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Rbc Bearings (DE:B1X)
NYSE:B1X

RBC Bearings (B1X) Price & Analysis

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B1X Stock Chart & Stats

€498.00
-€2.00(-0.69%)
At close: 4:00 PM EST
€498.00
-€2.00(-0.69%)

Bulls Say, Bears Say

Bulls Say
Balance-sheet StrengthRBC's dramatic de‑leveraging to a ~0.07 debt/equity ratio materially increases financial flexibility. Lower leverage reduces interest expense, supports capital spending for capacity ramps, and preserves M&A optionality. A conservative capital structure enhances resilience across cycles and underpins durable investment capability over the next 2–6 months.
Margin ExpansionSustained improvement in gross and operating margins reflects higher‑value product mix and manufacturing execution. Strong margins support persistent free cash flow, enable reinvestment in capacity and R&D, and provide a buffer against cost shocks. This margin profile is a durable earnings driver over the medium term.
A&D Backlog And End‑market MixA large ~$2.3B backlog concentrated in defense, space and elevated commercial build rates gives multi‑period revenue visibility and steadier demand. Heavy exposure to defense and space shifts revenue toward less cyclical, program‑driven streams and supports predictable aftermarket and OEM replacement volumes over coming quarters.
Bears Say
Elevated SG&ASG&A running near 16.5%–16.8% of sales constrains operating leverage; ongoing personnel costs and stock‑based comp could keep fixed overhead elevated. Unless revenue growth sustainably outpaces these expenses, margin expansion and free cash flow conversion may be limited over the next several quarters.
Input And Supply RiskDependence on specialty metals exposes RBC to pricing volatility and potential supplier bottlenecks. Persistent raw‑material pressure or delivery disruptions can erode margins, force premium procurement, and delay program ramps, making execution and margin predictability more challenging across the next 2–6 months.
Contract Repricing ExposureWith roughly 40% of commercial long‑term agreements not yet repriced, revenue and margins remain exposed to inflationary lags. Delays in contract repricing can compress near‑term profitability and cash flow visibility, reducing the firmness of margin guidance until agreements are fully adjusted.

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 €525.00 in the past 12 months.
    What is Rbc Bearings’s market cap?
    Rbc Bearings’s market cap is €15.76B.
      When is Rbc Bearings’s upcoming earnings report date?
      Rbc Bearings’s upcoming earnings report date is Jul 31, 2026 which is in 57 days.
        How were Rbc Bearings’s earnings last quarter?
        Rbc Bearings released its earnings results on May 15, 2026. The company reported €3.118 earnings per share for the quarter, beating the consensus estimate of €2.868 by €0.25.
          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 2.93.
              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 €3.118 in its last earnings report, beating expectations of €2.868. Following the earnings report the stock price went down -6.408%.
                  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 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.

                    RBC Bearings (B1X) Earnings & Revenues

                    B1X 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 DE:B1X earnings summaries

                    B1X Stock 12 Month Forecast

                    Average Price Target

                    €540.21
                    ▲(8.48% Upside)
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