RBC — RBC Bearings Incorporated

✨ Hidden Gem Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About RBC Bearings Incorporated

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,… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$577.42
Market Cap$17.94B
Float28.7M
Shares Outstanding31.6M
P/E (Forward)39.37
P/E (TTM)62.51
Price/Sales (TTM)9.59
vs. Analyst Target+6.7% to analyst PT
Profit Margin15.37%
Operating Margin (TTM)25.52%
Revenue (TTM)$1.87B
Earnings Growth (YoY)25.60%
Dividend RateNone
Analyst Target Price$616.29 (9 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $609M $90.1M $234M $147M
2022 $943M $54.7M $357M $186M
2023 $1.47B $167M $605M $402M
2024 $1.56B $210M $671M $460M
2025 $1.64B $246M $726M $492M
2026 $1.87B $288M $830M $421M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $436M $68.5M
Sep 2025 $455M $60.0M
Dec 2025 $462M $67.4M
Mar 2026 $518M $91.7M

Ownership & Float

Insider Ownership1.6%
Institutional Ownership102.4%
Short Float1.3%
% of All Funds Holding6.97%
Number of Funds Holding573

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$576.61Near-term / short-term trend
Weekly40-Week SMA$487.31Medium-term trend
Weekly80-Week SMA$419.04Cyclical trend (business cycle)
Weekly200-Week SMA$317.20Secular trend (multi-year)
Monthly10-Month SMA$489.74Near-term monthly trend
Monthly20-Month SMA$415.41Medium-term monthly trend
Monthly40-Month SMA$334.41Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$499.00 support 1.10x 2 months ago
$387.00 support 1.59x 6 months ago
$332.00 support 1.00x 11 months ago
$280.00 support 1.03x 17 months ago
$246.00 support 1.09x 23 months ago

Historical Earnings Reactions (84 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.15% 0.25% 59.52% 4.48% -4.33%
1 Day 0.85% 0.44% 61.90% 9.79% -6.12%
1 Week 1.98% 1.02% 57.14% 22.44% -11.09%
2 Weeks 2.09% 1.74% 63.86% 44.77% -17.59%
1 Month 1.92% 1.57% 61.45% 41.38% -31.91%

Next earnings: August 3, 2026 (67 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-1.1%38.1%21
Feb3.6%76.2%21
Mar1.8%66.7%21
Apr2.7%61.9%21
May1.9%60.0%20
Jun1.6%65.0%20
Jul3.2%60.0%20
Aug1.2%55.0%20
Sep0.7%57.1%21
Oct1.9%47.6%21
Nov5.3%66.7%21
Dec0.3%57.1%21

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.07% 49.6% 979
Tuesday 0.12% 50.5% 1074
Wednesday 0.08% 52.1% 1073
Thursday 0.09% 51.3% 1053
Friday 0.13% 52.6% 1050

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 102.4%

Insider Transactions — Smart Summary

Total insider ownership: 1.6%

Founder-led management: Michael J. Hartnett (Chairman, President & CEO)

12-Month Insider Activity Summary

Total Filings13
Net Value-$32.1M
Net Shares Change-16,349
% of Float-0.1%
C-Suite Filings6
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
BERGERON DANIEL A Vice President and COO -$19.5M 2 2 sell
HARTNETT MICHAEL J President and CEO -$10.9M 2 2 sell
Edwards Richard J V.P. and General Manager -$1.7M 1 1 sell
Boyan Barry C. -$358,824 1 1 sell
Kaplan Steven H. -$278,404 1 1 sell
CROWELL RICHARD R -$115,572.6 1 1 sell
Ambrose Michael H. -$80,042.256 1 1 sell
Feeney John J. Vice President and Secretary -$40,197.213 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-03 – 2025-06-13 7 5 -$19.8M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-18 Edwards Richard J V.P. and General Manager -$1.7M Transaction at $383.70, now +50.5%
2025-06-13 HARTNETT MICHAEL J President and CEO -$3.3M Transaction at $371.37, now +55.5%
2025-08-08 BERGERON DANIEL A Vice President and COO -$11.2M Transaction at $287.82, now +100.6%
2025-06-11 HARTNETT MICHAEL J President and CEO -$7.5M Transaction at $276.18, now +109.1%
2025-06-09 BERGERON DANIEL A Vice President and COO -$8.3M Transaction at $262.20, now +120.2%
2025-09-30 Feeney John J. Vice President and Secretary -$40,197.213 Transaction at $382.83, now +50.8%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for RBC Bearings Incorporated (RBC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for RBC on Trend Edge →