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Side-by-side financial comparison of American Healthcare REIT, Inc. (AHR) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
American Healthcare REIT, Inc. is the larger business by last-quarter revenue ($564.0M vs $461.6M, roughly 1.2× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 1.9%, a 12.7% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 13.5%). Over the past eight quarters, American Healthcare REIT, Inc.'s revenue compounded faster (11.7% CAGR vs 5.6%).
Medical Properties Trust, Inc. (MPT) is an international real estate investment trust (REIT) based in Birmingham, Alabama that purchases and invests in healthcare facilities and for-profit healthcare holding companies, primarily in the United States and Europe. Their property acquisitions often come in the form of sale-leaseback agreements, in which the original property owner sells the property to MPT and becomes their tenant. MPT's tenants are generally subject to long-term triple net lease...
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
AHR vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $564.0M | $461.6M |
| Net Profit | $10.8M | $67.4M |
| Gross Margin | 14.8% | 44.3% |
| Operating Margin | 19.8% | 22.3% |
| Net Margin | 1.9% | 14.6% |
| Revenue YoY | 13.5% | 17.0% |
| Net Profit YoY | 133.9% | 16.4% |
| EPS (diluted) | $0.07 | $2.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $564.0M | $461.6M | ||
| Q3 25 | $532.1M | $455.3M | ||
| Q2 25 | $501.3M | $436.0M | ||
| Q1 25 | $497.2M | $437.7M | ||
| Q4 24 | $496.8M | $394.4M | ||
| Q3 24 | $476.8M | $397.9M | ||
| Q2 24 | $458.0M | $406.3M | ||
| Q1 24 | $452.1M | $413.7M |
| Q4 25 | $10.8M | $67.4M | ||
| Q3 25 | $55.9M | $60.0M | ||
| Q2 25 | $9.9M | $68.5M | ||
| Q1 25 | $-6.8M | $72.7M | ||
| Q4 24 | $-31.8M | $57.9M | ||
| Q3 24 | $-4.1M | $54.2M | ||
| Q2 24 | $2.0M | $61.4M | ||
| Q1 24 | $-3.9M | — |
| Q4 25 | 14.8% | 44.3% | ||
| Q3 25 | 14.6% | 44.1% | ||
| Q2 25 | 15.0% | 44.8% | ||
| Q1 25 | 13.0% | 44.2% | ||
| Q4 24 | 13.3% | 44.3% | ||
| Q3 24 | 12.5% | 43.7% | ||
| Q2 24 | 12.1% | 45.3% | ||
| Q1 24 | 10.7% | 43.1% |
| Q4 25 | 19.8% | 22.3% | ||
| Q3 25 | 19.9% | 21.5% | ||
| Q2 25 | 20.6% | 23.2% | ||
| Q1 25 | 19.0% | 23.0% | ||
| Q4 24 | 20.0% | 21.7% | ||
| Q3 24 | 19.6% | 21.6% | ||
| Q2 24 | 19.4% | 24.0% | ||
| Q1 24 | 18.2% | 22.8% |
| Q4 25 | 1.9% | 14.6% | ||
| Q3 25 | 10.5% | 13.2% | ||
| Q2 25 | 2.0% | 15.7% | ||
| Q1 25 | -1.4% | 16.6% | ||
| Q4 24 | -6.4% | 14.7% | ||
| Q3 24 | -0.9% | 13.6% | ||
| Q2 24 | 0.4% | 15.1% | ||
| Q1 24 | -0.9% | — |
| Q4 25 | $0.07 | $2.13 | ||
| Q3 25 | $0.33 | $1.90 | ||
| Q2 25 | $0.06 | $2.17 | ||
| Q1 25 | $-0.04 | $2.33 | ||
| Q4 24 | $-0.23 | $1.82 | ||
| Q3 24 | $-0.03 | $1.65 | ||
| Q2 24 | $0.01 | $1.90 | ||
| Q1 24 | $-0.04 | $1.92 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $114.8M | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $3.3B | $3.3B |
| Total Assets | $5.4B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $114.8M | $107.6M | ||
| Q3 25 | $147.4M | $91.2M | ||
| Q2 25 | $133.5M | $132.9M | ||
| Q1 25 | $86.1M | $36.8M | ||
| Q4 24 | $76.7M | — | ||
| Q3 24 | $67.8M | — | ||
| Q2 24 | $52.1M | $76.8M | ||
| Q1 24 | $77.0M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $3.3B | $3.3B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.4B | $3.1B | ||
| Q1 25 | $2.3B | $3.0B | ||
| Q4 24 | $2.3B | $2.9B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $1.9B | $2.8B | ||
| Q1 24 | $2.0B | $2.8B |
| Q4 25 | $5.4B | $5.1B | ||
| Q3 25 | $4.8B | $5.1B | ||
| Q2 25 | $4.5B | $4.8B | ||
| Q1 25 | $4.5B | $4.7B | ||
| Q4 24 | $4.5B | $4.7B | ||
| Q3 24 | $4.7B | $4.7B | ||
| Q2 24 | $4.6B | $4.7B | ||
| Q1 24 | $4.7B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $55.2M | $122.1M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | 5.12× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $55.2M | $122.1M | ||
| Q3 25 | $107.2M | $88.4M | ||
| Q2 25 | $71.5M | $120.0M | ||
| Q1 25 | $60.6M | — | ||
| Q4 24 | $59.5M | $84.0M | ||
| Q3 24 | $63.1M | — | ||
| Q2 24 | $59.4M | $97.4M | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
| Q4 25 | 5.12× | 1.81× | ||
| Q3 25 | 1.92× | 1.47× | ||
| Q2 25 | 7.21× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | 30.02× | 1.59× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
