Aerospace and defense is RBC's best-growing segment: Sales jumped 41.2% in the March-ended quarter, amid "unprecedented commercial aircraft build rates."
During the first quarter of 2026, the largest portfolio sector weightings were Health Care and Industrials. RBC Bearings Incorporated, Cognex Corporation and Nebius Group were among the top contributors to performance. Repligen Corporation, Agilysys, Inc., and GeneDx Holdings Corp. were among the top detractors from performance.
A new global defense investment cycle is extending beyond the largest primary defense contractors to include nimbler high-tech defense businesses, and Europe is emerging as a key driver of rising. Defense priorities are shifting from legacy platforms toward faster, more autonomous and more software-enabled unmanned systems, defense electronics and aerospace capabilities. We believe compelling o...
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, aerospace and defense industries, today announced that Daniel Bergeron, Director, Vice President and Chief Operating Officer, and Robert Sullivan, Vice President and Chief Financial Officer, will...
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, aerospace and defense markets, today reported results for the fourth quarter and full year fiscal 2026. Fourth Quarter Financial Highlights Fourth quarter net sales of $518.0 million increased 18...
The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position...
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