RBC Bearings Incorporated (RBC)

In the past six months, RBC Bearings' stock has experienced positive momentum, reaching $426.16 per share as of November 21, 2025, a 25.79% increase from November 25, 2024. The stock recently hit a new 52-week high of $449.60 on November 27, 2025. Key events impacting the stock include strong earnings, with RBC Bearings exceeding Q2 2026 expectations, an increased backlog surging to $1.6 billion, analyst upgrades and price target increases, the completion of the VACCO acquisition, and the extension of its $500 million revolving credit facility with Wells Fargo Bank to October 28, 2030.

Demand for RBC Bearings' products and services is primarily influenced by the cyclical nature and growth factors of the industries it serves rather than strict calendar seasonality. The industrial market demand is influenced by factors such as industrial machinery and equipment shipments, and activity in various sectors, while the aerospace market demand is driven by new aircraft build rates and worldwide carrier traffic volume. The defense market activity is influenced by modernization programs and the continued utilization of deployed equipment. Overall, the strong and sustained demand in the aerospace and defense sectors is a significant driver for RBC Bearings.

RBC Bearings Incorporated is an international manufacturer and marketer of highly engineered precision bearings, components, and essential systems, operating primarily within the Industrials sector. Its products serve various industries including Metal Fabrications, Industrial Supplies and Parts, and Tools & Accessories. RBC focuses on highly technical or regulated bearings and engineered products for specialized markets, leveraging its expertise in design, testing, and manufacturing. The company's major products include plain bearings, roller bearings, ball bearings, and engineered products and components. RBC serves two principal categories: industrial (67% of net sales for fiscal year ended March 30, 2024) and aerospace/defense (33% of net sales for fiscal year ended March 30, 2024).

RBC Bearings has a significant global presence with 54 facilities in 11 countries, including 38 manufacturing facilities. The company maintains a global network of sales engineers, distributors, and authorized agents. In North America, RBC operates four industrial distribution centers: Eastern (Bishopville, SC), Midwest (Mentor, OH), Southern (Grand Prairie, TX), and Western (Rancho Dominguez, CA). Additionally, RBC Bearings has a European Distribution Operation (EDO) based in Delémont, Switzerland, which serves as its European logistics platform. The company's headquarters are located in Oxford, Connecticut, USA.

RBC Bearings generally maintains a positive brand reputation, particularly within the financial community, as evidenced by consistent "Moderate Buy" consensus ratings from analysts and upward revisions of price targets over the past year. This positive sentiment is driven by strong financial performance, robust demand in key segments, and strategic acquisitions. Specific events that have positively affected RBC Bearings' reputation include strong financial performance and outlook, commitment to corporate governance, and strategic acquisitions and capacity expansion. No significant negative events impacting RBC Bearings' brand reputation were identified in the past year.

RBC Bearings Incorporated is predominantly owned by institutional shareholders, who hold 98.38% of the company's stock, while insiders own 4.51%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Durable Capital Partners LP, Kayne Anderson Rudnick Investment Management Llc, Wasatch Advisors Inc, T. Rowe Price Investment Management, Inc., Fmr Llc, and State Street Corp. The largest individual shareholder is Michael J. Hartnett, who owns 708,026 shares, representing 2.24% of the company.