RBC Bearings (RBC)
Market Price (12/27/2025): $456.14 | Market Cap: $14.4 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
RBC Bearings (RBC)
Market Price (12/27/2025): $456.14Market Cap: $14.4 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23% | Trading close to highsDist 52W High is -1.4%, Dist 3Y High is -1.4% | Expensive valuation multiplesP/SPrice/Sales ratio is 8.3x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 37x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 40x, P/EPrice/Earnings or Price/(Net Income) is 55x |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.3% | |
| Low stock price volatilityVol 12M is 28% | Key risksRBC key risks include [1] significant exposure to the cyclical industrial market, Show more. | |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space, Automation & Robotics, and Electric Vehicles & Autonomous Driving. Themes include Advanced Air Mobility, Show more. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Low stock price volatilityVol 12M is 28% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space, Automation & Robotics, and Electric Vehicles & Autonomous Driving. Themes include Advanced Air Mobility, Show more. |
| Trading close to highsDist 52W High is -1.4%, Dist 3Y High is -1.4% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 8.3x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 37x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 40x, P/EPrice/Earnings or Price/(Net Income) is 55x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.3% |
| Key risksRBC key risks include [1] significant exposure to the cyclical industrial market, Show more. |
Why The Stock Moved
Qualitative Assessment
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The 17% movement in RBC Bearings (RBC) stock during the approximate period from August 31, 2025, to December 27, 2025, can be attributed to several key factors:
<b>1. Strong Calendar Q3 2025 Earnings Beat</b><br><br>
RBC Bearings announced better-than-expected financial results for Calendar Q3 2025 on October 31, 2025. The company reported a 14.4% year-on-year increase in revenue, reaching $455.3 million, which surpassed analyst estimates. Additionally, its adjusted earnings per share (EPS) of $2.88 exceeded analyst expectations by 5.3%, and adjusted EBITDA also beat estimates.
<b>2. Positive Fiscal Q2 2026 Performance</b><br><br>
For the fiscal second quarter of 2026, also reported on October 31, 2025, RBC Bearings recorded a 3.2% rise in net sales to $397.9 million compared to the previous year. This performance was notably bolstered by a 12.5% growth in its Aerospace/Defense segment.
<b>3. Multiple Analyst Upgrades and Price Target Increases</b><br><br>
During the specified period, several analyst firms issued positive updates on RBC Bearings. On November 6, 2025, B of A Securities upgraded the stock from "Hold" to "Strong Buy" and raised its price target to $500. Additionally, on November 3, 2025, Truist Securities reiterated its "Strong Buy" rating and increased its price target to $471. Keybanc also maintained a "Buy" rating and raised its price target from $405 to $450 on August 4, 2025.
<b>4. Optimistic Outlook and Revenue Guidance</b><br><br>
Following its robust quarterly results, RBC Bearings provided an optimistic outlook and guidance for future performance. The company projected net sales for Calendar Q4 2025 to be approximately $458 million at the midpoint, which was largely consistent with analyst expectations. This forward-looking confidence likely contributed to sustained investor positivity.
<b>5. Sustained Strength in Aerospace/Defense Market</b><br><br>
Consistent strong performance and growth in the Aerospace/Defense sector were key themes in both the fiscal Q2 2026 and calendar Q3 2025 earnings reports. The significant growth rates in this segment indicated robust demand within a crucial market for RBC Bearings, reinforcing investor confidence in the company's long-term prospects.
