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Side-by-side financial comparison of Axos Financial, Inc. (AX) 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 $392.2M, roughly 1.2× Axos Financial, Inc.). Axos Financial, Inc. runs the higher net margin — 31.8% vs 14.6%, a 17.2% gap on every dollar of revenue. Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (16.1% CAGR vs 5.6%).
Axos Financial is an American bank holding company based in Las Vegas, Nevada and is the parent of Axos Bank, a direct bank. It also offers registered investment adviser services and an electronic trading platform.
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...
AX vs RBC — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $461.6M |
| Net Profit | $124.7M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | — | 22.3% |
| Net Margin | 31.8% | 14.6% |
| Revenue YoY | — | 17.0% |
| Net Profit YoY | 18.5% | 16.4% |
| EPS (diluted) | $2.15 | $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 | $392.2M | — | ||
| Q4 25 | $385.1M | $461.6M | ||
| Q3 25 | $323.4M | $455.3M | ||
| Q2 25 | $321.4M | $436.0M | ||
| Q1 25 | $308.8M | $437.7M | ||
| Q4 24 | $307.9M | $394.4M | ||
| Q3 24 | $320.7M | $397.9M | ||
| Q2 24 | $290.9M | $406.3M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $67.4M | ||
| Q3 25 | $112.4M | $60.0M | ||
| Q2 25 | $110.7M | $68.5M | ||
| Q1 25 | $105.2M | $72.7M | ||
| Q4 24 | $104.7M | $57.9M | ||
| Q3 24 | $112.3M | $54.2M | ||
| Q2 24 | $104.9M | $61.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 22.3% | ||
| Q3 25 | 46.3% | 21.5% | ||
| Q2 25 | 48.5% | 23.2% | ||
| Q1 25 | 47.9% | 23.0% | ||
| Q4 24 | 48.8% | 21.7% | ||
| Q3 24 | 49.6% | 21.6% | ||
| Q2 24 | 49.6% | 24.0% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 14.6% | ||
| Q3 25 | 34.7% | 13.2% | ||
| Q2 25 | 34.4% | 15.7% | ||
| Q1 25 | 34.1% | 16.6% | ||
| Q4 24 | 34.0% | 14.7% | ||
| Q3 24 | 35.0% | 13.6% | ||
| Q2 24 | 36.0% | 15.1% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $2.13 | ||
| Q3 25 | $1.94 | $1.90 | ||
| Q2 25 | $1.89 | $2.17 | ||
| Q1 25 | $1.81 | $2.33 | ||
| Q4 24 | $1.80 | $1.82 | ||
| Q3 24 | $1.93 | $1.65 | ||
| Q2 24 | $1.75 | $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 | — | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $3.1B | $3.3B |
| Total Assets | $29.2B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $107.6M | ||
| Q3 25 | $2.6B | $91.2M | ||
| Q2 25 | $1.9B | $132.9M | ||
| Q1 25 | $2.0B | $36.8M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.0B | $76.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $312.7M | $915.6M | ||
| Q1 25 | $377.4M | $920.1M | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $3.3B | ||
| Q3 25 | $2.8B | $3.2B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | $2.3B | $2.8B |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $5.1B | ||
| Q3 25 | $27.4B | $5.1B | ||
| Q2 25 | $24.8B | $4.8B | ||
| Q1 25 | $24.0B | $4.7B | ||
| Q4 24 | $23.7B | $4.7B | ||
| Q3 24 | $23.6B | $4.7B | ||
| Q2 24 | $22.9B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | 0.12× | 0.29× | ||
| Q1 25 | 0.14× | 0.30× | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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 | — | $122.1M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $122.1M | ||
| Q3 25 | $118.4M | $88.4M | ||
| Q2 25 | $490.3M | $120.0M | ||
| Q1 25 | $73.7M | — | ||
| Q4 24 | $162.5M | $84.0M | ||
| Q3 24 | $70.8M | — | ||
| Q2 24 | $305.5M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $99.1M | ||
| Q3 25 | $109.3M | $71.7M | ||
| Q2 25 | $436.1M | $104.3M | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $156.4M | $73.6M | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $269.5M | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 21.5% | ||
| Q3 25 | 33.8% | 15.7% | ||
| Q2 25 | 135.7% | 23.9% | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 50.8% | 18.7% | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 92.6% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 5.0% | ||
| Q3 25 | 2.8% | 3.7% | ||
| Q2 25 | 16.9% | 3.6% | ||
| Q1 25 | 2.8% | 3.2% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 5.5% | 4.1% | ||
| Q2 24 | 12.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.81× | ||
| Q3 25 | 1.05× | 1.47× | ||
| Q2 25 | 4.43× | 1.75× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | 1.45× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
