Analysts Have Made A Financial Statement On RBC Bearings Incorporated's (NYSE:RBC) First-Quarter Report

Explore RBC Bearings's Fair Values from the Community and select yours

It's been a good week for RBC Bearings Incorporated (NYSE:RBC) shareholders, because the company has just released its latest quarterly results, and the shares gained 4.9% to US$404. It was a credible result overall, with revenues of US$436m and statutory earnings per share of US$2.17 both in line with analyst estimates, showing that RBC Bearings is executing in line with expectations. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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After the latest results, the seven analysts covering RBC Bearings are now predicting revenues of US$1.85b in 2026. If met, this would reflect a notable 11% improvement in revenue compared to the last 12 months. Per-share earnings are expected to climb 17% to US$9.19. Before this earnings report, the analysts had been forecasting revenues of US$1.78b and earnings per share (EPS) of US$9.04 in 2026. There doesn't appear to have been a major change in sentiment following the results, other than the slight bump in revenue estimates.

View our latest analysis for RBC Bearings

It may not be a surprise to see thatthe analysts have reconfirmed their price target of US$442, implying that the uplift in revenue is not expected to greatly contribute to RBC Bearings's valuation in the near term. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values RBC Bearings at US$500 per share, while the most bearish prices it at US$390. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that RBC Bearings' revenue growth is expected to slow, with the forecast 15% annualised growth rate until the end of 2026 being well below the historical 21% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 4.6% per year. So it's pretty clear that, while RBC Bearings' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. The consensus price target held steady at US$442, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple RBC Bearings analysts - going out to 2028, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for RBC Bearings that you need to take into consideration.