Advisors Capital Management LLC Has $12.68 Million Stake in RBC Bearings Incorporated $RBC
Advisors Capital Management LLC significantly increased its stake in RBC Bearings Incorporated (NYSE:RBC) by 7.0% in the third quarter, bringing their total holdings to 32,479 shares valued at $12.68 million. Several other hedge funds also adjusted their positions in RBC Bearings, indicating broader institutional interest in the industrial products company. RBC Bearings recently reported strong quarterly earnings, beating analyst estimates, and analysts have set an average "Buy" rating with a target price of $560.50 for the stock.
RBC Bearings stock hits all-time high at 564.7 USD By Investing.com
RBC Bearings stock has reached an all-time high of $564.70 USD, reflecting a significant 49.6% increase over the past year and underscoring strong investor confidence. The company's recent Q3 2025 financial results surpassed earnings and revenue forecasts, leading several analyst firms, including Goldman Sachs, Truist Securities, and KeyBanc, to raise their price targets. Despite a P/E ratio suggesting it may be overvalued, the company maintains a "GOOD" financial health rating according to InvestingPro.
Edwards Richard J, RBC Bearings V.P., sells $2.2m in stock
Edwards Richard J, VP and General Manager at RBC Bearings INC, sold 4,100 shares of common stock for over $2.2 million and exercised options for 2,600 shares. These transactions occurred amidst positive financial news for RBC Bearings, including strong Q3 2025 results and increased price targets from multiple analyst firms, indicating a robust outlook for the company.
RBC Bearings (NYSE:RBC) Hits New 12-Month High - Still a Buy?
RBC Bearings (NYSE:RBC) recently hit a new 52-week high after reporting strong Q4 earnings, exceeding analyst expectations for both EPS and revenue. The company maintains a "Buy" consensus rating from analysts, with several firms recently upgrading the stock and raising price targets. Despite a premium valuation, RBC Bearings is recognized for its strong growth and position as a global designer and manufacturer of precision bearings for demanding applications.
RBC Bearings Incorporated (NYSE:RBC) Given Average Recommendation of "Buy" by Brokerages
RBC Bearings Incorporated (NYSE:RBC) has received an average "Buy" recommendation from analysts, with a 12-month target price of $560.50. Several firms, including Morgan Stanley, KeyCorp, and Truist, recently raised their price targets, and Bank of America upgraded its rating to "Buy." The company also beat quarterly earnings estimates with an EPS of $3.04 versus an expected $2.83 and revenue of $461.6 million, showing strong institutional interest with significant stake additions from major investors.
RBC Bearings Leans On Long Cycle Aerospace And Defense Growth
RBC Bearings (NYSE:RBC) is experiencing strong demand in aerospace and defense, driven by long-cycle programs like submarines, missiles, and aircraft, along with increased business with Airbus. This focus on long-term contracts and program wins, rather than short-term volume changes, contributes to robust sales and net income. Investors should monitor the company's ability to convert sales guidance into actual results and how margins evolve with shifts in its defense and commercial aerospace mix.
RBC Bearings Leans On Long Cycle Aerospace And Defense Growth
RBC Bearings is experiencing strong growth driven by long-cycle aerospace and defense programs, including submarine, missile, and aircraft projects, with an increased share of business with Airbus. Investors are noting strong execution and a positive outlook, supported by recent sales of US$461.6 million and anticipated Q4 fiscal 2026 net sales between US$495.0 million and US$505.0 million. While the company benefits from multi-year visibility in these sectors, potential risks include reliance on a concentrated customer base and execution risks from ongoing acquisition integrations and capacity expansions.
RBC Bearings (RBC) Remains a Core Holding Amid Expectations for 2026 Growth
Wasatch Global Investors, in its Q4 2025 investor letter, maintained RBC Bearings (NYSE:RBC) as a core holding, citing strong management execution and improvements in acquired companies. Despite challenges in the small-cap market in 2025, Wasatch believes RBC Bearings is poised for another year of steady growth in 2026 due to its role in aerospace, defense, and industrial applications. The company's stock closed at $550.40 on February 13, 2026, with a market capitalization of $17.565 billion.
