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

252 Followers

RBC Stock Chart & Stats

$589.77
-$0.93(-0.31%)
At close: 4:00 PM EST
$589.77
-$0.93(-0.31%)

Bulls Say, Bears Say

Bulls Say
Balance-sheet De‑leveragingA materially lower debt-to-equity ratio meaningfully reduces financial risk and interest burden, giving management durable flexibility to fund capex for capacity ramps, absorb cyclicality in industrial cycles, and pursue selective M&A or integration without stressing liquidity.
Strong Free Cash Flow GenerationSustained high FCF supports reinvestment in machinery, working capital for larger programs, and debt repayment while insulating operations from temporary earnings timing. Reliable cash conversion underpins long-term execution of capacity expansion and working‑capital needs.
High‑value A&D Backlog & Margin ProfileA large defense/space backlog and above‑industry gross margins reflect engineered, certified products and program content stickiness. This structural end‑market exposure and product qualification create recurring aftermarket demand and pricing power over time.
Bears Say
Input And Supply‑chain ConcentrationDependence on specialty metals exposes margins and delivery reliability to cyclical commodity swings and supplier disruptions. Over months, sustained input inflation or constrained availability could force cost passthrough delays or margin compression on fixed LTAs.
Capacity & Labor Constraints On RampsAmbitious ramps (aiming to roughly double submarine revenues in 24–36 months) require capital, skilled labor and time. Execution shortfalls, hiring limits in the U.S., and reliance on Mexico flexing capacity could delay revenue realization and raise unit costs during scale‑up.
Unrepriced Long‑term Commercial AgreementsA material portion of legacy LTAs still lacks post‑inflation repricing, creating persistent revenue and margin exposure if costs remain elevated. The multi‑quarter timing of repricing introduces structural uncertainty into near‑term margins and contract profitability.

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 $18.84B.
      When is Rbc Bearings’s upcoming earnings report date?
      Rbc Bearings’s upcoming earnings report date is Jul 31, 2026 which is in 20 days.
        How were Rbc Bearings’s earnings last quarter?
        Rbc Bearings released its earnings results on May 15, 2026. The company reported $3.62 earnings per share for the quarter, beating the consensus estimate of $3.33 by $0.29.
          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 3.42.
                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 $3.62 in its last earnings report, beating expectations of $3.33. Following the earnings report the stock price went down -7.006%.
                    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

                      Q4 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
                      ▲(6.40% Upside)
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