects net sales to be approximately $405.0 million to $415.0 million, compared to $394.4 million last year, a growth rate of 2.7% to 5.2%.
お知らせ • Jan 24RBC Bearings Incorporated to Report Q3, 2024 Results on Feb 08, 2024RBC Bearings Incorporated announced that they will report Q3, 2024 results Pre-Market on Feb 08, 2024
Buying Opportunity • Dec 14Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be €309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 7.3% in a year. Earnings is forecast to grow by 39% in the next year.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: US$1.59 (vs US$1.32 in 2Q 2023)Second quarter 2024 results: EPS: US$1.59 (up from US$1.32 in 2Q 2023). Revenue: US$385.6m (up 4.4% from 2Q 2023). Net income: US$46.0m (up 21% from 2Q 2023). Profit margin: 12% (up from 10% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Nov 10RBC Bearings Incorporated Provides Sales Guidance for the Third Quarter and Full Year of 2023RBC Bearings Incorporated provided sales guidance for the third quarter and full year of 2023. The company expects net sales to be approximately $370.0 million to $380.0 million in the third quarter of fiscal 2024, compared to $351.6 million last year, a growth rate of 5.2% to 8.1%.The company is on track to reach full year fiscal 2024 net sales of approximately $1.55 billion to $1.60 billion.
お知らせ • Oct 21RBC Bearings Incorporated to Report Q2, 2024 Results on Nov 09, 2023RBC Bearings Incorporated announced that they will report Q2, 2024 results Pre-Market on Nov 09, 2023
Buying Opportunity • Oct 13Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.1% in a year. Earnings is forecast to grow by 44% in the next year.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Amir Faghri was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.7% in a year. Earnings is forecast to grow by 44% in the next year.
Buying Opportunity • Sep 01Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.7% in a year. Earnings is forecast to grow by 44% in the next year.
Recent Insider Transactions • Aug 31Independent Director recently sold €417k worth of stockOn the 30th of August, Steven Kaplan sold around 2k shares on-market at roughly €209 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
お知らせ • Aug 22RBC Bearings Incorporated (NYSE:RBC) acquired Business Assets of Specline, Inc. for $18.7 million.RBC Bearings Incorporated (NYSE:RBC) acquired Business Assets of Specline, Inc. for $18.7 million on August 18, 2023.RBC Bearings Incorporated (NYSE:RBC) completed the acquisition of Business Assets of Specline, Inc. on August 18, 2023.
Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: US$1.54 (vs US$1.11 in 1Q 2023)First quarter 2024 results: EPS: US$1.54 (up from US$1.11 in 1Q 2023). Revenue: US$387.1m (up 9.3% from 1Q 2023). Net income: US$44.3m (up 40% from 1Q 2023). Profit margin: 11% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05RBC Bearings Incorporated Provides Earnings Guidance for Second Quarter of Fiscal 2024RBC Bearings Incorporated provided earnings guidance for second quarter of Fiscal 2024. For the quarter, the Company expects net sales to be approximately $380.0 million to $390.0 million in the second quarter of fiscal 2024, compared to $369.2 million last year, a growth rate of 2.9% to 5.6%.
お知らせ • Jul 29RBC Bearings Incorporated, Annual General Meeting, Sep 07, 2023RBC Bearings Incorporated, Annual General Meeting, Sep 07, 2023, at 09:00 US Eastern Standard Time. Location: Building B at our offices located at One Tribology Center 102 Willenbrock Road Oxford United States Agenda: To consider election of two directors in Class III to serve a term of three years; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2024; to consider approval on a non-binding advisory basis, the frequency of holding a stockholder advisory vote on the compensation of named executive officers; to conisder approval, on a non-binding advisory basis, of the compensation of named executive officers; and to consider any other matter.
お知らせ • Jul 22RBC Bearings Incorporated to Report Q1, 2024 Results on Aug 04, 2023RBC Bearings Incorporated announced that they will report Q1, 2024 results Pre-Market on Aug 04, 2023
お知らせ • Jun 25+ 1 more updateRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 2000 Value-Defensive IndexRBC Bearings Incorporated(NYSE:RBC) dropped from Russell 2000 Value-Defensive Index
Reported Earnings • May 21Full year 2023 earnings released: EPS: US$5.79 (vs US$1.59 in FY 2022)Full year 2023 results: EPS: US$5.79 (up from US$1.59 in FY 2022). Revenue: US$1.47b (up 56% from FY 2022). Net income: US$166.7m (up 290% from FY 2022). Profit margin: 11% (up from 4.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • May 20RBC Bearings Incorporated Provides Earnings Guidance for First Quarter of Fiscal 2024RBC Bearings Incorporated provided earnings guidance for first quarter of Fiscal 2024. For the quarter, the Company expects net sales to be approximately $380.0 million to $390.0 million in the first quarter of fiscal 2024, compared to $354.1 million last year, a growth rate of 7.3% to 10.1%.
