RBC Bearings (RBC) director receives new stock awards and discloses 4,700-share gift
RBC Bearings director Richard R. Crowell reported receiving new equity awards and disclosing a past gift of company stock. He was granted 344 common shares and options for 647 shares on May 19, 2026, increasing his direct holdings to 27,653 shares including restricted stock. Additionally, the filing revealed a bona fide gift of 4,700 shares on November 4, 2025, which was not a market sale.
RBC Bearings (RBC) director Amir Faghri receives new stock and option grants
RBC Bearings (RBC) director Amir Faghri was granted 344 shares of Common Stock and 647 options to purchase Common Stock. These awards increase his direct holdings to 4,254 shares, which include restricted shares vesting between 2026 and 2029, and options with an exercise price of $565.22 per share, vesting in installments through 2031. He also holds various previously granted options expiring between 2029 and 2032 with different exercise prices and vesting schedules.
RBC Bearings (RBC) director receives new stock and option awards
RBC Bearings director Steven H. Kaplan has reported new equity awards, including a grant of 344 shares of Common Stock and options to purchase 647 shares. These awards are compensation-related and vest over several years, increasing his direct restricted stock holdings to 1,728 shares. The filing indicates no open-market buys or sells, focusing instead on employee compensation and existing option positions.
RBC Bearings (RBC) director awarded 344 shares and 647 stock options
RBC Bearings director Edward Stewart has been granted 344 shares of common stock and options to purchase 647 shares. The stock grant increases his direct holdings to 21,337 shares, including 1,728 restricted shares with vesting schedules through May 2029. The new stock options have an exercise price of $565.22 and will vest in five annual installments from May 2027 to May 2031, expiring in May 2033.
RBC Bearings Inc stock (US75459L1008): double-digit growth and upbeat outlook fuel investor interest
RBC Bearings Inc. has reported robust fiscal Q4 and full-year results for 2026, driven by strong demand in aerospace and industrial markets. The company projects continued double-digit sales growth for Q1 fiscal 2027, with net sales expected to be between $500 million and $510 million. Its specialization in precision bearings for high-stress applications in aerospace, defense, and industrial sectors, along with its strategic acquisitions, positions it for sustained growth.
RBC Bearings (RBC) director receives new stock and option awards
RBC Bearings director Barry C. Boyan has been granted new equity awards, including 344 shares of Common Stock and options to purchase 647 shares at an exercise price of $565.22. Following these transactions, his direct holdings now total 4,306 shares of Common Stock, which includes 2,144 restricted shares, and various existing option grants. The options will vest in annual installments from 2027 to 2031, reflecting a compensation package with future-dated benefits.
RBC Bearings Inc (RBC) COO receives 5,819-share grant and tax withholding
RBC Bearings Inc.'s Vice President and COO, Daniel A. Bergeron, reported compensation-related equity changes, including a grant of 5,819 shares of Common Stock and the withholding of 921 shares for tax liabilities. His direct holdings increased to 118,157 shares, which include 16,535 restricted shares vesting through May 2029, and he also holds options for 7,000 shares. These transactions reflect routine executive compensation and tax settlement mechanisms.
Is RBC (RBC) Quietly Recasting Its Defense-Heavy Narrative With a Backlog-Led Strategy Shift?
RBC Bearings Inc. (RBC) recently reported strong Q4 and full-year 2026 results, with increased sales and net income, alongside positive guidance for fiscal 2027. The company's Aerospace & Defense segment shows significant momentum, bolstered by the VACCO Industries acquisition and a substantial US$2.30 billion backlog. This backlog-driven strength may redefine RBC Bearings' investment narrative, emphasizing the critical role of executing these booked orders to justify its current valuation.
RBC Bearings (RBC) CFO receives stock grant and new option award
RBC Bearings' Vice President and CFO, Robert M. Sullivan, has received a grant of 1,233 shares of Common Stock and a new option award for 2,506 shares. Following these transactions, his direct holdings now total 13,420 shares. The article details the vesting schedules for both the restricted stock and the new option award, and mentions several existing option awards held by Mr. Sullivan.
