NYSE · Industrials

RBC BEARINGS INC RBC

RBC Bearings Incorporated manufactures and markets engineered precision bearings, components, and systems in the United States and internationally. It operates through two segments: Aerospace/Defense and Industrial.

Metal Fabrications

Company profile

Business mix

  • It operates through two segments: Aerospace/Defense and Industrial.
  • In addition, it offers mounted bearing products include mounted ball bearings, mounted roller bearings, and mounted plain bearings.
  • Further, the company’s power transmission components include mechanical drive components, couplings, and conveyor components.
  • It serves commercial and defense aerospace, construction, mining, forestry, energy, agricultural, food and beverage, metals and mining material handling, chemicals, oil and gas production, warehousing and logistics, semiconductor equipment.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in tools & accessories?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 64.92 FCF 1.84% Buyback -4.22%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 12.7% $1.2B 2026-03-31
Baillie Gifford legacy James Anderson 0.2% $159.8M 2026-03-31
Baron Capital Ron Baron 0.3% $98.6M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $63.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $159.8M Estimated from net added shares
Reduction amount $104.1M Estimated from net reduced shares
Net share change / base shares +3.7% +102,529 / 2,765,162
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.7% 13F value change +$10.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 117,141 Last 1 periods -799 (-0.7%) Total shares 116,342 Value $63.2M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -40.1% 13F value change -$37.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 303,110 Last 1 periods -121,629 (-40.1%) Total shares 181,481 Value $98.6M
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.0% 13F value change +$184.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,344,911 Last 1 periods -69,275 (-3.0%) Total shares 2,275,636 Value $1.2B
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
New Shares - 13F value change +$159.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 1 periods +294,232 (New) Total shares 294,232 Value $159.8M

Recent mentions

No public mentions.