How Will RBC Bearings Stock React To Its Upcoming Earnings?

RBC: RBC Bearings logo
RBC
RBC Bearings

RBC Bearings (NYSE:RBC) is set to report its earnings on Friday, May 15, 2026. The company has $20 Bil in current market capitalization. Revenue over the last twelve months was $1.8 Bil, and it was operationally profitable with $413 Mil in operating profits and net income of $269 Mil. While a lot will depend on how results stack up against consensus and expectations, understanding historical patterns might just turn the odds in your favor if you are an event-driven trader.

There are two ways to do that: understand the historical odds and position yourself prior to the earnings release, or look at the correlation between immediate and medium-term returns post earnings and position yourself accordingly after the earnings are released.

See earnings reaction history of all stocks

Smart investing isn’t about stock picking or prediction, it’s about asset allocation. See how Trefis’ Boston-based wealth management partner does it. It has included the High Quality Portfolio as part of its asset allocation strategy.

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Trefis: RBC Stock Insights

RBC Bearings’s Historical Odds Of Positive Post-Earnings Return

Some observations on one-day (1D) post-earnings returns:

  • There are 20 earnings data points recorded over the last five years, with 13 positive and 7 negative one-day (1D) returns observed. In summary, positive 1D returns were seen about 65% of the time.
  • Notably, this percentage increases to 75% if we consider data for the last 3 years instead of 5.
  • Median of the 13 positive returns = 2.0%, and median of the 7 negative returns = -4.0%

Additional data for observed 5-Day (5D) and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below.

  Forward Returns
Earnings Date 1D 5D 21D
2/5/2026 0.7% 6.5% 7.0%
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%
11/9/2023 1.3% 11.2% 20.0%
8/4/2023 3.0% 5.0% 9.0%
5/19/2023 -5.3% -9.0% -7.1%
2/9/2023 1.9% 1.5% -7.1%
11/10/2022 1.7% -0.6% -8.4%
8/4/2022 -6.7% 1.7% -3.6%
5/26/2022 6.5% 24.0% 17.9%
2/10/2022 2.0% 4.6% 7.6%
11/12/2021 -1.4% -6.5% -12.9%
8/5/2021 -0.8% 0.0% 1.1%
5/21/2021 -0.7% 2.9% 4.2%
SUMMARY STATS      
# Positive 13 14 14
# Negative 7 6 6
Median Positive 2.0% 5.6% 7.3%
Median Negative -4.0% -2.7% -7.1%
Max Positive 8.3% 24.0% 20.0%
Max Negative -6.7% -9.0% -12.9%

Correlation Between 1D, 5D and 21D Historical Returns

A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves “long” for the next 5 days if the 1D post-earnings return is positive. Here is some correlation data based on a 5-year and a 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns.

History 1D_5D 1D_21D 5D_21D
5Y History 12.2% 3.5% 3.9%
3Y History 6.8% -11.4% -19.9%

Is There Any Correlation With Peer Earnings?

Sometimes, peer performance can have an influence on post-earnings stock reaction. In fact, the pricing-in might begin before the earnings are announced. Here is some historical data on the past post-earnings performance of RBC Bearings stock compared with the stock performance of peers that reported earnings just before RBC Bearings. For fair comparison, peer stock returns also represent post-earnings one-day (1D) returns.

  1D Return Peer Post-Earnings 1D Return
RBC Earnings Dates RBC TKR RRX PH WWD CR
2/5/2026 0.7% 3.2% N/A* 2.0% 15.1% -10.5%
10/31/2025 5.4% -0.9% -2.9% N/A* N/A* -0.6%
8/1/2025 3.2% -1.7% N/A* N/A* 0.3% 1.8%
5/16/2025 0.2% N/A* 12.9% 11.8% 15.6% 19.7%
1/31/2025 8.3% N/A* N/A* 0.4% N/A* 8.9%
11/1/2024 1.8% N/A* N/A* 0.2% N/A* 3.3%
8/2/2024 -4.0% -6.3% -7.3% N/A* -16.8% -8.4%
5/17/2024 8.1% 2.0% 1.6% 3.0% 18.8% 11.2%
2/8/2024 -5.4% -1.7% N/A* 3.4% -3.5% 11.7%
11/9/2023 1.3% 2.3% 7.2% 2.0% N/A* 22.2%
8/4/2023 3.0% -2.4% -3.7% -1.0% 4.5% -1.7%
5/19/2023 -5.3% -2.3% 1.1% 3.7% 11.3% -2.1%
2/9/2023 1.9% 0.1% -0.7% 4.6% -5.4% N/A*
11/10/2022 1.7% 6.5% -3.9% 6.5% N/A* N/A*
8/4/2022 -6.7% 1.9% 2.4% N/A* -10.6% N/A*
5/26/2022 6.5% 1.9% -6.5% -2.5% -8.7% N/A*
2/10/2022 2.0% -1.8% 0.7% -2.0% 5.5% N/A*
11/12/2021 -1.4% 6.2% 4.4% 2.9% N/A* N/A*
8/5/2021 -0.8% 0.3% -0.3% N/A* -5.9% N/A*
CORRELATION   10.0% -30.1% -45.4% 14.8% 30.1%

   * N/A indicates that the peer reported earnings after RBC

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