Dec 30, 2025 • TradingView — Track All Markets
SOMEWHAT-BULLISH
RBC Bearings Gains From Business Strength Amid Persisting Headwinds
RBC Bearings (RBC) is experiencing strong performance in its Aerospace/Defense segment due to commercial aerospace demand and increased defense orders. The company's Industrial segment is also performing well, and recent acquisition of VACCO Industries has bolstered its product portfolio. Despite these gains, RBC faces challenges from weak refinery demand, semiconductor market softness, and rising costs impacting margins.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
RBC Bearings Incorporated (NYSE:RBC) Receives Average Recommendation of "Moderate Buy" from Analysts
RBC Bearings Incorporated (NYSE:RBC) has received a "Moderate Buy" consensus rating from eight analysts, with an average one-year price target of $463.17. The stock is currently trading near its 12-month high with elevated valuation metrics, including a market cap of $14.43 billion and a PE ratio of 55.74. Recent insider activity shows a director selling shares, while institutional investors, including Frontier Capital, have initiated significant positions.
Dec 28, 2025 • Finviz
SOMEWHAT-BULLISH
3 Market-Beating Stocks with Exciting Potential
This article highlights three market-beating stocks—RBC Bearings (RBC), W. R. Berkley (WRB), and Progressive (PGR)—that exhibit strong potential due to rising sales, expanding margins, and increasing returns on capital. It details their impressive financial growth over recent years, such as RBC's 21% annual revenue growth, WRB's 12.4% annualized net premiums expansion, and PGR's 19.5% annualized net premiums earned expansion. The article emphasizes that these companies offer exciting opportunities for investors seeking high-quality stocks in the current market.
Dec 26, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
RBC Bearings' Aerospace & Defense Growth Picks Up: A Sign of More Upside?
RBC Bearings Incorporated (RBC) is experiencing significant growth in its aerospace and defense segment, with revenues surging by 38.8% in fiscal Q2 2026. This growth is fueled by strong demand from commercial aerospace original equipment manufacturers and the aftermarket, as well as an increase in defense market orders. Despite trading above the industry average with a forward price-to-earnings ratio of 35.51X, the company maintains a Zacks Rank #3 (Hold), with its fiscal 2026 earnings estimates trending upwards.
Dec 26, 2025 • www.sharewise.com
BULLISH
RBC Bearings' Aerospace & Defense Growth Picks Up: A Sign of More Upside?
RBC Bearings (RBC) is experiencing significant growth in its Aerospace & Defense segment, driven by strong commercial aerospace demand and increased defense orders, culminating in a 38.8% revenue surge in the fiscal second quarter. The company's robust backlog and market tailwinds, including solid U.S. defense spending and air travel strength, position it for continued demand momentum. While RBC shares have outperformed the industry, its valuation is higher, with analysts maintaining a "Hold" rating.
Dec 26, 2025 • Yahoo Finance
BULLISH
RBC Bearings' Aerospace & Defense Growth Picks Up: A Sign of More Upside?
RBC Bearings (RBC) is experiencing strong growth in its Aerospace/Defense segment, driven by robust demand in both commercial aerospace and defense markets. The company's revenues for this segment increased by 38.8% in fiscal second quarter 2026, with a significant backlog of $1.06 billion. Peers like Howmet Aerospace Inc. (HWM) and Parker-Hannifin Corp. (PH) are also seeing similar positive trends in the aerospace sector.