vs
Side-by-side financial comparison of Elastic N.V. (ESTC) 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 $423.5M, roughly 1.1× Elastic N.V.). RBC Bearings INC runs the higher net margin — 14.6% vs -12.1%, a 26.7% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 15.9%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $26.0M). Over the past eight quarters, Elastic N.V.'s revenue compounded faster (13.6% CAGR vs 5.6%).
Elastic is a Dutch-American software company that provides a platform for enterprise search, observability, and cybersecurity. Its product enables users to search and analyze large-scale data, monitor system performance, and detect anomalies. Originally known as Elasticsearch, the company was founded in 2012 in Amsterdam, Netherlands, and has maintained its operational headquarters in both the Netherlands and San Francisco, California, US. Elastic is publicly traded on the New York Stock Exch...
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...
ESTC vs RBC — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $423.5M | $461.6M |
| Net Profit | $-51.3M | $67.4M |
| Gross Margin | 75.9% | 44.3% |
| Operating Margin | -1.9% | 22.3% |
| Net Margin | -12.1% | 14.6% |
| Revenue YoY | 15.9% | 17.0% |
| Net Profit YoY | -101.5% | 16.4% |
| EPS (diluted) | $-0.48 | $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 | $423.5M | $461.6M | ||
| Q3 25 | $415.3M | $455.3M | ||
| Q2 25 | $388.4M | $436.0M | ||
| Q1 25 | $382.1M | $437.7M | ||
| Q4 24 | $365.4M | $394.4M | ||
| Q3 24 | $347.4M | $397.9M | ||
| Q2 24 | $335.0M | $406.3M | ||
| Q1 24 | $328.0M | $413.7M |
| Q4 25 | $-51.3M | $67.4M | ||
| Q3 25 | $-24.6M | $60.0M | ||
| Q2 25 | $-16.4M | $68.5M | ||
| Q1 25 | $-17.1M | $72.7M | ||
| Q4 24 | $-25.4M | $57.9M | ||
| Q3 24 | $-49.2M | $54.2M | ||
| Q2 24 | $-41.1M | $61.4M | ||
| Q1 24 | $176.1M | — |
| Q4 25 | 75.9% | 44.3% | ||
| Q3 25 | 76.7% | 44.1% | ||
| Q2 25 | 74.8% | 44.8% | ||
| Q1 25 | 74.6% | 44.2% | ||
| Q4 24 | 74.5% | 44.3% | ||
| Q3 24 | 73.6% | 43.7% | ||
| Q2 24 | 73.8% | 45.3% | ||
| Q1 24 | 74.2% | 43.1% |
| Q4 25 | -1.9% | 22.3% | ||
| Q3 25 | -2.3% | 21.5% | ||
| Q2 25 | -3.1% | 23.2% | ||
| Q1 25 | -1.2% | 23.0% | ||
| Q4 24 | -1.2% | 21.7% | ||
| Q3 24 | -9.7% | 21.6% | ||
| Q2 24 | -13.6% | 24.0% | ||
| Q1 24 | -8.1% | 22.8% |
| Q4 25 | -12.1% | 14.6% | ||
| Q3 25 | -5.9% | 13.2% | ||
| Q2 25 | -4.2% | 15.7% | ||
| Q1 25 | -4.5% | 16.6% | ||
| Q4 24 | -7.0% | 14.7% | ||
| Q3 24 | -14.2% | 13.6% | ||
| Q2 24 | -12.3% | 15.1% | ||
| Q1 24 | 53.7% | — |
| Q4 25 | $-0.48 | $2.13 | ||
| Q3 25 | $-0.23 | $1.90 | ||
| Q2 25 | $-0.15 | $2.17 | ||
| Q1 25 | $-0.16 | $2.33 | ||
| Q4 24 | $-0.25 | $1.82 | ||
| Q3 24 | $-0.48 | $1.65 | ||
| Q2 24 | $-0.35 | $1.90 | ||
| Q1 24 | $1.69 | $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 | $1.4B | $107.6M |
| Total DebtLower is stronger | $570.3M | $990.2M |