Show moreStock Movement Drivers
Fundamental Drivers
The 18.6% change in RBC stock from 9/26/2025 to 12/26/2025 was primarily driven by a 16.4% change in the company's P/E Multiple.| 9262025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 384.82 | 456.33 | 18.58% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1666.00 | 1723.40 | 3.45% |
| Net Income Margin (%) | 15.20% | 15.03% | -1.12% |
| P/E Multiple | 47.67 | 55.47 | 16.37% |
| Shares Outstanding (Mil) | 31.37 | 31.49 | -0.38% |
| Cumulative Contribution | 18.58% |
Market Drivers
9/26/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| RBC | 18.6% | |
| Market (SPY) | 4.3% | 53.6% |
| Sector (XLI) | 3.0% | 62.6% |
Fundamental Drivers
The 19.7% change in RBC stock from 6/27/2025 to 12/26/2025 was primarily driven by a 14.3% change in the company's P/E Multiple.| 6272025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 381.36 | 456.33 | 19.66% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1636.30 | 1723.40 | 5.32% |
| Net Income Margin (%) | 15.05% | 15.03% | -0.08% |
| P/E Multiple | 48.52 | 55.47 | 14.31% |
| Shares Outstanding (Mil) | 31.33 | 31.49 | -0.54% |
| Cumulative Contribution | 19.66% |
Market Drivers
6/27/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| RBC | 19.7% | |
| Market (SPY) | 12.6% | 43.5% |
| Sector (XLI) | 7.5% | 55.9% |
Fundamental Drivers
The 50.1% change in RBC stock from 12/26/2024 to 12/26/2025 was primarily driven by a 40.2% change in the company's P/E Multiple.| 12262024 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 303.93 | 456.33 | 50.14% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1591.80 | 1723.40 | 8.27% |
| Net Income Margin (%) | 14.06% | 15.03% | 6.93% |
| P/E Multiple | 39.55 | 55.47 | 40.23% |
| Shares Outstanding (Mil) | 29.12 | 31.49 | -8.13% |
| Cumulative Contribution | 49.15% |
Market Drivers
12/26/2024 to 12/26/2025| Return | Correlation | |
|---|---|---|
| RBC | 50.1% | |
| Market (SPY) | 15.8% | 61.0% |
| Sector (XLI) | 18.3% | 66.4% |
Fundamental Drivers
The 119.8% change in RBC stock from 12/27/2022 to 12/26/2025 was primarily driven by a 79.2% change in the company's Net Income Margin (%).| 12272022 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 207.59 | 456.33 | 119.82% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1349.10 | 1723.40 | 27.74% |
| Net Income Margin (%) | 8.39% | 15.03% | 79.15% |
| P/E Multiple | 52.73 | 55.47 | 5.19% |
| Shares Outstanding (Mil) | 28.76 | 31.49 | -9.51% |
| Cumulative Contribution | 117.83% |
Market Drivers
12/27/2023 to 12/26/2025| Return | Correlation | |
|---|---|---|
| RBC | 59.4% | |
| Market (SPY) | 48.0% | 55.8% |
| Sector (XLI) | 41.3% | 65.2% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| RBC Return | 15% | 19% | 4% | 36% | 5% | 53% | 209% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| RBC Win Rate | 50% | 50% | 50% | 67% | 50% | 92% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| RBC Max Drawdown | -48% | -7% | -23% | -5% | -15% | -2% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | RBC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -35.5% | -25.4% |
| % Gain to Breakeven | 55.0% | 34.1% |
| Time to Breakeven | 83 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -55.1% | -33.9% |
| % Gain to Breakeven | 122.5% | 51.3% |
| Time to Breakeven | 269 days | 148 days |
| 2018 Correction | ||
| % Loss | -26.5% | -19.8% |
| % Gain to Breakeven | 36.1% | 24.7% |
| Time to Breakeven | 179 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -71.8% | -56.8% |
| % Gain to Breakeven | 254.5% | 131.3% |
| Time to Breakeven | 1,037 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
RBC Bearings's stock fell -35.5% during the 2022 Inflation Shock from a high on 11/8/2021. A -35.5% loss requires a 55.0% gain to breakeven.
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Here are a few analogies to describe RBC Bearings:
-
A specialized Honeywell or 3M, providing critical precision bearings for aerospace and industrial machinery.
-
Like Corning (of Gorilla Glass fame), but for mechanical motion: supplying engineered precision bearings vital for aircraft, defense, and heavy industry.
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- Aerospace Bearings: Highly specialized bearings designed for critical applications in aircraft and aerospace systems, ensuring smooth operation and reliability.
- Industrial Bearings: A wide range of precision bearings, including spherical, roller, and ball bearings, used across diverse industrial machinery and equipment.
- Engineered Products: Custom-designed mechanical components and sub-systems, such as fluid management products, precision parts, and specialized fasteners, primarily for aerospace and defense applications.
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RBC Bearings (symbol: RBC) sells primarily to other companies (B2B).
In its public filings, RBC Bearings does not disclose specific major customers by name, citing competitive reasons. The company also states that no single customer accounted for 10% or more of its net sales in recent fiscal years. Therefore, it's not possible to list specific individual companies as "major customers" based on public disclosures of revenue concentration.