RBC Bearings (RBC) VP awarded new stock and options in Form 4 filing
Richard J. Edwards, VP and General Manager of RBC Bearings Inc. (RBC), reported new equity compensation according to a Form 4 filing. He received a grant of 132 shares of Common Stock, bringing his direct holdings to 11,052 shares, and a new non-qualified stock option for 623 underlying Common shares with an exercise price of $565.22 per share, vesting over five years. The filing also detailed several existing option awards with various exercise prices and vesting schedules.
Earnings call transcript: RBC Bearings Q4 2026 sees strong earnings, stock tumbles
RBC Bearings reported strong Q4 2026 results, with adjusted EPS and revenue exceeding forecasts. Despite this positive financial performance, the company's stock experienced a significant decline of nearly 10% in pre-market trading, though it has seen strong returns over the past year. The aerospace and defense segment, boosted by new contracts and the VACCO acquisition, remains a key growth driver, with the company focusing on debt reduction and operational efficiency.
Truist Adjusts Price Target on RBC Bearings to $615 From $599, Maintains Buy Rating
Truist Securities has increased its price target for RBC Bearings (RBC) to $615 from $599, while reiterating a Buy rating on the stock. This adjustment comes after the firm analyzed the company's financial outlook.
Analysts Offer Insights on Industrial Goods Companies: RBC Bearings (RBC) and Boeing (BA)
Two industrial goods companies, RBC Bearings (RBC) and Boeing (BA), have received bullish sentiments from analysts. KeyBanc maintained a Buy rating on RBC Bearings with an average price target implying a 6.6% upside. Jefferies also maintained a Buy rating on Boeing, with analysts seeing a 20.7% upside from current levels.
RBC Bearings Inc (RBC) Shares Fall 3.1% -- GF Value Says Still Overvalued
RBC Bearings Inc (RBC) shares dropped 3.1% to $551.12, reflecting a 10.2% weekly and 6.5% monthly decline. GuruFocus's GF Value indicates that RBC is significantly overvalued by 70.0% compared to its intrinsic value of $324.23, despite having a strong GF Score of 91/100 driven by high growth and profitability ratings. The stock's current P/E ratio of 60.6x is also higher than its five-year median, and there has been no insider trading activity in the last three months.
RBC Bearings Stock Posts Record Q4 as Aerospace Surge Lifts Revenue 18%
RBC Bearings (RBC) reported record Q4 FY2026 results, with net sales up 18.3% year-over-year to $518M, primarily driven by a 41.2% surge in the Aerospace and Defense segment. Despite the strong performance and positive Q1 FY2027 revenue guidance of $500M to $510M, the stock experienced a 7% sell-off, suggesting market concerns about execution risks. The TIKR model projects a target price of $783, implying a 38% upside, contingent on sustained A&D momentum, successful LTA repricing, and planned marine revenue growth.
Northwestern Mutual Wealth Management Co. Purchases 185,284 Shares of RBC Bearings Incorporated $RBC
Northwestern Mutual Wealth Management Co. significantly increased its stake in RBC Bearings (NYSE:RBC) by purchasing 185,284 shares, bringing its total holdings to 185,749 shares valued at approximately $83.3 million. This increase follows RBC Bearings' strong quarterly performance, which exceeded revenue and earnings estimates, primarily driven by aerospace and defense sales. The company also provided optimistic guidance for Q1 FY2027 and aims to double marine revenue within the next two to three years.
RBC Bearings (RBC) Quarterly Earnings Report Due Friday Before Market Open - News and Statistics
RBC Bearings (NYSE:RBC) is set to release its quarterly earnings before market open this Friday, with analysts projecting a 15.7% year-on-year revenue growth. The company previously exceeded operating income but missed EBITDA estimates, and has a history of missing Wall Street revenue forecasts. Investor sentiment in the engineered components and systems segment has been positive, with RBC Bearings' stock climbing 3.5% over the past month.
