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RBC Bearings (RBC)
NYSE:RBC
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RBC Bearings (RBC) Price & Analysis

258 Followers

RBC Stock Chart & Stats

$595.07
-$16.05(-2.70%)
At close: 4:00 PM EDT
$595.07
-$16.05(-2.70%)

Bulls Say, Bears Say

Bulls Say
Cash Generation & De‑leveragingSustained high free cash flow and sharply reduced leverage create durable financial flexibility. With FCF generation material versus earnings and debt-to-equity near 0.05, the company can fund capex, support A&D program ramps, pay down remaining term debt and absorb cyclical shocks without stressing liquidity.
Large Backlog & A&D ExposureA roughly $2.3B backlog backed by defense, space and commercial aircraft gives multi‑period revenue visibility and reduces near‑term top‑line cyclicality. Defense/space program content and shipset positioning provide structural demand and aftermarket spares over platform lifecycles, supporting durable revenue streams.
Improved Margins & ProfitabilityMaterial margin expansion reflects pricing power, higher mix of engineered A&D content, and operational gains. Higher gross and EBITDA margins are structural for precision bearing suppliers due to certification barriers and technical differentiation, supporting sustainable cash conversion and reinvestment capacity.
Bears Say
Contract Repricing ExposureWith ~40% of legacy LTAs not yet repriced into the post‑inflation environment, future revenue and margin realization remains uncertain. Delayed or partial repricing can compress margins as raw‑material or labor costs persist, creating multi‑quarter variability in profitability as contracts roll to market.
Input Cost & Supply RisksDependence on specialty metals exposes margins to commodity and availability shocks. Titanium and high‑alloy volatility can force premium buys or longer lead times, increasing unit costs and working capital needs. Over multiple quarters this can erode margin expansion unless fully passed through to customers.
Capacity & Hiring ConstraintsAggressive marine/submarine ramps require machinery, floor space and skilled labor. Persistent hiring challenges and reliance on geographic capacity flexing (Mexico) can slow delivery, raise SG&A and limit ability to capture program growth. Capacity bottlenecks risk lost share or margin dilution during multi‑year ramps.

RBC Bearings News

RBC FAQ

What was RBC Bearings’s price range in the past 12 months?
RBC Bearings lowest stock price was $364.50 and its highest was $667.69 in the past 12 months.
    What is RBC Bearings’s market cap?
    RBC Bearings’s market cap is $17.44B.
      When is RBC Bearings’s upcoming earnings report date?
      RBC Bearings’s upcoming earnings report date is Nov 05, 2026 which is in 95 days.
        How were RBC Bearings’s earnings last quarter?
        RBC Bearings released its earnings results on Jul 31, 2026. The company reported $3.88 earnings per share for the quarter, beating the consensus estimate of $3.418 by $0.462.
          Is RBC Bearings overvalued?
          According to Wall Street analysts RBC Bearings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does RBC Bearings pay dividends?
            RBC Bearings pays a Notavailable dividend of $0.35 which represents an annual dividend yield of N/A. See more information on RBC Bearings dividends here
              What is RBC Bearings’s EPS estimate?
              RBC Bearings’s EPS estimate is 3.51.
                How many shares outstanding does RBC Bearings have?
                RBC Bearings has 31,635,359 shares outstanding.
                  What happened to RBC Bearings’s price movement after its last earnings report?
                  RBC Bearings reported an EPS of $3.88 in its last earnings report, beating expectations of $3.418. Following the earnings report the stock price went down -1.885%.
                    Which hedge fund is a major shareholder of RBC Bearings?
                    Currently, no hedge funds are holding shares in RBC
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      RBC Bearings

                      RBC Bearings Incorporated (RBC) is a global enterprise specializing in the design, production, and distribution of precisely engineered bearings and a wide array of related mechanical components. The company strategically operates through two core segments: Aerospace/Defense and Industrial, catering to both domestic and international clients. Its diverse product portfolio includes: Plain bearings: Available in self-lubricating or metal-on-metal designs, featuring rod end, spherical plain, and journal bearings. Roller bearings: These anti-friction devices, such as tapered roller, needle roller, needle bearing track rollers, and cam followers, are vital for various industrial uses and military aircraft platforms. Ball bearings: This category encompasses high-precision aerospace, airframe control, thin section, and industrial ball bearings, all engineered with high-precision ball elements to minimize friction in demanding, high-speed applications. Beyond its primary bearing offerings, RBC also provides: Mounted bearing products: Including complete mounted ball, roller, and plain bearing units. Enclosed gearing systems: A comprehensive range featuring Quantis gearmotors, torque arm units, Tigear, MagnaGear & Maxum lines, and controlled start transmissions. Power transmission components: Such as mechanical drive elements, couplings, and conveyor parts. Engineered hydraulics and valves: Specifically developed for aircraft and submarine systems, alongside comprehensive aftermarket services for the aerospace and defense sectors. Fasteners. Precision mechanical components: Applied across diverse general industrial settings. Machine tool collets: Essential for securing circular or rod-shaped workpieces during machining. RBC reaches an extensive customer base across numerous industries, including automotive, tool holding, agricultural and semiconductor machinery, commercial and defense aerospace, ground defense, construction and mining, oil and natural resource extraction, heavy truck, marine, rail and train, packaging, food and beverage, wind energy, and general industrial markets. The company distributes its products via a dedicated direct sales force and a robust network of industrial and aerospace distributors. Established in 1919, RBC Bearings Incorporated maintains its corporate headquarters in Oxford, Connecticut.

                      RBC Bearings (RBC) Earnings & Revenues

                      RBC Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call was broadly positive: the company reported strong top‑line growth, solid margin and profitability expansion, robust free cash flow, significant backlog (particularly in defense/space), and clear de‑leveraging progress. Notable execution and integration efforts (VACCO), capacity investments for submarine ramps, supply‑chain risks (titanium/high‑alloy inputs), elevated SG&A and remaining contract repricing exposure are meaningful headwinds but appear manageable against strong operating cash flow and healthy guidance. Overall, positives materially outweigh the headwinds.View all RBC earnings summaries

                      RBC Stock 12 Month Forecast

                      Average Price Target

                      $627.50
                      ▲(5.45% Upside)
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