TipRanks
RBC Bearings (DE:B1X)
XETRA:B1X

RBC Bearings (B1X) Price & Analysis

0 Followers

B1X Stock Chart & Stats

€420.00
€10.00(2.09%)
At close: 4:00 PM EDT
€420.00
€10.00(2.09%)

Bulls Say, Bears Say

Bulls Say
Strong Aerospace And Defense GrowthRBC is benefiting from broad aerospace and defense demand, including higher aircraft and engine production rates, rising RFQs, and additional capacity requests. Organic growth indicates that the core platform is expanding beyond acquisition effects, supporting durable revenue momentum.
Strong Cash GenerationRobust and consistently high free cash flow gives RBC internal funding for debt repayment, capacity investment, and selective acquisitions. Free cash flow conversion relative to net income also supports earnings quality, strengthening the company’s ability to compound through its industrial and aerospace markets.
Material Margin ExpansionThe multiyear improvement in gross and net margins demonstrates stronger operating performance rather than merely higher sales. Production efficiencies, favorable mix, contract resolutions, and inflation-adjusted contracts can support profitability, giving RBC more resilience and reinvestment capacity.
Bears Say
Capacity Constraints Limit GrowthDemand exceeding available capacity creates an execution constraint: RBC may be unable to accept attractive short-term opportunities while protecting long-term commitments. Unless capacity expands effectively, this bottleneck could defer revenue, limit customer responsiveness, and restrain growth.
Fragile Marine Supply ChainMarine growth depends on navigating complex designs and a fragile supplier network, so disruptions can delay production and shipments even when demand is strong. Supplier exits may be difficult to replace, creating an execution risk as RBC prepares to expand marine shipments.
Ongoing Tariff Cost PressureThe first-quarter margin benefited from a one-time tariff refund, but ongoing tariff costs remain a drag on profitability. If those costs persist, reported margins may face pressure after temporary benefits fade, increasing the importance of pricing, sourcing, and operational efficiency.

RBC Bearings News

B1X FAQ

What was RBC Bearings’s price range in the past 12 months?
RBC Bearings lowest stock price was €312.00 and its highest was €580.00 in the past 12 months.
    What is RBC Bearings’s market cap?
    RBC Bearings’s market cap is €13.91B.
      When is RBC Bearings’s upcoming earnings report date?
      RBC Bearings’s upcoming earnings report date is Nov 05, 2026 which is in 42 days.
        How were RBC Bearings’s earnings last quarter?
        RBC Bearings released its earnings results on Jul 31, 2026. The company reported €3.362 earnings per share for the quarter, beating the consensus estimate of €2.962 by €0.4.
          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 does not currently pay dividends.
            What is RBC Bearings’s EPS estimate?
            RBC Bearings’s EPS estimate is 3.05.
              How many shares outstanding does RBC Bearings have?
              RBC Bearings has 31,659,245 shares outstanding.
                What happened to RBC Bearings’s price movement after its last earnings report?
                RBC Bearings reported an EPS of €3.362 in its last earnings report, beating expectations of €2.962. Following the earnings report the stock price went up 1.639%.
                  Which hedge fund is a major shareholder of RBC Bearings?
                  Currently, no hedge funds are holding shares in DE:B1X
                  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 (B1X) Earnings & Revenues

                    B1X Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive overall. RBC reported broad-based revenue growth, substantial adjusted EPS and EBITDA gains, strong Aerospace and Defense and space demand, expanding margins, robust free cash flow, and significant debt reduction. The main challenges were lower expected second-quarter margins after one-time benefits and seasonality, marine and broader supply-chain complexity, capacity constraints, and a flat metals market, but management indicated that most marine supply-chain issues are behind the company and maintained a favorable outlook.View all DE:B1X earnings summaries

                    B1X Stock 12 Month Forecast

                    Average Price Target

                    €563.68
                    ▲(34.21% Upside)
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