RBC Bearings

RBC Bearings’ subsidiary Dodge Industrial has acquired PSC Couplings for $24.2 million in cash. PSC Couplings, based in Richfield, manufactures lamella couplings and generated net sales of about $15.1 million in the last twelve months. The acquisition expands RBC Bearings’ industrial solutions offering. » Altro su de.investing.com

RBC Bearings is expected to release results for the quarter ended June 30, 2026 on July 31, 2026. Analysts on average forecast earnings per share of $3.42 (prior year $2.17) and revenue of $509.1 million (prior year $436.0 million; +16.76%). For the current fiscal year analysts expect on average an EPS of $14.38 (prior year $9.09) and revenue of about $2.11 billion (prior year $1.87 billion). » Altro su finanzen.net

RBC Bearings reported Q4 2026 EPS of $3.62 (expectation $3.32) and revenue of $518 million (expectation $506.26 million), both above analyst estimates. Net sales rose 18.3% year over year, adjusted EBITDA grew 21%, and adjusted gross margin was 45.3%. Growth was driven primarily by aerospace & defense and the integration of the VACCO acquisition. For Q1 2027 the company expects revenue of $500–$510 million and an adjusted gross margin of 45.25–45.5%. » Altro su de.investing.com

RBC Bearings’ shares climbed to an all-time high of $607.69 and have risen 77.3% over the past year. The company has a market capitalization of $19.13 billion and trades at a P/E ratio of 71.14; InvestingPro classifies the stock as overvalued relative to its fair value. For Q3 2025, RBC reported adjusted EPS of $3.04 (beat $2.85 estimate) and revenue of $461.6 million; backlog rose to $2.1 billion (up 31% from the prior quarter). Several analysts raised their price targets after the results, including Goldman Sachs ($542, neutral), Truist ($599, buy) and KeyBanc ($595, overweight). » Altro su de.investing.com

Alger Small Cap Focus Fund highlighted RBC Bearings as a key contributor in Q1 2026, noting the company's market-leading position in engineered precision bearings and sole-source status on most products. The fund said RBC benefited from accelerating commercial aircraft production, a strong aerospace aftermarket, higher global defense spending, an early industrial recovery and growing space-sector demand, supporting expanding profitability and strong free cash flow. RBC closed May 1 at $595.76, with a one-month return of 7.85% and a 52-week gain of 73.79%, and a market cap of $18.84 billion. » Altro su finance.yahoo.com