UBS Group AG Cuts Stock Position in RBC Bearings Incorporated $RBC
UBS Group AG significantly reduced its stake in RBC Bearings Incorporated by 59.3% in the fourth quarter, selling over 30,000 shares. Despite this, RBC Bearings reported better-than-expected quarterly earnings and revenue, with strong year-over-year growth and optimistic Q1 FY2027 revenue guidance. Analysts generally maintain a "Buy" rating for the company, with an average price target of $574.67.
2,450 Shares in RBC Bearings Incorporated $RBC Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al
Virginia Retirement Systems Et Al recently acquired 2,450 shares of RBC Bearings Incorporated (NYSE:RBC) totaling approximately $1.1 million in the fourth quarter. This acquisition comes as RBC Bearings delivered strong fiscal fourth-quarter results, beating analyst expectations for EPS and revenue, and provided optimistic guidance for Q1 FY2027. Analysts currently hold a consensus "Buy" rating on the stock with an average target price of $574.67.
RBC Bearings Incorporated (NYSE:RBC) Q4 2026 Earnings Call Transcript
RBC Bearings Incorporated announced strong Q4 2026 results, with net sales increasing 18.3% year-over-year to $518 million and adjusted diluted EPS of $3.62, beating expectations. The growth was primarily driven by its Aerospace & Defense (A&D) segment, which saw a 41.2% revenue increase, supported by robust demand in defense, space, and commercial aircraft markets. The company is actively expanding capacity and investing in equipment to meet soaring demand, particularly for marine hardware, missiles, and space-related products, while also experiencing steady but modest growth in its Industrial segment.
Bessemer Group Inc. Purchases 7,315 Shares of RBC Bearings Incorporated $RBC
Bessemer Group Inc. increased its stake in RBC Bearings Incorporated by 9.6% in the fourth quarter, purchasing 7,315 additional shares to bring its total holding to 83,865 shares valued at $37.6 million. RBC Bearings recently exceeded earnings and revenue estimates, posting $3.62 EPS on $518 million in revenue, and provided optimistic guidance for the first quarter of FY2027. Analyst sentiment is largely positive, with a consensus "Buy" rating and a target price of $574.67 following several upgrades.
RBC Bearings Inc (RBC) Shares Fall 7.0% -- What GF Score of 85 Tells Investors
RBC Bearings Inc (RBC) shares dropped 7.0% to $569.06 on May 15, 2026, despite the company holding a strong GF Score of 85/100, which reflects robust growth and profitability. However, the stock is considered significantly overvalued by the GF Value™ at 75.9% above its estimated fair value of $323.60, and insider selling of $2.3 million over the past three months further signals caution for investors. Its current P/E ratio of 67.0x is also considerably higher than its 5-year median of 50.0x, reinforcing the overvaluation concern.
RBC Bearings forecasts $500m-$510m Q1 FY2027 revenue while targeting marine revenue doubling in 24-36 months
RBC Bearings is projecting robust revenue for Q1 FY2027, estimating between $500 million and $510 million. Concurrently, the company is strategically aiming to double its marine revenue within the next 24 to 36 months, indicating a focused growth initiative in that sector.
RBC Bearings INC FY 2026: Revenue $1.87B, EPS $9.09— 10-K Summary
RBC Bearings INC reported strong full-year 2026 results, with revenue increasing by 14.3% to $1.87 billion and diluted EPS growing by 18.1% to $9.09. This growth was primarily driven by its Aerospace & Defense segment, which saw a 32.9% rise, and the successful acquisition of VACCO. The company also reported a substantial backlog of $2.3 billion and projected continued sales growth for Q1 FY27.
RBC Bearings (NYSE:RBC) Beats Q1 CY2026 Sales Expectations
RBC Bearings (NYSE:RBC) reported Q1 CY2026 results that surpassed market expectations for revenue and non-GAAP profit per share, driven by strong performance in its Aerospace & Defense and Industrial segments. The company's sales increased by 18.3% year-on-year to $518 million, beating analyst estimates, and future revenue guidance also exceeded predictions. RBC Bearings demonstrated impressive long-term revenue and EPS growth, indicating healthy demand and profitable operations.