However, RBC Bearings serves a broad range of customers across three primary market segments. Within these segments, the customers are typically Original Equipment Manufacturers (OEMs) and aftermarket distributors. The following categories represent the types of companies that procure products from RBC Bearings:
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Industrial OEMs
Customers in this segment are manufacturers of various industrial equipment and machinery across diverse sectors such as heavy equipment, semiconductor manufacturing equipment, packaging machinery, food processing equipment, robotics, medical devices, mining, and energy exploration equipment. Examples of prominent public companies operating in the sectors RBC serves include (these are illustrative examples of companies within the sector, not confirmed major clients of RBC):
- Heavy Equipment (e.g., Caterpillar Inc. - Symbol: CAT, Deere & Company - Symbol: DE)
- Semiconductor Manufacturing Equipment (e.g., Applied Materials, Inc. - Symbol: AMAT, Lam Research Corporation - Symbol: LRCX)
- Robotics and Automation (e.g., Rockwell Automation, Inc. - Symbol: ROK)
-
Commercial Aerospace OEMs
Customers are manufacturers of commercial aircraft, helicopters, and related systems. Examples of prominent public companies in this sector include:
- Aircraft Manufacturers (e.g., The Boeing Company - Symbol: BA, Airbus SE - Symbol: EADSY (ADR))
-
Defense OEMs and Government Entities
Customers include manufacturers of military aircraft, land defense vehicles, satellites, and other defense applications, as well as direct sales to government entities. Examples of prominent public companies in this sector include:
- Defense Contractors (e.g., Lockheed Martin Corporation - Symbol: LMT, RTX Corporation - Symbol: RTX, Northrop Grumman Corporation - Symbol: NOC)
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```htmlMichael J. Hartnett Chairman, President and Chief Executive Officer
Dr. Michael J. Hartnett has been the President and Chief Executive Officer of RBC Bearings since 1992 and Chairman of the Board since 1993. Prior to these roles, he served as President and General Manager of RBC's Industrial Tectonics Bearings Corporation (ITB) subsidiary starting in 1990. He also spent 18 years at The Torrington Company, where his positions included Vice President and General Manager of the Aerospace Business Unit and Vice President of the Research and Development Division. Dr. Hartnett was a director of ATC Technology Corporation, a publicly-owned third-party logistics and automotive aftermarket service provider, until 2010, and a director of Process Fab Inc., a private company in precision manufacturing, until 2014. Under his leadership, RBC Bearings became a publicly traded company in 2005.
Robert M. Sullivan Vice President and Chief Financial Officer
Mr. Robert M. Sullivan has been the Vice President and Chief Financial Officer of RBC Bearings since September 2016. He initially joined RBC Bearings as Assistant Corporate Controller in March 2016 and was appointed Corporate Controller in February 2017. Before his tenure at RBC Bearings, Mr. Sullivan worked at Sikorsky Aircraft Corporation, focusing on business development, program finance, and financial planning and analysis. Prior to Sikorsky, he served as an Audit Manager at Ernst & Young LLP from 2007 to 2013.
Daniel A. Bergeron Director, Vice President and Chief Operating Officer
Mr. Daniel A. Bergeron joined RBC Bearings in 2003 as Vice President, Finance, and was appointed Chief Financial Officer later that same year. In 2017, he was additionally appointed Chief Operating Officer and transitioned from the Chief Financial Officer role in October 2020.
Richard J. Edwards Vice President and General Manager
Mr. Richard J. Edwards has been with RBC Bearings since 1990, starting as Manufacturing Manager. He advanced through roles such as Plant Manager and Director of Operations for the RBC Divisions before being named Vice President and General Manager for the RBC Divisions in 1996. Prior to joining RBC Bearings, he spent six years at The Torrington Company as Materials Manager and later Plant Superintendent.
John J. Feeney Vice President, General Counsel and Secretary
Mr. John J. Feeney serves as the Vice President, General Counsel and Secretary for RBC Bearings.
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The key risks to RBC Bearings' business include:
-
Exposure to Cyclical Industries: RBC Bearings' financial performance is significantly influenced by the cyclical nature of the industrial, aerospace, and defense sectors it serves. Economic downturns, fluctuations in industrial machinery and equipment shipments, and changes in global aerospace build rates or defense spending can negatively impact demand for its products. For instance, approximately 67% of RBC's net sales in fiscal year 2024 were attributed to the industrial market. Reductions or changes in U.S. government spending, to which a portion of their sales are directly or indirectly tied, could also adversely affect the business.
-
Operational Risks and Supply Chain Challenges: The company faces risks related to potential disruptions in its manufacturing processes and supply chain. Its reliance on specific raw materials and components exposes it to price volatility and availability issues, which could hinder its ability to meet customer demand and maintain profitability.
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Competitive Pressure: RBC Bearings operates in a highly competitive industry. It faces constant threats from technological advancements and price competition, necessitating continuous innovation and improvements in its cost structure to maintain market position and profitability.
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RBC Bearings Incorporated (RBC) is an international manufacturer and marketer of highly engineered precision bearings, components, and essential systems for the industrial, defense, and aerospace industries. Their main products include a wide range of bearings such as plain bearings, roller bearings, ball bearings, and other specialized engineered products.
