RBC Bearings Incorporated

NYSE:RBC 주식 리포트

시가총액: US$19.0b

RBC Bearings 향후 성장

Future 기준 점검 2/6

RBC Bearings (는) 각각 연간 19.9% 및 10.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.9% 로 예상됩니다.

핵심 정보

19.9%

이익 성장률

19.77%

EPS 성장률

Machinery 이익 성장16.7%
매출 성장률10.7%
향후 자기자본이익률11.93%
애널리스트 커버리지

Good

마지막 업데이트04 Jun 2026

최근 향후 성장 업데이트

분석 기사 • Aug 06

Analysts Have Made A Financial Statement On RBC Bearings Incorporated's (NYSE:RBC) First-Quarter Report

NYSE:RBC 1 Year Share Price vs Fair Value Explore RBC Bearings's Fair Values from the Community and select yours It's...

Recent updates

내러티브 업데이트 • Jun 07

RBC: Aerospace And Defense Momentum Will Support Steady Long Term Prospects

Analysts now set a fresh price target for RBC Bearings at $616.29, compared with the prior $598.71, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that refine their view of the stock's long term potential. What's in the News RBC Bearings reported first quarter fiscal 2026 revenue of US$518 million, up 18.3% year over year, with adjusted EPS of US$3.62, which was a 9% beat versus analyst expectations.
내러티브 업데이트 • Apr 26

RBC: Q4 Sales Outlook And Buyback History Will Support Steady Prospects

Analysts have adjusted the price target for RBC Bearings to $598.71 from $608.67, citing updated assumptions for revenue growth at 12.82%, profit margin at 21.60%, and a future P/E of 43.99 under a slightly higher discount rate of 8.44%. What's in the News RBC Bearings reported that between September 28, 2025 and December 27, 2025, it repurchased 0 shares for $0 million.
내러티브 업데이트 • Apr 07

RBC: Q4 Guidance And Completed Buyback Will Support Measured Long Term Outlook

Analysts have kept the fair value estimate for RBC Bearings steady at $608.67, while making small adjustments to inputs such as the discount rate and assumed future P/E. These changes reflect updated views on risk and long term profitability without a material change to the overall price target.
내러티브 업데이트 • Mar 24

RBC: Q4 Sales Guidance Will Support Bullish Long Term Prospects

Analysts have kept their price target for RBC Bearings steady around $609, reflecting largely unchanged views on long term growth, margins, discount rate, and future P/E assumptions. What's in the News The company reported that, between September 28, 2025 and December 27, 2025, it repurchased 0 shares for $0 under its existing buyback tranche, while confirming that, since the program announced on May 23, 2019, it has repurchased 240,006 shares for $48.3 million, representing 0.9% of shares (Key Developments).
내러티브 업데이트 • Mar 09

RBC: Fair Value And Q4 Outlook Will Frame Balanced Prospects

Analysts have adjusted their price target on RBC Bearings to $608.67 from $594.50, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that modestly increase their estimated fair value. What's in the News RBC Bearings reported that from September 28, 2025 to December 27, 2025, it repurchased 0 shares for $0 million, completing the previously announced buyback with a total of 240,006 shares repurchased for $48.3 million, representing 0.9% of shares under the May 23, 2019 authorization (Key Developments).
내러티브 업데이트 • Feb 23

RBC: Raised Fair Value And Q4 Guidance Will Shape Balanced Outlook

Analysts have adjusted their price target on RBC Bearings to $594.50 from $562.50, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News RBC Bearings issued new earnings guidance for the fourth quarter of fiscal 2026, with expected net sales in a range of $495.0 million to $505.0 million (Corporate guidance).
내러티브 업데이트 • Feb 08

RBC: Raised Fair Value And Q4 Guidance Will Shape Balanced Outlook

Analysts have lifted their price target on RBC Bearings from about $513 to roughly $563, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher estimated valuation range. What's in the News RBC Bearings issued earnings guidance for the fourth quarter of fiscal 2026, with expected net sales of about $495.0 million to $505.0 million.
내러티브 업데이트 • Jan 21

