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

256 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 (~0.07) provides durable financial flexibility for multi-year capacity buildouts, acquisitions, and cyclic downturns. Reduced leverage lowers interest sensitivity, supports investment in precision manufacturing, and improves resilience across 2–6 month planning horizons.
Strong Free Cash FlowConsistently high free cash flow (roughly 0.8–0.9x of earnings) funds capex, debt paydown, and working capital needs without external financing. This cash conversion underpins sustained investment in test labs, tooling and capacity expansions and supports dividend or buyback optionality over the medium term.
Large Aerospace & Defense BacklogA ~$2.3B backlog concentrated in defense, space and rising commercial aircraft builds gives multi‑quarter revenue visibility and cushions cycles. High share of defense/space work typically carries higher technical barriers to entry, supporting sustained revenue and pricing leverage as programs ramp through 2026–2027.
Bears Say
Input Cost / Supply RisksDependence on costly, volatile inputs (titanium, high‑alloy steel) can compress margins if surcharges or repricing lag. Over 2–6 months, sustained commodity or supplier constraints could force premium buys, delay deliveries, or require margin concession while contract repricing catches up, pressuring profitability.
Capacity & Hiring ConstraintsRamping marine/submarine programs while facing U.S. hiring challenges and reliance on Mexican flex capacity raises execution risk. Over several months this can limit ability to capture incremental A&D demand, increase overtime or outsourcing costs, and delay qualification timelines for mission‑critical parts.
Unrepriced Long‑term AgreementsSignificant unrepriced LTAs leave near‑term revenue and margin upside uncertain. If remaining contracts are held at legacy pricing while input costs remain elevated, margin recovery could lag sales growth. Repricing execution into 2027 is a structural timing risk for sustained margin expansion.

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 $18.20B.
      When is Rbc Bearings’s upcoming earnings report date?
      Rbc Bearings’s upcoming earnings report date is Jul 31, 2026 which is in 10 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 Stock 12 Month Forecast

                      Average Price Target

                      $627.50
                      ▲(6.40% Upside)
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