RBC Bearings Incorporated (RBC) Stock Price & Analysis

RBC Bearings Incorporated (RBC) closed at USD 478.03 on Thursday, October 22, 2026, down 5.24% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 504.49; the Oct 22, 2026 session ranged USD 465.72–495.44 on volume of 567,995 shares. Market capitalization is $15.13B, with a 52-week range of USD 395.9–667.69 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:11 UTC.

Also available as compact Markdown for AI agents: nexqual.com/RBC.md

Key facts (RBC)

• Last four reported quarters (through Jun 27, 2026): revenue $1.95B, net income $321M (16.4% margin), free cash flow $385M (SEC filings).
• Valuation: P/E 47.2x (avg 45.7x at the last 3 fiscal year-ends), EV/EBITDA 26.7x, net debt $682M.
• 2 of 80 tracked superinvestors hold RBC (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 5 Form 4 filings, $1.4M; 5 not under a Rule 10b5-1 plan ($1.4M); 2 by opportunistic insiders (2 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.00 on a 1–5 scale) (10 analysts), mean target USD 618.89 (range 500–680).
• Total return with dividends: 1Y +17.4% vs S&P 500 +14.9%; 5Y +114.5% vs S&P 500 +80.3%.
• Next earnings: 2026-10-30, EPS estimate USD 3.53, revenue estimate $515M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RBC)

Fiscal years end Mar. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 27, 2026) (RBC)

P/E 47.2x · P/S 7.7x · EV/EBITDA 26.7x · EV/Sales 8.1x · P/FCF 39.3x · P/B 4.4x · FCF yield 2.55% · Earnings yield 2.12% · Net debt $682M · EV $15.8B

P/E at fiscal year-ends: Mar 2026 59.7x, Mar 2025 39.7x, Mar 2024 37.6x.

Superinvestors (SEC 13F-HR, Q2 2026) (RBC)

2 of 80 tracked investors hold RBC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (RBC)

0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (RBC)

Consensus Buy (mean 2.00 on a 1–5 scale), 10 analysts; mean target USD 618.89 (low 500, high 680).

Rating changes, last 120 days:

Total return (dividends reinvested) (RBC)

RBC revenue by business segment (quarter ended Jun 27, 2026)

RBC revenue by product line (quarter ended Jun 27, 2026)

RBC revenue by region (quarter ended Jun 27, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

RBC suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed May 15, 2026.

RBC company outlook (results filed Jul 31, 2026)

• “Outlook for the Second Quarter Fiscal 2027 The Company expects net sales to be approximately $505.0 million to $515.0 million in the second quarter of fiscal 2027, compared to $455.3 million in the prior year, for a growth rate of 10.9% to 13.1%.”
• “Gross margin is expected to be in the range of 45.5% to 45.75% and SG&A as a percentage of net sales is expected to be in the range of 16.5% to 16.75%.”

Analysts expect $514.8M for the current quarter, 0.9% above the midpoint of the company's guidance ($510.0M).

Quoted word-for-word from the SEC 8-K results press release.

RBC analyst estimates and revisions

RBC options: expected move

Options price a move of about ±8.0% (±$38.10) by Nov 20, 2026, which includes earnings on Oct 30, 2026. Over the last 8 reports the stock moved ±5.7% on average.

30-day implied volatility 33.9% vs 29.6% realized over the last 30 trading days. Put/call ratio (volume) 0.23. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:11 UTC)

Technical Analysis (RBC)

Nexqual's technical model rates RBC "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:11 UTC.

Analyst Ratings (RBC)

Wall Street analysts rate RBC "Buy" based on 10 analysts, with a mean price target of USD 618.89 (range USD 500–680), per Nexqual as of October 23, 2026 at 09:11 UTC.

Earnings (RBC)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:11 UTC.

Financials & Fundamentals (RBC)

Source: Nexqual, October 23, 2026 at 09:11 UTC.

Financial Health Score (RBC)

Nexqual rates RBC Bearings Incorporated's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:11 UTC.

Ownership (RBC)

Source: Nexqual, October 23, 2026 at 09:11 UTC.

Leadership (RBC)

RBC Bearings Incorporated is led by Michael J. Hartnett, Chairman, President & CEO, per Nexqual as of October 23, 2026 at 09:11 UTC.

Major Backers & Investors (RBC)

Notable institutional backers of RBC Bearings Incorporated include Durable Capital Partners Lp, FMR, LLC, Kayne Anderson Rudnick Investment Management LLC, according to Nexqual as of October 23, 2026 at 09:11 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:11 UTC.

From RBC Bearings Incorporated's Latest SEC 10-K Filing (filed 2026-05-15)

Key Strengths & Strategy (as disclosed to the SEC)

• The last phase is field testing by the customer, after which the product is ready for sale. many of our Aerospace & Defense products, the culmination of this lengthy process is the receipt of a product approval or certification, generally obtained from either the OEM, the DOD or the Federal Aviation Administration ("FAA"), which allows us to supply the product to the OEM customer and to the aftermarket.
• We currently have a significant number of such approvals, which often gives us a competitive advantage, and in many of these instances we are the only approved supplier of a given bearing or engineered component. manufacturing strategies are focused on product reliability, quality, safety and service.
• We also provide customers with updated information through our website, and we have developed on-line integration with specific customers, enabling more efficient ordering and timely order fulfillment for those customers. store product inventory in warehouses located in the Midwest, Southwest and on the East and West coasts of the U.S. as well as in Australia, Canada, England, France, India, Mexico, the People's Republic of China, Switzerland and Germany.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:11 UTC. This page is informational and not investment advice.

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