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RBC Bearings IncorporatedNYSE:RBC Stok Raporu

Piyasa Değeri US$20.0b
Hisse Fiyatı
n/a
1Y67.9%
7D2.1%
1D0.9%
Portföy Değeri
Görünüm

RBC Bearings Incorporated

NYSE:RBC Stok Raporu

Piyasa değeri: US$20.0b

RBC Bearings (RBC) Hisse Özeti

RBC Bearings Incorporated, Amerika Birleşik Devletleri'nde ve uluslararası alanda mühendislik ürünü hassas rulmanlar, bileşenler ve sistemler üretmekte ve pazarlamaktadır. Daha fazla detay

Ödüller

Risk Analizi

RBC risk kontrollerimizi geçti.

RBC Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

RBC Bearings Incorporated Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti RBC Bearings
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$638.94
52 Haftanın En Yüksek SeviyesiUS$648.32
52 Haftanın En Düşük SeviyesiUS$364.50
Beta1.43
1 Aylık Değişim14.11%
3 Aylık Değişim16.39%
1 Yıllık Değişim67.89%
3 Yıllık Değişim195.94%
5 Yıllık Değişim220.40%
Halka arzdan bu yana değişim4,084.28%

Son Haberler & Güncellemeler

Anlatı Güncellemesi 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 Alpha
Anlatı Güncellemesi 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

Anlatı Güncellemesi 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 Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
User avatar
Yeni Anlatı 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

Hissedar Getirileri

RBCUS MachineryUS Pazar
7D2.1%1.6%-2.5%
1Y67.9%47.6%20.1%

Getiri vs. Endüstri: RBC geçen yıl % 47.6 oranında getiri sağlayan US Machinery sektörünü aştı.

Getiri vs Piyasa: RBC geçen yıl % 20.1 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is RBC's price volatile compared to industry and market?
RBC volatility
RBC Average Weekly Movement4.7%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

İstikrarlı Hisse Senedi Fiyatı: RBC son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: RBC 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
19195,816Michael Hartnettwww.rbcbearings.com

RBC Bearings Incorporated, Amerika Birleşik Devletleri'nde ve uluslararası alanda mühendislik ürünü hassas rulmanlar, bileşenler ve sistemler üretmekte ve pazarlamaktadır. İki segmentte faaliyet göstermektedir: Havacılık/Savunma ve Endüstriyel. Şirket, çubuk uçlu rulmanlar, küresel kaymalı rulmanlar ve muylu rulmanlar dahil olmak üzere kendinden yağlamalı veya metal-metal tasarımlı kaymalı rulmanlar; endüstriyel uygulamalarda ve askeri uçak platformlarında kullanılan sürtünme önleyici ürünler olan konik makaralı rulmanlar, iğneli makaralı rulmanlar ve iğneli rulman palet makaraları ve kam takipçileri gibi makaralı rulmanlar; ve yüksek hızlı uygulamalarda sürtünmeyi azaltmak için yüksek hassasiyetli bilyalı elemanlar kullanan yüksek hassasiyetli havacılık, uçak gövdesi kontrolü, ince kesitli ve endüstriyel bilyalı rulmanları içeren bilyalı rulmanlar üretmektedir.

RBC Bearings Incorporated Temel Bilgiler Özeti

RBC Bearings'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
RBC temel i̇stati̇sti̇kler
Piyasa değeriUS$19.98b
Kazançlar(TTM)US$287.60m
Gelir(TTM)US$1.87b
70.1x
F/K Oranı
10.8x
P/S Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
RBC gelir tablosu (TTM)
GelirUS$1.87b
Gelir MaliyetiUS$1.03b
Brüt KârUS$845.50m
Diğer GiderlerUS$557.90m
KazançlarUS$287.60m

Son Raporlanan Kazançlar

Mar 28, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)9.12
Brüt Marj45.19%
Net Kâr Marjı15.37%
Borç/Özkaynak Oranı26.0%

RBC uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/24 11:35
Gün Sonu Hisse Fiyatı2026/06/24 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2026/03/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

RBC Bearings Incorporated 15 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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