RBC's revenue re-accelerated to $524.6M in fiscal Q2 2027, up 15.2% year over year, and its balance sheet deleveraged from a 0.44 debt-to-equity ratio to 0.22, suggesting a strengthening operating platform.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 15.2% year over year to $524.6M in fiscal Q2 2027, yet operating margin of 25.1% and net margin of 17.9% suggest profitability has not yet fully tracked top-line expansion, warranting further investigation of integration-related costs.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 30, 2026 | $3.74+5.9% vs $3.53 | $525M+2.1% vs $514M |
Q3 2026 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 |
The Conestoga Small Cap Composite returned -11.22% net of fees in 3Q26, trailing the -9.39% return for the Russell 2000 Growth Index. Small Cap Composite top 5 leaders include Repligen, Merit Medical, Stevanato Group, Descartes Systems and Digi International. Small Cap Composite bottom 5 laggards include Mercury Systems, AAON, RBC Bearings, SPX Technologies and UL Solutions.
Forte Biosciences Inc., Twist Bioscience Corp., and Adaptive Biotechnologies Corp., were among the top contributors to performance. Cardinal Infrastructure Group, Inc., RBC Bearings Incorporated, and VSE Corporation were among the top detractors from performance. VSE Corporation shares detracted from performance during the quarter despite strong revenue growth, record profitability, and an improved full-year outlook.
RBC Bearings (RBC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Revenue Growth: Accelerated to 6% year over year in Q3 2026, above the July base case.Software Revenue: Grew 9% (over 4 points organic); annual recurring revenu
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 |
|---|---|---|---|---|---|---|---|
| $474.45 | $15.01B | 42.46 | 14.34% | 17.51% | 10.39% | — | |
| $102.03 | $7.09B | 25.16 | 0.19% | 5.88% | 8.43% | 1.37% | |
| $8.61 | $1.17B | -10.90 | -19.33% | -2812.55% | -328.55% | — | |
| $2.75 | $144.69M | -7.04 | -9.06% | -6.31% | -21.29% | — | |
| $205.55 | $18.38B | 44.14 | 8.48% | 8.07% | 9.08% | 0.68% | |
| $2.50 | $394.97K | -0.00 | -82.47% | — | — | — |
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)
Oct 30, 2026·SEC
Jul 31, 2026·SEC
Jun 24, 2026·SEC
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RBC Bearings Incorporated (RBC) stock FAQ — growth, dividends, profitability & financials explained
RBC Bearings Incorporated (RBC) reported $2.02B in revenue over the trailing twelve months. Revenue was $1.87B in fiscal year 2026. That is 899% more than the $187.3M of fiscal year 2004.
RBC Bearings Incorporated (RBC) grew revenue by 17.4% over the trailing twelve months, compared with the twelve months before.
Yes. RBC Bearings Incorporated (RBC) earned $354.4M in net income over the trailing twelve months (a 17.5% net margin).
RBC Bearings Incorporated (RBC) had a return on equity (ROE) of 10.4% over the trailing twelve months. That is in line with the market's typical 10-15%.
RBC Bearings Incorporated (RBC) generated $399.2M in free cash flow over the trailing twelve months.
