William Blair Comments on RBC Bearings FY2025 Earnings

RBC Bearings Incorporated (NYSE:RBC) – Analysts at William Blair issued their FY2025 earnings estimates for RBC Bearings in a report released on Monday, February 3rd. William Blair analyst R. Sparenblek anticipates that the industrial products company will earn $9.25 per share for the year. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for RBC Bearings’ current full-year earnings is $8.91 per share. William Blair also issued estimates for RBC Bearings’ Q4 2025 earnings at $2.60 EPS and FY2026 earnings at $11.05 EPS.

Several other brokerages also recently weighed in on RBC. Bank of America downgraded RBC Bearings from a “buy” rating to a “neutral” rating and upped their target price for the stock from $330.00 to $335.00 in a research note on Thursday, November 21st. Morgan Stanley increased their price objective on shares of RBC Bearings from $360.00 to $390.00 and gave the company an “overweight” rating in a report on Tuesday. Truist Financial boosted their target price on shares of RBC Bearings from $351.00 to $410.00 and gave the stock a “buy” rating in a research note on Monday. Finally, KeyCorp increased their target price on RBC Bearings from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Monday. Four analysts have rated the stock with a hold rating and four have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, RBC Bearings has a consensus rating of “Moderate Buy” and a consensus price target of $348.50.

RBC Bearings Stock Performance

Shares of NYSE RBC opened at $369.40 on Thursday. RBC Bearings has a 1 year low of $240.36 and a 1 year high of $372.51. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.18 and a current ratio of 3.43. The company’s fifty day moving average price is $318.64 and its 200 day moving average price is $302.83. The company has a market capitalization of $11.60 billion, a PE ratio of 50.74, a price-to-earnings-growth ratio of 4.81 and a beta of 1.58.

Insider Activity at RBC Bearings

In related news, Director Michael H. Ambrose sold 400 shares of RBC Bearings stock in a transaction that occurred on Wednesday, February 5th. The shares were sold at an average price of $362.89, for a total value of $145,156.00. Following the completion of the transaction, the director now owns 6,728 shares in the company, valued at $2,441,523.92. The trade was a 5.61 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 2.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On RBC Bearings

Several hedge funds and other institutional investors have recently made changes to their positions in the business. State Street Corp lifted its stake in RBC Bearings by 2.4% in the third quarter. State Street Corp now owns 845,175 shares of the industrial products company’s stock valued at $253,028,000 after buying an additional 19,962 shares during the last quarter. Conestoga Capital Advisors LLC boosted its stake in RBC Bearings by 1.7% during the 3rd quarter. Conestoga Capital Advisors LLC now owns 740,842 shares of the industrial products company’s stock worth $221,793,000 after purchasing an additional 12,375 shares during the period. Geneva Capital Management LLC increased its stake in RBC Bearings by 1.4% in the third quarter. Geneva Capital Management LLC now owns 590,650 shares of the industrial products company’s stock valued at $176,829,000 after purchasing an additional 8,012 shares during the period. Geode Capital Management LLC raised its holdings in shares of RBC Bearings by 1.1% in the third quarter. Geode Capital Management LLC now owns 482,503 shares of the industrial products company’s stock valued at $144,490,000 after buying an additional 5,040 shares during the last quarter. Finally, Port Capital LLC boosted its stake in shares of RBC Bearings by 0.9% during the third quarter. Port Capital LLC now owns 385,101 shares of the industrial products company’s stock worth $115,292,000 after buying an additional 3,525 shares during the period.

About RBC Bearings

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 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.