RBC Bearings

RBC

Market cap $15.7B

Does RBC Bearings (RBC) have what it takes to be a top stock pick for momentum investors? Let's find out.

RBC benefits from aerospace and defense strength, VACCO acquisition synergies and a solid backlog, even as rising costs and softer end markets pose risks.

RBC is seeing accelerating aerospace and defense growth, fueled by strong OEM demand, a rising backlog and robust defense orders.

The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.

RBC posts strong Q2 results with double-digit revenue growth, margin expansion and upbeat Q3 sales guidance.

RBC Bearings Incorporated ( RBC ) Q2 2026 Earnings Call October 31, 2025 11:00 AM EDT Company Participants Mike Hartnett - Chairman, President & CEO Robert Sullivan - VP & CFO Conference Call Participants Joshua Carroll Kristine Liwag - Morgan Stanley, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Steve Barger - KeyBanc Capital Markets Inc., Research Division Scott Deuschle - Deutsche Bank AG, Research Division Peter Skibitski - Alembic Global Advisors Ronald Epstein - BofA Securities, Research Division Presentation Joshua Carroll Good morning, and thank you for joining us for RBC Bearings Fiscal Second Quarter 2026 Earnings Call. I'm Josh Carroll, the Investor Relations team.

RBC Bearings (RBC) came out with quarterly earnings of $2.88 per share, beating the Zacks Consensus Estimate of $2.74 per share. This compares to earnings of $2.29 per share a year ago.

OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today reported results for the second quarter fiscal 2026. Second Quarter Financial Highlights Second quarter net sales of $455.3 million increased 14.4% over last year, Aerospace/Defense up 38.8% and Industrial up 0.7%. Gross margin of 44.1% for the second quart.

RBC Bearings (RBC) is well positioned to outperform the market, as it exhibits above-average growth in financials.

RBC Bearings (RBC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.