RBC Bearings Past Earnings Performance
Past criteria checks 4/6
RBC Bearings has been growing earnings at an average annual rate of 31%, while the Machinery industry saw earnings growing at 8.5% annually. Revenues have been growing at an average rate of 16.3% per year. RBC Bearings's return on equity is 9.3%, and it has net margins of 16.4%.
Key information
31.00%
Earnings growth rate
27.76%
EPS growth rate
| Machinery Industry Growth | 8.77% |
| Revenue growth rate | 16.27% |
| Return on equity | 9.26% |
| Net Margin | 16.40% |
| Last Earnings Update | 27 Jun 2026 |
Recent past performance updates
Recent updates
Analysis Article • Aug 05
Results: RBC Bearings Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
RBC Bearings Incorporated ( NYSE:RBC ) just released its latest quarterly results and things are looking bullish. It...
Narrative Update • Aug 04
RBC: Aerospace And Defense Strength Will Support Long Term Upside Potential
Analysts have raised their price target on RBC Bearings from $616.29 to $633.25 as they update their models to reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for RBC Bearings RBC Bearings reported Q1 fiscal 2027 net sales of US$519.5 million, up 19.2%, with the Aerospace & Defense segment up 36.9% and the Industrial division up 8.4%.Narrative Update • 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 AlphaNarrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.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
New Narrative • 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.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How RBC Bearings makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 27 Jun 26 | 1,954 | 321 | 328 | 0 |
| 28 Mar 26 | 1,871 | 288 | 316 | 0 |
| 27 Dec 25 | 1,791 | 269 | 301 | 0 |
| 27 Sep 25 | 1,723 | 258 | 294 | 0 |
| 28 Jun 25 | 1,666 | 247 | 286 | 0 |
| 29 Mar 25 | 1,636 | 234 | 279 | 0 |
| 28 Dec 24 | 1,612 | 217 | 272 | 0 |
| 28 Sep 24 | 1,592 | 201 | 265 | 0 |
| 29 Jun 24 | 1,580 | 198 | 256 | 0 |
| 30 Mar 24 | 1,560 | 187 | 254 | 0 |
| 30 Dec 23 | 1,541 | 174 | 249 | 0 |
| 30 Sep 23 | 1,519 | 164 | 242 | 0 |
| 01 Jul 23 | 1,502 | 156 | 239 | 0 |
| 01 Apr 23 | 1,469 | 144 | 230 | 0 |
| 31 Dec 22 | 1,434 | 126 | 224 | 0 |
| 01 Oct 22 | 1,349 | 90 | 209 | 0 |
| 02 Jul 22 | 1,141 | 50 | 192 | 0 |
| 02 Apr 22 | 943 | 43 | 168 | 0 |
| 01 Jan 22 | 744 | 42 | 138 | 0 |
| 02 Oct 21 | 623 | 69 | 121 | 0 |
| 03 Jul 21 | 609 | 91 | 107 | 0 |
| 03 Apr 21 | 609 | 90 | 103 | 0 |
| 26 Dec 20 | 635 | 98 | 110 | 0 |
| 26 Sep 20 | 666 | 107 | 115 | 0 |
| 27 Jun 20 | 701 | 118 | 119 | 0 |
| 28 Mar 20 | 727 | 120 | 130 | 0 |
| 28 Dec 19 | 724 | 124 | 121 | 0 |
| 28 Sep 19 | 718 | 109 | 120 | 0 |
| 29 Jun 19 | 709 | 108 | 118 | 0 |
| 30 Mar 19 | 703 | 105 | 118 | 0 |
| 29 Dec 18 | 700 | 100 | 118 | 0 |
| 29 Sep 18 | 696 | 108 | 117 | 0 |
| 30 Jun 18 | 687 | 93 | 116 | 0 |
| 31 Mar 18 | 675 | 87 | 114 | 0 |
| 30 Dec 17 | 655 | 82 | 111 | 0 |
| 30 Sep 17 | 635 | 71 | 109 | 0 |
| 01 Jul 17 | 625 | 74 | 106 | 0 |
| 01 Apr 17 | 615 | 71 | 104 | 0 |
| 31 Dec 16 | 617 | 68 | 103 | 0 |
| 01 Oct 16 | 615 | 72 | 101 | 0 |
| 02 Jul 16 | 610 | 69 | 101 | 0 |
| 02 Apr 16 | 597 | 64 | 100 | 0 |
| 26 Dec 15 | 549 | 60 | 92 | 0 |
| 26 Sep 15 | 511 | 57 | 87 | 0 |
Quality Earnings: RBC has high quality earnings.
Growing Profit Margin: RBC's current net profit margins (16.4%) are higher than last year (14.8%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: RBC's earnings have grown significantly by 31% per year over the past 5 years.
Accelerating Growth: RBC's earnings growth over the past year (30.1%) is below its 5-year average (31% per year).
Earnings vs Industry: RBC earnings growth over the past year (30.1%) exceeded the Machinery industry 4.9%.
Return on Equity
High ROE: RBC's Return on Equity (9.3%) is considered low.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/12 21:24 |
| End of Day Share Price | 2026/08/12 00:00 |
| Earnings | 2026/06/27 |
| Annual Earnings | 2026/03/28 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 16 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Lisnic | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Ronald Epstein | BofA Global Research |