RBC

RBC Bearings Inc

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Advanced Chart

398.070

-6.59(-1.629%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

407.960

Open

406.280

VWAP

400.28

Vol

149.61K

Mkt Cap

12.56B

Low

398.050

Amount

59.89M

EV/EBITDA(TTM)

26.93

Total Shares

31.56M

13.35B

EV/OCF(TTM)

42.23

P/S(TTM)

7.39

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q4

FY2026Q3

FY2026Q2

502.63M

+14.83%

3.187

+12.62%

458.78M

+16.32%

2.758

+17.85%

451.09M

+13.37%

2.725

+19%

Estimates Revision

The market is revising Upward the revenue expectations for RBC Bearings Incorporated (RBC) for FY2026, with the revenue forecasts being adjusted by 4.91% over the past three months. During the same period, the stock price has changed by 9.28%.

Revenue Estimates for FY2026

Revise Upward

+4.91%

In Past 3 Month

EPS Estimates for FY2026

Revise Upward

+3.03%

In Past 3 Month

Stock Price

Go Up

+9.28%

In Past 3 Month

6 Analyst Rating

10.13% Upside

Wall Street analysts forecast RBC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RBC is 438.40 USD with a low forecast of 415.00 USD and a high forecast of 480.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

5 Buy

1 Hold

0 Sell

Strong Buy

10.13% Upside

Current: 398.070

Low

415.00

Averages

438.40

High

480.00

10.13% Upside

Current: 398.070

Low

415.00

Averages

438.40

High

480.00

Truist

Michael Ciarmoli

Buy

maintain

$431 -> $455

2025-08-04

Reason

Truist

Michael Ciarmoli

Price Target

$431 -> $455

2025-08-04

maintain

Buy

Reason

Truist analyst Michael Ciarmoli raised the firm's price target on RBC Bearings to $455 from $431 and keeps a Buy rating on the shares. The firm is updating its model after the company's closed VACCO deal, assuming that its gross margins will expand by 1000bps over the next 36 months, the analyst tells investors in a research note. RBC's consolidated gross margins should also show y/y expansion in FY26 and FY27, the firm added.

Deutsche Bank

NULL -> Buy

initiated

$480

2025-07-16

Reason

Deutsche Bank

Price Target

$480

2025-07-16

initiated

NULL -> Buy

Reason

Deutsche Bank initiated coverage of RBC Bearings with a Buy rating and $480 price target.

Truist

NULL -> Buy

maintain

$405 -> $431

2025-06-12

Reason

Truist

Price Target

$405 -> $431

2025-06-12

maintain

NULL -> Buy

Reason

Truist raised the firm's price target on RBC Bearings to $431 from $405 and keeps a Buy rating on the shares as part of a broader research note on Commercial Aerospace component names. The firm has refreshed its aerospace supplier shipset and revenue exposure per aircraft analysis in light of the recent MAX production optimism, the analyst tells investors in a research note.

Morgan Stanley

Overweight

maintain

$390 -> $415

2025-05-20

Reason

Morgan Stanley

Price Target

$390 -> $415

2025-05-20

maintain

Overweight

Reason

Morgan Stanley raised the firm's price target on RBC Bearings to $415 from $390 and keeps an Overweight rating on the shares. Demand for RBC products remains strong across Industrials and Aerospace as well as Defense end markets, while execution remains strong, says the analyst, who continues to view the company as "a high-quality industrials compounder with attractive growth and margin expansion potential."

Truist

Buy

upgrade

$375 -> $405

2025-05-19

Reason

Truist

Price Target

$375 -> $405

2025-05-19

upgrade

Buy

Reason

Truist raised the firm's price target on RBC Bearings to $405 from $375 and keeps a Buy rating on the shares after its Q4 earnings beat. The management's outlook was in line with Street and while FY26 annual guidance was not provided, the company is calling for at least 15% y/y growth in commercial aero and mid-single-digit growth in defense, the analyst tells investors in a research note. Truist adds that it is assuming that RBC's gross margin expansion of 50-110bps in FY26 will be largely driven by the A&D segment.

Truist Securities

Michael Ciarmoli

Strong Buy

Maintains

$410 → $375

2025-04-17

Reason

Truist Securities

Michael Ciarmoli

Price Target

$410 → $375

2025-04-17

Maintains

Strong Buy

Reason

Truist lowered the firm's price target on RBC Bearings to $375 from $410 and keeps a Buy rating on the shares as part of a broader research note previewing Q1 results for Aerospace & Defense industry. The set up heading into the earnings season will be littered with unknowns, uncertainty, and what may turn out to be a lack of clarity from management teams regarding the outlooks for 2025 as tariff implications coupled with recessionary fears will likely have an impact on the cyclically-sensitive sector coverage, the analyst tells investors in a research note. Investors may be better served leaning into the more stable and predictable defense sector, especially against the backdrop of several favorable defense spending developments, Truist added.

See All Ratings

Valuation Metrics

The current forward P/E ratio for RBC Bearings Inc (RBC.N) is 33.53, compared to its 5-year average forward P/E of 33.48. For a more detailed relative valuation and DCF analysis to assess RBC Bearings Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

33.48

Current PE

33.53

Overvalued PE

40.72

Undervalued PE

26.23

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

19.57

Current EV/EBITDA

22.39

Overvalued EV/EBITDA

23.79

Undervalued EV/EBITDA

15.36

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

5.11

Current PS

6.58

Overvalued PS

6.31

Undervalued PS

3.91