- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
RBC Bearings Incorporated (RBC)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/05/2025: RBC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $479.83
1 Year Target Price $479.83
| 3 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.18% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.02B USD | Price to earnings Ratio 54.08 | 1Y Target Price 479.83 |
Price to earnings Ratio 54.08 | 1Y Target Price 479.83 | ||
Volume (30-day avg) 7 | Beta 1.53 | 52 Weeks Range 290.56 - 449.60 | Updated Date 12/6/2025 |
52 Weeks Range 290.56 - 449.60 | Updated Date 12/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.03% | Operating Margin (TTM) 22.34% |
Management Effectiveness
Return on Assets (TTM) 5.02% | Return on Equity (TTM) 8.54% |
Valuation
Trailing PE 54.08 | Forward PE 14.53 | Enterprise Value 15054423323 | Price to Sales(TTM) 8.13 |
Enterprise Value 15054423323 | Price to Sales(TTM) 8.13 | ||
Enterprise Value to Revenue 8.74 | Enterprise Value to EBITDA 29.6 | Shares Outstanding 31611442 | Shares Floating 28410408 |
Shares Outstanding 31611442 | Shares Floating 28410408 | ||
Percent Insiders 1.64 | Percent Institutions 102.35 |
Upturn AI SWOT
RBC Bearings Incorporated

Company Overview
History and Background
RBC Bearings Incorporated was founded in 1919. Initially known as Roller Bearing Company of America, it has grown through organic growth and acquisitions to become a leading international manufacturer and marketer of highly engineered precision bearings and components.
Core Business Areas
- Aerospace Bearings: Includes high-precision bearings and components used in aircraft engines, airframes, and other aerospace applications.
- Industrial Bearings: Covers a wide range of bearings and components for industrial machinery, heavy equipment, and other general industrial applications.
- Plain Bearings: Encompasses self-lubricating and metallic plain bearings used in various industrial applications.
- Engineered Solutions: Provides specialized engineering solutions, including custom-designed bearings and components.
Leadership and Structure
Dr. Michael J. Hartnett is the Chairman, President, and Chief Executive Officer. The company operates with a functional organizational structure, with various departments responsible for engineering, manufacturing, sales, and marketing.
Top Products and Market Share
Key Offerings
- Competitors: SKF, Timken, Schaeffler Group
- Product Name 1: Spherical Plain Bearings: Used in aerospace and industrial applications. Market share is estimated at 20-25% depending on the specific sub-segment. Competitors include SKF, Timken, and Schaeffler Group.
- Revenue: Revenue data not publicly available by specific product.
- Competitors: Kaydon Bearings, NHBB
- Product Name 2: Thin Section Ball Bearings: Used in robotics and medical equipment. Market share is estimated at 15-20% depending on sub-segment. Competitors include Kaydon Bearings, and NHBB.
- Revenue: Revenue data not publicly available by specific product.
Market Dynamics
Industry Overview
The bearings industry is driven by global economic activity, infrastructure development, and aerospace and defense spending. Trends include increasing demand for high-precision bearings and advanced materials.
Positioning
RBC Bearings Incorporated is positioned as a premium supplier of highly engineered bearings. Its competitive advantages include its strong engineering capabilities, focus on niche markets, and extensive product portfolio.
Total Addressable Market (TAM)
The global bearings market is estimated at approximately $50-60 billion. RBC is positioned to serve a portion of this market with its focus on engineered solutions, but TAM for their specific niche is much smaller. It varies on the business segment from $5-15 billion.
Upturn SWOT Analysis
Strengths
- Strong Engineering Capabilities
- Extensive Product Portfolio
- Focus on Niche Markets
- Established Customer Relationships
- Proprietary Materials and Manufacturing Technologies
Weaknesses
- High Debt Levels
- Dependence on Cyclical Industries
- Limited Brand Awareness compared to larger competitors
- Susceptible to Fluctuations in Raw Material Prices
Opportunities
- Expanding into Emerging Markets
- Developing New Products and Technologies
- Acquiring Complementary Businesses
- Increasing Investment in R&D
Threats
- Intense Competition
- Economic Downturns
- Geopolitical Instability
- Disruptions in Supply Chain
- Rising Raw Material Prices
Competitors and Market Share
Key Competitors
- SKF (SKFRY)
- Timken (TKR)
- Schaeffler Group (SCFFY)
Competitive Landscape
RBC Bearings Incorporated's advantages include its focus on niche markets and engineering capabilities. Disadvantages include its smaller size compared to larger competitors such as SKF and Timken. Their market share is 7% vs. their competitor's much higher market share.
Major Acquisitions
Dodge Industrial
- Year: 2021
- Acquisition Price (USD millions): 2900
- Strategic Rationale: Expanded RBC Bearings Incorporated's presence in the industrial bearings market and broadened its product portfolio.
Growth Trajectory and Initiatives
Historical Growth: RBC Bearings Incorporated has grown through organic growth and strategic acquisitions, expanding its product portfolio and geographic reach.
Future Projections: Analyst estimates project continued revenue growth, driven by increasing demand in aerospace, industrial, and defense markets. EPS is expected to increase as the company reduces debt and improves operational efficiency.
Recent Initiatives: Recent initiatives include acquisitions of complementary businesses, investments in R&D, and expansion into emerging markets.
Summary
RBC Bearings is a strong player in the engineered bearings market with solid growth driven by strategic acquisitions. The company's focus on niche markets and its high engineering capabilities are key strengths. High debt levels from acquisitions present a potential risk, while cyclical industries and raw material price fluctuations remain concerns, and must stay on top of it to keep ahead of their competitors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q), Investor Presentations, Press Releases, Analyst Reports, Market Research Reports
- Finance.Yahoo.com
- Bloomberg.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and TAM estimates are approximate. Financial data is directionally accurate. Conduct thorough research before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About RBC Bearings Incorporated
Exchange NYSE | Headquaters Oxford, CT, United States | ||
IPO Launch date 1987-03-27 | Chairman, President & CEO Dr. Michael J. Hartnett Ph.D. | ||
Sector Industrials | Industry Tools & Accessories | Full time employees 5334 | Website https://www.rbcbearings.com |
Full time employees 5334 | Website https://www.rbcbearings.com | ||
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, mounted roller bearings, and mounted plain bearings; and enclosed gearing product lines, including quantis gearmotor, torque arm, tigear, magnagear and maxum, and controlled start transmission. Further, the company's power transmission components include mechanical drive components, couplings, and conveyor components; engineered hydraulics and valves for aircraft and submarine applications, and aerospace and defense aftermarket services; fasteners; precision mechanical components, which are used in various general industrial applications; and machine tool collets that are used for holding circulars or rod-like pieces. It serves commercial and defense aerospace,, construction, mining, forestry, energy, agricultural, food and beverage, metals and mining material handling, chemicals, oil and gas production, warehousing and logistics, semiconductor equipment, waste and water management, and rail and transportation applications through its direct sales force, and a network of industrial and aerospace distributors. The company was founded in 1919 and is based in Oxford, Connecticut.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