RBC Bearings: Fiscal Q4 Earnings Snapshot
RBC Bearings Inc. reported strong fiscal fourth-quarter results, with a profit of $91.7 million, or $2.89 per share. Adjusted earnings of $3.62 per share surpassed Wall Street expectations, as did its revenue of $518 million. For the upcoming quarter, RBC Bearings projects revenue between $500 million and $510 million.
RBC Bearings earnings in focus: Can aerospace momentum continue? By Investing.com
RBC Bearings (NASDAQ: RBC) is set to announce its fourth-quarter fiscal 2026 results. Analysts expect strong sequential growth driven by aerospace demand, with estimated earnings of $3.32 per share and revenue of $506.3 million. Investors will be focused on the company's ability to convert its record backlog into revenue, maintain high-profit margins, and provide positive guidance amidst increasing aircraft production rates.
RBC Bearings Earnings: What To Look For From RBC
RBC Bearings (NYSE:RBC) is set to announce earnings this Friday, with analysts expecting a 15.7% year-on-year revenue growth. The company met revenue expectations last quarter, but had mixed results for operating income and EBITDA estimates. Investor sentiment in the engineered components and systems segment has been positive, with RBC Bearings' stock up 3.5% over the last month.
RBC Bearings (RBC) Q4 2026 Preview: EPS Est. $3.32, Reports May 15
RBC Bearings (RBC) is expected to report Q4 2026 earnings on May 15, with analysts forecasting an EPS of $3.32 on revenue of $506.8 million. This represents a 9.8% year-over-year revenue growth. The company's performance will be particularly scrutinized for its net margins and management commentary on aerospace production rates, given the wide range in EPS estimates despite an overall upward trend in analyst sentiment over the past 90 days.
What RBC Bearings (RBC)'s Record Aerospace Backlog Means For Shareholders
RBC Bearings (RBC) has a record aerospace and defense backlog, indicating strong demand. This backlog, along with expected year-over-year earnings and revenue growth, reinforces the company's investment narrative, which is closely tied to aerospace and defense build rates. The company's Q4 FY2026 net sales are projected to be between US$495.0 million and US$505.0 million, demonstrating effective conversion of its order book into sales, though investors should be mindful of customer concentration.
A Look At RBC Bearings (RBC) Valuation After Backlog And Aerospace Defense Growth Fuel Outperformance
RBC Bearings (RBC) is performing strongly, driven by aerospace and defense demand and a record backlog, reaching a near all-time high share price. Despite this, a valuation model suggests the stock might be slightly overvalued, with a narrative fair value below the current market price. The company's future growth hinges on strong revenue and margin profiles, while also considering supply chain constraints and potential order pullbacks from key industrial customers.
Truist Financial Corp Has $5.70 Million Position in RBC Bearings Incorporated $RBC
Truist Financial Corp reduced its stake in RBC Bearings by 43.2% in the fourth quarter, selling 9,654 shares, though its remaining 12,714 shares are valued at $5.70 million. Despite this reduction from one institution, several other institutional investors increased their positions, and analysts maintain a generally positive outlook with an average "Buy" rating. RBC Bearings recently reported strong quarterly results, surpassing earnings and revenue estimates, with the stock trading near its 52-week high.
Free cash flow per share of RBC Bearings Incorporated – FWB:B1X
This article provides financial data for RBC Bearings Incorporated (FWB:B1X), specifically focusing on its free cash flow per share. It presents the latest period value and the percentage change for this metric, attributing the data to ICE Data Services and FactSet.