RBC Bearings (RBC) Remains a Core Holding Amid Expectations for 2026 Growth
RBC Bearings (NYSE: RBC) is highlighted by Wasatch Global Investors as a core holding with expectations for continued steady growth in 2026. Despite a challenging Q4 2025 for small-cap equities, the asset management company maintains its thesis on RBC Bearings, citing strong management execution and successful integration of acquired companies. The company, which designs and manufactures precision bearings for aerospace, defense, and industrial applications, saw its stock closing at approximately $550.40 per share with a market capitalization of about $17.565 billion on February 13, 2026.
How Aerospace and Defense Momentum and VACCO Deal Will Impact RBC Bearings (RBC) Investors
RBC Bearings (RBC) recently reported strong third-quarter results and announced an optimistic fourth-quarter net sales outlook, driven by robust aerospace and defense demand and the acquisition of VACCO. The company's growth is heavily influenced by defense programs and increased content with major aircraft manufacturers. While the growth momentum is significant, investors are cautioned to consider potential risks related to capacity expansion and VACCO integration.
How Aerospace and Defense Momentum and VACCO Deal Will Impact RBC Bearings (RBC) Investors
RBC Bearings recently reported strong third-quarter results, with sales and net income increasing, driven by high demand in the aerospace and defense sectors, including the VACCO acquisition. The company's fourth-quarter net sales outlook projects further growth, emphasizing the importance of defense programs for its expansion. This momentum, while positive for investors, also highlights potential risks related to capacity expansion and the integration of VACCO.
RBC Bearings (NYSE:RBC) Stock Rating Upgraded by Zacks Research
Zacks Research has upgraded RBC Bearings (NYSE:RBC) stock from a "hold" to a "strong-buy" rating. This upgrade is supported by RBC Bearings' recent quarterly performance, where the company surpassed EPS and revenue estimates, with revenue increasing by approximately 17% year-over-year. Analysts have a consensus "Buy" rating on RBC Bearings with an average price target of $560.50, despite the stock's high valuation metrics.
The 5 Most Interesting Analyst Questions From RBC Bearings's Q4 Earnings Call
RBC Bearings Inc. (RBC) surpassed non-GAAP profit forecasts and met revenue expectations in Q4, driven by strong aerospace and defense (A&D) demand, despite Q1 revenue guidance being slightly below analyst estimates. This article highlights five key analyst questions from the earnings call, focusing on industrial growth, backlog composition, the impact of new Airbus contracts, and A&D margin sustainability. Management expressed cautious optimism for future growth, particularly in the industrial sector, and ongoing improvements in A&D margins.
RBC Bearings (RBC) Is Up 5.8% After Raising Q4 Sales Outlook Amid Aerospace Strength - Has The Bull Case Changed?
RBC Bearings (RBC) recently reported strong Q3 fiscal 2026 results with US$461.6 million in sales and US$67.4 million in net income, and raised its Q4 sales outlook to US$495.0 million to US$505.0 million, driven primarily by its aerospace and defense segment. While the shares have seen a significant 5.8% increase over seven days, reflecting optimism, the article suggests investors should consider the valuation risk after a strong year-long run. The investment narrative hinges on continued aerospace and defense execution and stable industrial demand.
The 5 Most Interesting Analyst Questions From RBC Bearings’s Q4 Earnings Call
RBC Bearings' Q4 results met revenue expectations and surpassed profit forecasts, driven by strong aerospace and defense demand. The article highlights five key analyst questions from the earnings call, focusing on industrial growth, backlog composition, drivers of industrial outperformance, the impact of new Airbus contracts, and margin progress. These questions and management's responses offer insights into the company's future outlook and areas of focus.
RBC Bearings (NYSE:RBC) Sets New 52-Week High - Still a Buy?
RBC Bearings (NYSE:RBC) recently reached a new 52-week high of $560.32, closing at $555.05 after a 1.6% rise. This surge follows strong quarterly earnings, where the company surpassed analyst expectations with an EPS of $3.04 and revenue of $461.6 million, marking a 17% year-over-year increase. Analysts maintain a "Moderate Buy" consensus with an average target price of $560.50, and institutional investors have significantly increased their stakes in the company.
