Truist Securities Maintains Buy on RBC Bearings, Raises Price Target to $431
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2025
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Source: Benzinga
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Analyst Views on RBC
Wall Street analysts forecast RBC stock price to fall
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 566.960
Low
485.00
Averages
517.80
High
542.00
Current: 566.960
Low
485.00
Averages
517.80
High
542.00
About RBC
RBC Bearings Incorporated is an international manufacturer and marketer of engineered precision bearings, components and essential systems. It is focused on producing technical or regulated bearing products and components requiring design, testing, and manufacturing capabilities for the diversified industrial, aerospace and defense channels. Its segments include Aerospace/Defense and Industrial. The Aerospace/Defense segment represents the end markets for the Company’s engineered bearings and precision components used in commercial aerospace, defense aerospace, defense marine, defense ground vehicles, missiles and guided munitions, and space and satellite applications. The Industrial segment represents the end markets for the Company’s engineered bearings, gearing and precision components used in various industrial applications, including construction, mining, forestry, energy, agricultural and other machinery. The Company also offers engineered mission-critical components.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
RBC Bearings Q4 Earnings: Strong Growth and Outlook
- Significant Sales Growth: RBC Bearings reported a 18.3% year-over-year increase in net sales for Q4, reaching $518 million, indicating strong demand in the aerospace and defense sectors, which is expected to further drive future performance.
- Improved Profitability: Adjusted diluted EPS rose to $3.62 from $2.83 in the prior year, demonstrating effective strategies in cost management and market demand, thereby enhancing investor confidence.
- Cash Flow and Debt Management: Free cash flow remained robust at $67.5 million, with an additional $116 million of debt paid down during the quarter, showcasing the company's ongoing efforts in financial stability and capital structure optimization.
- Optimistic Future Outlook: Management guided Q1 FY2027 revenues between $500 million and $510 million, with adjusted gross margins projected at 45.25% to 45.5%, reflecting confidence in sustained growth and positive market demand expectations.
See More
RBC Bearings Q4 Earnings Exceed Expectations
- Strong Earnings Performance: RBC Bearings reported a Q4 Non-GAAP EPS of $3.62, beating expectations by $0.30, which highlights the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenue of $518 million, an 18.3% year-over-year increase, surpassing market expectations by $11.23 million, reflecting its competitive position and sustained product demand in the market.
- Increasing Backlog: As of March 28, 2026, the backlog reached $2.3 billion, up from $2.1 billion on December 27, 2025, and $0.9 billion on March 29, 2025, indicating enhanced future growth potential for the company.
- Optimistic Outlook: The company expects Q1 FY2027 net sales to be approximately $500 million to $510 million, representing a growth rate of 14.7% to 17.0% compared to last year, and even excluding $28 million from VACCO, it anticipates an 8.3% to 10.6% growth, demonstrating strong market demand.
See More
RBC Bearings to Release Q4 Earnings on May 15
- Earnings Release Date: RBC Bearings is set to release its Q4 earnings on May 15, generating anticipation in the market that could influence the company's stock price.
- Earnings Expectations: Analysts forecast earnings of $3.32 per share for the quarter, indicating the company's profitability and competitive position in the current economic landscape.
- Revenue Forecast: The company is expected to report revenues of $506.59 million for the quarter, reflecting a robust growth trend in the industry that may attract more investor interest.
- Market Reaction Anticipation: As the earnings release approaches, investor expectations are high for RBC Bearings' performance, with potential stock price increases if actual results exceed forecasts, and vice versa.
See More
RBC Bearings Set to Announce Q4 Earnings on May 15
- Earnings Announcement Date: RBC Bearings is set to release its Q4 earnings on May 15 after market close, with a consensus EPS estimate of $3.32, reflecting a 17.3% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: The anticipated Q4 revenue is $506.77 million, representing a 15.8% year-over-year increase, primarily driven by rising demand in electrification and defense sectors, showcasing the company's resilience and market adaptability.
- Performance Beat Record: Over the past two years, RBC Bearings has beaten EPS estimates 88% of the time and revenue estimates 50% of the time, demonstrating reliability in earnings forecasts and bolstering market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision and two downward adjustments, while revenue estimates experienced three upward revisions and two downward adjustments, reflecting varying market perceptions of the company's future performance.
See More
Major Earnings Expected Before Friday's Open
- Earnings Announcement: Sachem Capital Corp. (SACH) is set to release its earnings before Friday's market open, with investors keenly awaiting insights into its performance and impact on investor sentiment.
- Financial Group Reports: Mizuho Financial Group (MFG) will also announce its earnings on the same day, with expectations that its results will reflect the current volatility in the financial markets.
- Tech Company Updates: Datavault AI (DVLT) is expected to provide critical data regarding its advancements and market positioning in the artificial intelligence sector during its earnings release.
- Lithium Industry Insights: The earnings reports from Sigma Lithium Corporation (SGML) and SurgePays (SURG) will reveal their market performance and future growth potential in the renewable energy and payment solutions sectors.
See More
Wall Street's Bearish Outlook on Stocks
- Sabre's Dismal Outlook: Sabre (SABR), a technology provider for the global travel industry, faces low demand with underwhelming total bookings, and its 7x net debt-to-EBITDA ratio raises concerns about its ability to secure additional capital, potentially leading to dilutive equity offerings.
- Artisan Partners' Sales Weakness: Artisan Partners (APAM) has experienced a lackluster annual growth rate of 4.4% over the past five years, which is below the financial sector average, and despite revenue growth, its flat earnings per share indicate insufficient profitability from incremental sales, with a current share price of $38.03 reflecting a 9.8x forward P/E.
