RBC Bearings
About: RBC Bearings Inc is an international manufacturer and marketer of highly 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 end market is the United States of America. The company has two reportable segments: Aerospace Defense segment represents the end markets for the company's highly engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications; and Industrial segment represents the end markets for the company's engineered bearings and precision components used in various industrial applications. It derives maximum revenue from Industrial Segment.
Employees: 5,302
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
23% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 128
2% more funds holding
Funds holding: 385 [Q3] → 393 (+8) [Q4]
2.04% more ownership
Funds ownership: 107.64% [Q3] → 109.68% (+2.04%) [Q4]
2% more capital invested
Capital invested by funds: $9.41B [Q3] → $9.58B (+$171M) [Q4]
13% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 7 (-1) [Q4]
56% less call options, than puts
Call options by funds: $1.79M | Put options by funds: $4.07M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Morgan Stanley Kristine Liwag 65% 1-year accuracy 11 / 17 met price target | 17%upside $390 | Overweight Maintained | 4 Feb 2025 |
Truist Securities Michael Ciarmoli 64% 1-year accuracy 39 / 61 met price target | 23%upside $410 | Buy Maintained | 3 Feb 2025 |
Keybanc Steve Barger 25% 1-year accuracy 7 / 28 met price target | 19%upside $395 | Overweight Maintained | 3 Feb 2025 |
Financial journalist opinion









