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TickerTalks›$RBC
RBRBC

RBC Bearings Incorporated

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (22 mentions/wk)
$RBC·$16B·Manufacturing - Tools & Accessories·Industrials
$499.63+0.4%YTD+13.5%1Y+33.5%
Price updated 12m ago·X counts updated 5d ago
RBRBC
$RBCRBC Bearings Incorporated
$499.63+0.38%22 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RBC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

22X posts · last 7 days
Sep 28Oct 11
Neutral sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

The $RBC cashtag is RBC Group crypto (utility + governance layer around gold ecosystem, CryptoPulse integration, digital-rails-for-gold framing) — not Royal Bank of Canada. Sample is crypto community; no equity signal.

Read what X is saying about $RBC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RBC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Aerospace & defense bearings compounder up 37% in a year, four straight EPS beats, and management quietly running the business.

RBC Bearings has stayed off X but on the sell-side's radar — four consecutive quarterly EPS beats of 5-13% with revenue growth now at +19% YoY in fiscal Q1, driven by aerospace and defense end-market strength.

  • The last four quarters of revenue growth read +19%, +18%, +17%, +14% YoY — the trend is accelerating slightly, which is what you want from a cyclical aerospace-and-defense supplier at this point in the commercial-aerospace rebuild cycle.
  • At $515 the stock trades at 42x fiscal 2026 EPS of $12.17 stepping to 35x fiscal 2027 EPS of $14.94 — rich on absolute terms but matching the TransDigm-adjacent precision-components cohort, where the moat has historically earned the premium.
  • Director elections at the September 3 annual meeting confirmed board continuity with Hartnett re-elected 97%-3%, and the absence of insider sales in a 52-week-range mid-position signals management is not treating this as a top.

The October 30 fiscal Q2 earnings is the next catalyst — a beat continues the pattern and keeps the forward multiple intact; a slip would be more structurally painful at this valuation than at any point in the last two years.

Differs from X sentimentThe captured X cashtag is RBC Group crypto, not RBC Bearings — the TickerTalks read discards it as a mismatched asset and bases the view strictly on the aerospace-components fundamentals and the valuation profile.

What to watch: October 30 fiscal Q2 earnings and the aerospace/defense end-market revenue split; order-book commentary from Boeing and Airbus suppliers; any update on the Industrial segment's pricing cycle.

On the calendar: Fiscal Q2 earnings scheduled 2026-10-30

sentiment mismatched asset

Read the AI verdict on $RBC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Precision bearings and engineered components manufacturer serving commercial aerospace, defense, and industrial markets with long-cycle contracts.

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

Reshoring manufacturing and skilled trades demand are sustaining power tool and precision instrument sales to professional contractors, offsetting DIY channel softness from housing starts weakness. Automation and robotics end-market demand drives precision measurement and calibration tool demand for factory floor applications.

What this means for $RBC

Partial — Precision bearings and engineered components manufacturer serving commercial aerospace, defense, and industrial markets with long-cycle contracts.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+10.0%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 $3.53

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.8B – $1.9B$12.17$12.08 – $12.267
FY27$2.1B$2.1B – $2.1B$14.94$13.67 – $15.648
FY28$2.3B$2.3B – $2.4B$16.65$15.58 – $18.518
FY29$2.5B$2.4B – $2.8B$18.12$16.15 – $19.926

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.1.2×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.44%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.-2.3%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.-9.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.385-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
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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-KOfficer or director changeSep 98-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

RBC Bearings held its annual stockholder meeting on September 3, 2026, at which shareholders elected two Class III directors (Dr. Michael Hartnett: 27.4M for / 733K against; Dolores Ennico: 21.7M for / 6.5M against), ratified Ernst & Young LLP as auditor for FY2027, and approved executive compensation on an advisory basis. Director Frederick Elmy also retired from the Board on September 3. The notably elevated withhold votes for Dolores Ennico (~23% against) may warrant attention from governance-focused investors; otherwise routine annual meeting outcomes.

8-KMaterial agreementJun 248-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
AI summary

RBC Bearings Incorporated (RBC) entered a new employment agreement with CEO Dr. Hartnett on June 23, 2026, amending and restating his prior 2024 agreement. Key changes: base salary increased 3.0% to $1,591,350 per year (retroactive to June 1, 2026); equity award sizing will use the 6-month average closing stock price before 10-K filing rather than grant date price (reducing volatility in award sizing); plus modifications to performance-based compensation tables. The initial term expires March 31, 2027 with automatic annual renewal. This is a standard executive retention tool for a long-serving CEO in an industrial manufacturing company.

+ 12 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

Strength in Aerospace & Defense Drives RBC Bearings: Can It Sustain?zacks.com·15d agoRBC Bearings Incorporated (NYSE:RBC) Receives Average Rating of “Moderate Buy” from Brokeragesdefenseworld.net·16d agoHead to Head Contrast: RBC Bearings (NYSE:RBC) and Fanuc (OTCMKTS:FANUY)defenseworld.net·19d agoRBC Wealth maintains neutral view on Japanese stocks despite yen swingsyoutube.com·28d agoRBC Bearings Incorporated $RBC Shares Bought by Corient Private Wealth LPdefenseworld.net·29d ago

In themes

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

Defense & Drones
Voices on X · last 7 days

No standout posts about $RBC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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