- RBC Bearings' Market Share Growth: RBC Bearings (RBC) has achieved an impressive 23.1% annual revenue growth over the last five years, significantly outperforming peers, and its earnings per share have increased by 18.3% annually, supported by a robust free cash flow margin of 15.8% that allows for consistent reinvestment or capital return.
- Investment Opportunity Analysis: While Sabre and Artisan Partners show bleak prospects, RBC Bearings' strong performance and market share gains present a compelling investment opportunity, with its current share price of $605.97 reflecting a 45.1x P/E, indicating substantial growth potential.
See More
RBC Bearings Q4 Earnings: Strong Growth and Outlook
- Significant Sales Growth: RBC Bearings reported a 18.3% year-over-year increase in net sales for Q4, reaching $518 million, indicating strong demand in the aerospace and defense sectors, which is expected to further drive future performance.
- Improved Profitability: Adjusted diluted EPS rose to $3.62 from $2.83 in the prior year, demonstrating effective strategies in cost management and market demand, thereby enhancing investor confidence.
- Cash Flow and Debt Management: Free cash flow remained robust at $67.5 million, with an additional $116 million of debt paid down during the quarter, showcasing the company's ongoing efforts in financial stability and capital structure optimization.
- Optimistic Future Outlook: Management guided Q1 FY2027 revenues between $500 million and $510 million, with adjusted gross margins projected at 45.25% to 45.5%, reflecting confidence in sustained growth and positive market demand expectations.
See More
RBC Bearings Q4 Earnings Exceed Expectations
- Strong Earnings Performance: RBC Bearings reported a Q4 Non-GAAP EPS of $3.62, beating expectations by $0.30, which highlights the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenue of $518 million, an 18.3% year-over-year increase, surpassing market expectations by $11.23 million, reflecting its competitive position and sustained product demand in the market.
- Increasing Backlog: As of March 28, 2026, the backlog reached $2.3 billion, up from $2.1 billion on December 27, 2025, and $0.9 billion on March 29, 2025, indicating enhanced future growth potential for the company.
- Optimistic Outlook: The company expects Q1 FY2027 net sales to be approximately $500 million to $510 million, representing a growth rate of 14.7% to 17.0% compared to last year, and even excluding $28 million from VACCO, it anticipates an 8.3% to 10.6% growth, demonstrating strong market demand.
See More
RBC Bearings to Release Q4 Earnings on May 15
- Earnings Release Date: RBC Bearings is set to release its Q4 earnings on May 15, generating anticipation in the market that could influence the company's stock price.
- Earnings Expectations: Analysts forecast earnings of $3.32 per share for the quarter, indicating the company's profitability and competitive position in the current economic landscape.
- Revenue Forecast: The company is expected to report revenues of $506.59 million for the quarter, reflecting a robust growth trend in the industry that may attract more investor interest.
- Market Reaction Anticipation: As the earnings release approaches, investor expectations are high for RBC Bearings' performance, with potential stock price increases if actual results exceed forecasts, and vice versa.
See More
RBC Bearings Set to Announce Q4 Earnings on May 15
- Earnings Announcement Date: RBC Bearings is set to release its Q4 earnings on May 15 after market close, with a consensus EPS estimate of $3.32, reflecting a 17.3% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: The anticipated Q4 revenue is $506.77 million, representing a 15.8% year-over-year increase, primarily driven by rising demand in electrification and defense sectors, showcasing the company's resilience and market adaptability.
- Performance Beat Record: Over the past two years, RBC Bearings has beaten EPS estimates 88% of the time and revenue estimates 50% of the time, demonstrating reliability in earnings forecasts and bolstering market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision and two downward adjustments, while revenue estimates experienced three upward revisions and two downward adjustments, reflecting varying market perceptions of the company's future performance.
See More
Major Earnings Expected Before Friday's Open
- Earnings Announcement: Sachem Capital Corp. (SACH) is set to release its earnings before Friday's market open, with investors keenly awaiting insights into its performance and impact on investor sentiment.
- Financial Group Reports: Mizuho Financial Group (MFG) will also announce its earnings on the same day, with expectations that its results will reflect the current volatility in the financial markets.
- Tech Company Updates: Datavault AI (DVLT) is expected to provide critical data regarding its advancements and market positioning in the artificial intelligence sector during its earnings release.
- Lithium Industry Insights: The earnings reports from Sigma Lithium Corporation (SGML) and SurgePays (SURG) will reveal their market performance and future growth potential in the renewable energy and payment solutions sectors.
See More
Wall Street's Bearish Outlook on Stocks
- Sabre's Dismal Outlook: Sabre (SABR), a technology provider for the global travel industry, faces low demand with underwhelming total bookings, and its 7x net debt-to-EBITDA ratio raises concerns about its ability to secure additional capital, potentially leading to dilutive equity offerings.
- Artisan Partners' Sales Weakness: Artisan Partners (APAM) has experienced a lackluster annual growth rate of 4.4% over the past five years, which is below the financial sector average, and despite revenue growth, its flat earnings per share indicate insufficient profitability from incremental sales, with a current share price of $38.03 reflecting a 9.8x forward P/E.
- RBC Bearings' Market Share Growth: RBC Bearings (RBC) has achieved an impressive 23.1% annual revenue growth over the last five years, significantly outperforming peers, and its earnings per share have increased by 18.3% annually, supported by a robust free cash flow margin of 15.8% that allows for consistent reinvestment or capital return.
- Investment Opportunity Analysis: While Sabre and Artisan Partners show bleak prospects, RBC Bearings' strong performance and market share gains present a compelling investment opportunity, with its current share price of $605.97 reflecting a 45.1x P/E, indicating substantial growth potential.
See More
