In its first-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted RBC Bearings Incorporated (NYSE:RBC) as a notable contributor.
RBC Bearings Incorporated (NYSE:RBC) is an industrial company that focuses on manufacturing and marketing engineered precision bearings, components, and systems for aerospace, defense, and industrial markets
On June 2, 2026, RBC Bearings Incorporated (NYSE:RBC) closed at $578.34 per share. One-month return of RBC Bearings Incorporated (NYSE:RBC) was 2.21%, and its shares gained 75.10% over the past 52 weeks. RBC Bearings Incorporated (NYSE:RBC) has a market capitalization of $18.29 billion.
Wasatch Long/Short Alpha Fund stated the following regarding RBC Bearings Incorporated (NYSE:RBC) in its Q1 2026 investor letter: “In the first quarter, one of the largest contributors among our long positions was RBC Bearings Incorporated (NYSE:RBC) . The company is a U.S. industrial manufacturer of highly engineered precision bearings and components used in critical aerospace, defense, industrial and energy applications. Companies tied to the aerospace and defense industries tended to have strong stock-price performance in the first quarter, as investors anticipated higher demand for their products in a more geopolitically volatile environment.