Shift4 Payments' stock was down after a competitor reported disappointing results, raising concerns for the industry. While Trex Co. is facing some current challenges, we still view Trex as a high-quality business. Fabrinet is seeing increased demand as data centers upgrade their networks to faster and lower-latency communication standards capable of handling complex AI workloads.
OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today announced that it will release its third quarter fiscal 2026 financial results before the market opens on Thursday, February 5th. RBC Bearings will host a ...
The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.
RBC Bearings Incorporated ( RBC ) Q2 2026 Earnings Call October 31, 2025 11:00 AM EDT Company Participants Mike Hartnett - Chairman, President & CEO Robert Sullivan - VP & CFO Conference Call Participants Joshua Carroll Kristine Liwag - Morgan Stanley, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Steve Barger - KeyBanc Capital Markets Inc., Research Division S...
OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today reported results for the second quarter fiscal 2026. Second Quarter Financial Highlights Second quarter net sales of $455.3 million increased 14.4% over la...
OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today announced that it will release its second quarter fiscal 2026 financial results before the market opens on Friday, October 31st. RBC Bearings will host a c...
OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today announced that it will participate in the Alembic Global Advisors 3rd Annual Torrey Pines Conference in La Jolla, CA on September 9, 2025, and the Morgan S...
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