RBC Bearings Incorporated (RBC) AI Stock Analysis

RBC Bearings Incorporated is a global manufacturer and distributor of precision-engineered bearings and components across two primary segments: Aerospace/Defense and Industrial. The Aerospace/Defense segment produces high-precision plain, roller, and ball bearings for military aircraft platforms and airframe control. The Industrial segment provides mounted ball and roller bearings, enclosed gearing solutions under brands such as Quantis and Tigear, power transmission components, engineered hydraulics, and specialized valves for aircraft and submarines. Founded in 1919 and based in Oxford, Connecticut, RBC Bearings employs 5,816 people and serves markets including aerospace, defense, automotive, marine, mining, and general industrial sectors through direct sales and distributors.

Over recent fiscal years, RBC Bearings expanded revenue from $942.9M in FY2022 to $1.87B in FY2026, achieving a 5-year revenue CAGR of 25.2%. Gross margin improved from 37.9% in FY2022 to 44.4% in FY2026, while operating margin expanded from 12.8% to 22.5%. Net income increased from $54.7M to $287.6M over the same period, with EPS rising from $3.89 to $12.38. For the trailing twelve months, revenue reached $1.95B with an operating margin of 27.2% and a profit margin of 16.4%. In the latest quarter ended June 30, 2026, quarterly revenue grew 19.2% and quarterly earnings surged 47.5% year-over-year.

As of June 30, 2026, RBC Bearings held $124.5M in cash and short-term investments against total debt of $878.1M, resulting in net debt of $753.6M. The company reported shareholders' equity of $3.46B, total assets of $5.20B, a current ratio of 2.53, and a debt-to-equity ratio of 0.25. During FY2026, operating cash flow reached $415.7M and free cash flow was $342.6M. Cash deployment in FY2026 included $73.1M for capital expenditures and $14.4M dedicated to share buybacks.

At a last close of $498.52 on October 16, 2026, RBC Bearings carried a market cap of $15.78B and an enterprise value of $16.59B. The stock trades at a trailing P/E of 49.3x and a forward P/E of 36.9x, above the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its EV/EBITDA stands at 28.0x compared to the peer median of 13.9x, while price-to-sales is 8.1x against the peer median of 1.5x. Over the past year, RBC rose 34.8%, outpacing the S&P 500 return of 16.8%, and gained 126.5% over five years versus 83.0% for the index.

Wall Street coverage consists of 6 Strong Buy, 2 Buy, and 2 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target is $618.89, representing 24.1% upside from the last close of $498.52. RBC beat earnings estimates in each of the last 4 quarters. For the fiscal year ending March 31, 2027, consensus estimates project EPS of $14.76 on revenue of $2.13B. For the following fiscal year, 9 analysts project revenue of $2.36B, representing 10.6% growth. The next earnings date is October 30, 2026.

This page is an AI-written research summary of RBC Bearings Incorporated (RBC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: RBC income statement, RBC balance sheet, RBC key metrics, RBC analyst forecast, RBC chart. See the RBC stock overview for the latest quote and news.