Company Overview - RBC Bearings Incorporated (NYSE:RBC) specializes in manufacturing precision bearings and components for industrial, aerospace, and defense applications, competing with industry giants like Timken and SKF [1] - The current market capitalization of RBC is approximately $14.28 billion, with a trading volume of 139,036 shares [2] Stock Performance - The current trading price of RBC is $451.73, reflecting a slight increase of 0.56 or 0.12%, with fluctuations between $444.39 and $460.16 on the day [2] - Over the past year, RBC has experienced a high of $465.80 and a low of $290.56, indicating significant volatility [2] Analyst Insights - Deutsche Bank has set a price target of $527 for RBC, suggesting a potential upside of 17.14% from the current trading price [1][5] Insider Trading Activity - Representative Gilbert Ray Cisneros, Jr. recently sold shares of RBC, with the transaction valued between $1,001 and $15,000, indicating a potential shift in investment strategy [3] - In addition to RBC, Representative Cisneros has engaged in other trades, including selling shares of Spotify Technology, Alphabet, and Stifel Financial, while purchasing shares in First Watch Restaurant Group, TKO Group, and Logan Energy, suggesting a strategic reallocation of his investment portfolio [4]

Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - RBC Bearings is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 25.7%, with projected EPS growth of 15.4% this year, significantly outperforming the industry average of 6.6% [5] Group 2: Financial Metrics - Current year cash flow growth for RBC Bearings stands at 8.3%, exceeding the industry average of 2.1% [6] - The annualized cash flow growth rate over the past 3-5 years is 21.3%, compared to the industry average of 9% [7] Group 3: Earnings Estimates - The Zacks Consensus Estimate for RBC Bearings' current year earnings has increased by 0.1% over the past month, indicating a positive trend in earnings estimate revisions [9] - The combination of upward earnings estimate revisions and a Growth Score of B positions RBC Bearings favorably for potential outperformance [11]

Core Insights - Artisan Mid Cap Fund reported strong performance in Q3 2025, with returns of 8.80% for Investor Class and Advisor Class funds, and 8.83% for Institutional Class, significantly outperforming the Russell Midcap Growth Index's 2.78% return [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Overview: RBC Bearings Incorporated - RBC Bearings Incorporated, headquartered in Oxford, Connecticut, specializes in engineered precision bearings and components, with a one-month return of 1.10% and a 52-week gain of 32.13% [2] - As of October 14, 2025, RBC Bearings' stock closed at $383.98 per share, with a market capitalization of $12.119 billion [2] Investment Thesis on RBC Bearings - The company derives over 70% of its revenue from sole- or primary-sourced components, highlighting its critical role in customer supply chains [3] - RBC Bearings is positioned to benefit from the production ramp-up of next-generation aircraft, supported by long-term contracts with Boeing and Airbus, along with steady aftermarket demand for maintenance and repair [3] - The company has a strong backlog and successful integration of its VACCO acquisition, indicating continued growth potential [3]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill their growth potential is challenging [1] Group 1: Company Overview - RBC Bearings is identified as a cutting-edge growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 25.7%, with projected EPS growth of 15.3% this year, significantly higher than the industry average of 7.5% [5] Group 2: Financial Metrics - RBC Bearings has a year-over-year cash flow growth of 8.3%, surpassing the industry average of 2.9% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 21.3%, compared to the industry average of 9% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for RBC Bearings, with the Zacks Consensus Estimate for the current year increasing by 2.2% over the past month [8] - The company has earned a Growth Score of B and holds a Zacks Rank 2 due to positive earnings estimate revisions, indicating potential for outperformance [10]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with RBC Bearings identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][9]. Earnings Growth - RBC Bearings has a historical EPS growth rate of 25.7%, with projected EPS growth of 14.7% for the current year, significantly outperforming the industry average of 7% [5]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 8.3%, surpassing the industry average of 2.9%. Additionally, its annualized cash flow growth rate over the past 3-5 years stands at 21.3%, compared to the industry average of 9% [6][7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for RBC Bearings, with the Zacks Consensus Estimate for the current year increasing by 0.9% over the past month, indicating strong near-term stock price potential [8]. Overall Assessment - RBC Bearings has achieved a Growth Score of B and holds a Zacks Rank of 2, suggesting it is a solid choice for growth investors and a potential outperformer in the market [9][10].