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RBC

RBC Bearings Incorporated

RBC

NYSE·Industrials·Manufacturing - Tools & Accessories·Mkt cap $15.5B

$488.54

-0.46%

P/E

51.86

Mkt Cap

$15.5B

52-Wk Range

$364.50–$667.69

52-Week Range

$364.50 - $667.69

P/E

51.86

Fwd P/E

32.72

Beta

1.41

Div Yield

0.00%

Avg Vol

256.2K

Shares Out

31.6M

Mkt Cap

$15.5B

Price action

Price chart

Up 26.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Century-old heritage and engineering expertise in precision bearing design and manufacturing
  • Diversified product portfolio serving mission-critical aerospace/defense and industrial applications with high switching costs
  • Established distribution network through direct sales force and aerospace/industrial distributor relationships
  • Specialized manufacturing capabilities in self-lubricating and anti-friction bearing technologies with limited competition
  • Long-term customer relationships with major aerospace OEMs and defense contractors providing recurring revenue

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Moderate growth ahead

Increased defense spending and military aircraft modernization programs driving aerospace/defense segment demand

Value

Significant premium - growth priced in

Momentum

Weak

-17.2% over 3m

Quality

Strong

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 30, 2026

Q3 26 RECAP

JUL 31, 2026

Reported EPS of $3.88 vs $3.42 consensus (+13.4% surprise). Revenue of $519.5M vs $508.9M expected (+2.1%). Beat on both top and bottom lines.

EPS beat +13.4%
Rev beat +2.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+13.4%

Revenue trend · last 8Q

+5%

+6%

+7%

+14%

+17%

+19%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q1 27

$406.3M

$397.9M

$394.4M

$437.7M

$436.0M

$455.3M

$461.6M

$519.5M

Margins · last 8Q

Gross

47.7%

Operating

27.1%

Profit

19.5%

Wall Street consensus

4 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Deutsche Bank · Aug 4, 2026

vs Industry

How RBC stacks vs Manufacturing - Tools & Accessories

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.