Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$17.6B
32M shares
52-week range
$364.50 – $667.69
64% from low
Sector
BALL & ROLLER BEARINGS
Exchange
NYSE
CS
RBC Bearings is an international manufacturer and marketer of engineered precision bearings, components, and essential systems for the industrial, defense, and aerospace industries. The offering includes plain bearings, roller bearings, ball bearings, and engineered products. The company has two reportable segments: industrial, which generates the most revenue, and aerospace and defense. The A&D segment represents the end markets for the company's engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications; and the industrial segment represents the end markets for its products used in various industrial applications. Geographically, the company generates a majority of its revenue from the United States.
www.rbcbearings.comNo one on the platform currently holds RBC.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 8,000 | $3.1M |
| Bridgewater Associatesas of 2026-03-31 | 6,361 | $3.5M |
No one on the platform has traded RBC yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $2.1B | +13.8% | $14.60 | $14.11–$14.91 | 38.3× | 6 |
| 2028 | $2.3B | +9.6% | $16.31 | $15.75–$16.99 | 34.3× | 5 |
| 2029 | $2.5B | +7.9% | $18.01 | $15.41–$21.41 | 31.0× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-31 | $3.42 | $3.88 | +13.5% |
| 2026-05-15 | $3.33 | $3.62 | +8.7% |
| 2026-02-05 | $2.85 | $3.04 | +6.7% |
| 2025-10-31 | $2.73 | $2.88 | +5.5% |
| 2025-08-01 | $2.74 | $2.84 | +3.6% |
| 2025-05-16 | $2.71 | $2.83 | +4.4% |
| 2025-01-31 | $2.20 | $2.34 | +6.4% |
| 2024-11-01 | $2.30 | $2.29 | -0.4% |
| $19.5B |
| — |
| LECOLincoln Electric Holdings, Inc. | $285.36 | +0.26% | $15.6B | — |
| LTMLATAM Airlines Group S.A. | $52.59 | +0.32% | $15.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$RBC options put open interest reaches 88.0 this week https://www.macroaxis.com/stock-options/RBC/RBC-Bearings-Incorporated?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits ↗Wall St is expecting 3.54 EPS for $RBC Q2 [Reporting 11/05 BMO] http://www.estimize.com/intro/rbc?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$RBC $GMAB $PFGC $IEX $RGLD RBC remains one of Canada's strongest banks, Genmab advances antibody therapies, Performance Food Group benefits from restaurant demand, IDEX develops industrial technologies, and Royal Gold benefits from royalty exposure.
View on StockTwits ↗$RBC Buy Morgan Stanley raises target price to $655.00 from $640.00
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-31-rbc-bearings-incorporated-stock/ $RBC RBC Bearings Earnings Transcript
View on StockTwits ↗$RBC Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $3.22 up 47.71% YoY • Reported revenue of $519.5M up 19.15% YoY • RBC Bearings Incorporated expects net sales of $505.0 million to $515.0 million, gross margin of 45.5% to 45.75%, and SG&A as a percentage of net sales of 16.5% to 16.75% for Q2 FY2027.
View on StockTwits ↗$RBC 👀 https://x.com/pequityresearch/status/2076492034064425454?s=46&t=5fcwcRh87GXWpW7HSU93ag
View on StockTwits ↗Very hard to be bearish anything robotics, but most of all the actuator, bearings, and actuator components market. Since they account for more than 50% of the total BOM cost. And MS is expecting a 300x growth through to 2050. Here's some of the top names: $RBC: Humanoid opportunity is massive for RBC relative to the ~$50M they generate in revenue today. $RRX: Explained the humanoid opportunity as "when it takes off, it's going to take off quick." Trades far cheaper than RBC. Harmonic Drive (6324): Dominates the precision strain-wave gears inside actuators. And then the indirect winners would be: $NOVT: Robotics is already ~20% of Novanta's revenue with bookings up 50% YoY. $VPG: Quite a popular name on FinX and I think for good reason. Likely a key player in TSLA Optimus overall BOM. Every trading session creates new opportunities. Check profile info for more.
View on StockTwits ↗Very hard to be bearish on robotics — especially the actuator, bearings, and actuator components market. Why? These components represent more than 50% of total BOM cost for many humanoid robots. Morgan Stanley expects the humanoid robotics market to grow 300x by 2050. Some names I’m watching: $RBC Humanoid robotics opportunity could be massive compared with its current ~$50M revenue base. $RRX Management described the humanoid opportunity as: “when it takes off, it’s going to take off quick.” Trades at a much lower valuation than $RBC. Harmonic Drive ($6324) Dominates precision strain-wave gears used inside robotic actuators. Indirect beneficiaries: $NOVT Robotics already represents ~20% of revenue, with bookings up 50% YoY. $VPG A popular robotics name with potential exposure to $TSLA Optimus’ overall BOM. The robotics theme is still early. The biggest winners may not just be the robot makers — they may be the companies supplying the critical components that every robot needs.
View on StockTwits ↗Wall St is expecting 3.41 EPS for $RBC Q1 [Reporting 07/31 BMO] http://www.estimize.com/intro/rbc?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Wall St is expecting 3.41 EPS for $RBC Q1 [Reporting 07/31 BMO] http://www.estimize.com/intro/rbc?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$RBC Current Stock Price: $640.13 Contracts to trade: $640.0 RBC Jul 17 2026 Call Entry: $20.50 Exit: $30.67 ROI: 50% Hold ~26 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗@WAJeff other names that might be of interest $ESI $GRC $RBC $SPXC $KLIC
View on StockTwits ↗Wall St is expecting 3.41 EPS for $RBC Q1 [Reporting 07/31 BMO] http://www.estimize.com/intro/rbc?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.