RBC
Manufactures bearings, power-transmission products, and precision components for industrial, aerospace, and defense applications.
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Profile
Manufactures engineered bearings, gearing, and precision components through Industrial and Aerospace & Defense segments. Its industrial portfolio includes DODGE power-transmission products and aftermarket offerings, while aerospace and defense applications require specialized engineered components.
Manufactures engineered bearings, gearing, and precision components through Industrial and Aerospace & Defense. The Industrial segment supplies bearings, gearing, and engineered components for material handling, construction and mining, energy, food and beverage, automation, semiconductor equipment, and rail. DODGE added mounted bearings, enclosed gearing, and power-transmission components for industrial end markets and the aftermarket.
The Aerospace & Defense segment supplies highly engineered bearings and precision components for aircraft, defense, and related applications. Its portfolio also includes airframe-control products, self-lubricating and custom-engineered bearings, machine-tool products, and marine hydraulic actuators and valves.
Operations span US and international facilities, with most employees working in US locations. Technical or regulated product markets require specialized design, testing, and manufacturing capabilities.
Company facts
Categories
Key statistics
Year to date +9.2% · Average volume (30d) 243.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Deutsche Bank | Reiterate | Buy | $527 | $686 | |
| Aug 4, 2026 | Truist Financial | Target | $615 | $646 | ||
| Aug 3, 2026 | Raymond James | Upgrade | Market Perform | Outperform | ||
| Aug 3, 2026 | RBC Capital | Target | $645 | |||
| May 19, 2026 | Morgan Stanley | Reiterate | Overweight | $600 | $640 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q1 FY27 | $3.42 | $3.88 | +13.5% | $508.9M | $519.5M | +2.1% | −1.88% |
| May 15, 2026Q4 FY26 | $3.31 | $3.62 | +9.4% | $505.9M | $518.0M | +2.4% | −3.15% |
| Feb 5, 2026Q3 FY26 | $2.85 | $3.04 | +6.7% | $460.1M | $461.6M | +0.3% | +4.59% |
| Oct 31, 2025Q2 FY26 | $2.73 | $2.88 | +5.5% | $450.3M | $455.3M | +1.1% | −0.03% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $437.7M | $436.0M | $455.3M | $461.6M | $518.0M | $519.5M | |
| Gross profit | $175.2M | $195.2M | $200.6M | $183.4M | $251.0M | $247.8M | |
| Operating income | $103.1M | $101.1M | $97.8M | $105.5M | $116.6M | $140.8M | |
| Net income | $72.7M | $68.5M | $60.0M | $67.4M | $91.7M | $101.5M | |
| Diluted EPS | $2.30 | $2.17 | $1.90 | $2.13 | $2.89 | $3.20 | |
| Gross margin | 40.0% | 44.8% | 44.1% | 39.7% | 48.5% | 47.7% | |
| Operating margin | 23.6% | 23.2% | 21.5% | 22.9% | 22.5% | 27.1% |
Fiscal years (4-quarter sums)FY22 $942.9M · FY23 $1.47B · FY24 $1.56B · FY25 $1.64B · FY26 $1.87B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 27, 2026Cash & short-term investments $124.5M · Total debt $878.1M · Total assets $5.20B · Shareholders' equity $3.46B
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Sep 29, 2022 | Oct 12 | $0.35 | special dividend |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 31.64M · Float 28.75M · 90.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.05M | 9.63% | 13F | Aug 7, 2026 |
| Durable Capital Partners LP | 1.71M | 5.40% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.43M | 4.52% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 1.33M | 4.19% | 13F | Aug 13, 2026 |
| FMR LLC | 1.32M | 4.17% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 24, 2026 | Dolores J. Ennico | director | −600 | $636.11 |
| Jun 25, 2026 | John J. Feeney | officer: Vice President and Secretary | −225 | $657.94 |
| Jun 17, 2026 | Steven H. Kaplan | director | −350 | $631.80 |
| Jun 3, 2026 | Edward Stewart | director | −600 | $592.83 |
| Feb 17, 2026 | Richard J. Edwards | officer: V.P. and General Manager | −4,100 | $553.79 |
Peers
- Timken
Engineered bearings and industrial-motion rival across end markets
- Regal Rexnord
Industrial power-transmission systems overlapping DODGE applications
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| RBC | $500.62 | −0.11% | $15.84B | 49.5 | 32.9 | 8.1 | +19.2% |
| Timken | $120.82 | −0.02% | $8.40B | 32.7 | 18.3 | 1.8 | +7.5% |
| Regal Rexnord | $158.57 | +0.73% | $10.48B | 32.4 | 13.4 | 1.7 | +4.2% |
| Median | 32.6 | 15.9 | 1.7 | +5.8% |