Q2 EPS Estimates for RBC Bearings Boosted by William Blair

Key Points

• William Blair raised its Q2 2026 EPS estimate for RBC Bearings from $2.58 to $2.61, also projecting earnings for Q3 2026 at $2.71 and FY2026 at $11.26 EPS.
• RBC Bearings' stock price target has been increased by multiple firms, including Truist Financial and KeyCorp, indicating strong analyst support with a consensus rating of "Moderate Buy."
• The company reported Q2 earnings of $2.84 per share, exceeding expectations, with revenue growth of 7.3% year-over-year.

RBC Bearings Incorporated (NYSE:RBC - Free Report) - Analysts at William Blair boosted their Q2 2026 earnings per share estimates for shares of RBC Bearings in a research report issued to clients and investors on Monday, August 4th. William Blair analyst R. Sparenblek now expects that the industrial products company will earn $2.61 per share for the quarter, up from their prior estimate of $2.58. The consensus estimate for RBC Bearings' current full-year earnings is $9.16 per share. William Blair also issued estimates for RBC Bearings' Q3 2026 earnings at $2.71 EPS, Q4 2026 earnings at $3.26 EPS and FY2026 earnings at $11.26 EPS.

A number of other brokerages have also recently issued reports on RBC. The Goldman Sachs Group increased their target price on RBC Bearings from $375.00 to $416.00 and gave the stock a "neutral" rating in a report on Tuesday, July 8th. Morgan Stanley restated an "overweight" rating and set a $415.00 price objective (up from $390.00) on shares of RBC Bearings in a research note on Tuesday, May 20th. Deutsche Bank Aktiengesellschaft started coverage on RBC Bearings in a research note on Wednesday, July 16th. They set a "buy" rating and a $480.00 target price on the stock. Truist Financial lifted their target price on RBC Bearings from $431.00 to $455.00 and gave the stock a "buy" rating in a research note on Monday, August 4th. Finally, KeyCorp lifted their price objective on RBC Bearings from $405.00 to $450.00 and gave the stock an "overweight" rating in a report on Tuesday, July 15th. Two investment analysts have rated the stock with a hold rating and five have given a buy rating to the company's stock. According to data from MarketBeat, RBC Bearings currently has an average rating of "Moderate Buy" and an average price target of $425.17.

RBC Bearings Stock Down 1.5%

Shares of RBC traded down $6.12 during trading hours on Thursday, reaching $398.54. The stock had a trading volume of 149,609 shares, compared to its average volume of 171,968. RBC Bearings has a 12 month low of $272.50 and a 12 month high of $416.33. The firm has a 50-day simple moving average of $384.14 and a 200 day simple moving average of $357.40. The company has a current ratio of 3.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.29. The company has a market capitalization of $12.58 billion, a price-to-earnings ratio of 50.19, a P/E/G ratio of 3.13 and a beta of 1.71.

RBC Bearings (NYSE:RBC - Get Free Report) last posted its quarterly earnings results on Friday, August 1st. The industrial products company reported $2.84 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.74 by $0.10. The firm had revenue of $436.00 million for the quarter, compared to analysts' expectations of $432.63 million. RBC Bearings had a return on equity of 10.14% and a net margin of 15.20%. The company's revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period in the prior year, the business earned $2.54 EPS.

Hedge Funds Weigh In On RBC Bearings

Several hedge funds have recently made changes to their positions in RBC. Summitry LLC raised its holdings in RBC Bearings by 31.2% in the second quarter. Summitry LLC now owns 1,753 shares of the industrial products company's stock worth $675,000 after purchasing an additional 417 shares in the last quarter. SG Americas Securities LLC raised its holdings in RBC Bearings by 220.7% in the second quarter. SG Americas Securities LLC now owns 3,130 shares of the industrial products company's stock worth $1,204,000 after purchasing an additional 2,154 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its holdings in RBC Bearings by 7.7% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 8,053 shares of the industrial products company's stock worth $3,099,000 after purchasing an additional 578 shares in the last quarter. Advisors Capital Management LLC raised its holdings in RBC Bearings by 3.3% in the second quarter. Advisors Capital Management LLC now owns 30,353 shares of the industrial products company's stock worth $11,680,000 after purchasing an additional 962 shares in the last quarter. Finally, L & S Advisors Inc bought a new stake in RBC Bearings during the second quarter worth about $235,000.

Insider Buying and Selling

In other RBC Bearings news, COO Daniel A. Bergeron sold 48,743 shares of the business's stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $402.75, for a total value of $19,631,243.25. Following the completion of the sale, the chief operating officer owned 111,134 shares in the company, valued at approximately $44,759,218.50. The trade was a 30.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael H. Ambrose sold 595 shares of the business's stock in a transaction that occurred on Tuesday, June 17th. The shares were sold at an average price of $367.32, for a total value of $218,555.40. Following the transaction, the director directly owned 6,985 shares in the company, valued at $2,565,730.20. This trade represents a 7.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 125,716 shares of company stock worth $48,818,116. Company insiders own 1.90% of the company's stock.

RBC Bearings Company Profile

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.