View ValuationRBC Bearings 향후 성장Future 기준 점검 3/6RBC Bearings (는) 각각 연간 17.8% 및 10.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.4% 로 예상됩니다.핵심 정보17.8%이익 성장률16.94%EPS 성장률Machinery 이익 성장22.3%매출 성장률10.8%향후 자기자본이익률12.37%애널리스트 커버리지Good마지막 업데이트12 Aug 2026최근 향후 성장 업데이트공고 • 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%.공고 • 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%.공고 • 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%.공고 • 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%.공고 • 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.공고 • 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%.모든 업데이트 보기Recent 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.공고 • 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%.공고 • 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 States공고 • 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, 2026공고 • 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.공고 • 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%.공고 • 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, 2026공고 • 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%.공고 • 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, 2026공고 • 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%.공고 • 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, 2025공고 • 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.공고 • 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.공고 • 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 States공고 • 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, 2025공고 • 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.공고 • 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%.공고 • 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, 2025공고 • 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%.공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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%.공고 • 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, 2024공고 • 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.공고 • 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%.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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, 2023공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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.공고 • 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, 2020공고 • 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.공고 • 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, 2020이익 및 매출 성장 예측DB:B1X - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20292,555549N/A59263/31/20282,359485N/A52373/31/20272,129393N/A46886/27/20261,954321385468N/A3/28/20261,871288343416N/A12/27/20251,791269330400N/A9/27/20251,723258305362N/A6/28/20251,666247260316N/A3/29/20251,636234244294N/A12/28/20241,612217259304N/A9/28/20241,592201256300N/A6/29/20241,580198275310N/A3/30/20241,560187242275N/A12/30/20231,541174230267N/A9/30/20231,519164214247N/A7/1/20231,502156183223N/A4/1/20231,469144179221N/A12/31/20221,434126159196N/A10/1/20221,34990129175N/A7/2/20221,14150152186N/A4/2/202294343151180N/A1/1/202274442151175N/A10/2/202162369159171N/A7/3/202160991146157N/A4/3/202160990141152N/A12/26/202063598136155N/A9/26/2020666107142165N/A6/27/2020701118135164N/A3/28/2020727120N/A156N/A12/28/2019724124N/A141N/A9/28/2019718109N/A115N/A6/29/2019709108N/A115N/A3/30/2019703105N/A109N/A12/29/2018700100N/A117N/A9/29/2018696108N/A124N/A6/30/201868793N/A124N/A3/31/201867587N/A130N/A12/30/201765582N/A119N/A9/30/201763571N/A127N/A7/1/201762574N/A122N/A4/1/201761571N/A101N/A12/31/201661768N/A96N/A10/1/201661572N/A82N/A7/2/201661069N/A80N/A4/2/201659764N/A83N/A12/26/201554960N/A71N/A9/26/201551157N/A67N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: B1X 의 연간 예상 수익 증가율(17.8%)이 saving rate(2.1%)보다 높습니다.수익 vs 시장: B1X 의 연간 수익(17.8%)이 German 시장(15.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: B1X 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: B1X 의 수익(연간 10.8%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: B1X 의 수익(연간 10.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: B1X의 자본 수익률은 3년 후 12.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/13 16:11종가2026/08/12 00:00수익2026/06/27연간 수익2026/03/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스RBC Bearings Incorporated는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter LisnicBairdWalter LiptakBarrington Research Associates, Inc.Ronald EpsteinBofA Global Research13명의 분석가 더 보기
공고 • 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%.
공고 • 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%.
공고 • 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%.
공고 • 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%.
공고 • 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.
공고 • 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%.
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.
공고 • 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%.
공고 • 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
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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%.
공고 • 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
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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