RBC Bearings (RBC) Aandelenoverzicht
RBC Bearings Incorporated produceert en verkoopt technische precisielagers, componenten en systemen in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
RBC onze risicocontroles hebben doorstaan.
RBC Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
RBC Bearings Incorporated Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$588.18 |
| 52 Week Hoogtepunt | US$667.69 |
| 52 Week Laag | US$364.50 |
| Bèta | 1.4 |
| 1 maand verandering | -2.56% |
| 3 maanden verandering | 0.20% |
| 1 Jaar Verandering | 56.64% |
| 3 jaar verandering | 168.64% |
| 5 jaar verandering | 191.02% |
| Verandering sinds IPO | 3,751.87% |
Recent nieuws en updates
Narratiefupdate • Jun 23
RBC: Aerospace And Industrial Demand Will Support Balanced Long Term Prospects
RBC Bearings' analyst price target remains effectively unchanged near $616, as analysts point to stable fair value, discount rate, growth, margin, and future P/E assumptions that have only shifted marginally in recent updates. What’s in the News for RBC Bearings RBC Bearings reported Q1 revenue of $518 million, up 18.3% year over year and 2.3% above analyst expectations, driven by Aerospace & Defense expansion and accelerating Industrial growth.Seeking Alpha • Jun 20
RBC Bearings: A Great Business At An Awful Price
Summary RBC Bearings Incorporated is delivering rapid revenue and profit growth, driven by strong performance in Aerospace & Defense and recent acquisitions. Despite operational strength and a surging backlog, RBC trades at significantly elevated valuation multiples versus peers, making its current price untenable. Backlog soared from $900 million to $2.9 billion, underpinned by defense and commercial aerospace demand, yet valuation concerns outweigh growth prospects. I am downgrading RBC to a 'strong sell' due to excessive valuation, despite robust organic and acquisition-driven expansion and ongoing investment in growth. Read the full article on Seeking AlphaNarratiefupdate • 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.Recent updates
Narratiefupdate • Jun 23
RBC: Aerospace And Industrial Demand Will Support Balanced Long Term Prospects
RBC Bearings' analyst price target remains effectively unchanged near $616, as analysts point to stable fair value, discount rate, growth, margin, and future P/E assumptions that have only shifted marginally in recent updates. What’s in the News for RBC Bearings RBC Bearings reported Q1 revenue of $518 million, up 18.3% year over year and 2.3% above analyst expectations, driven by Aerospace & Defense expansion and accelerating Industrial growth.Seeking Alpha • Jun 20
RBC Bearings: A Great Business At An Awful Price
Summary RBC Bearings Incorporated is delivering rapid revenue and profit growth, driven by strong performance in Aerospace & Defense and recent acquisitions. Despite operational strength and a surging backlog, RBC trades at significantly elevated valuation multiples versus peers, making its current price untenable. Backlog soared from $900 million to $2.9 billion, underpinned by defense and commercial aerospace demand, yet valuation concerns outweigh growth prospects. I am downgrading RBC to a 'strong sell' due to excessive valuation, despite robust organic and acquisition-driven expansion and ongoing investment in growth. Read the full article on Seeking AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Seeking Alpha • Apr 09
RBC Bearings: A True Quality Stock At A Demanding Valuation
Summary RBC Bearings Incorporated has shown solid earnings growth and impressive returns, but current valuations may be too high, given the 3% earnings yield. The company specializes in precision bearings for industrial, aerospace, and defense sectors, combining organic growth with M&A capabilities. Despite reducing leverage and achieving 5% organic growth, shares are trading at 33 times earnings, making them expensive even after a 20% drop from highs. While RBC Bearings is fundamentally strong, I remain cautious due to lofty valuations and await potential RBC share pullbacks for a more attractive entry point. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
RBC Bearings: I Couldn't Bear To Wait Until Earnings For A Downgrade
Summary RBC Bearings Incorporated has been downgraded to a soft “sell” due to its high valuation, despite solid financial performance and growth potential. Recent financial results show revenue growth driven by the Aerospace/Defense segment, with net income and other profitability metrics also improving. Analysts expect continued revenue and profit growth, but I believe it won't justify a bullish outlook for the firm. RBC shares are expected to underperform the broader market, even though the aerospace industry and defense spending trends appear favorable. Read the full article on Seeking Alpha
Nieuw narratief • 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 AlphaRendement voor aandeelhouders
| RBC | US Machinery | US Markt | |
|---|---|---|---|
| 7D | -2.0% | -3.4% | -0.9% |
| 1Y | 56.6% | 37.8% | 19.4% |
Rendement versus industrie: RBC overtrof de US Machinery industrie, die het afgelopen jaar een rendement 37.8 % opleverde.
Rendement versus markt: RBC overtrof de US markt, die het afgelopen jaar een rendement opleverde van 19.4 %.
Prijsvolatiliteit
| RBC volatility | |
|---|---|
| RBC Average Weekly Movement | 4.6% |
| Machinery Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: RBC heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van RBC is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1919 | 5,816 | Michael Hartnett | www.rbcbearings.com |
RBC Bearings Incorporated produceert en verkoopt technische precisielagers, componenten en systemen in de Verenigde Staten en internationaal. Het bedrijf is actief in twee segmenten: Aerospace/Defense en Industrial. Het bedrijf produceert glijlagers met zelfsmerende of metaal-op-metaal ontwerpen, met inbegrip van draadeindlagers, sferische glijlagers, en kogellagers; rollagers, zoals kegellagers, naaldlagers, en naaldlager looprollen en nokvolgers, die anti-frictie producten die worden gebruikt in industriële toepassingen en militaire vliegtuigen platformen; en kogellagers die hoge precisie luchtvaart, luchtframe controle, dunne sectie, en industriële kogellagers die gebruik maken van hoge precisie kogellager elementen om wrijving te verminderen in high-speed toepassingen omvatten.
RBC Bearings Incorporated Samenvatting
| RBC fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$18.44b |
| Inkomsten(TTM) | US$287.60m |
| Inkomsten(TTM) | US$1.87b |
64.5x
Koers/Winstverhouding9.9x
P/S-verhoudingIs RBC overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| RBC resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.87b |
| Kosten van inkomsten | US$1.03b |
| Brutowinst | US$845.50m |
| Overige uitgaven | US$557.90m |
| Inkomsten | US$287.60m |
Laatst gerapporteerde inkomsten
Mar 28, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 9.12 |
| Brutomarge | 45.19% |
| Nettowinstmarge | 15.37% |
| Schuld/Eigen Vermogen Verhouding | 26.0% |
Hoe presteerde RBC op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/14 22:41 |
| Aandelenkoers aan het einde van de dag | 2026/07/14 00:00 |
| Inkomsten | 2026/03/28 |
| Jaarlijkse inkomsten | 2026/03/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
RBC Bearings Incorporated wordt gevolgd door 15 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Peter Lisnic | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Ronald Epstein | BofA Global Research |