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Side-by-side financial comparison of CIRRUS LOGIC, INC. (CRUS) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
CIRRUS LOGIC, INC. is the larger business by last-quarter revenue ($580.6M vs $461.6M, roughly 1.3× RBC Bearings INC). CIRRUS LOGIC, INC. runs the higher net margin — 24.2% vs 14.6%, a 9.6% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 4.5%). CIRRUS LOGIC, INC. produced more free cash flow last quarter ($285.7M vs $99.1M). Over the past eight quarters, CIRRUS LOGIC, INC.'s revenue compounded faster (25.0% CAGR vs 5.6%).
Cirrus Logic Inc. is an American fabless semiconductor supplier that specializes in analog, mixed-signal, and audio DSP integrated circuits (ICs). Since 1998, the company's headquarters have been in Austin, Texas.
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...
CRUS vs RBC — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $580.6M | $461.6M |
| Net Profit | $140.3M | $67.4M |
| Gross Margin | 53.1% | 44.3% |
| Operating Margin | 26.3% | 22.3% |
| Net Margin | 24.2% | 14.6% |
| Revenue YoY | 4.5% | 17.0% |
| Net Profit YoY | 21.0% | 16.4% |
| EPS (diluted) | $2.66 | $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 | $580.6M | $461.6M | ||
| Q3 25 | $561.0M | $455.3M | ||
| Q2 25 | $407.3M | $436.0M | ||
| Q1 25 | $424.5M | $437.7M | ||
| Q4 24 | $555.7M | $394.4M | ||
| Q3 24 | $541.9M | $397.9M | ||
| Q2 24 | $374.0M | $406.3M | ||
| Q1 24 | $371.8M | $413.7M |
| Q4 25 | $140.3M | $67.4M | ||
| Q3 25 | $131.6M | $60.0M | ||
| Q2 25 | $60.7M | $68.5M | ||
| Q1 25 | $71.3M | $72.7M | ||
| Q4 24 | $116.0M | $57.9M | ||
| Q3 24 | $102.1M | $54.2M | ||
| Q2 24 | $42.1M | $61.4M | ||
| Q1 24 | $44.8M | — |
| Q4 25 | 53.1% | 44.3% | ||
| Q3 25 | 52.5% | 44.1% | ||
| Q2 25 | 52.6% | 44.8% | ||
| Q1 25 | 53.4% | 44.2% | ||
| Q4 24 | 53.6% | 44.3% | ||
| Q3 24 | 52.2% | 43.7% | ||
| Q2 24 | 50.5% | 45.3% | ||
| Q1 24 | 51.8% | 43.1% |
| Q4 25 | 26.3% | 22.3% | ||
| Q3 25 | 25.8% | 21.5% | ||
| Q2 25 | 17.8% | 23.2% | ||
| Q1 25 | 20.2% | 23.0% | ||
| Q4 24 | 26.2% | 21.7% | ||
| Q3 24 | 24.3% | 21.6% | ||
| Q2 24 | 12.5% | 24.0% | ||
| Q1 24 | 14.1% | 22.8% |
| Q4 25 | 24.2% | 14.6% | ||
| Q3 25 | 23.5% | 13.2% | ||
| Q2 25 | 14.9% | 15.7% | ||
| Q1 25 | 16.8% | 16.6% | ||
| Q4 24 | 20.9% | 14.7% | ||
| Q3 24 | 18.8% | 13.6% | ||
| Q2 24 | 11.3% | 15.1% | ||
| Q1 24 | 12.1% | — |
| Q4 25 | $2.66 | $2.13 | ||
| Q3 25 | $2.48 | $1.90 | ||
| Q2 25 | $1.14 | $2.17 | ||
| Q1 25 | $1.30 | $2.33 | ||
| Q4 24 | $2.11 | $1.82 | ||
| Q3 24 | $1.83 | $1.65 | ||
| Q2 24 | $0.76 | $1.90 | ||
| Q1 24 | $0.78 | $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 | $778.1M | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $2.1B | $3.3B |
| Total Assets | $2.5B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $778.1M | $107.6M | ||
| Q3 25 | $593.5M | $91.2M | ||
| Q2 25 | $548.9M | $132.9M | ||
| Q1 25 | $539.6M | $36.8M | ||
| Q4 24 | $526.4M | — | ||
| Q3 24 | $445.8M | — | ||
| Q2 24 | $491.4M | $76.8M | ||
| Q1 24 | $502.8M | $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 | $2.1B | $3.3B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $1.9B | $3.1B | ||
| Q1 25 | $1.9B | $3.0B | ||
| Q4 24 | $2.0B | $2.9B | ||
| Q3 24 | $1.9B | $2.9B | ||
| Q2 24 | $1.8B | $2.8B | ||
| Q1 24 | $1.8B | $2.8B |
| Q4 25 | $2.5B | $5.1B | ||
| Q3 25 | $2.4B | $5.1B | ||
| Q2 25 | $2.3B | $4.8B | ||
| Q1 25 | $2.3B | $4.7B | ||
| Q4 24 | $2.4B | $4.7B | ||
| Q3 24 | $2.4B | $4.7B | ||
| Q2 24 | $2.3B | $4.7B | ||
| Q1 24 | $2.2B | $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 | $290.8M | $122.1M |
| Free Cash FlowOCF − Capex | $285.7M | $99.1M |
| FCF MarginFCF / Revenue | 49.2% | 21.5% |
| Capex IntensityCapex / Revenue | 0.9% | 5.0% |
| Cash ConversionOCF / Net Profit | 2.07× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $614.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $290.8M | $122.1M | ||
| Q3 25 | $92.2M | $88.4M | ||
| Q2 25 | $116.1M | $120.0M | ||
| Q1 25 | $130.4M | — | ||
| Q4 24 | $218.6M | $84.0M | ||
| Q3 24 | $8.2M | — | ||
| Q2 24 | $87.2M | $97.4M | ||
| Q1 24 | $170.5M | — |
| Q4 25 | $285.7M | $99.1M | ||
| Q3 25 | $88.3M | $71.7M | ||
| Q2 25 | $113.5M | $104.3M | ||
| Q1 25 | $127.0M | — | ||
| Q4 24 | $211.9M | $73.6M | ||
| Q3 24 | $5.6M | — | ||
| Q2 24 | $77.2M | $88.4M | ||
| Q1 24 | $163.5M | — |
| Q4 25 | 49.2% | 21.5% | ||
| Q3 25 | 15.7% | 15.7% | ||
| Q2 25 | 27.9% | 23.9% | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 38.1% | 18.7% | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 20.6% | 21.8% | ||
| Q1 24 | 44.0% | — |
| Q4 25 | 0.9% | 5.0% | ||
| Q3 25 | 0.7% | 3.7% | ||
| Q2 25 | 0.6% | 3.6% | ||
| Q1 25 | 0.8% | 3.2% | ||
| Q4 24 | 1.2% | 2.6% | ||
| Q3 24 | 0.5% | 4.1% | ||
| Q2 24 | 2.7% | 2.2% | ||
| Q1 24 | 1.9% | — |
| Q4 25 | 2.07× | 1.81× | ||
| Q3 25 | 0.70× | 1.47× | ||
| Q2 25 | 1.91× | 1.75× | ||
| Q1 25 | 1.83× | — | ||
| Q4 24 | 1.88× | 1.45× | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | 2.07× | 1.59× | ||
| Q1 24 | 3.80× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
