RBC Bearings is experiencing accelerating growth, with Q1 FY2027 revenue up 19.2% year-over-year to $519.5M, driven by record backlog and aerospace strength. Operating margin expanded to 27.1%, the highest in ten quarters, reflecting strong operating leverage ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 19.2% year-over-year in Q1 FY2027, with gross margin expanding to 47.7% and operating margin reaching 27.1%, the highest in the ten-quarter period.
RBC Bearings reported strong year-over-year revenue and net income growth, driven by exceptional performance in its Aerospace and Defense segment and continued order momentum.
RBC's diversified customer base and long-term contracts with defense primes mitigate risks and provide stability.
The acquisition of VACCO and strong Q1 2026 results present a compelling case for long-term growth and margin expansion.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 31, 2026 | $3.88+13.5% vs $3.42 | $520M+2.1% vs $509M |
Q2 2026 May 15, 2026 | $3.62+8.7% vs $3.33 | $518M+2.4% vs $506M |
Q1 2026 Feb 5, 2026 | $3.04+6.7% vs $2.85 | $462M+0.3% vs $460M |
Q4 2025 Oct 31, 2025 | $2.88+5.5% vs $2.73 | $455M+1.1% vs $450M |
RBC Bearings (RBC) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Royal Bank of Canada , TD Bank and CIBC beat quarterly profit estimates on Thursday as the Canadian lenders largely benefited from strong earnings in their capital markets segments.
RBC Bearings (RBC) is well positioned to outperform the market, as it exhibits above-average growth in financials.
RBC Bearings (RBC) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Benchmark RBC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for RBC Bearings Incorporated (RBC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $499.88 | $15.81B | 54.99 | 14.34% | 15.37% | 9% | — | |
| $115.52 | $8.03B | 28.11 | 0.19% | 5.43% | 7.74% | — | |
| $15.33 | $2.09B | -10.80 | -19.33% | -2812.55% | -328.55% | — | |
| $3.37 | $177.31M | -3.15 | -9.06% | -7.15% | -22.07% | — | |
| $208.63 | $18.65B | 34.15 | 8.48% | 8.9% | 10.33% | — | |
| $209.90 | $10.05B | 636.06 | 2.49% | -0.63% | -0.78% | — |
RBC Bearings Incorporated (RBC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
RBC Bearings Incorporated (RBC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jun 24, 2026·SEC
May 15, 2026·SEC
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RBC Bearings Incorporated (RBC) stock FAQ — growth, dividends, profitability & financials explained
RBC Bearings Incorporated (RBC) reported $1.95B in revenue for fiscal year 2026. This represents a 943% increase from $187.3M in 2004.
RBC Bearings Incorporated (RBC) grew revenue by 14.3% over the past year. This is steady growth.
Yes, RBC Bearings Incorporated (RBC) is profitable, generating $320.6M in net income for fiscal year 2026 (15.4% net margin).
RBC Bearings Incorporated (RBC) has a return on equity (ROE) of 9.0%. This is below average, suggesting room for improvement.
RBC Bearings Incorporated (RBC) generated $385.2M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
