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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $461.6M, roughly 1.1× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 1.2%, a 13.4% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 10.7%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $32.9M). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 5.6%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
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...
DSGR vs RBC — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $518.0M | $461.6M |
| Net Profit | $6.5M | $67.4M |
| Gross Margin | 32.9% | 44.3% |
| Operating Margin | 4.6% | 22.3% |
| Net Margin | 1.2% | 14.6% |
| Revenue YoY | 10.7% | 17.0% |
| Net Profit YoY | -70.6% | 16.4% |
| EPS (diluted) | $0.14 | $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 | — | $461.6M | ||
| Q3 25 | $518.0M | $455.3M | ||
| Q2 25 | $502.4M | $436.0M | ||
| Q1 25 | $478.0M | $437.7M | ||
| Q4 24 | $480.5M | $394.4M | ||
| Q3 24 | $468.0M | $397.9M | ||
| Q2 24 | $439.5M | $406.3M | ||
| Q1 24 | $416.1M | $413.7M |
| Q4 25 | — | $67.4M | ||
| Q3 25 | $6.5M | $60.0M | ||
| Q2 25 | $5.0M | $68.5M | ||
| Q1 25 | $3.3M | $72.7M | ||
| Q4 24 | $-25.9M | $57.9M | ||
| Q3 24 | $21.9M | $54.2M | ||
| Q2 24 | $1.9M | $61.4M | ||
| Q1 24 | $-5.2M | — |
| Q4 25 | — | 44.3% | ||
| Q3 25 | 32.9% | 44.1% | ||
| Q2 25 | 33.9% | 44.8% | ||
| Q1 25 | 34.3% | 44.2% | ||
| Q4 24 | 33.3% | 44.3% | ||
| Q3 24 | 33.9% | 43.7% | ||
| Q2 24 | 34.5% | 45.3% | ||
| Q1 24 | 34.5% | 43.1% |
| Q4 25 | — | 22.3% | ||
| Q3 25 | 4.6% | 21.5% | ||
| Q2 25 | 5.3% | 23.2% | ||
| Q1 25 | 4.2% | 23.0% | ||
| Q4 24 | 4.2% | 21.7% | ||
| Q3 24 | 4.0% | 21.6% | ||
| Q2 24 | 3.2% | 24.0% | ||
| Q1 24 | 0.7% | 22.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 1.2% | 13.2% | ||
| Q2 25 | 1.0% | 15.7% | ||
| Q1 25 | 0.7% | 16.6% | ||
| Q4 24 | -5.4% | 14.7% | ||
| Q3 24 | 4.7% | 13.6% | ||
| Q2 24 | 0.4% | 15.1% | ||
| Q1 24 | -1.3% | — |
| Q4 25 | — | $2.13 | ||
| Q3 25 | $0.14 | $1.90 | ||
| Q2 25 | $0.11 | $2.17 | ||
| Q1 25 | $0.07 | $2.33 | ||
| Q4 24 | $-0.55 | $1.82 | ||
| Q3 24 | $0.46 | $1.65 | ||
| Q2 24 | $0.04 | $1.90 | ||
| Q1 24 | $-0.11 | $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 | $69.2M | $107.6M |
| Total DebtLower is stronger | $665.5M | $990.2M |
| Stockholders' EquityBook value | $653.9M | $3.3B |
| Total Assets | $1.8B | $5.1B |
| Debt / EquityLower = less leverage | 1.02× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $107.6M | ||
| Q3 25 | $69.2M | $91.2M | ||
| Q2 25 | $47.4M | $132.9M | ||
| Q1 25 | $65.4M | $36.8M | ||
| Q4 24 | $66.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $46.8M | $76.8M | ||
| Q1 24 | $73.1M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | $665.5M | $1.1B | ||
| Q2 25 | $675.0M | $915.6M | ||
| Q1 25 | $712.4M | $920.1M | ||
| Q4 24 | $693.9M | — | ||
| Q3 24 | $704.1M | — | ||
| Q2 24 | $573.7M | — | ||
| Q1 24 | $535.7M | $1.2B |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $653.9M | $3.2B | ||
| Q2 25 | $649.4M | $3.1B | ||
| Q1 25 | $636.7M | $3.0B | ||
| Q4 24 | $640.5M | $2.9B | ||
| Q3 24 | $680.8M | $2.9B | ||
| Q2 24 | $653.3M | $2.8B | ||
| Q1 24 | $654.7M | $2.8B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.8B | $5.1B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $1.8B | $4.7B | ||
| Q4 24 | $1.7B | $4.7B | ||
| Q3 24 | $1.8B | $4.7B | ||
| Q2 24 | $1.6B | $4.7B | ||
| Q1 24 | $1.5B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | 1.02× | 0.34× | ||
| Q2 25 | 1.04× | 0.29× | ||
| Q1 25 | 1.12× | 0.30× | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.82× | 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 | $38.4M | $122.1M |
| Free Cash FlowOCF − Capex | $32.9M | $99.1M |
| FCF MarginFCF / Revenue | 6.3% | 21.5% |
| Capex IntensityCapex / Revenue | 1.1% | 5.0% |
| Cash ConversionOCF / Net Profit | 5.95× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $122.1M | ||
| Q3 25 | $38.4M | $88.4M | ||
| Q2 25 | $33.3M | $120.0M | ||
| Q1 25 | $-4.8M | — | ||
| Q4 24 | $45.7M | $84.0M | ||
| Q3 24 | $-17.3M | — | ||
| Q2 24 | $21.4M | $97.4M | ||
| Q1 24 | $6.6M | — |
| Q4 25 | — | $99.1M | ||
| Q3 25 | $32.9M | $71.7M | ||
| Q2 25 | $28.7M | $104.3M | ||
| Q1 25 | $-10.4M | — | ||
| Q4 24 | $41.1M | $73.6M | ||
| Q3 24 | $-20.5M | — | ||
| Q2 24 | $18.0M | $88.4M | ||
| Q1 24 | $4.2M | — |
| Q4 25 | — | 21.5% | ||
| Q3 25 | 6.3% | 15.7% | ||
| Q2 25 | 5.7% | 23.9% | ||
| Q1 25 | -2.2% | — | ||
| Q4 24 | 8.6% | 18.7% | ||
| Q3 24 | -4.4% | — | ||
| Q2 24 | 4.1% | 21.8% | ||
| Q1 24 | 1.0% | — |
| Q4 25 | — | 5.0% | ||
| Q3 25 | 1.1% | 3.7% | ||
| Q2 25 | 0.9% | 3.6% | ||
| Q1 25 | 1.2% | 3.2% | ||
| Q4 24 | 1.0% | 2.6% | ||
| Q3 24 | 0.7% | 4.1% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.6% | — |
| Q4 25 | — | 1.81× | ||
| Q3 25 | 5.95× | 1.47× | ||
| Q2 25 | 6.66× | 1.75× | ||
| Q1 25 | -1.46× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | -0.79× | — | ||
| Q2 24 | 11.28× | 1.59× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |