RBC · NYSE · Manufacturing - Tools & Accessories

RBC (RBC)

Manufactures bearings, power-transmission products, and precision components for industrial, aerospace, and defense applications.

$505.17
vs last close+5.29 (+1.06%)
Loading prices…

RBC Bearings IncorporatedRBC
Industrials

Manufactures engineered bearings, gearing, and precision components through Industrial and Aerospace & Defense segments. Its industrial portfolio includes DODGE power-transmission products and aftermarket offerings, while aerospace and defense applications require specialized engineered components.

Manufactures engineered bearings, gearing, and precision components through Industrial and Aerospace & Defense. The Industrial segment supplies bearings, gearing, and engineered components for material handling, construction and mining, energy, food and beverage, automation, semiconductor equipment, and rail. DODGE added mounted bearings, enclosed gearing, and power-transmission components for industrial end markets and the aftermarket.

The Aerospace & Defense segment supplies highly engineered bearings and precision components for aircraft, defense, and related applications. Its portfolio also includes airframe-control products, self-lubricating and custom-engineered bearings, machine-tool products, and marine hydraulic actuators and valves.

Operations span US and international facilities, with most employees working in US locations. Technical or regulated product markets require specialized design, testing, and manufacturing capabilities.

Company facts

CEODr. Michael J. Hartnett
ListedAug 10, 2005
ExchangeNYSE
HeadquartersOxford, CT
CountryUnited States
Employees5,816
CIK0001324948
ISINUS75524B1044

Market cap$15.81B
EPS (ttm)$10.12
P/E (ttm)49.40
ROE9.7%
P/B4.57
P/S8.09
Dividend yieldDiv yield
Beta1.09vs XLI 1.20

Price target$643.00+28.6%Average of 27 analysts
ConsensusBuy16 of 27 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 14, 2026RBC CapitalTarget
Target: $645
Target: $600
Sep 14, 2026GuggenheimInitiate
Rating:
Rating: Buy
Aug 4, 2026Deutsche BankReiterate
Rating: Target: $527
Rating: BuyTarget: $686
Aug 4, 2026Truist FinancialTarget
Target: $615
Target: $646
Aug 3, 2026RBC CapitalTarget
Target:
Target: $645

Next report
Oct 30, 26
in 37 days
EPS estimate
$3.55
Revenue estimate
$513.7M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Jan '25May '25Aug '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$2.34$2.83$2.84$2.88$3.04$3.62$3.88Pending
Estimate$2.19$2.71$2.74$2.73$2.85$3.33$3.42$3.55
Surprise+6.8%+4.4%+3.6%+5.5%+6.7%+8.7%+13.5%

RevenueReportedEstimate

Jan '25May '25Aug '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$394.4M$437.7M$436.0M$455.3M$461.6M$518.0M$519.5MPending
Estimate$393.8M$439.5M$431.6M$450.3M$460.1M$505.9M$508.9M$513.7M
Surprise+0.2%−0.4%+1.0%+1.1%+0.3%+2.4%+2.1%
Estimate$3.55
ReportedDue Oct 30, 2026
Estimate$513.7M
ReportedDue Oct 30, 2026
View details

Debt to equity25.40%
Current ratio253.00%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$397.9M$394.4M$437.7M$436.0M$455.3M$461.6M$518.0M$519.5M
Net income$54.2M$57.9M$72.7M$68.5M$60.0M$67.4M$91.7M$101.5M
Net margin13.6%14.7%16.6%15.7%13.2%14.6%17.7%19.5%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$86.1M$85.6M$103.1M$101.1M$97.8M$105.5M$116.6M$140.8M
YoY growth−1.9%+13.8%+9.4%+3.7%+13.6%+23.2%+13.1%+39.3%

Balance sheet, Jun 27, 2026Cash & short-term investments $124.5M · Total debt $878.1M · Total assets $5.20B · Shareholders' equity $3.46B

Revenue
$519.5M
Operating income
$140.8M
Net income
$101.5M
View details

Dividend yield
Next ex-date
Annual dividend
Schedule
View details

Institutions≈ 96.06%30.41M shares
700 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.65%521.4K shares
13 holders · as of Jun 25, 2026
Other≈ 2.29%726.1K shares
remainder

31.66M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.62%3.05Mas of Jun 30, 2026
Durable Capital Partners LPInstitution
5.40%1.71Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.51%1.43Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.19%1.33Mas of Jun 30, 2026
FMR LLCInstitution
4.17%1.32Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 24, 2026Dolores J. Ennicodirector−600$636.11
Jun 25, 2026John J. Feeneyofficer: Vice President and Secretary−225$657.94
Jun 17, 2026Steven H. Kaplandirector−350$631.80
Jun 3, 2026Edward Stewartdirector−600$592.83
Feb 17, 2026Richard J. Edwardsofficer: V.P. and General Manager−4,100$553.79
View details

  • Timken

    Engineered bearings and industrial-motion rival across end markets

  • Regal Rexnord

    Industrial power-transmission systems overlapping DODGE applications

Compare

CompanyPriceChange
RBC$505.17+1.06%$15.81B49.433.28.1+19.2%
Timken$118.57+2.64%$8.03B31.318.01.7+7.5%
Regal Rexnord$152.39−0.17%$10.16B31.413.01.7+4.2%
Median31.415.51.7+5.8%