Principal Financial Group Inc. Lowers Stock Holdings in RBC Bearings Incorporated $RBC
Principal Financial Group Inc. reduced its stake in RBC Bearings Incorporated by 7.3% in the fourth quarter, selling 8,132 shares and ending with 103,311 shares valued at approximately $46.3 million. Despite this reduction, Wall Street analysts maintain a consensus Buy rating for RBC Bearings, with an average target price of $574.67. The company recently reported strong quarterly results, exceeding EPS estimates and showing significant year-over-year revenue growth.
RBC Bearings (RBC) reports next week: Wall Street expects earnings growth
Ahead of its upcoming earnings report, RBC Bearings (RBC) is projected to announce an increase in earnings per share, with analysts forecasting $1.92 per share, up from $1.82 in the prior-year quarter. Revenue is expected to reach $382.41 million, a slight decrease from the previous year. The company's recent stock performance has shown resilience, outperforming the S&P 500 over the past year.
RBC Bearings (RBC) Expected to Announce Earnings on Friday
RBC Bearings (NYSE:RBC) is set to release its Q4 2026 earnings before market open on Friday, May 15th, with analysts forecasting earnings of $3.31 per share and revenue of $505.9 million. The company beat analyst estimates in the previous quarter, reporting $3.04 EPS and $461.6 million in revenue, a 17% year-over-year increase. RBC's stock is trading near its 52-week high with a market capitalization of $19.4 billion and a strong "Buy" consensus rating from analysts, who anticipate approximately $11 EPS for the current fiscal year and $14 EPS for the next.
Alta Wealth Advisors LLC Purchases Shares of 2,247 RBC Bearings Incorporated $RBC
Alta Wealth Advisors LLC has acquired 2,247 shares of RBC Bearings Incorporated, valued at approximately $1.01 million, according to its latest SEC filing. RBC Bearings recently exceeded quarterly EPS estimates with revenue up 17% year-over-year. Analysts currently hold a consensus "Buy" rating for the stock, with an average target price of $574.67.
RBC Bearings (RBC) Gained From Multiple Converging Tailwinds
Fred Alger Management's Alger Small Cap Focus Fund highlighted RBC Bearings (NYSE: RBC) as a positive contributor in its Q1 2026 investor letter. The company, a manufacturer of precision bearings and components, benefited from strong tailwinds including accelerated commercial aircraft production, increased defense spending, and an industrial market recovery. Despite this, the fund suggests AI stocks may offer higher returns.
RBC Bearings to Webcast Fourth Quarter Fiscal Year 2026 Earnings Conference Call May 15th
RBC Bearings Incorporated announced it will release its fourth quarter fiscal 2026 financial results before the market opens on Friday, May 15th. The company will host a conference call on the same day at 11:00 a.m. ET to discuss these results. The call will feature Chairman, President, and CEO Dr. Michael J. Hartnett, Daniel A. Bergeron, and Robert M. Sullivan.
RBC Bearings Incorporated (NYSE:RBC) Given Average Rating of "Buy" by Brokerages
RBC Bearings Incorporated (NYSE:RBC) has received an average "Buy" rating from eight brokerages, with an average 12-month price target of $574.67. The company's shares opened at $596.12, trading near its 52-week high, and reported strong Q1 results with EPS of $3.04 and a 17% revenue increase year-over-year. Analysts project an EPS of 11.43 for the current year.
Horizon Investments LLC Purchases Shares of 11,971 RBC Bearings Incorporated $RBC
Horizon Investments LLC acquired a new stake of 11,971 shares in RBC Bearings, valued at approximately $5.37 million, during the fourth quarter. The industrial products company exceeded quarterly expectations with $3.04 EPS and $461.6 million in revenue, a 17% year-over-year increase. RBC Bearings holds a "Buy" consensus rating with an average price target of $574.67, despite mixed analyst opinions.
Assessing RBC Bearings (RBC) Valuation After Strong Aerospace And Defense Driven Investor Interest
RBC Bearings (RBC) is attracting investor interest due to strong revenue growth from aerospace and defense demand and a solid order backlog. While its current price of $595.76 is close to analyst targets and its intrinsic value estimate indicates a premium, the company's P/E ratio of 70.1x is significantly higher than industry averages. This suggests that while growth potential exists, current valuations imply limited room for error if expectations are not met, highlighting the importance of acquisition integration and reliable supply chains.