RBC Bearings Reports 17% Jump in Quarterly Sales
RBC Bearings Inc. reported a 17% increase in its third-quarter sales, reaching $461.6 million, driven by strong performance in its aerospace and defense segment and the acquisition of VACCO. The company also saw its operating income rise to $103 million and net income climb to $67.4 million. RBC anticipates continued growth in the upcoming quarter, projecting net sales between $495 million and $505 million, reflecting ongoing momentum and a robust backlog.
RBC Bearings stock price target raised to $542 from $500 at Goldman Sachs
Goldman Sachs has raised its price target for RBC Bearings (NYSE:RBC) to $542 from $500, while maintaining a Neutral rating, following strong fiscal third-quarter 2026 results. The company exceeded operating income estimates, built a significant backlog driven by aerospace and defense, and reported impressive year-over-year and six-month price returns. Despite the raised target being near the current stock price, Goldman Sachs sees better risk/reward elsewhere, though other analysts like Truist Securities and KeyBanc have set even higher price targets with Buy and Overweight ratings.
Morgan Stanley Maintains Overweight on RBC Bearings Incorporated (RBC) Feb 2026
Morgan Stanley has maintained an Overweight rating on RBC Bearings Incorporated (RBC) and raised its price target from $485 to $600 as of February 6, 2026. This decision reflects continued confidence in RBC's demand and backlog trends, particularly in aerospace and defense. Despite a modest intraday price reaction, the rating signals positive endorsement for investors, with Meyka AI also assigning RBC a B+ grade based on various financial metrics and market comparisons.
RBC Bearings (RBC) Margin Gain And 23.9% Earnings Growth Test Rich 64x P/E Narrative
RBC Bearings (RBC) recently reported strong Q3 2026 results with revenue of US$461.6 million and 23.9% earnings growth over the past year, supported by a higher net margin of 15%. Despite this positive performance and a five-year average earnings growth of 29.3%, the company's stock trades at a rich 64x P/E, significantly above its industry and peer averages, and its DCF fair value of US$368.36, raising concerns for valuation-focused investors. The article suggests that while profitability is strong, the current valuation reflects already high growth expectations.
RBC Bearings (RBC) Receives a Buy from KeyBanc
KeyBanc analyst Steve Barger maintained a Buy rating on RBC Bearings (RBC) with a $595 price target, following a similar rating from William Blair. This comes despite a recent downgrade to Hold by TipRanks – Anthropic. RBC Bearings reported a revenue of $455.3 million and a net profit of $60 million for its latest quarter, though corporate insider sentiment remains negative due to increased selling activity.
Bessemer Group Inc. Has $29.88 Million Position in RBC Bearings Incorporated $RBC
Bessemer Group Inc. reduced its stake in RBC Bearings Incorporated by 25% during Q3, now holding 76,550 shares valued at approximately $29.88 million. Despite a slight miss on Q4 revenue guidance, RBC Bearings' Q3 results surpassed expectations with $3.04 EPS and $461.6M revenue, driven by strong aerospace demand and a growing backlog. Analyst sentiment remains largely bullish, with a "Moderate Buy" consensus rating and an average price target of $539.50.
RBC Bearings Incorporated Announces Fiscal Third Quarter 2026 Results
RBC Bearings Incorporated has reported its financial results for the third quarter of fiscal 2026, showing a 17.0% increase in net sales to $461.6 million. The company's Aerospace/Defense segment saw significant growth, contributing to a robust backlog of $2.1 billion. RBC Bearings anticipates continued growth in the fourth quarter, with expected net sales between $495.0 million and $505.0 million.
RBC Bearings Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
RBC Bearings (RBC) reported strong Q3 fiscal 2026 results, with adjusted earnings of $3.04 per share and revenues of $461.6 million, both exceeding Zacks Consensus Estimates. The company's revenues saw a 17% year-over-year increase, driven by significant growth in the Aerospace/Defense segment. RBC also provided an optimistic outlook for Q4 fiscal 2026, anticipating net sales between $495.0 million and $505.0 million.
