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RBC Bearings IncorporatedNYSE:RBC Stock Report

Market Cap US$18.5b
Share Price
US$599.09
US$598.71
0.06% overvalued intrinsic discount
1Y79.5%
7D-0.4%
Portfolio Value
View

RBC Bearings Incorporated

NYSE:RBC Stock Report

Market Cap: US$18.5b

RBC Bearings (RBC) Stock Overview

Manufactures and markets engineered precision bearings, components, and systems in the United States and internationally. More details

RBC fundamental analysis
Snowflake Score
Valuation0/6
Future Growth4/6
Past Performance4/6
Financial Health4/6
Dividends0/6

RBC Community Fair Values

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Community Contributor
US$3.87FV 1.0% overvalued intrinsic discount
30972.3%Revenue growth p.a.
149
0
0
4
9d ago

RBC Bearings Incorporated Competitors

Price History & Performance

Summary of share price highs, lows and changes for RBC Bearings
Historical stock prices
Current Share PriceUS$599.09
52 Week HighUS$607.45
52 Week LowUS$331.05
Beta1.49
1 Month Change10.31%
3 Month Change19.90%
1 Year Change79.50%
3 Year Change167.07%
5 Year Change195.07%
Change since IPO3,823.31%

Recent News & Updates

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.

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.

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).

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).

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).

Recent updates

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.

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.

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).

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).

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).

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.

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.

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.

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).

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

Dec 09

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.

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.

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.

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

Sep 08
Shareholders Should Be Pleased With RBC Bearings Incorporated's (NYSE:RBC) Price

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.

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

Aug 06
Analysts Have Made A Financial Statement On RBC Bearings Incorporated's (NYSE:RBC) First-Quarter Report

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

Jul 20
Here's Why RBC Bearings (NYSE:RBC) Has Caught The Eye Of Investors

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

Jul 06
When Should You Buy RBC Bearings Incorporated (NYSE:RBC)?

We Think RBC Bearings (NYSE:RBC) Can Stay On Top Of Its Debt

May 18
We Think RBC Bearings (NYSE:RBC) Can Stay On Top Of Its Debt

RBC Bearings: A True Quality Stock At A Demanding Valuation

Apr 09

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

Jan 24
User avatar

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.

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

Jul 03

Shareholder Returns

RBCUS MachineryUS Market
7D-0.4%-1.6%-0.2%
1Y79.5%53.6%27.6%

Return vs Industry: RBC exceeded the US Machinery industry which returned 53.6% over the past year.

Return vs Market: RBC exceeded the US Market which returned 27.6% over the past year.

Price Volatility

Is RBC's price volatile compared to industry and market?
RBC volatility
RBC Average Weekly Movement3.9%
Machinery Industry Average Movement6.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: RBC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: RBC's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19195,334Michael Hartnettwww.rbcbearings.com

RBC Bearings Incorporated manufactures and markets engineered precision bearings, components, and systems in the United States and internationally. It operates through two segments, Aerospace/Defense and Industrial. The company produces plain bearings with self-lubricating or metal-to-metal designs, including rod end bearings, spherical plain bearings, and journal bearings; roller bearings, such as tapered roller bearings, needle roller bearings, and needle bearing track rollers and cam followers, which are anti-friction products that are used in industrial applications and military aircraft platforms; and ball bearings that include high precision aerospace, airframe control, thin section, and industrial ball bearings that utilize high precision ball elements to reduce friction in high-speed applications.

RBC Bearings Incorporated Fundamentals Summary

How do RBC Bearings's earnings and revenue compare to its market cap?
RBC fundamental statistics
Market capUS$18.48b
Earnings (TTM)US$268.60m
Revenue (TTM)US$1.79b
70.5x
P/E Ratio
10.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RBC income statement (TTM)
RevenueUS$1.79b
Cost of RevenueUS$994.10m
Gross ProfitUS$796.50m
Other ExpensesUS$527.90m
EarningsUS$268.60m

Last Reported Earnings

Dec 27, 2025

Next Earnings Date

n/a

Earnings per share (EPS)8.49
Gross Margin44.48%
Net Profit Margin15.00%
Debt/Equity Ratio30.4%

How did RBC perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 21:35
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/27
Annual Earnings2025/03/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

RBC Bearings Incorporated is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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