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Stock impact report

RBC Bearings' Aerospace & Defense Growth Picks Up: A Sign of More Upside? [Yahoo! Finance]

RBC Bearings Incorporated (RBC) 
Last rbc bearings incorporated earnings: 2/3 05:17 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Solid momentum in the commercial aerospace market, driven by strong growth in orders from the OEM (original equipment manufacturer) and the aftermarket verticals, is driving the company's Aerospace/Defense segment. After witnessing growth of 10.4% year over year in the first-quarter fiscal 2026 (ended June 28, 2025), revenues from the segment surged 38.8% in the fiscal second quarter (ended Sept. 27, 2025). The robust backlog level of $1.06 billion, exiting the fiscal second quarter, along with the company's strong execution on incremental orders in the commercial aerospace market, is expected to act as a tailwind for the segment. An increase in demand for the company's bearings and engineered component products in the defense market, supported by growth in marine and missile applications orders, will also continue to augur well for the segment in the quarters ahead. Within the segment, revenues from the commercial aerospace market increased 21.6%, while those from the defense mar Show less Read more
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