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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) 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 $289.7M, roughly 1.6× ESCO TECHNOLOGIES INC). RBC Bearings INC runs the higher net margin — 14.6% vs 9.9%, a 4.7% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 17.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $63.0M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 5.6%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
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...
ESE vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $461.6M |
| Net Profit | $28.7M | $67.4M |
| Gross Margin | 41.4% | 44.3% |
| Operating Margin | 13.2% | 22.3% |
| Net Margin | 9.9% | 14.6% |
| Revenue YoY | 17.3% | 17.0% |
| Net Profit YoY | 22.2% | 16.4% |
| EPS (diluted) | $1.11 | $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 | $289.7M | $461.6M | ||
| Q3 25 | $286.5M | $455.3M | ||
| Q2 25 | $296.3M | $436.0M | ||
| Q1 25 | $265.5M | $437.7M | ||
| Q4 24 | $247.0M | $394.4M | ||
| Q3 24 | $298.5M | $397.9M | ||
| Q2 24 | $260.8M | $406.3M | ||
| Q1 24 | $249.1M | $413.7M |
| Q4 25 | $28.7M | $67.4M | ||
| Q3 25 | $218.7M | $60.0M | ||
| Q2 25 | $26.1M | $68.5M | ||
| Q1 25 | $31.0M | $72.7M | ||
| Q4 24 | $23.5M | $57.9M | ||
| Q3 24 | $34.3M | $54.2M | ||
| Q2 24 | $29.2M | $61.4M | ||
| Q1 24 | $23.2M | — |
| Q4 25 | 41.4% | 44.3% | ||
| Q3 25 | 45.9% | 44.1% | ||
| Q2 25 | 41.2% | 44.8% | ||
| Q1 25 | 41.1% | 44.2% | ||
| Q4 24 | 39.8% | 44.3% | ||
| Q3 24 | 40.1% | 43.7% | ||
| Q2 24 | 39.6% | 45.3% | ||
| Q1 24 | 38.8% | 43.1% |
| Q4 25 | 13.2% | 22.3% | ||
| Q3 25 | 17.2% | 21.5% | ||
| Q2 25 | 11.2% | 23.2% | ||
| Q1 25 | 15.3% | 23.0% | ||
| Q4 24 | 11.4% | 21.7% | ||
| Q3 24 | 14.8% | 21.6% | ||
| Q2 24 | 14.3% | 24.0% | ||
| Q1 24 | 11.7% | 22.8% |
| Q4 25 | 9.9% | 14.6% | ||
| Q3 25 | 76.3% | 13.2% | ||
| Q2 25 | 8.8% | 15.7% | ||
| Q1 25 | 11.7% | 16.6% | ||
| Q4 24 | 9.5% | 14.7% | ||
| Q3 24 | 11.5% | 13.6% | ||
| Q2 24 | 11.2% | 15.1% | ||
| Q1 24 | 9.3% | — |
| Q4 25 | $1.11 | $2.13 | ||
| Q3 25 | $8.43 | $1.90 | ||
| Q2 25 | $1.01 | $2.17 | ||
| Q1 25 | $1.20 | $2.33 | ||
| Q4 24 | $0.91 | $1.82 | ||
| Q3 24 | $1.32 | $1.65 | ||
| Q2 24 | $1.13 | $1.90 | ||
| Q1 24 | $0.90 | $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 | $103.8M | $107.6M |
| Total DebtLower is stronger | $145.5M | $990.2M |
| Stockholders' EquityBook value | $1.6B | $3.3B |
| Total Assets | $2.4B | $5.1B |
| Debt / EquityLower = less leverage | 0.09× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $107.6M | ||
| Q3 25 | $101.3M | $91.2M | ||
| Q2 25 | $78.7M | $132.9M | ||
| Q1 25 | $57.4M | $36.8M | ||
| Q4 24 | $71.3M | — | ||
| Q3 24 | $66.0M | — | ||
| Q2 24 | $63.0M | $76.8M | ||
| Q1 24 | $59.4M | $63.5M |
| Q4 25 | $145.5M | $990.2M | ||
| Q3 25 | $186.0M | $1.1B | ||
| Q2 25 | $525.0M | $915.6M | ||
| Q1 25 | $88.0M | $920.1M | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | $1.2B |
| Q4 25 | $1.6B | $3.3B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.2B | $2.9B | ||
| Q2 24 | $1.2B | $2.8B | ||
| Q1 24 | $1.2B | $2.8B |
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.4B | $5.1B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $1.8B | $4.7B | ||
| Q4 24 | $1.8B | $4.7B | ||
| Q3 24 | $1.8B | $4.7B | ||
| Q2 24 | $1.8B | $4.7B | ||
| Q1 24 | $1.8B | $4.7B |
| Q4 25 | 0.09× | 0.30× | ||
| Q3 25 | 0.12× | 0.34× | ||
| Q2 25 | 0.40× | 0.29× | ||
| Q1 25 | 0.07× | 0.30× | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.16× | 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 | $68.9M | $122.1M |
| Free Cash FlowOCF − Capex | $63.0M | $99.1M |
| FCF MarginFCF / Revenue | 21.7% | 21.5% |
| Capex IntensityCapex / Revenue | 2.0% | 5.0% |
| Cash ConversionOCF / Net Profit | 2.40× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $122.1M | ||
| Q3 25 | $109.9M | $88.4M | ||
| Q2 25 | $73.7M | $120.0M | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $34.2M | $84.0M | ||
| Q3 24 | $72.1M | — | ||
| Q2 24 | $36.2M | $97.4M | ||
| Q1 24 | $10.5M | — |
| Q4 25 | $63.0M | $99.1M | ||
| Q3 25 | $97.8M | $71.7M | ||
| Q2 25 | $64.9M | $104.3M | ||
| Q1 25 | $14.0M | — | ||
| Q4 24 | $29.0M | $73.6M | ||
| Q3 24 | $60.9M | — | ||
| Q2 24 | $27.6M | $88.4M | ||
| Q1 24 | $2.0M | — |
| Q4 25 | 21.7% | 21.5% | ||
| Q3 25 | 34.1% | 15.7% | ||
| Q2 25 | 21.9% | 23.9% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 11.7% | 18.7% | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 10.6% | 21.8% | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 2.0% | 5.0% | ||
| Q3 25 | 4.2% | 3.7% | ||
| Q2 25 | 3.0% | 3.6% | ||
| Q1 25 | 3.8% | 3.2% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 3.8% | 4.1% | ||
| Q2 24 | 3.3% | 2.2% | ||
| Q1 24 | 3.4% | — |
| Q4 25 | 2.40× | 1.81× | ||
| Q3 25 | 0.50× | 1.47× | ||
| Q2 25 | 2.83× | 1.75× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | 1.45× | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 1.24× | 1.59× | ||
| Q1 24 | 0.45× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