Recent Insider Transactions • Mar 01Independent Director recently sold €443k worth of stockOn the 28th of February, Edward Stewart sold around 2k shares on-market at roughly €222 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: US$1.06 (vs US$0.20 loss in 3Q 2022)Third quarter 2023 results: EPS: US$1.06 (up from US$0.20 loss in 3Q 2022). Revenue: US$351.6m (up 32% from 3Q 2022). Net income: US$30.6m (up US$36.4m from 3Q 2022). Profit margin: 8.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Feb 10RBC Bearings Incorporated Provides Net Sales Guidance for the Fourth Quarter of Fiscal 2023RBC Bearings Incorporated provided net sales guidance for the fourth quarter of fiscal 2023. The company expects net sales to be approximately $375.0 million to $385.0 million in the fourth quarter of fiscal 2023, compared to $358.9 million last year, a growth rate of 4.5% to 7.3%.
お知らせ • Jan 14RBC Bearings Incorporated to Report Q3, 2023 Results on Feb 09, 2023RBC Bearings Incorporated announced that they will report Q3, 2023 results After-Market on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: US$1.32 (vs US$0.073 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.32 (up from US$0.073 loss in 2Q 2022). Revenue: US$369.2m (up 129% from 2Q 2022). Net income: US$38.1m (up US$39.9m from 2Q 2022). Profit margin: 10% (up from net loss in 2Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: US$1.32 (vs US$0.25 in 2Q 2022)Second quarter 2023 results: EPS: US$1.32 (up from US$0.25 in 2Q 2022). Revenue: US$369.2m (up 129% from 2Q 2022). Net income: US$38.1m (up 493% from 2Q 2022). Profit margin: 10% (up from 4.0% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Sep 14Independent Director recently sold €127k worth of stockOn the 12th of September, Steven Kaplan sold around 500 shares on-market at roughly €253 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: US$1.11 (vs US$1.04 in 1Q 2022)First quarter 2023 results: EPS: US$1.11 (up from US$1.04 in 1Q 2022). Revenue: US$354.1m (up 127% from 1Q 2022). Net income: US$31.7m (up 22% from 1Q 2022). Profit margin: 8.9% (down from 17% in 1Q 2022). Over the next year, revenue is forecast to grow 32%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 15Independent Director recently sold €80k worth of stockOn the 12th of July, Steven Kaplan sold around 400 shares on-market at roughly €199 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Reported Earnings • May 28Full year 2022 earnings released: EPS: US$1.97 (vs US$3.61 in FY 2021)Full year 2022 results: EPS: US$1.97 (down from US$3.61 in FY 2021). Revenue: US$942.9m (up 55% from FY 2021). Net income: US$53.1m (down 41% from FY 2021). Profit margin: 5.6% (down from 15% in FY 2021). Over the next year, revenue is forecast to grow 58%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Apr 14Insider recently sold €1.0m worth of stockOn the 13th of April, Patrick Bannon sold around 6k shares on-market at roughly €166 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Buying Opportunity • Feb 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be US$188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% per annum over the last 3 years. Earnings per share has declined by 15% per annum over the last 3 years.
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: US$0.20 loss per share (down from US$0.87 profit in 3Q 2021). Revenue: US$267.0m (up 83% from 3Q 2021). Net loss: US$5.81m (down 127% from profit in 3Q 2021). Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 75%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS US$0.25 (vs US$0.82 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$160.9m (up 10.0% from 2Q 2021). Net income: US$6.42m (down 69% from 2Q 2021). Profit margin: 4.0% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €188, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Machinery industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €133 per share.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €188, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Machinery industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €133 per share.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS US$1.04 (vs US$0.92 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: US$156.2m (flat on 1Q 2021). Net income: US$26.0m (up 15% from 1Q 2021). Profit margin: 17% (up from 14% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$202, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €139 per share.
