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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $351.4M, roughly 1.3× APOGEE ENTERPRISES, INC.). RBC Bearings INC runs the higher net margin — 14.6% vs 4.7%, a 9.9% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 1.6%). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs 2.9%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
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...
APOG vs RBC — Head-to-Head
Income Statement — Q4 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $461.6M |
| Net Profit | $16.6M | $67.4M |
| Gross Margin | 22.4% | 44.3% |
| Operating Margin | 7.3% | 22.3% |
| Net Margin | 4.7% | 14.6% |
| Revenue YoY | 1.6% | 17.0% |
| Net Profit YoY | 568.8% | 16.4% |
| EPS (diluted) | $0.78 | $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.
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $461.6M | ||
| Q3 25 | $358.2M | $455.3M | ||
| Q2 25 | $346.6M | $436.0M | ||
| Q1 25 | $345.7M | $437.7M | ||
| Q4 24 | $341.3M | $394.4M | ||
| Q3 24 | $342.4M | $397.9M | ||
| Q2 24 | $331.5M | $406.3M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $67.4M | ||
| Q3 25 | $23.6M | $60.0M | ||
| Q2 25 | $-2.7M | $68.5M | ||
| Q1 25 | $2.5M | $72.7M | ||
| Q4 24 | $21.0M | $57.9M | ||
| Q3 24 | $30.6M | $54.2M | ||
| Q2 24 | $31.0M | $61.4M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 44.3% | ||
| Q3 25 | 23.1% | 44.1% | ||
| Q2 25 | 21.7% | 44.8% | ||
| Q1 25 | 21.6% | 44.2% | ||
| Q4 24 | 26.1% | 44.3% | ||
| Q3 24 | 28.4% | 43.7% | ||
| Q2 24 | 29.8% | 45.3% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 22.3% | ||
| Q3 25 | 7.5% | 21.5% | ||
| Q2 25 | 2.0% | 23.2% | ||
| Q1 25 | 1.8% | 23.0% | ||
| Q4 24 | 8.4% | 21.7% | ||
| Q3 24 | 12.3% | 21.6% | ||
| Q2 24 | 12.5% | 24.0% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 14.6% | ||
| Q3 25 | 6.6% | 13.2% | ||
| Q2 25 | -0.8% | 15.7% | ||
| Q1 25 | 0.7% | 16.6% | ||
| Q4 24 | 6.1% | 14.7% | ||
| Q3 24 | 8.9% | 13.6% | ||
| Q2 24 | 9.4% | 15.1% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $2.13 | ||
| Q3 25 | $1.10 | $1.90 | ||
| Q2 25 | $-0.13 | $2.17 | ||
| Q1 25 | $0.12 | $2.33 | ||
| Q4 24 | $0.96 | $1.82 | ||
| Q3 24 | $1.40 | $1.65 | ||
| Q2 24 | $1.41 | $1.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.5M | $107.6M |
| Total DebtLower is stronger | $232.3M | $990.2M |
| Stockholders' EquityBook value | $511.8M | $3.3B |
| Total Assets | $1.1B | $5.1B |
| Debt / EquityLower = less leverage | 0.45× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $107.6M | ||
| Q3 25 | $39.5M | $91.2M | ||
| Q2 25 | $32.8M | $132.9M | ||
| Q1 25 | $41.4M | $36.8M | ||
| Q4 24 | $43.9M | — | ||
| Q3 24 | $51.0M | — | ||
| Q2 24 | $30.4M | $76.8M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | $285.0M | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $3.3B | ||
| Q3 25 | $500.2M | $3.2B | ||
| Q2 25 | $481.8M | $3.1B | ||
| Q1 25 | $487.9M | $3.0B | ||
| Q4 24 | $522.1M | $2.9B | ||
| Q3 24 | $506.4M | $2.9B | ||
| Q2 24 | $480.0M | $2.8B |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.2B | $5.1B | ||
| Q2 25 | $1.2B | $4.8B | ||
| Q1 25 | $1.2B | $4.7B | ||
| Q4 24 | $1.2B | $4.7B | ||
| Q3 24 | $917.1M | $4.7B | ||
| Q2 24 | $889.0M | $4.7B |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | 0.58× | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M | $122.1M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 21.5% |
| Capex IntensityCapex / Revenue | 7.8% | 5.0% |
| Cash ConversionOCF / Net Profit | 7.37× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $122.1M | ||
| Q3 25 | $57.1M | $88.4M | ||
| Q2 25 | $-19.8M | $120.0M | ||
| Q1 25 | $30.0M | — | ||
| Q4 24 | $31.0M | $84.0M | ||
| Q3 24 | $58.7M | — | ||
| Q2 24 | $5.5M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $99.1M | ||
| Q3 25 | $52.4M | $71.7M | ||
| Q2 25 | $-26.9M | $104.3M | ||
| Q1 25 | $19.1M | — | ||
| Q4 24 | $22.0M | $73.6M | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $-1.8M | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 21.5% | ||
| Q3 25 | 14.6% | 15.7% | ||
| Q2 25 | -7.8% | 23.9% | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 6.4% | 18.7% | ||
| Q3 24 | 14.7% | — | ||
| Q2 24 | -0.5% | 21.8% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 5.0% | ||
| Q3 25 | 1.3% | 3.7% | ||
| Q2 25 | 2.1% | 3.6% | ||
| Q1 25 | 3.2% | 3.2% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.5% | 4.1% | ||
| Q2 24 | 2.2% | 2.2% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 1.81× | ||
| Q3 25 | 2.41× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 12.08× | — | ||
| Q4 24 | 1.48× | 1.45× | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 0.18× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
