RBC Bearings

RBC

Market cap $18.7B

The next big bottleneck trade might have more to do with bearings than microchips.

RBC Bearings (RBC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

RBC Bearings Incorporated RBC has been benefiting from strength in the Aerospace/Defense segment, driven by solid momentum in the commercial aerospace market. Strong growth in orders from the OEM (original equipment manufacturer) and the aftermarket verticals is driving the segment's performance (revenues up 41.2% year over year in fourth-quarter fiscal 2026).

GE Vernova and several other stocks to watch near buy points are part of the so-called picks and shovels swath of the AI data center space.

RBC's Aerospace & Defense segment surges on commercial and defense demand, with a strong backlog supporting future growth.

Aerospace and defense is RBC's best-growing segment: Sales jumped 41.2% in the March-ended quarter, amid "unprecedented commercial aircraft build rates."

During the first quarter of 2026, the largest portfolio sector weightings were Health Care and Industrials. RBC Bearings Incorporated, Cognex Corporation and Nebius Group were among the top contributors to performance. Repligen Corporation, Agilysys, Inc., and GeneDx Holdings Corp. were among the top detractors from performance.

Manufacturing PMI hit a four-year high in May as demand stayed strong; HLIO, LXFR, RBC and WTS stand out amid the sector's rebound.

RBC, HLIO, LXFR, TNC and GHM are likely to benefit as U.S. manufacturing PMI expanded for the fifth month in May.