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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) 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 $233.0M, roughly 2.0× CSW INDUSTRIALS, INC.). RBC Bearings INC runs the higher net margin — 14.6% vs 4.4%, a 10.2% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 17.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $22.7M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs 5.1%).
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...
CSW vs RBC — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $461.6M |
| Net Profit | $10.3M | $67.4M |
| Gross Margin | 39.7% | 44.3% |
| Operating Margin | 7.4% | 22.3% |
| Net Margin | 4.4% | 14.6% |
| Revenue YoY | 20.3% | 17.0% |
| Net Profit YoY | -61.9% | 16.4% |
| EPS (diluted) | $0.62 | $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 | $233.0M | $461.6M | ||
| Q3 25 | $277.0M | $455.3M | ||
| Q2 25 | $263.6M | $436.0M | ||
| Q1 25 | $230.5M | $437.7M | ||
| Q4 24 | $193.6M | $394.4M | ||
| Q3 24 | $227.9M | $397.9M | ||
| Q2 24 | $226.2M | $406.3M | ||
| Q1 24 | $210.9M | $413.7M |
| Q4 25 | $10.3M | $67.4M | ||
| Q3 25 | $40.7M | $60.0M | ||
| Q2 25 | $40.9M | $68.5M | ||
| Q1 25 | $35.1M | $72.7M | ||
| Q4 24 | $26.9M | $57.9M | ||
| Q3 24 | $36.1M | $54.2M | ||
| Q2 24 | $38.6M | $61.4M | ||
| Q1 24 | $31.8M | — |
| Q4 25 | 39.7% | 44.3% | ||
| Q3 25 | 43.0% | 44.1% | ||
| Q2 25 | 43.8% | 44.8% | ||
| Q1 25 | 44.2% | 44.2% | ||
| Q4 24 | 41.4% | 44.3% | ||
| Q3 24 | 45.6% | 43.7% | ||
| Q2 24 | 47.5% | 45.3% | ||
| Q1 24 | 44.4% | 43.1% |
| Q4 25 | 7.4% | 22.3% | ||
| Q3 25 | 20.5% | 21.5% | ||
| Q2 25 | 20.8% | 23.2% | ||
| Q1 25 | 19.5% | 23.0% | ||
| Q4 24 | 15.3% | 21.7% | ||
| Q3 24 | 22.6% | 21.6% | ||
| Q2 24 | 24.3% | 24.0% | ||
| Q1 24 | 21.0% | 22.8% |
| Q4 25 | 4.4% | 14.6% | ||
| Q3 25 | 14.7% | 13.2% | ||
| Q2 25 | 15.5% | 15.7% | ||
| Q1 25 | 15.2% | 16.6% | ||
| Q4 24 | 13.9% | 14.7% | ||
| Q3 24 | 15.8% | 13.6% | ||
| Q2 24 | 17.1% | 15.1% | ||
| Q1 24 | 15.1% | — |
| Q4 25 | $0.62 | $2.13 | ||
| Q3 25 | $2.41 | $1.90 | ||
| Q2 25 | $2.43 | $2.17 | ||
| Q1 25 | $2.05 | $2.33 | ||
| Q4 24 | $1.60 | $1.82 | ||
| Q3 24 | $2.26 | $1.65 | ||
| Q2 24 | $2.47 | $1.90 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $1.1B | $3.3B |
| Total Assets | $2.3B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $107.6M | ||
| Q3 25 | $31.5M | $91.2M | ||
| Q2 25 | $38.0M | $132.9M | ||
| Q1 25 | $225.8M | $36.8M | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | $76.8M | ||
| Q1 24 | $22.2M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | $800.1M | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | $1.2B |
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.0B | $2.9B | ||
| Q3 24 | $1.0B | $2.9B | ||
| Q2 24 | $650.2M | $2.8B | ||
| Q1 24 | $615.7M | $2.8B |
| Q4 25 | $2.3B | $5.1B | ||
| Q3 25 | $1.5B | $5.1B | ||
| Q2 25 | $1.5B | $4.8B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.4B | $4.7B | ||
| Q3 24 | $1.4B | $4.7B | ||
| Q2 24 | $1.1B | $4.7B | ||
| Q1 24 | $1.0B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | 0.75× | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | 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 | $28.9M | $122.1M |
| Free Cash FlowOCF − Capex | $22.7M | $99.1M |
| FCF MarginFCF / Revenue | 9.8% | 21.5% |
| Capex IntensityCapex / Revenue | 2.6% | 5.0% |
| Cash ConversionOCF / Net Profit | 2.81× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $122.1M | ||
| Q3 25 | $61.8M | $88.4M | ||
| Q2 25 | $60.6M | $120.0M | ||
| Q1 25 | $27.3M | — | ||
| Q4 24 | $11.6M | $84.0M | ||
| Q3 24 | $66.8M | — | ||
| Q2 24 | $62.7M | $97.4M | ||
| Q1 24 | $22.4M | — |
| Q4 25 | $22.7M | $99.1M | ||
| Q3 25 | $58.7M | $71.7M | ||
| Q2 25 | $57.7M | $104.3M | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | $73.6M | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | $88.4M | ||
| Q1 24 | $17.5M | — |
| Q4 25 | 9.8% | 21.5% | ||
| Q3 25 | 21.2% | 15.7% | ||
| Q2 25 | 21.9% | 23.9% | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | 18.7% | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | 21.8% | ||
| Q1 24 | 8.3% | — |
| Q4 25 | 2.6% | 5.0% | ||
| Q3 25 | 1.1% | 3.7% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | 2.0% | 3.2% | ||
| Q4 24 | 1.6% | 2.6% | ||
| Q3 24 | 2.4% | 4.1% | ||
| Q2 24 | 1.4% | 2.2% | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 2.81× | 1.81× | ||
| Q3 25 | 1.52× | 1.47× | ||
| Q2 25 | 1.48× | 1.75× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 1.45× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | 1.59× | ||
| Q1 24 | 0.71× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
