RBC BearingsRBC
About: RBC Bearings Inc is an international manufacturer and marketer of engineered precision bearings, components, and essential systems for the industrial, defense, and aerospace industries. The offering includes plain bearings, roller bearings, ball bearings, and engineered products. The company has two reportable segments: Industrial, which derives maximum revenue, and Aerospace/Defense. The Aerospace/Defense segment represents the end markets for the company's engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications; and the Industrial segment represents the end markets for its products used in various industrial applications. Geographically, the company generates a majority of its revenue from the United States.
Employees: 5,334
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
159% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 29
14% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 8 (+1) [Q1 2025]
13% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 138
9% more funds holding
Funds holding: 395 [Q4 2024] → 430 (+35) [Q1 2025]
5% more capital invested
Capital invested by funds: $9.58B [Q4 2024] → $10.1B (+$478M) [Q1 2025]
2.57% less ownership
Funds ownership: 102.01% [Q4 2024] → 99.44% (-2.57%) [Q1 2025]
14% less call options, than puts
Call options by funds: $2.09M | Put options by funds: $2.45M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Truist Securities Michael Ciarmoli | 16%upside $431 | Buy Maintained | 12 Jun 2025 |
Morgan Stanley Kristine Liwag | 12%upside $415 | Overweight Maintained | 20 May 2025 |
Financial journalist opinion
Based on 7 articles about RBC published over the past 30 days