RBC Bearings Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
RBC Bearings (RBC) reported strong third-quarter fiscal 2026 results, with adjusted earnings of $3.04 per share exceeding estimates and increasing 29.9% year-over-year. Revenues also surpassed expectations, reaching $461.6 million, up 17% from the prior year, driven by robust performance in both its Industrial and Aerospace/Defense segments. The company provided an optimistic outlook for the fourth quarter, projecting net sales between $495.0-$505.0 million.
RBC Bearings Incorporated (NYSE:RBC) Q3 2026 Earnings Call Transcript
RBC Bearings Incorporated (NYSE:RBC) reported strong Q3 2026 earnings, beating expectations with an adjusted diluted EPS of $3.04, a 30% improvement year-over-year. The company saw significant growth in its Aerospace & Defense (A&D) segment, particularly in commercial aerospace and defense, driven by robust demand in key markets like submarines, missiles, and space exploration. Industrial sales also increased, with positive trends observed in late December and January, and the company anticipates continued strong performance into fiscal year 2027.
RBC Bearings Inc (RBC) Shares Up 5.23% on Feb 6
RBC Bearings Inc (RBC) shares increased by 5.23% to $547.38 on February 6, reaching near its 52-week high. While Wall Street analysts forecast an average target price of $538.17, indicating a slight downside, GuruFocus estimates a fair value of $339.28, suggesting a significant potential downside. The stock currently holds an "Outperform" rating from brokerage firms.
Truist Raises Price Target on RBC Bearings to $599 From $542, Keeps Buy Rating
Truist has increased its price target for RBC Bearings (RBC) to $599 from $542, while maintaining a 'Buy' rating on the stock. This adjustment reflects continued positive analyst sentiment towards the company, following other recent target increases from firms like Morgan Stanley. The report also lists recent financial results and guidance for RBC Bearings.
RBC Bearings projects $495M–$505M Q4 revenue as A&D backlog surpasses $2B amid accelerating demand
RBC Bearings (RBC) is projecting Q4 revenue between $495 million and $505 million, with adjusted diluted EPS of $2.27 to $2.37, driven by strong demand in the aerospace and defense sector. The company's aerospace and defense backlog has exceeded $2 billion, signifying significant growth and market position in critical industries. Despite a slight revenue miss in Q3, RBC Bearings is optimistic about future performance due to accelerating demand and increased order flow.
RBC Bearings sees Q4 revenue $495M-$505M, consensus $508.89M
RBC Bearings (RBC) anticipates its fourth-quarter fiscal 2026 revenue to fall between $495 million and $505 million, which is slightly below the analyst consensus of $508.89 million. This projected revenue range represents a significant year-over-year growth of 13.1% to 15.4% compared to $437.7 million in the prior year, with core growth (excluding VACCO) expected to be 6.4% to 8.7%. The company also forecasts an adjusted gross margin of 45.0% to 45.25% and SG&A as a percentage of net sales between 16.0% and 16.25%.
RBC Bearings (RBC) Stock Trades Up, Here Is Why
Shares of RBC Bearings (NYSE:RBC) rose 4.6% after the company reported strong fiscal third-quarter results, surpassing analyst expectations, and provided an optimistic outlook. Net sales increased by 17% overall, primarily driven by a 41.5% jump in its Aerospace/Defense segment. Adjusted profit per share also saw a significant increase, leading BofA Securities to upgrade the stock to Buy and KeyBanc Capital Markets to raise its price target. RBC Bearings is currently up 18.3% year-to-date and has set a new 52-week high.
Here is Why Hedge Funds Strongly Favor RBC Bearings (RBC)
Hedge funds are showing strong interest in RBC Bearings (RBC), an industrial machinery and supplies company. Analysts from Truist Financial and KeyBanc have raised their price targets and reaffirmed buy or overweight ratings, citing positive outlooks for the Aerospace & Defense industry, increased aircraft manufacturing, and expected revenue and margin improvements. RBC Bearings specializes in engineered precision bearings and other essential systems for aerospace/defense and industrial segments.
Here is Why Hedge Funds Strongly Favor RBC Bearings (RBC)
Hedge funds show strong favor for RBC Bearings (RBC), identifying it as a top industrial machinery stock. Analysts from Truist Financial and KeyBanc have raised price targets and reaffirmed positive ratings, citing a strong outlook for the Aerospace & Defense industry, increased manufacturing, sustained aftermarket demand, and improved financial metrics for RBC. The company specializes in precision bearings and components for aerospace/defense and industrial sectors.