Recent Insider Transactions • Jun 02Independent Director recently sold €254k worth of stockOn the 27th of May, Edward Stewart sold around 2k shares on-market at roughly €159 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.
Reported Earnings • May 23Full year 2021 earnings released: EPS US$3.61 (vs US$5.12 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$609.0m (down 16% from FY 2020). Net income: US$89.6m (down 29% from FY 2020). Profit margin: 15% (down from 17% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 22RBC Bearings Incorporated Provides Earnings Guidance for the First Quarter of 2022RBC Bearings Incorporated provided earnings guidance for the first quarter of 2022. For the quarter, the company expects net sales to be approximately $154.0 million to $158.0 million in the first quarter of fiscal 2022, compared to $156.5 million for the first quarter of fiscal 2021.
Is New 90 Day High Low • Feb 19New 90-day high: €153The company is up 8.0% from its price of €142 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €138 per share.
Recent Insider Transactions • Feb 12Insider recently sold €331k worth of stockOn the 11th of February, Patrick Bannon sold around 2k shares on-market at roughly €153 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 01Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is expected to shrink by 1.2% compared to a 4.9% growth forecast for the Machinery industry in Germany.
Reported Earnings • Feb 01Third quarter 2021 earnings released: EPS US$0.87 (vs US$1.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$145.9m (down 18% from 3Q 2020). Net income: US$21.6m (down 29% from 3Q 2020). Profit margin: 15% (down from 17% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 16RBC Bearings Incorporated to Report Q3, 2021 Results on Jan 29, 2021RBC Bearings Incorporated announced that they will report Q3, 2021 results Pre-Market on Jan 29, 2021
Is New 90 Day High Low • Jan 07New 90-day high: €151The company is up 45% from its price of €104 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €107 per share.
Recent Insider Transactions • Dec 29Independent Director recently sold €134k worth of stockOn the 23rd of December, Edward Stewart sold around 917 shares on-market at roughly €147 per share. In the last 3 months, there was an even bigger sale from another insider worth €147k. Insiders have been net sellers, collectively disposing of €3.5m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 13Independent Director recently sold €99k worth of stockOn the 9th of November, Alan Levine sold around 833 shares on-market at roughly €119 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 11New 90-day high: €131The company is up 12% from its price of €117 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €98.21 per share.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 18% share price gain to US$131, the stock is trading at a trailing P/E ratio of 35.7x, up from the previous P/E ratio of 30.3x. This compares to an average P/E of 31x in the Machinery industry in Germany. Total returns to shareholders over the past three years are 28%.
Reported Earnings • Oct 30First half earnings releasedOver the last 12 months the company has reported total profits of US$107.4m, down 1.8% from the prior year. Total revenue was US$665.7m over the last 12 months, down 7.3% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Second-quarter earnings released: Revenue misses expectationsSecond-quarter revenue missed analyst estimates by 2.9% at US$146.3m. Revenue is forecast to decline by -4.1% over the next year, while the growth in Machinery industry in Germany is expected to stay flat.
お知らせ • Oct 10RBC Bearings Incorporated to Report Q2, 2021 Results on Oct 30, 2020RBC Bearings Incorporated announced that they will report Q2, 2021 results at 9:00 AM, Eastern Standard Time on Oct 30, 2020
お知らせ • Oct 03+ 1 more updateRBC Bearings Incorporated Announces Executive ChangesRBC Bearings Incorporated announced that it promoted Robert M. Sullivan to the position of Chief Financial Officer and designated Chief Accounting Officer. The duties and responsibilities of the Company’s Chief Financial Officer position will be transitioned to Sullivan from Daniel A. Bergeron. Bergeron will assume additional operational responsibility within the Company as he continues to serve as the Company’s Vice President and Chief Operating Officer. Robert Sullivan joined the Company as Assistant Corporate Controller in March 2016 and was appointed Corporate Controller in February 2017. Sullivan has over 13 years of experience in public accounting and auditing. Prior to joining the Company, Sullivan worked at Sikorsky Aircraft Corporation involved in business development, program finance, and financial planning and analysis.
Is New 90 Day High Low • Sep 23New 90-day low: €97.50The company is down 16% from its price of €116 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.61 per share.
お知らせ • Jul 21RBC Bearings Incorporated to Report Q1, 2021 Results on Aug 06, 2020RBC Bearings Incorporated announced that they will report Q1, 2021 results at 5:00 PM, Eastern Standard Time on Aug 06, 2020