Analyst Consensus ?
ConsensusBuy26 ratings
Bullish1557.7%
Neutral1038.5%
Bearish13.8%
RBC Bearings Incorporated · RBC · FY2026 Q3 · Calendar Q1 2026
RBC Bearings: A&D demand broadens, with execution still key
The call analysis points to demand support from submarine, missile, aircraft and space programs, with new industrial products providing another growth avenue. The investment case still depends on turning A&D demand and backlog into revenue while managing capacity, acquisition integration and margins; industrial growth was described as modest.
Reported Before market openNYSEIndustrials
$14.63B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.04
Consensus $2.85
EPS surprise
+6.7%
Reported versus consensus
Reported revenue
$461.6M
Consensus $460.1M
Revenue surprise
+0.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+0.7%
Event window
SPY move
-1.2%
Same window
Abnormal move
+1.9%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
+6.3%
Up to 20 sessions
RBCSPY benchmark
Ask FN2 about RBC FY2026 Q3
Transcript, numbers and history already loaded
Why did RBC rise 0.7% after beating EPS estimates in FY2026 Q3?What changed in RBC's guidance and outlook in FY2026 Q3?Give me the bull and bear case for RBC after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter's emphasis on backlog growth, capacity constraints and VACCO integration, the current analysis highlights demand across submarine, missile and space programs, increased Airbus content, and planned Dodge-derived industrial products. Industrial growth remains modest.
Guidance delta
Guidance sentiment was maintained. The supplied analysis describes fourth-quarter revenue growth of 13–15% and incremental margin improvement; it does not indicate a change to that outlook.
Key takeaways
- The supplied analysis characterizes the quarter's earnings as ahead of expectations and A&D growth as strong.
- Management highlighted submarine, missile, aircraft and space-related demand for specialized components.
- Industrial activity was described as modestly improving, with new Dodge-derived products and a Midwest service center planned.
- The analysis cites continued deleveraging alongside investment in capacity build-outs.
Management priorities
- Build capacity across sites under the multi-year site plan.
- Develop new industrial products based on Dodge capabilities and open a Midwest service center.
- Increase Airbus program content and pursue higher A&D margins.
- Continue debt reduction while supporting production needs.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$473.05Current
$328Low
$575.3Average
$686High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Truist Securities | Buy | Buy | Maintain | Aug 4, 2026 |
| Raymond James | Outperform | Market Perform | Upgrade | Aug 3, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | May 19, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Mar 2, 2026 |
| B of A Securities | Buy | Neutral | Upgrade | Nov 6, 2025 |
| Goldman Sachs | Neutral | Neutral | Maintain | Jul 8, 2025 |
| Citigroup | Neutral | Neutral | Maintain | Feb 12, 2024 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Nov 13, 2023 |
| Alembic Global | Overweight | Neutral | Upgrade | Aug 9, 2023 |
| Oppenheimer | Outperform | Outperform | Maintain | Nov 3, 2021 |
| Baird | Outperform | Outperform | Maintain | Feb 17, 2021 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Dec 8, 2020 |
| SunTrust Robinson Humphrey | Sell | Hold | Downgrade | Jul 14, 2020 |
| Barclays | Equal Weight | Equal Weight | Maintain | Nov 5, 2019 |
| BMO Capital | Market Perform | Market Perform | Maintain | May 8, 2019 |
| Seaport Global | Buy | Neutral | Upgrade | Feb 7, 2018 |
| William Blair | Outperform | Market Perform | Upgrade | Dec 11, 2016 |
| Wunderlich | Hold | Buy | Downgrade | Apr 20, 2016 |
| Avondale Partners | Market Outperform | Market Outperform | Maintain | Mar 20, 2016 |
| Jefferies | Hold | Hold | Maintain | Feb 4, 2016 |
| Buckingham Research | Neutral | Buy | Downgrade | Sep 29, 2015 |
| Longbow Research | Neutral | Buy | Downgrade | Aug 20, 2014 |
| Credit Suisse | Outperform | Outperform | Maintain | Jul 31, 2014 |
| Global Hunter Securities | Accumulate | Neutral | Upgrade | Aug 6, 2013 |