RBC: Guidance And Completed Buybacks Will Shape A Balanced Future Outlook

Narrative Update Analysts have nudged their price target on RBC Bearings higher to about US$513 from roughly US$501, citing modest adjustments to fair value estimates, discount rate assumptions, and expected future P/E levels as the main drivers of the change. What's in the News RBC Bearings issued earnings guidance for the third quarter of fiscal 2026, targeting net sales in the range of US$454.0 million to US$462.0 million.
내러티브 업데이트 • Jan 07

RBC: Future Guidance And Completed Buybacks Will Support Balanced Fair Value Outlook

Analysts have lifted their price target on RBC Bearings from US$482 to about US$501. They point to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
내러티브 업데이트 • Dec 17

RBC: Future Guidance And Buybacks Will Support Balanced Fair Value Outlook

Analysts have modestly raised their price target on RBC Bearings, adding about 0.5 percent to their valuation as slightly higher long term revenue growth, improved profit margins, and a marginally lower discount rate support a new fair value estimate of approximately 482 dollars per share. What's in the News Issued new earnings guidance for the third quarter of fiscal 2026, targeting net sales of approximately 454 million dollars to 462 million dollars, a projected increase of 15.1 percent to 17.1 percent from 394.4 million dollars in the prior year period (company guidance).
Seeking Alpha • Dec 09

RBC Bearings: The Valuation Is Hard To Justify Even With Exploding Backlog

Summary RBC Bearings continues to deliver strong revenue and profit growth, especially in its Aerospace/Defense segment, aided by the VACCO Industries acquisition. RBC's backlog has surged to $1.6 billion, with management targeting $2 billion by year-end, reflecting robust demand from major aerospace and defense customers. Despite impressive fundamentals, RBC trades at high valuation multiples, both on an absolute basis and relative to industry peers, making the stock expensive. Given these elevated valuations, I maintain a "Sell" rating on RBC, expecting eventual underperformance as the market recognizes its premium pricing. Read the full article on Seeking Alpha
내러티브 업데이트 • Dec 03

RBC: Future Earnings Guidance And Buybacks Will Support Fairly Valued Outlook

Analysts have modestly raised their price target on RBC Bearings to approximately 479.83 dollars from 472 dollars. This reflects slightly higher fair value estimates supported by incremental upticks in projected discount rates and future earnings multiples.
내러티브 업데이트 • Nov 19

RBC: Improved Earnings Guidance And Share Repurchase Signal Uptrend Ahead

Analysts have raised their price target for RBC Bearings from $458.17 to $472.00. This reflects modest improvements in revenue growth forecasts and updated valuation assumptions.
내러티브 업데이트 • Nov 04

RBC: Profit Margins Will Improve Amid Measured Outlook For Fiscal 2026

Analysts have raised their price target for RBC Bearings from $452.67 to $458.17, citing a slight improvement in profit margin expectations along with small adjustments to other key financial forecasts. What's in the News RBC Bearings issued new earnings guidance for the third quarter of fiscal 2026, expecting net sales between $454.0 million and $462.0 million.
분석 기사 • Sep 08

Shareholders Should Be Pleased With RBC Bearings Incorporated's (NYSE:RBC) Price

RBC Bearings Incorporated's ( NYSE:RBC ) price-to-earnings (or "P/E") ratio of 49.4x might make it look like a strong...
내러티브 업데이트 • Sep 05

Rising Defense Spending Will Boost US Aerospace And Industrial Sectors

With both the discount rate and future P/E ratio remaining essentially flat, analyst valuations for RBC Bearings are unchanged, maintaining the consensus price target at $452.67. What's in the News The company completed the repurchase of 240,006 shares (0.9%) for $48.3 million under its buyback program; no shares were repurchased in the most recent tranche.
분석 기사 • Aug 06

Analysts Have Made A Financial Statement On RBC Bearings Incorporated's (NYSE:RBC) First-Quarter Report

NYSE:RBC 1 Year Share Price vs Fair Value Explore RBC Bearings's Fair Values from the Community and select yours It's...
분석 기사 • Jul 20

Here's Why RBC Bearings (NYSE:RBC) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Jul 06

When Should You Buy RBC Bearings Incorporated (NYSE:RBC)?

