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RBRBC

RBC Bearings Incorporated

$RBC·$17B·Manufacturing - Tools & Accessories·Industrials
$573.02+3.9%
Mentions · last 7 days
2026-07-25: 6 posts2026-07-26: 6 posts2026-07-27: 0 posts2026-07-28: 1 posts2026-07-29: 0 posts2026-07-30: 3 posts2026-07-31: 13 posts31
Price updated 12m ago·X counts updated 3d ago
RBRBC
$RBCRBC Bearings Incorporated
$573.03+3.94%31 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

RBC Bearings Incorporated (RBC) is a global enterprise specializing in the design, production, and distribution of precisely engineered bearings and a wide array of related mechanical components. The company strategically operates through two core segments: Aerospace/Defense and Industrial, catering to both domestic and international clients. Its diverse product portfolio includes: Plain bearings: Available in self-lubricating or metal-on-metal designs, featuring rod end, spherical plain, and journal bearings. Roller bearings: These anti-friction devices, such as tapered roller, needle roller, needle bearing track rollers, and cam followers, are vital for various industrial uses and military aircraft platforms. Ball bearings: This category encompasses high-precision aerospace, airframe control, thin section, and industrial ball bearings, all engineered with high-precision ball elements to minimize friction in demanding, high-speed applications. Beyond its primary bearing offerings, RBC also provides: Mounted bearing products: Including complete mounted ball, roller, and plain bearing units. Enclosed gearing systems: A comprehensive range featuring Quantis gearmotors, torque arm units, Tigear, MagnaGear & Maxum lines, and controlled start transmissions. Power transmission components: Such as mechanical drive elements, couplings, and conveyor parts. Engineered hydraulics and valves: Specifically developed for aircraft and submarine systems, alongside comprehensive aftermarket services for the aerospace and defense sectors. Fasteners. Precision mechanical components: Applied across diverse general industrial settings. Machine tool collets: Essential for securing circular or rod-shaped workpieces during machining. RBC reaches an extensive customer base across numerous industries, including automotive, tool holding, agricultural and semiconductor machinery, commercial and defense aerospace, ground defense, construction and mining, oil and natural resource extraction, heavy truck, marine, rail and train, packaging, food and beverage, wind energy, and general industrial markets. The company distributes its products via a dedicated direct sales force and a robust network of industrial and aerospace distributors. Established in 1919, RBC Bearings Incorporated maintains its corporate headquarters in Oxford, Connecticut.

Industry overviewAI analysisGenerated by AI from underlying data

Where Manufacturing - Tools & Accessories sits in its cycle right now — and what that implies for $RBC.

Manufacturing - Tools & Accessories · Industrials

SCAG is a recently SPAC-listed company with limited publicly available operational detail — no current structural narrative can be drawn from the available evidence. The manufacturing tools sector broadly benefits from reshoring industrial activity and automation capex, but SCAG's business model is not yet sufficiently disclosed to connect to these drivers.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+17.4%YTD
+18.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
54.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$3.88$3.42+13.5%
Q1 2026May 15, 2026$3.62$3.33+8.7%
Q4 2025Feb 5, 2026$3.04$2.85+6.7%
Q3 2025Oct 31, 2025$2.88$2.73+5.5%
Next earningsFri, Oct 30·consensus EPS $3.51

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$519.5M+19.2%47.7%27.1%$3.22$146.9M
Q4 FY26$518.0M+18.3%48.5%22.5%$2.91$67.5M
Q3 FY26$461.6M+17.0%39.7%22.9%$2.14$99.1M
Q2 FY26$455.3M+14.4%44.1%21.5%$1.90$71.7M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.8B – $1.9B$12.17$12.08 – $12.267
FY27$2.1B$2.1B – $2.2B$14.41$13.92 – $14.726
FY28$2.3B$2.2B – $2.5B$16.20$15.65 – $16.886
FY29$2.5B$2.4B – $2.8B$17.85$15.27 – $21.226

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.62%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 25John J. FeeneyPresident225 sh$148KSellJun 24Dolores J EnnicoDirector600 sh$382KSellJun 17Steven H. KaplanDirector350 sh$221KSellJun 3Edward StewartDirector600 sh$356K
+ 32 other (19 inkinds · 11 awards · 2 exempts) in window

See when $RBC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 248-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
+ 13 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

RBC Bearings Q1 Earnings Call Highlightsmarketbeat.com·3d agoRBC Bearings Incorporated (RBC) Q1 2027 Earnings Call Transcriptseekingalpha.com·3d agoRBC Bearings (RBC) Q1 Earnings and Revenues Beat Estimateszacks.com·3d agoRBC Bearings Incorporated Announces Fiscal First Quarter 2027 Resultsbusinesswire.com·4d agoRBC Bearings Inc (RBC) Stock Down 4.5% but Still Overvalued -- GF Score: 88/100gurufocus.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones
Voices on X · top 2 · last 7 days

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