| Stockholders' EquityBook value | $891.1M | $3.3B |
| Total Assets | $2.5B | $5.1B |
| Debt / EquityLower = less leverage | 0.64× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $107.6M | ||
| Q3 25 | $1.5B | $91.2M | ||
| Q2 25 | $1.4B | $132.9M | ||
| Q1 25 | $584.0M | $36.8M | ||
| Q4 24 | $658.5M | — | ||
| Q3 24 | $594.9M | — | ||
| Q2 24 | $1.1B | $76.8M | ||
| Q1 24 | $526.9M | $63.5M |
| Q4 25 | $570.3M | $990.2M | ||
| Q3 25 | $570.0M | $1.1B | ||
| Q2 25 | $569.7M | $915.6M | ||
| Q1 25 | $569.4M | $920.1M | ||
| Q4 24 | $569.2M | — | ||
| Q3 24 | $568.9M | — | ||
| Q2 24 | $568.6M | — | ||
| Q1 24 | $568.3M | $1.2B |
| Q4 25 | $891.1M | $3.3B | ||
| Q3 25 | $971.4M | $3.2B | ||
| Q2 25 | $927.2M | $3.1B | ||
| Q1 25 | $859.1M | $3.0B | ||
| Q4 24 | $811.5M | $2.9B | ||
| Q3 24 | $759.4M | $2.9B | ||
| Q2 24 | $738.2M | $2.8B | ||
| Q1 24 | $707.8M | $2.8B |
| Q4 25 | $2.5B | $5.1B | ||
| Q3 25 | $2.5B | $5.1B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.3B | $4.7B | ||
| Q4 24 | $2.2B | $4.7B | ||
| Q3 24 | $2.2B | $4.7B | ||
| Q2 24 | $2.2B | $4.7B | ||
| Q1 24 | $2.1B | $4.7B |
| Q4 25 | 0.64× | 0.30× | ||
| Q3 25 | 0.59× | 0.34× | ||
| Q2 25 | 0.61× | 0.29× | ||
| Q1 25 | 0.66× | 0.30× | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.77× | — | ||
| Q1 24 | 0.80× | 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 | $26.6M | $122.1M |
| Free Cash FlowOCF − Capex | $26.0M | $99.1M |
| FCF MarginFCF / Revenue | 6.1% | 21.5% |
| Capex IntensityCapex / Revenue | 0.1% | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $302.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.6M | $122.1M | ||
| Q3 25 | $104.8M | $88.4M | ||
| Q2 25 | $87.0M | $120.0M | ||
| Q1 25 | $88.1M | — | ||
| Q4 24 | $38.4M | $84.0M | ||
| Q3 24 | $52.8M | — | ||
| Q2 24 | $60.9M | $97.4M | ||
| Q1 24 | $52.4M | — |
| Q4 25 | $26.0M | $99.1M | ||
| Q3 25 | $104.2M | $71.7M | ||
| Q2 25 | $84.9M | $104.3M | ||
| Q1 25 | $87.3M | — | ||
| Q4 24 | $37.7M | $73.6M | ||
| Q3 24 | $52.0M | — | ||
| Q2 24 | $60.1M | $88.4M | ||
| Q1 24 | $51.3M | — |
| Q4 25 | 6.1% | 21.5% | ||
| Q3 25 | 25.1% | 15.7% | ||
| Q2 25 | 21.8% | 23.9% | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 10.3% | 18.7% | ||
| Q3 24 | 15.0% | — | ||
| Q2 24 | 17.9% | 21.8% | ||
| Q1 24 | 15.6% | — |
| Q4 25 | 0.1% | 5.0% | ||
| Q3 25 | 0.2% | 3.7% | ||
| Q2 25 | 0.5% | 3.6% | ||
| Q1 25 | 0.2% | 3.2% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 0.2% | 4.1% | ||
| Q2 24 | 0.3% | 2.2% | ||
| Q1 24 | 0.3% | — |
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | 0.30× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESTC
| Self Managed Subscription | $192.0M | 45% |
| Saa S Self Managed Annual | $156.9M | 37% |
| Saa S Self Managed Monthly | $48.8M | 12% |
| Professional Services | $25.8M | 6% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