RBC Bearings (NYSE:RBC) - Stock Analysis
This Simply Wall St analysis of RBC Bearings (NYSE:RBC) highlights the company's valuation, future growth prospects, past performance, financial health, and dividend policy. RBC is currently trading at US$593.12, with analysts suggesting it is 0.9% undervalued with a target of US$598.71. The report notes strong revenue growth driven by defense and industrial demand, capacity expansions, and acquisition integration, while also detailing recent news, price performance, and insider trading activity.
RBC Bearings to post Q4 results before May 15 webcast call
RBC Bearings Incorporated (NYSE: RBC) announced it will release its fourth-quarter fiscal year 2026 financial results before the market opens on Friday, May 15th. The company will host a conference call and webcast on the same day at 11:00 a.m. ET to discuss the results, with key executives Dr. Michael J. Hartnett, Daniel A. Bergeron, and Robert M. Sullivan participating. Investors can access the webcast via the company's investor relations website or by dialing in.
Oppenheimer Asset Management Inc. Sells 2,609 Shares of RBC Bearings Incorporated $RBC
Oppenheimer Asset Management Inc. reduced its stake in RBC Bearings Incorporated by 13.2% in the fourth quarter, selling 2,609 shares and now owning 17,203 shares valued at $7.714 million. This comes as RBC Bearings reported strong quarterly earnings, beating analyst expectations with an EPS of $3.04 and revenue of $461.6 million, an increase of 17% year-over-year. Analysts currently have a consensus "Buy" rating for RBC Bearings, with an average price target of $574.67.
RBC Bearings (NYSE:RBC) Upgraded to "Strong-Buy" at Truist Financial
Truist Financial upgraded RBC Bearings (NYSE:RBC) to a "strong-buy" rating. Several other analysts have also raised their price targets for the stock, contributing to a consensus "Buy" rating with an average price target of $574.67. RBC Bearings recently beat earnings expectations with EPS of $3.04 against an anticipated $2.83, and its revenue increased by 17% year-over-year.
RBC Bearings to Webcast Fourth Quarter Fiscal Year 2026 Earnings Conference Call May 15th
RBC Bearings Incorporated (NYSE: RBC) announced it will release its fourth quarter fiscal 2026 financial results on Friday, May 15th, before the market opens. The company will host a conference call at 11:00 a.m. ET on the same day to discuss the results, with key executives participating. Investors can access the webcast via the company's website or join by phone, with a replay available for two weeks.
Press Release: RBC Bearings to Webcast Fourth Quarter Fiscal Year 2026 Earnings Conference Call May 15th
RBC Bearings (NASDAQ: RBC) announced it will webcast its fourth-quarter fiscal year 2026 earnings conference call on May 15, 2026, at 11:00 AM ET. The company will release its financial results after the market closes on May 14, 2026. Investors can access the webcast and replay through the company's investor relations website.
RBC Bearings Inc Today's Market Trends | RBC Stock Real-Time Quotes, Trading Strategies & Related Analysis | TradingKey
RBC Bearings Inc shows relatively healthy fundamentals, high growth potential, and an industry-leading ESG disclosure. The stock is considered fairly valued and has a high institutional ownership. Analysts have rated it as Buy, with a highest price target of $616.83, indicating an expected upward trend in the medium term.
RBC Bearings to Webcast Fourth Quarter Fiscal Year 2026 Earnings Conference Call May 15th
RBC Bearings Incorporated (NYSE: RBC) announced it will release its fourth quarter fiscal 2026 financial results on May 15th and will host a conference call at 11:00 a.m. ET to discuss these results. The call will feature Dr. Michael J. Hartnett, Daniel A. Bergeron, and Robert M. Sullivan, and can be accessed via webcast on the company's investor relations website or by phone. An audio replay will be available for two weeks after the call.