| Barrington Research | Outperform | Outperform | Maintain | Aug 6, 2013 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Aug 1, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $473.05. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Michael Ciarmoli | $600 | $478.81 | +26.8% | Sep 14, 2026 |
| Deutsche Bank | Analyst unavailable | $686 | $571.07 | +45.0% | Aug 4, 2026 |
| Truist Financial | Analyst unavailable | $646 | $570.27 | +36.6% | Aug 4, 2026 |
| RBC Capital | Analyst unavailable | $645 | $569.02 | +36.3% | Aug 3, 2026 |
| Morgan Stanley | Kristine Liwag | $640 | $553.02 | +35.3% | May 19, 2026 |
| Truist Financial | Analyst unavailable | $615 | $551.12 | +30.0% | May 19, 2026 |
| Goldman Sachs | Joe Ritchie | $542 | $549.37 | +14.6% | Feb 9, 2026 |
| Morgan Stanley | Analyst unavailable | $600 | $546.16 | +26.8% | Feb 6, 2026 |
| Truist Financial | Analyst unavailable | $599 | $547.39 | +26.6% | Feb 6, 2026 |
| KeyBanc | Analyst unavailable | $595 | $520.16 | +25.8% | Feb 6, 2026 |
| Truist Financial | Analyst unavailable | $542 | $485 | +14.6% | Jan 9, 2026 |
| KeyBanc | Analyst unavailable | $535 | $461.21 | +13.1% | Jan 6, 2026 |
| Deutsche Bank | Analyst unavailable | $527 | $449.9 | +11.4% | Dec 17, 2025 |
| Truist Financial | Michael Ciarmoli | $471 | $422.41 | -0.4% | Nov 3, 2025 |
| Deutsche Bank | Analyst unavailable | $503 | $373.47 | +6.3% | Oct 8, 2025 |
| Truist Financial | Michael Ciarmoli | $410 | $367.29 | -13.3% | Feb 3, 2025 |
| Morgan Stanley | Kristine Liwag | $360 | $332.54 | -23.9% | Dec 19, 2024 |
| Truist Financial | Michael Clarmoli | $328 | $297.02 | -30.7% | May 21, 2024 |
| Morgan Stanley | Analyst unavailable | $293 | $235.92 | -38.1% | Nov 14, 2022 |
| Morgan Stanley | Analyst unavailable | $285 | $241.96 | -39.8% | Aug 9, 2022 |
| Truist Financial | Analyst unavailable | $235 | $208.51 | -50.3% | Jul 19, 2022 |
Track every rating change on RBC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRBC Bearings Incorporated (RBC) is a global enterprise specializing in the design, production, and distribution of precisely engineered bearings and a wide array of related mechanical components. The company strategically operates through two core segments: Aerospace/Defense and Industrial, catering to both domestic and international clients. Its diverse product portfolio includes: Plain bearings: Available in self-lubricating or metal-on-metal designs, featuring rod end, spherical plain, and journal bearings. Roller bearings: These anti-friction devices, such as tapered roller, needle roller, needle bearing track rollers, and cam followers, are vital for various industrial uses and military aircraft platforms. Ball bearings: This category encompasses high-precision aerospace, airframe control, thin section, and industrial ball bearings, all engineered with high-precision ball elements to minimize friction in demanding, high-speed applications.…
Historical context
All RBC earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| RYAAY Ryanair Holdings plc | FY2027 Q2 · Calendar Q4 2026 | — | +4.8% | Ryanair weighs fuel-cost pressure against fare strength and cost controls |
| GD General Dynamics Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +0.5% | General Dynamics raises outlook as orders and backlog surge |
| CNI Canadian National Railway Company | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -0.3% | CN posts strong Q3, maintains EPS outlook and expands Mexico strategy |
| NVT nVent Electric plc | FY2026 Q3 · Calendar Q4 2026 | +8.6% | -8.8% | nVent raises outlook as data-center demand and Maverick broaden growth |
| MTZ MasTec, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.3% | +0.8% | MasTec posts record Q3 as power and data-center demand accelerates |
| IR Ingersoll Rand Inc. | FY2026 Q3 · Calendar Q4 2026 | +18.5% | +0.2% | Ingersoll Rand raises FY2026 outlook as orders accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- SNYFY2026 Q3 · October 30, 2026+30.8% EPS+2.8% move
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- PINSFY2026 Q3 · October 29, 2026-5.4% EPS-2.8% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the RBC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T20:20:47.858131+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T20:20:47.855403+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.