vs
Side-by-side financial comparison of National Vision Holdings, Inc. (EYE) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
National Vision Holdings, Inc. is the larger business by last-quarter revenue ($487.3M vs $461.6M, roughly 1.1× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 0.7%, a 13.9% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 7.9%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $30.3M). Over the past eight quarters, National Vision Holdings, Inc.'s revenue compounded faster (7.6% CAGR vs 5.6%).
Vision Research is an international company that manufactures high-speed digital cameras based in Wayne, New Jersey. Their cameras are marketed under the Phantom brand, and are used in a broad variety of industries including: defense, industrial product development, manufacturing, automotive, scientific research, and entertainment. Vision Research is a business unit of the Materials Analysis Division of Ametek Inc., a global manufacturer of electronic instruments and electromechanical devices.
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...
EYE vs RBC — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $487.3M | $461.6M |
| Net Profit | $3.4M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | 2.0% | 22.3% |
| Net Margin | 0.7% | 14.6% |
| Revenue YoY | 7.9% | 17.0% |
| Net Profit YoY | 139.8% | 16.4% |
| EPS (diluted) | $0.04 | $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 | $487.3M | $455.3M | ||
| Q2 25 | $486.4M | $436.0M | ||
| Q1 25 | $510.3M | $437.7M | ||
| Q4 24 | $437.3M | $394.4M | ||
| Q3 24 | $451.5M | $397.9M | ||
| Q2 24 | $451.7M | $406.3M | ||
| Q1 24 | $482.8M | $413.7M |
| Q4 25 | — | $67.4M | ||
| Q3 25 | $3.4M | $60.0M | ||
| Q2 25 | $8.7M | $68.5M | ||
| Q1 25 | $14.2M | $72.7M | ||
| Q4 24 | $-28.6M | $57.9M | ||
| Q3 24 | $-8.5M | $54.2M | ||
| Q2 24 | $-3.1M | $61.4M | ||
| Q1 24 | $11.7M | — |
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
| Q4 25 | — | 22.3% | ||
| Q3 25 | 2.0% | 21.5% | ||
| Q2 25 | 3.4% | 23.2% | ||
| Q1 25 | 5.1% | 23.0% | ||
| Q4 24 | -5.8% | 21.7% | ||
| Q3 24 | -2.0% | 21.6% | ||
| Q2 24 | 0.1% | 24.0% | ||
| Q1 24 | 4.9% | 22.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 0.7% | 13.2% | ||
| Q2 25 | 1.8% | 15.7% | ||
| Q1 25 | 2.8% | 16.6% | ||
| Q4 24 | -6.5% | 14.7% | ||
| Q3 24 | -1.9% | 13.6% | ||
| Q2 24 | -0.7% | 15.1% | ||
| Q1 24 | 2.4% | — |
| Q4 25 | — | $2.13 | ||
| Q3 25 | $0.04 | $1.90 | ||
| Q2 25 | $0.11 | $2.17 | ||
| Q1 25 | $0.18 | $2.33 | ||
| Q4 24 | $-0.36 | $1.82 | ||
| Q3 24 | $-0.11 | $1.65 | ||
| Q2 24 | $-0.04 | $1.90 | ||
| Q1 24 | $0.15 | $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 | $56.0M | $107.6M |
| Total DebtLower is stronger | $236.5M | $990.2M |
| Stockholders' EquityBook value | $858.8M | $3.3B |
| Total Assets | $2.0B | $5.1B |
| Debt / EquityLower = less leverage | 0.28× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $107.6M | ||
| Q3 25 | $56.0M | $91.2M | ||
| Q2 25 | $48.5M | $132.9M | ||
| Q1 25 | $80.0M | $36.8M | ||
| Q4 24 | $73.9M | — | ||
| Q3 24 | $81.2M | — | ||
| Q2 24 | $179.5M | $76.8M | ||
| Q1 24 | $150.1M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | $236.5M | $1.1B | ||
| Q2 25 | $255.6M | $915.6M | ||
| Q1 25 | $244.7M | $920.1M | ||
| Q4 24 | $248.6M | — | ||
| Q3 24 | $252.8M | — | ||
| Q2 24 | $143.9M | — | ||
| Q1 24 | $448.6M | $1.2B |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $858.8M | $3.2B | ||
| Q2 25 | $850.6M | $3.1B | ||
| Q1 25 | $836.2M | $3.0B | ||
| Q4 24 | $816.3M | $2.9B | ||
| Q3 24 | $840.0M | $2.9B | ||
| Q2 24 | $843.4M | $2.8B | ||
| Q1 24 | $841.3M | $2.8B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $2.0B | $5.1B | ||
| Q2 25 | $2.0B | $4.8B | ||
| Q1 25 | $2.0B | $4.7B | ||
| Q4 24 | $2.0B | $4.7B | ||
| Q3 24 | $2.0B | $4.7B | ||
| Q2 24 | $2.1B | $4.7B | ||
| Q1 24 | $2.2B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | 0.28× | 0.34× | ||
| Q2 25 | 0.30× | 0.29× | ||
| Q1 25 | 0.29× | 0.30× | ||
| Q4 24 | 0.30× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.53× | 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 | $46.6M | $122.1M |
| Free Cash FlowOCF − Capex | $30.3M | $99.1M |
| FCF MarginFCF / Revenue | 6.2% | 21.5% |
| Capex IntensityCapex / Revenue | 3.4% | 5.0% |
| Cash ConversionOCF / Net Profit | 13.83× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $83.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $122.1M | ||
| Q3 25 | $46.6M | $88.4M | ||
| Q2 25 | $54.3M | $120.0M | ||
| Q1 25 | $32.2M | — | ||
| Q4 24 | $30.3M | $84.0M | ||
| Q3 24 | $27.9M | — | ||
| Q2 24 | $51.5M | $97.4M | ||
| Q1 24 | $24.0M | — |
| Q4 25 | — | $99.1M | ||
| Q3 25 | $30.3M | $71.7M | ||
| Q2 25 | $42.4M | $104.3M | ||
| Q1 25 | $12.0M | — | ||
| Q4 24 | $-1.7M | $73.6M | ||
| Q3 24 | $4.1M | — | ||
| Q2 24 | $31.9M | $88.4M | ||
| Q1 24 | $4.0M | — |
| Q4 25 | — | 21.5% | ||
| Q3 25 | 6.2% | 15.7% | ||
| Q2 25 | 8.7% | 23.9% | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | -0.4% | 18.7% | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 7.1% | 21.8% | ||
| Q1 24 | 0.8% | — |
| Q4 25 | — | 5.0% | ||
| Q3 25 | 3.4% | 3.7% | ||
| Q2 25 | 2.4% | 3.6% | ||
| Q1 25 | 4.0% | 3.2% | ||
| Q4 24 | 7.3% | 2.6% | ||
| Q3 24 | 5.3% | 4.1% | ||
| Q2 24 | 4.3% | 2.2% | ||
| Q1 24 | 4.1% | — |
| Q4 25 | — | 1.81× | ||
| Q3 25 | 13.83× | 1.47× | ||
| Q2 25 | 6.22× | 1.75× | ||
| Q1 25 | 2.27× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | 2.05× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EYE
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
