RBC
RBC Bearings INC
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveRBC Bearings delivered a strong Q1 FY2027 earnings beat with adjusted EPS of $3.88 (vs. $3.41 consensus) and 19.2% revenue growth to $519.5 million, driven by robust aerospace & defense demand (up 36.9%) and exceptional space business contribution of $25M. The company expanded gross margins to 47.7%, generated strong free cash flow of $146.9M, reduced debt by $77M, and maintained record backlog levels, prompting multiple analyst price target increases to $608-$649.
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Durable Capital Partners | SC 13G/A | — | 5.4% | -9.5% vs SPY -9.0% abs | 2026-08-14 | ↗ |
| Durable Capital Partners | SC 13G/A | — | 7.2% | -8.1% vs SPY -2.6% abs | 2026-05-15 | ↗ |