RBC Bearings Incorporated

RBC Bearings Incorporated

RBCยทNYSE

$584.18

+1.0%
IndustrialsManufacturing - Tools & Accessories

RBC Bearings Incorporated manufactures and markets engineered precision bearings and components in the United States and internationally. It operates through two segments, Aerospace/Defense and Industrial. The company produces plain bearings with self-lubricating or metal-to-metal designs, including rod end bearings, spherical plain bearings, and journal bearings; roller bearings, such as tapered roller bearings, needle roller bearings, and needle bearing track rollers and cam followers, which are anti-friction products that are used in industrial applications and military aircraft platforms; and ball bearings include high precision aerospace, airframe control, thin section, and industrial ball bearings that utilize high precision ball elements to reduce friction in high-speed applications. It also offers mounted bearing products include mounted ball bearings, mounted roller bearings, and mounted plain bearings; and enclosed gearing product lines, including quantis gearmotor, torque arm, tigear, magnagear & maxum, and controlled start transmission. In addition, the company produces power transmission components include mechanical drive components, couplings, and conveyor components; engineered hydraulics and valves for aircraft and submarine applications, and aerospace and defense aftermarket services; fasteners; precision mechanical components, which are used in various general industrial applications; and machine tool collets that are used for holding circulars or rod-like pieces. It serves 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, packaging and canning, wind, and general industrial markets through its direct sales force, as well as a network of industrial and aerospace distributors. The company was founded in 1919 and is headquartered in Oxford, Connecticut.

At a Glance

Live Snapshot
Market Cap$18.48B
EPS9.1400
P/E Ratio58.26
Earnings Date07/31/2026
rbc

RBC Bearings Incorporated Street Expectations Map

RBC ยท NYSE

Wall Street analysts project that RBC stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 583.80, with estimates ranging from a low of 527.00 to a high of 640.00.

Lowest Target
527.00
-9.79%
Consensus Target
583.80
-0.07%
Highest Target
640.00
9.56%

The consensus 1-year price target stands at 583.80, with estimates ranging from a low of 527.00 to a high of 640.00.

Analyst Consensus Analysis

Upside Potential

-0.1%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

19.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.98x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

rbc

RBC Bearings Incorporated Forward Estimates of Revenue

RBC ยท NYSE
Latest Revenue
1.87B
FY 2026
Avg Estimate
2.10B
FY 2027
Estimate Range
2.05B - 2.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

rbc

RBC Bearings Incorporated Forward Estimates of Net Income

RBC ยท NYSE
Latest Net Income
287.60M
FY 2026
Avg Estimate
445.75M
FY 2027
Estimate Range
411.63M - 479.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+55.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

rbc

RBC Bearings Incorporated Forward Estimates of EPS

RBC ยท NYSE
Latest EPS
9.14
FY 2026
Avg Estimate
$14.33
FY 2027
Estimate Range
$13.01 - $15.17
Analyst Spread

Forward Growth Analysis

Projected Growth+56.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

rbc

RBC Bearings Incorporated Forward Estimates of EBIT

RBC ยท NYSE
Latest EBIT
421.00M
FY 2026
Avg Estimate
417.64M
FY 2027
Estimate Range
407.83M - 431.36M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

rbc

RBC Bearings Incorporated Forward Estimates of EBITDA

RBC ยท NYSE
Latest EBITDA
421.00M
FY 2026
Avg Estimate
542.91M
FY 2027
Estimate Range
530.17M - 560.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+29.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

rbc

RBC Bearings Incorporated Forward Estimates of SG&A Expense

RBC ยท NYSE
Latest SG&A Expense
316.10M
FY 2026
Avg Estimate
351.76M
FY 2027
Estimate Range
343.50M - 363.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

rbc

RBC Bearings Incorporated Insider Positioning

RBC ยท NYSE

During the last 12 months, insiders have sold $51.27M worth of RBC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

1.5K

831.02K

Net Activity

-831K

-$831K

6-9 Months

Bought

0

0.00

Sold

1.8K

783.09K

Net Activity

-783K

-$783K

9-12 Months

Bought

0

0.00

Sold

127.9K

49.65M

Net Activity

-49.7M

-$49.65M

Top Buyers

No buying activity

Top Sellers

1
BDA

Bergeron Daniel A

Director, Officer: Vice President And Coo

83.7K sharesโ€ข3 transactions

$32.95M

2
HMJ

Hartnett Michael J

Director, Officer: President And Ceo

41.0K sharesโ€ข4 transactions

$15.50M

3
AMH

Ambrose Michael H.

Director

2.3K sharesโ€ข2 transactions

$866K

4
ERJ

Edwards Richard J

Officer: V.P. And General Manager

1.5K sharesโ€ข1 transactions

$831K

5
BBC

Boyan Barry C.

Director

1.2K sharesโ€ข1 transactions

$521K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $51.27M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.