GE Vernova and several other stocks to watch near buy points are part of the so-called picks and shovels swath of the AI data center space.

RBC Bearings Incorporated (RBC) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q4
while the company shows accelerating growth and improved leverage, the current valuation of 69.35x TTM P/E and a 3.39 PEG ratio suggest that much of the operational success is already priced into the stock.
RBC Bearings Incorporated (RBC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
RBC Bearings Incorporated (RBC) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 15, 2026 | $3.62vs $3.33+8.7% | $518Mvs $506M+2.4% |
| Q1 2026 | Feb 5, 2026 | $3.04vs $2.85+6.7% | $462Mvs $460M+0.3% |
| Q4 2025 | Oct 31, 2025 | $2.88vs $2.73+5.5% | $455Mvs $450M+1.1% |
| Q3 2025 | Aug 1, 2025 | $2.84vs $2.74+3.6% | $436Mvs $439M-0.6% |
Recent stock market news and headlines for RBC Bearings Incorporated (RBC)
GE Vernova and several other stocks to watch near buy points are part of the so-called picks and shovels swath of the AI data center space.

RBC's Aerospace & Defense segment surges on commercial and defense demand, with a strong backlog supporting future growth.

Aerospace and defense is RBC's best-growing segment: Sales jumped 41.2% in the March-ended quarter, amid "unprecedented commercial aircraft build rates."

Key metrics vs top competitors for RBC Bearings Incorporated (RBC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $609.60 | $19.28B | 67.06 | 14.34% | 15.37% | 9% | — | |
| $142.36 | $9.89B | 34.64 | 0.19% | 6.76% | 9.52% | — | |
| $17.20 | $2.35B | -12.11 | -19.33% | -3506.95% | — | — | |
| $3.70 | $195.26M | -3.46 | -9.06% | -8.03% | -22.93% | — | |
| $190.07 | $16.99B | 31.11 | 8.48% | 10.8% | 13.01% | — | |
| $208.73 | $9.99B | 632.52 | 2.49% | -0.63% | -0.78% | — |
RBC Bearings Incorporated (RBC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RBC Bearings Incorporated (RBC) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 15, 2026·SEC
Feb 5, 2026·SEC
Oct 31, 2025·SEC
Get notified when RBC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
RBC Bearings Incorporated (RBC) stock FAQ — growth, dividends, profitability & financials explained
RBC Bearings Incorporated (RBC) reported $1.87B in revenue for fiscal year 2026. This represents a 899% increase from $187.3M in 2004.
RBC Bearings Incorporated (RBC) grew revenue by 14.3% over the past year. This is steady growth.
Yes, RBC Bearings Incorporated (RBC) is profitable, generating $287.6M in net income for fiscal year 2026 (15.4% net margin).
RBC Bearings Incorporated (RBC) has a return on equity (ROE) of 9.0%. This is below average, suggesting room for improvement.
RBC Bearings Incorporated (RBC) generated $342.6M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.