vs
Side-by-side financial comparison of Churchill Downs Inc (CHDN) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Churchill Downs Inc is the larger business by last-quarter revenue ($663.0M vs $461.6M, roughly 1.4× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 12.5%, a 2.1% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 3.1%). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs -13.7%).
Churchill Downs Incorporated is the parent company of Churchill Downs. The company has evolved from one racetrack in Louisville, Kentucky, to a multi American-state-wide, publicly traded company with racetracks, casinos and an online wagering company among its portfolio of businesses.
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...
CHDN vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $663.0M | $461.6M |
| Net Profit | $83.0M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | 21.6% | 22.3% |
| Net Margin | 12.5% | 14.6% |
| Revenue YoY | 3.1% | 17.0% |
| Net Profit YoY | 7.8% | 16.4% |
| EPS (diluted) | $1.16 | $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 | $663.0M | — | ||
| Q4 25 | $665.9M | $461.6M | ||
| Q3 25 | $683.0M | $455.3M | ||
| Q2 25 | $934.4M | $436.0M | ||
| Q1 25 | $642.6M | $437.7M | ||
| Q4 24 | $624.2M | $394.4M | ||
| Q3 24 | $628.5M | $397.9M | ||
| Q2 24 | $890.7M | $406.3M |
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $67.4M | ||
| Q3 25 | $38.1M | $60.0M | ||
| Q2 25 | $216.9M | $68.5M | ||
| Q1 25 | $76.7M | $72.7M | ||
| Q4 24 | $71.7M | $57.9M | ||
| Q3 24 | $65.4M | $54.2M | ||
| Q2 24 | $209.3M | $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 | 21.6% | — | ||
| Q4 25 | 18.5% | 22.3% | ||
| Q3 25 | 14.3% | 21.5% | ||
| Q2 25 | 35.1% | 23.2% | ||
| Q1 25 | 20.9% | 23.0% | ||
| Q4 24 | 20.3% | 21.7% | ||
| Q3 24 | 20.0% | 21.6% | ||
| Q2 24 | 37.0% | 24.0% |
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | 14.6% | ||
| Q3 25 | 5.6% | 13.2% | ||
| Q2 25 | 23.2% | 15.7% | ||
| Q1 25 | 11.9% | 16.6% | ||
| Q4 24 | 11.5% | 14.7% | ||
| Q3 24 | 10.4% | 13.6% | ||
| Q2 24 | 23.5% | 15.1% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $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 | $200.0M | $107.6M |
| Total DebtLower is stronger | $840.0M | $990.2M |
| Stockholders' EquityBook value | — | $3.3B |
| Total Assets | $7.5B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $107.6M | ||
| Q3 25 | $180.5M | $91.2M | ||
| Q2 25 | $182.4M | $132.9M | ||
| Q1 25 | $174.2M | $36.8M | ||
| Q4 24 | $175.5M | — | ||
| Q3 24 | $152.7M | — | ||
| Q2 24 | $140.3M | $76.8M |
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $1.0B | $3.2B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.1B | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.0B | $2.8B |
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $5.1B | ||
| Q3 25 | $7.5B | $5.1B | ||
| Q2 25 | $7.4B | $4.8B | ||
| Q1 25 | $7.3B | $4.7B | ||
| Q4 24 | $7.3B | $4.7B | ||
| Q3 24 | $7.2B | $4.7B | ||
| Q2 24 | $7.2B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 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 | $295.0M | $122.1M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | 3.55× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $122.1M | ||
| Q3 25 | $187.7M | $88.4M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | $246.5M | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | $169.4M | — | ||
| Q2 24 | — | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | $166.3M | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | $233.9M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | $154.4M | — | ||
| Q2 24 | — | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | 24.3% | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | — | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 5.0% | ||
| Q3 25 | 3.1% | 3.7% | ||
| Q2 25 | 2.0% | 3.6% | ||
| Q1 25 | 2.0% | 3.2% | ||
| Q4 24 | 5.4% | 2.6% | ||
| Q3 24 | 2.4% | 4.1% | ||
| Q2 24 | 2.5% | 2.2% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | 4.93× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 3.21× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 2.59× | — | ||
| Q2 24 | — | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHDN
| Live and Historical Racing | $297.0M | 45% |
| Gaming | $257.0M | 39% |
| Wagering Services and Solutions | $109.0M | 16% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
