RBC Bearings/$RBC
RBC Bearings shares fall as investors focus on sequential gross-margin contraction and a Q3 margin outlook near current levels, despite the company beating earnings and revenue estimates.
18 hours agoLightyear AI
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About RBC Bearings
RBC Bearings is an international manufacturer and marketer of engineered precision bearings, components, and essential systems for the industrial, defense, and aerospace industries. The offering includes plain bearings, roller bearings, ball bearings, and engineered products. The company has two reportable segments: industrial, which generates the most revenue, and aerospace and defense. The A&D segment represents the end markets for the company's engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications; and the industrial segment represents the end markets for its products used in various industrial applications. Geographically, the company generates a majority of its revenue from the United States.
- Ticker
- $RBC
- Sector
- Industrials
- Primary listing
- NYSE
- Employees
- 5,816
- Headquarters
- Oxford, United States
- Website
- www.rbcbearings.com
RBC Bearings Metrics
BasicAdvanced
$15B
41.35
$11.18
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Price and volume
Market cap
$15B
52-week high
$667.69
52-week low
$406.90
Average daily volume
298K
Financial strength
Current ratio
3.129
Quick ratio
1.057
Long term debt to equity
0.215
Total debt to equity
0.218
Interest coverage (TTM)
11.83%
Profitability
EBITDA (TTM)
649.6
Gross margin (TTM)
46.28%
Net profit margin (TTM)
17.51%
Operating margin (TTM)
25.49%
Effective tax rate (TTM)
21.40%
Revenue per employee (TTM)
$350,000
Management effectiveness
Return on assets (TTM)
6.26%
Return on equity (TTM)
10.51%
Valuation
Price to earnings (TTM)
41.346
Price to revenue (TTM)
7.207
Price to book
4.1
Price to tangible book (TTM)
73.1
Price to free cash flow (TTM)
36.534
Free cash flow yield (TTM)
2.74%
Free cash flow per share (TTM)
12.651
Growth
Revenue change (TTM)
17.42%
Earnings per share change (TTM)
36.34%
3-year revenue growth (CAGR)
10.04%
10-year revenue growth (CAGR)
12.65%
3-year earnings per share growth (CAGR)
25.62%
10-year earnings per share growth (CAGR)
13.83%
What the Analysts think about RBC Bearings
Analyst ratings (Buy, Hold, Sell) for RBC Bearings stock.
Analyst projections of the future price of RBC Bearings stock.
Bulls say / Bears say
Fiscal Q2 sales rose 15.2%, with both segments growing at a mid-teens rate organically; gross margin also improved year on year. The breadth of growth suggests momentum is not relying on aerospace alone. (RBC Bearings)
Backlog reached $2.4 billion at the end of September, up from $1.6 billion a year earlier. That larger order book gives RBC stronger visibility over future deliveries, particularly in aerospace and defence. (RBC Bearings)
RBC fully repaid its term loan in the quarter, while net interest expense fell to $9.3 million from $13.4 million a year earlier. Lower borrowing costs can support earnings and leave more cash available for investment or further debt reduction. (RBC Bearings)
Management’s fiscal Q3 sales outlook implies 12.7%–13.7% year-on-year growth, below Q2’s 15.2%, with sales roughly flat sequentially at the midpoint. That points to a slower near-term growth pace despite the strong backlog. (RBC Bearings)
Q2 gross margin benefited by $1.7 million from tariff refunds, so some of the reported margin strength may not recur. The company also identifies tariffs and raw-material costs as risks to profitability when it cannot pass them through promptly. (RBC Bearings, SEC)
Shares were reported trading at about 47 times earnings in September, a demanding valuation that leaves less room for disappointment if growth or margins slow. The same report noted that valuation measures suggested the shares could be above fair value. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.
RBC Bearings Financial Performance
Revenues and expenses
RBC Bearings Earnings Performance
Company profitability
Upcoming events
No upcoming events
RBC Bearings News
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Funds containing RBC Bearings
AllUSDEURGBP
Fund name | Fund size | $RBC weighting |
|---|---|---|
SPDR S&P 400 US Mid Cap$SPY4 | $6.4B | 0.45% |
SPDR S&P 400 US Mid Cap£SPX4 | $6.4B | 0.45% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | $3.2B | 0.15% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | $3.2B | 0.15% |
Xtrackers MSCI World Small Cap$XSWC | $183M | 0.13% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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