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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) 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 $240.5M, roughly 1.9× COGENT COMMUNICATIONS HOLDINGS, INC.). RBC Bearings INC runs the higher net margin — 14.6% vs -12.8%, a 27.4% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -4.7%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-43.0M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs -4.9%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
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...
CCOI vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $461.6M |
| Net Profit | $-30.8M | $67.4M |
| Gross Margin | 46.6% | 44.3% |
| Operating Margin | -4.7% | 22.3% |
| Net Margin | -12.8% | 14.6% |
| Revenue YoY | -4.7% | 17.0% |
| Net Profit YoY | 28.9% | 16.4% |
| EPS (diluted) | $-0.63 | $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 | $240.5M | $461.6M | ||
| Q3 25 | $241.9M | $455.3M | ||
| Q2 25 | $246.2M | $436.0M | ||
| Q1 25 | $247.0M | $437.7M | ||
| Q4 24 | $252.3M | $394.4M | ||
| Q3 24 | $257.2M | $397.9M | ||
| Q2 24 | $260.4M | $406.3M | ||
| Q1 24 | $266.2M | $413.7M |
| Q4 25 | $-30.8M | $67.4M | ||
| Q3 25 | $-41.5M | $60.0M | ||
| Q2 25 | $-57.8M | $68.5M | ||
| Q1 25 | $-52.0M | $72.7M | ||
| Q4 24 | $-43.3M | $57.9M | ||
| Q3 24 | $-63.1M | $54.2M | ||
| Q2 24 | $-32.3M | $61.4M | ||
| Q1 24 | $-65.3M | — |
| Q4 25 | 46.6% | 44.3% | ||
| Q3 25 | 45.6% | 44.1% | ||
| Q2 25 | 44.2% | 44.8% | ||
| Q1 25 | 44.4% | 44.2% | ||
| Q4 24 | 38.5% | 44.3% | ||
| Q3 24 | 37.2% | 43.7% | ||
| Q2 24 | 40.0% | 45.3% | ||
| Q1 24 | 36.5% | 43.1% |
| Q4 25 | -4.7% | 22.3% | ||
| Q3 25 | -7.5% | 21.5% | ||
| Q2 25 | -12.8% | 23.2% | ||
| Q1 25 | -16.3% | 23.0% | ||
| Q4 24 | -13.2% | 21.7% | ||
| Q3 24 | -22.5% | 21.6% | ||
| Q2 24 | -18.1% | 24.0% | ||
| Q1 24 | -22.3% | 22.8% |
| Q4 25 | -12.8% | 14.6% | ||
| Q3 25 | -17.2% | 13.2% | ||
| Q2 25 | -23.5% | 15.7% | ||
| Q1 25 | -21.1% | 16.6% | ||
| Q4 24 | -17.2% | 14.7% | ||
| Q3 24 | -24.5% | 13.6% | ||
| Q2 24 | -12.4% | 15.1% | ||
| Q1 24 | -24.5% | — |
| Q4 25 | $-0.63 | $2.13 | ||
| Q3 25 | $-0.87 | $1.90 | ||
| Q2 25 | $-1.21 | $2.17 | ||
| Q1 25 | $-1.09 | $2.33 | ||
| Q4 24 | $-0.89 | $1.82 | ||
| Q3 24 | $-1.33 | $1.65 | ||
| Q2 24 | $-0.68 | $1.90 | ||
| Q1 24 | $-1.38 | $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 | $148.5M | $107.6M |
| Total DebtLower is stronger | $1.7B | $990.2M |
| Stockholders' EquityBook value | $-63.8M | $3.3B |
| Total Assets | $3.1B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $107.6M | ||
| Q3 25 | $147.1M | $91.2M | ||
| Q2 25 | $213.7M | $132.9M | ||
| Q1 25 | $153.8M | $36.8M | ||
| Q4 24 | $198.5M | — | ||
| Q3 24 | $279.2M | — | ||
| Q2 24 | $384.4M | $76.8M | ||
| Q1 24 | $118.4M | $63.5M |
| Q4 25 | $1.7B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $-63.8M | $3.3B | ||
| Q3 25 | $-39.2M | $3.2B | ||
| Q2 25 | $46.7M | $3.1B | ||
| Q1 25 | $142.8M | $3.0B | ||
| Q4 24 | $222.8M | $2.9B | ||
| Q3 24 | $323.6M | $2.9B | ||
| Q2 24 | $415.5M | $2.8B | ||
| Q1 24 | $500.6M | $2.8B |
| Q4 25 | $3.1B | $5.1B | ||
| Q3 25 | $3.1B | $5.1B | ||
| Q2 25 | $3.3B | $4.8B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $3.2B | $4.7B | ||
| Q3 24 | $3.2B | $4.7B | ||
| Q2 24 | $3.3B | $4.7B | ||
| Q1 24 | $3.1B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 6.53× | — | ||
| 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 | $-6.0M | $122.1M |
| Free Cash FlowOCF − Capex | $-43.0M | $99.1M |
| FCF MarginFCF / Revenue | -17.9% | 21.5% |
| Capex IntensityCapex / Revenue | 15.4% | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $122.1M | ||
| Q3 25 | $3.1M | $88.4M | ||
| Q2 25 | $-44.0M | $120.0M | ||
| Q1 25 | $36.4M | — | ||
| Q4 24 | $14.5M | $84.0M | ||
| Q3 24 | $-20.2M | — | ||
| Q2 24 | $-22.2M | $97.4M | ||
| Q1 24 | $19.2M | — |
| Q4 25 | $-43.0M | $99.1M | ||
| Q3 25 | $-33.1M | $71.7M | ||
| Q2 25 | $-100.2M | $104.3M | ||
| Q1 25 | $-21.7M | — | ||
| Q4 24 | $-31.6M | $73.6M | ||
| Q3 24 | $-79.5M | — | ||
| Q2 24 | $-70.9M | $88.4M | ||
| Q1 24 | $-21.7M | — |
| Q4 25 | -17.9% | 21.5% | ||
| Q3 25 | -13.7% | 15.7% | ||
| Q2 25 | -40.7% | 23.9% | ||
| Q1 25 | -8.8% | — | ||
| Q4 24 | -12.5% | 18.7% | ||
| Q3 24 | -30.9% | — | ||
| Q2 24 | -27.2% | 21.8% | ||
| Q1 24 | -8.1% | — |
| Q4 25 | 15.4% | 5.0% | ||
| Q3 25 | 15.0% | 3.7% | ||
| Q2 25 | 22.8% | 3.6% | ||
| Q1 25 | 23.5% | 3.2% | ||
| Q4 24 | 18.3% | 2.6% | ||
| Q3 24 | 23.0% | 4.1% | ||
| Q2 24 | 18.7% | 2.2% | ||
| Q1 24 | 15.4% | — |
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCOI
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