RBC Bearings (RBC) Q3 2026 Earnings Transcript
RBC Bearings reported strong Q3 2026 results with net sales up 17% year-over-year, driven by significant growth in both Aerospace/Defense (41.5%) and Industrial (3.1%) segments. The company highlighted robust demand in the A&D sector, particularly for submarine-related products and commercial aircraft components, leading to a backlog exceeding $2 billion. Management outlined plans to prioritize deleveraging by paying down debt and provided optimistic guidance for Q4 revenue and continued growth in fiscal year 2027, especially in the industrial sector.
RBC Bearings INC SEC 10-Q Report
RBC Bearings INC has released its Form 10-Q report for the third quarter of fiscal 2026, showcasing strong financial performance with total net sales of $461.6 million, a 17.0% increase year-over-year. The growth was primarily driven by a significant 41.5% surge in the Aerospace/Defense segment and a 3.1% rise in the Industrial segment, supported by the acquisition of VACCO. The company projects continued growth, expecting net sales of $495.0 to $505.0 million in the fourth quarter of fiscal 2026 and reporting a substantial backlog of $2.1 billion.
RBC Bearings (RBC) Q3 2026 Earnings Transcript
RBC Bearings reported strong Q3 2026 earnings with a 17% increase in net sales, driven by significant growth in the Aerospace/Defense segment. The company highlighted robust backlogs, particularly in Aerospace/Defense, and positive industrial order trends. Management plans to continue deleveraging and anticipates higher industrial growth in fiscal year 2027.
RBC Bearings Inc. (NYSE:RBC) Reports Strong Earnings but Cautious Q4 Revenue Outlook
RBC Bearings Inc. (NYSE:RBC) announced strong fiscal third-quarter earnings, exceeding analyst EPS estimates with $3.04 per share, a 29.9% year-over-year increase. However, the company's revenue of $461.6 million slightly missed expectations, and its Q4 revenue guidance of $495 million to $505 million fell short of consensus estimates, leading to a negative pre-market reaction. Despite the cautious outlook, the company demonstrated robust operational trends, including significant growth in its Aerospace/Defense segment and a backlog that more than doubled to $2.1 billion.
RBC Bearings Incorporated Announces Fiscal Third Quarter 2026 Results
RBC Bearings Incorporated announced strong fiscal third quarter 2026 results, driven by significant growth in its Aerospace & Defense segment and steady performance in its Industrial business. The company reported a 17.0% increase in net sales to $305.6 million and projected continued growth for the fourth quarter, with expected net sales between $295.0 million and $305.0 million. Chairman and CEO Dr. Michael J. Hartnett attributed the success to continued momentum in Aerospace & Defense, strategic growth, increased production capacity, and strong free cash flow generation.
RBC Bearings: Fiscal Q3 Earnings Snapshot
RBC Bearings Inc. reported strong fiscal third-quarter results, exceeding Wall Street expectations. The company announced net income of $67.4 million, or $2.13 per share, and adjusted earnings of $3.04 per share. RBC Bearings also surpassed revenue forecasts, posting $461.6 million, and provided a positive revenue outlook for the current quarter ranging from $495 million to $505 million.
Principal Financial Group Inc. Purchases 4,776 Shares of RBC Bearings Incorporated $RBC
Principal Financial Group Inc. increased its stake in RBC Bearings Incorporated (NYSE:RBC) by 4.5% in the third quarter, acquiring an additional 4,776 shares for a total of 111,443 shares valued at approximately $43.50 million. RBC Bearings is currently rated a "Moderate Buy" by analysts with a consensus target price of $489.17, and has seen recent analyst upgrades. The article also notes insider selling activity by Director Steven H. Kaplan and provides financial metrics for RBC Bearings.
RBC Bearings (NYSE:RBC) Posts Q4 CY2025 Sales In Line With Estimates
RBC Bearings met Q4 CY2025 revenue estimates with sales up 17% year-on-year to $461.6 million, and its non-GAAP profit beat estimates by 6.2%. However, the company's Q1 CY2026 revenue guidance of $500 million fell slightly below analyst expectations. The stock traded down 5% immediately after reporting, despite strong performance in its Aerospace & Defense business.