RBC Bearings Incorporated ( NYSE:RBC ) received a lot of attention from a substantial price increase on the NYSE over...
Seeking Alpha • Apr 09

RBC Bearings: A True Quality Stock At A Demanding Valuation

Summary RBC Bearings Incorporated has shown solid earnings growth and impressive returns, but current valuations may be too high, given the 3% earnings yield. The company specializes in precision bearings for industrial, aerospace, and defense sectors, combining organic growth with M&A capabilities. Despite reducing leverage and achieving 5% organic growth, shares are trading at 33 times earnings, making them expensive even after a 20% drop from highs. While RBC Bearings is fundamentally strong, I remain cautious due to lofty valuations and await potential RBC share pullbacks for a more attractive entry point. Read the full article on Seeking Alpha
Seeking Alpha • Jan 24

RBC Bearings: I Couldn't Bear To Wait Until Earnings For A Downgrade

Summary RBC Bearings Incorporated has been downgraded to a soft “sell” due to its high valuation, despite solid financial performance and growth potential. Recent financial results show revenue growth driven by the Aerospace/Defense segment, with net income and other profitability metrics also improving. Analysts expect continued revenue and profit growth, but I believe it won't justify a bullish outlook for the firm. RBC shares are expected to underperform the broader market, even though the aerospace industry and defense spending trends appear favorable. Read the full article on Seeking Alpha
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새로운 내러티브 • Aug 27

Aerospace And Defense Sparks Bright Future Amidst Industrial Recovery Optimism

Revenue growth in aerospace and defense, and active investments in industrial sector recovery, indicate positive trends in company revenue and industrial segment growth.
Seeking Alpha • Jul 03

RBC Bearings: Strength In Aerospace And Defense Offset By Mixed Industrial Outlook

Summary RBC's historical financial results have demonstrated robust net sales growth and expanding profitability margins. However, FY2024 growth has decelerated due to its flattish industrial segment. Due to rising travel demand, it is expected to bolster the outlook for commercial aerospace. ICAO forecasts that travel demand will increase in 2024. The rising travel demand is also causing aircraft orders to hit record numbers. Airbus and Boeing forecast that 40,000 commercial aircraft will be required in the next 20 years. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:RBC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20292,555555N/A6026
3/31/20282,345483N/A5316
3/31/20272,1083954544207
3/28/20261,871288343416N/A
12/27/20251,791269330400N/A
9/27/20251,723258305362N/A
6/28/20251,666247260316N/A
3/29/20251,636234244294N/A
12/28/20241,612217259304N/A
9/28/20241,592201256300N/A
6/29/20241,580198275310N/A
3/30/20241,560187242275N/A
12/30/20231,541174230267N/A
9/30/20231,519164214247N/A
7/1/20231,502156183223N/A
4/1/20231,469144179221N/A
12/31/20221,434126159196N/A
10/1/20221,34990129175N/A
7/2/20221,14150152186N/A
4/2/202294343151180N/A
1/1/202274442151175N/A
10/2/202162369159171N/A
7/3/202160991146157N/A
4/3/202160990141152N/A
12/26/202063598136155N/A
9/26/2020666107142165N/A
6/27/2020701118135164N/A
3/28/2020727120118156N/A
12/28/2019724124N/A141N/A
9/28/2019718109N/A115N/A
6/29/2019709108N/A115N/A
3/30/2019703105N/A109N/A
12/29/2018700100N/A117N/A
9/29/2018696108N/A124N/A
6/30/201868793N/A124N/A
3/31/201867587N/A130N/A
12/30/201765582N/A119N/A
9/30/201763571N/A127N/A
7/1/201762574N/A122N/A
4/1/201761571N/A101N/A
12/31/201661768N/A96N/A
10/1/201661572N/A82N/A
7/2/201661069N/A80N/A
4/2/201659764N/A83N/A
12/26/201554960N/A71N/A
9/26/201551157N/A67N/A
6/27/201547556N/A67N/A

애널리스트 향후 성장 전망

수입 대 저축률: RBC 의 연간 예상 수익 증가율(19.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: RBC 의 연간 수익(19.9%)이 US 시장(18.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: RBC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: RBC 의 수익(연간 10.7%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: RBC 의 수익(연간 10.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: RBC의 자본 수익률은 3년 후 11.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 21:12
종가2026/06/12 00:00
수익2026/03/28
연간 수익2026/03/28

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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분석가 소스

RBC Bearings Incorporated는 15명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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