The addressable markets for RBC Bearings' main products and services are substantial and span globally:
- Global Bearings Market: The overall global bearing market was estimated at approximately USD 149.91 billion in 2024 and is projected to reach around USD 381.51 billion by 2034, growing at a compound annual growth rate (CAGR) of 9.79% from 2025 to 2034. The Asia-Pacific region accounted for USD 60.77 billion of this market in 2024 and is projected to hit around USD 154.66 billion by 2034. The North American bearing market size was estimated at USD 31.08 billion in 2024 and is expected to reach around USD 79.09 billion by 2034.
- Global Industrial Bearings Market: The global industrial bearings market was valued at US$ 185.5 billion in 2024 and is estimated to grow to US$ 398.7 billion by the end of 2035, with a CAGR of 7.2% from 2025 to 2035. Another estimate places the global industrial bearings market size at USD 54.6 billion in 2025, forecast to reach USD 85.21 billion by 2030.
- Global Aerospace Bearings Market: The global aerospace bearings market size was USD 13.01 billion in 2024 and is projected to reach USD 21.73 billion by 2032, exhibiting a CAGR of 6.62% from 2024 to 2032. North America held the largest share in the aerospace bearings market, at 38.92% in 2023.
- Global Precision Bearings Market: The global precision bearing market is estimated to be valued at USD 52.1 billion in 2025 and is projected to reach USD 125.7 billion by 2035, registering a CAGR of 9.2% over the forecast period. The Asia-Pacific region is anticipated to dominate this market, supported by growing industrial and manufacturing activities.
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Here are 3-5 expected drivers of future revenue growth for RBC Bearings (RBC) over the next 2-3 years:
- Robust Demand in Aerospace and Defense (A&D) Segment: RBC Bearings is experiencing continued strong performance and robust demand within its Aerospace and Defense segment, encompassing both commercial aerospace and defense applications. This sector has shown significant year-over-year growth, with management noting impressive momentum. Specific drivers include strong customer demand from submarine aircraft and engine programs.
- Record Backlog and Future Order Visibility: The company has reported a substantial increase in its order backlog, with expectations to reach approximately $2 billion by year-end. This record backlog provides strong visibility for future revenue, driven by sustained customer demand, particularly in the aerospace and defense sectors.
- Manufacturing Capacity Expansion: To capitalize on strong demand and overcome current production capacity limitations, RBC Bearings is actively expanding manufacturing capacities in its marine and aircraft plants. This ongoing expansion, with additional capacity being added each quarter, is expected to directly impact and increase future revenue generation.
- Strategic Acquisitions and Synergies: Acquisitions, such as that of VACCO, are contributing to revenue growth and enhancing RBC Bearings' market position by expanding manufacturing capabilities in areas like marine and space. The ongoing integration of VACCO and the realization of synergies, including those from the Dodge acquisition in the industrial segment, are anticipated to continue driving future revenue.
- Growth in the Industrial Segment, Supported by Market Initiatives: While the A&D segment is a primary focus, the industrial business also continues to perform steadily and is positioned for potential acceleration in industrial end markets. Analysts anticipate continued growth momentum, partly attributed to broader spending initiatives such as the "One Big Beautiful Bill," which is expected to encourage activity across various industrial sectors where RBC Bearings operates.
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Share Repurchases
- RBC Bearings approved a $100 million share repurchase program on May 23, 2019.
- Under the program, as of September 27, 2025, the company had repurchased 240,006 shares for $48.3 million.
- In fiscal year 2025 (ended March 2025), RBC Bearings repurchased shares for $9.5 million.
Share Issuance
- In October 2021, RBC Bearings issued 3,450,000 shares of common stock and 4,600,000 shares of 5.00% Series A Mandatory Convertible Preferred Stock to help finance the Dodge acquisition.
- The 4,600,000 shares of 5.00% Series A Mandatory Convertible Preferred Stock issued in fiscal 2022 converted into common stock.
Outbound Investments
- RBC Bearings completed the acquisition of the DODGE mechanical power transmission division from ABB for approximately $2.9 billion in cash on November 1, 2021.
- In July 2025, the company completed the acquisition of VACCO Industries from ESCO Technologies for $310 million in cash, integrating it into the Aerospace and Defense segment.
- RBC Bearings acquired Specline for $18.7 million in August 2023, enhancing its aerospace product offerings and production capacity.
Capital Expenditures
- Capital expenditures for fiscal year 2025 (ended March 29, 2025) were $49.8 million.
