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NYSE · US · Tools & Accessories

RBC RBC Bearings

Precision bearings

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
$462.2
−6.76% today
1W
−2.1%
1M
−9.1%
3M
−18.9%
YTD
+3.1%
1Y
+13.7%
Off 52w high
−28.8%
Next earnings (est.): 2026-10-30
Market cap$14.63B
P/E (trailing)45.7Forward 27.8
EV / sales8.4×EV/EBITDA 26.7×
Revenue (TTM)$1.95BGrowth 19.2% y/y
Margins46.0%gross · op 27.2%
Free cash flow$283MCash $124M · debt $878M
Analyst target$618.9+33.9% upside · 9 analysts · buy
Riskβ 1.38Short 1.7% of float

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

RBC · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-30EarningsBeat / raise

    Reported EPS 3.74 vs 3.53 expected (+5.9% surprise).

  2. 7
    2026-07-31EarningsBeat / raise

    Reported EPS 3.88 vs 3.43 expected (+13.2% surprise).

  3. 6
    2026-05-15EarningsBeat / raise

    Reported EPS 3.62 vs 3.32 expected (+9.0% surprise).

  4. 5
    2026-02-05EarningsBeat / raise

    Reported EPS 3.04 vs 2.86 expected (+6.2% surprise).

  5. 4
    2025-10-31EarningsBeat / raise

    Reported EPS 2.88 vs 2.73 expected (+5.3% surprise).

  6. 3
    2025-08-01EarningsBeat / raise

    Reported EPS 2.84 vs 2.74 expected (+3.6% surprise).

  7. 2
    2025-05-16EarningsBeat / raise

    Reported EPS 2.83 vs 2.7 expected (+4.7% surprise).

  8. 1
    2025-01-31EarningsBeat / raise

    Reported EPS 2.34 vs 2.2 expected (+6.3% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-303.533.74+5.9%
2026-07-313.433.88+13.2%
2026-05-153.323.62+9.0%
2026-02-052.863.04+6.2%
2025-10-312.732.88+5.3%
2025-08-012.742.84+3.6%
2025-05-162.72.83+4.7%
2025-01-312.22.34+6.3%
2024-11-012.32.29−0.3%
2024-08-022.422.54+4.8%
2024-05-172.352.47+5.3%
2024-02-081.961.85−5.8%
2023-11-092.042.17+6.4%
2023-08-041.972.13+8.3%
2023-05-191.862.13+14.4%
2023-02-091.661.64−1.3%
2022-11-101.661.93+16.4%
2022-08-041.541.19−22.6%
2022-05-261.171.26+8.0%
2022-02-100.740.7−5.8%
2021-11-121.050.89−15.0%
2021-08-051.01.04+3.6%
2021-05-211.071.08+0.9%
2021-01-290.860.9+5.0%
2020-10-300.890.93+4.5%

About RBC Bearings

Website ↗

RBC Bearings Incorporated manufactures and markets engineered precision bearings, components, and systems in the United States and internationally. It operates through two segments: Aerospace/Defense and Industrial. The company produces plain bearings with self-lubricating or metal-to-metal designs, including rod end bearings, spherical plain bearings, and journal bearings; roller bearings, such as tapered roller bearings, needle roller bearings, and needle bearing track rollers and cam followers, which are anti-friction products that are used in industrial applications and military aircraft platforms; and ball bearings that include high precision aerospace, airframe control, thin section, and industrial ball bearings that utilize high precision ball elements to reduce friction in high-speed applications. In addition, it offers mounted bearing products include mounted ball bearings, moun…

5,816 employees · Oxford, United States

Humanoids use planetary roller screws and precision bearings in quantity. Roller-screw capacity is small and specialised.

Steel→Bearing / screw→Actuator→Joint

What would prove us wrong. Strengthens if humanoid programmes report screw supply as a gating item.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6481.T
THK
Linear guides and screws ¥5,727.0−3.49%−13.7%+44.8%
6471.T
NSK
Precision bearings and ball screws ¥1,002.5−2.72%−8.7%+5.9%
SKF-B.ST
SKF
Bearings and linear motion kr 275.2−1.61%+4.4%+15.4%
SHA0.DE
Schaeffler
Bearings and humanoid actuators €5.81−3.65%−6.7%−27.9%
TKR
Timken
Bearings and power transmission $110.9−3.42%−6.8%+33.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.