RBC Bearings: Fiscal Q3 Earnings Snapshot
RBC Bearings Inc. (RBC) announced strong fiscal third-quarter results, reporting net income of $67.4 million, or $2.13 per share. Adjusted earnings of $3.04 per share exceeded Wall Street's expectations of $2.85 per share. The company also surpassed revenue forecasts, posting $461.6 million against an expected $461.1 million, and projects future revenue between $495 million and $505 million for the current quarter.
Precision Trading with Rbc Bearings Incorporated (RBC) Risk Zones
This article from Stock Traders Daily provides a detailed analysis of Rbc Bearings Incorporated (NYSE: RBC) using AI-generated signals. It identifies strong sentiment across all horizons, supporting an overweight bias, and outlines specific institutional trading strategies including position, momentum breakout, and risk hedging with defined entry zones, targets, and stop losses. The analysis also includes multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, highlighting support and resistance levels.
All eyes on RBC Bearings earnings amid Boeing production surge By Investing.com
RBC Bearings (NYSE:RBC) is set to report its fiscal third-quarter results, with analysts expecting earnings of $2.85 per share and revenue of $460.07 million. The focus will be on the company's ability to expand margins, driven by an accelerating commercial aerospace production and the integration of its DODGE acquisition. Strong performance in the aerospace and defense segment, particularly with Boeing production increases, is expected to be a key driver for future growth, justifying its premium valuation.
All eyes on RBC Bearings earnings amid Boeing production surge By Investing.com
RBC Bearings (NASDAQ: RBC) is set to report its fiscal third-quarter earnings, with analysts expecting $2.85 per share on $460.07 million in revenue. Investors will focus on the company's ability to drive margin expansion through accelerating commercial aerospace production and the integration of its DODGE acquisition. The stock's premium valuation and strong performance are driven by increased demand in aerospace and defense markets.
RBC Bearings Incorporated $RBC Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans decreased its stake in RBC Bearings (NYSE:RBC) by 15.0% in Q3, selling 7,659 shares, though still holding 43,303 shares valued at approximately $16.9 million. An insider, Director Steven H. Kaplan, also sold 700 shares, reducing his holdings by over 25%. Despite these sales, Wall Street analysts maintain a largely bullish "Moderate Buy" consensus rating for RBC Bearings with an average price target of $489.17.
RBC Bearings (RBC) Reports Earnings Tomorrow: What To Expect
RBC Bearings (RBC) is set to report its earnings tomorrow before market open. Analysts anticipate a 16.7% year-over-year revenue growth to $460.3 million and adjusted earnings of $2.86 per share, indicating confidence in the company's performance. The stock has seen positive sentiment, with its share price up 11.9% over the last month, outperforming the industrial machinery segment average.
RBC Bearings' aerospace & defense growth picks up: A sign of more upside?
The article discusses the recent strength in RBC Bearings' aerospace and defense segments, which showed a significant increase in revenue. This growth could signal further upside potential for the company. The analysis likely delves into the reasons behind this performance and its implications for future stock valuation.
Strs Ohio Sells 4,018 Shares of RBC Bearings Incorporated $RBC
Strs Ohio significantly reduced its stake in RBC Bearings by selling 4,018 shares, leaving 741 shares valued at $289,000. Despite this, other major institutions like Vanguard, Geneva, Geode, and Maren increased their positions, and Artisan Partners initiated a new stake. The company recently reported strong quarterly earnings, beating EPS estimates and showing 14.4% year-over-year revenue growth, with analysts maintaining a "Moderate Buy" rating.
How Margin Gains And Segment Strength At RBC Bearings (RBC) Have Changed Its Investment Story
RBC Bearings (RBC) recently reported a strong fiscal second quarter of 2025, surpassing earnings and revenue expectations, driven by momentum in its Aerospace/Defense and Industrial segments. The company's focus on margin expansion, coupled with analyst upgrades and improved earnings estimates, has strengthened investor confidence. Despite a rich earnings multiple, the ongoing challenge for management lies in sustaining margin growth amidst cost pressures and exposure to softer end markets.