- The company does not anticipate material capital expenditures for environmental compliance in fiscal year 2026.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
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| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 18.3% | 18.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.5% | 5.5% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 7.1% | 7.1% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.9% | 2.9% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 5.7% | 5.7% | -0.4% |
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Peer Comparisons for RBC Bearings
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 175.78 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.1% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 9.4% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 20.1% |
| Op Mgn 3Y Avg | 20.0% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 20.8% |
| CFO/Rev 3Y Avg | 20.1% |
| FCF/Rev LTM | 17.9% |
| FCF/Rev 3Y Avg | 17.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 158.8 |
| P/S | 4.9 |
| P/EBIT | 23.8 |
| P/E | 38.5 |
| P/CFO | 21.8 |
| Total Yield | 3.9% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Price Behavior
| Market Price | $456.33 | |
| Market Cap ($ Bil) | 14.4 | |
| First Trading Date | 12/01/1983 | |
| Distance from 52W High | -1.4% | |
| 50 Days | 200 Days | |
| DMA Price | $431.73 | $384.14 |
| DMA Trend | up | up |
| Distance from DMA | 5.7% | 18.8% |
| 3M | 1YR | |
| Volatility | 25.3% | 27.8% |
| Downside Capture | 81.39 | 71.19 |
| Upside Capture | 147.00 | 101.21 |
| Correlation (SPY) | 54.2% | 61.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.01 | 1.06 | 1.11 | 0.89 | 0.86 | 0.97 |
| Up Beta | 0.10 | 1.19 | 1.53 | 1.66 | 0.96 | 1.04 |
| Down Beta | 1.17 | 1.33 | 0.97 | 0.51 | 0.78 | 0.85 |
| Up Capture | 197% | 137% | 128% | 88% | 86% | 102% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 13 | 25 | 36 | 64 | 123 | 372 |
| Down Capture | 80% | 61% | 88% | 70% | 81% | 99% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 7 | 17 | 27 | 61 | 125 | 378 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of RBC With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| RBC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 49.0% | 19.3% | 17.8% | 72.1% | 8.6% | 4.4% | -8.3% |
| Annualized Volatility | 27.6% | 18.8% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | 1.43 | 0.80 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 66.3% | 60.8% | 4.8% | 21.5% | 49.5% | 25.9% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of RBC With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| RBC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 21.5% | 13.8% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 31.6% | 17.2% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.67 | 0.65 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 62.9% | 53.9% | 3.4% | 16.1% | 43.7% | 25.7% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of RBC With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| RBC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 23.1% | 13.5% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 37.5% | 19.9% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.67 | 0.60 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 69.2% | 60.6% | -0.8% | 24.5% | 52.4% | 18.3% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/31/2025 | 5.4% | 6.3% | 8.3% |
| 8/1/2025 | 3.2% | 4.5% | 0.7% |
| 5/16/2025 | 0.2% | -2.0% | 0.5% |
| 1/31/2025 | 8.3% | 13.5% | 10.5% |
| 11/1/2024 | 1.8% | 13.3% | 19.6% |
| 8/2/2024 | -4.0% | -3.4% | 3.4% |
| 5/17/2024 | 8.1% | 9.5% | 2.1% |
| 2/8/2024 | -5.4% | -0.6% | -1.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 18 | 18 |
| # Negative | 8 | 6 | 6 |
| Median Positive | 3.1% | 6.7% | 8.6% |
| Median Negative | -4.1% | -2.7% | -7.1% |
| Max Positive | 13.0% | 25.1% | 42.2% |
| Max Negative | -6.7% | -9.0% | -12.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10312025 | 10-Q 9/27/2025 |
| 6302025 | 8012025 | 10-Q 6/28/2025 |
| 3312025 | 5162025 | 10-K 3/29/2025 |
| 12312024 | 1312025 | 10-Q 12/28/2024 |
| 9302024 | 11012024 | 10-Q 9/28/2024 |
| 6302024 | 8022024 | 10-Q 6/29/2024 |
| 3312024 | 5172024 | 10-K 3/30/2024 |
| 12312023 | 2082024 | 10-Q 12/30/2023 |
| 9302023 | 11092023 | 10-Q 9/30/2023 |
| 6302023 | 8042023 | 10-Q 7/1/2023 |
| 3312023 | 5192023 | 10-K 4/1/2023 |
| 12312022 | 2092023 | 10-Q 12/31/2022 |
| 9302022 | 11102022 | 10-Q 10/1/2022 |
| 6302022 | 8052022 | 10-Q 7/2/2022 |
| 3312022 | 5262022 | 10-K 4/2/2022 |
| 12312021 | 2102022 | 10-Q 1/1/2022 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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