vs
Side-by-side financial comparison of GENESCO INC (GCO) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
GENESCO INC is the larger business by last-quarter revenue ($616.2M vs $461.6M, roughly 1.3× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 0.9%, a 13.7% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 3.3%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-31.5M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs -8.7%).
Genesco Inc. is an American publicly owned specialty retailer of branded footwear and accessories and is a wholesaler of branded and licensed footwear based in Nashville, Tennessee. Founded back in 1924 as Jarman Shoe Company, a footwear manufacturer, the company changed its name to General Shoe Corporation in 1933, and became a public company in 1939. By 1957, its stock would be included in the first S&P 500 Index. The company took its current name, Genesco—an acronym derived from its earlie...
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...
GCO vs RBC — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $616.2M | $461.6M |
| Net Profit | $5.4M | $67.4M |
| Gross Margin | 46.8% | 44.3% |
| Operating Margin | 1.4% | 22.3% |
| Net Margin | 0.9% | 14.6% |
| Revenue YoY | 3.3% | 17.0% |
| Net Profit YoY | 128.3% | 16.4% |
| EPS (diluted) | $0.50 | $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 | $616.2M | $461.6M | ||
| Q3 25 | $546.0M | $455.3M | ||
| Q2 25 | $474.0M | $436.0M | ||
| Q1 25 | $745.9M | $437.7M | ||
| Q4 24 | $596.3M | $394.4M | ||
| Q3 24 | $525.2M | $397.9M | ||
| Q2 24 | $457.6M | $406.3M | ||
| Q1 24 | $739.0M | $413.7M |
| Q4 25 | $5.4M | $67.4M | ||
| Q3 25 | $-18.5M | $60.0M | ||
| Q2 25 | $-21.2M | $68.5M | ||
| Q1 25 | $34.4M | $72.7M | ||
| Q4 24 | $-18.9M | $57.9M | ||
| Q3 24 | $-10.0M | $54.2M | ||
| Q2 24 | $-24.3M | $61.4M | ||
| Q1 24 | $27.2M | — |
| Q4 25 | 46.8% | 44.3% | ||
| Q3 25 | 45.8% | 44.1% | ||
| Q2 25 | 46.7% | 44.8% | ||
| Q1 25 | 46.9% | 44.2% | ||
| Q4 24 | 47.8% | 44.3% | ||
| Q3 24 | 46.8% | 43.7% | ||
| Q2 24 | 47.3% | 45.3% | ||
| Q1 24 | 46.3% | 43.1% |
| Q4 25 | 1.4% | 22.3% | ||
| Q3 25 | -2.6% | 21.5% | ||
| Q2 25 | -5.9% | 23.2% | ||
| Q1 25 | 6.2% | 23.0% | ||
| Q4 24 | 1.7% | 21.7% | ||
| Q3 24 | -2.0% | 21.6% | ||
| Q2 24 | -7.0% | 24.0% | ||
| Q1 24 | 5.0% | 22.8% |
| Q4 25 | 0.9% | 14.6% | ||
| Q3 25 | -3.4% | 13.2% | ||
| Q2 25 | -4.5% | 15.7% | ||
| Q1 25 | 4.6% | 16.6% | ||
| Q4 24 | -3.2% | 14.7% | ||
| Q3 24 | -1.9% | 13.6% | ||
| Q2 24 | -5.3% | 15.1% | ||
| Q1 24 | 3.7% | — |
| Q4 25 | $0.50 | $2.13 | ||
| Q3 25 | $-1.79 | $1.90 | ||
| Q2 25 | $-2.02 | $2.17 | ||
| Q1 25 | $3.16 | $2.33 | ||
| Q4 24 | $-1.76 | $1.82 | ||
| Q3 24 | $-0.91 | $1.65 | ||
| Q2 24 | $-2.23 | $1.90 | ||
| Q1 24 | $2.29 | $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 | $27.0M | $107.6M |
| Total DebtLower is stronger | $89.5M | $990.2M |
| Stockholders' EquityBook value | $513.8M | $3.3B |
| Total Assets | $1.5B | $5.1B |
| Debt / EquityLower = less leverage | 0.17× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $27.0M | $107.6M | ||
| Q3 25 | $41.0M | $91.2M | ||
| Q2 25 | $21.7M | $132.9M | ||
| Q1 25 | $34.0M | $36.8M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $45.9M | — | ||
| Q2 24 | $19.2M | $76.8M | ||
| Q1 24 | $35.2M | $63.5M |
| Q4 25 | $89.5M | $990.2M | ||
| Q3 25 | $71.0M | $1.1B | ||
| Q2 25 | $121.0M | $915.6M | ||
| Q1 25 | $0 | $920.1M | ||
| Q4 24 | $100.1M | — | ||
| Q3 24 | $77.8M | — | ||
| Q2 24 | $59.4M | — | ||
| Q1 24 | $34.7M | $1.2B |
| Q4 25 | $513.8M | $3.3B | ||
| Q3 25 | $506.4M | $3.2B | ||
| Q2 25 | $522.2M | $3.1B | ||
| Q1 25 | $547.0M | $3.0B | ||
| Q4 24 | $516.9M | $2.9B | ||
| Q3 24 | $532.6M | $2.9B | ||
| Q2 24 | $548.5M | $2.8B | ||
| Q1 24 | $571.2M | $2.8B |
| Q4 25 | $1.5B | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.4B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.4B | $4.7B | ||
| Q3 24 | $1.4B | $4.7B | ||
| Q2 24 | $1.3B | $4.7B | ||
| Q1 24 | $1.3B | $4.7B |
| Q4 25 | 0.17× | 0.30× | ||
| Q3 25 | 0.14× | 0.34× | ||
| Q2 25 | 0.23× | 0.29× | ||
| Q1 25 | 0.00× | 0.30× | ||
| Q4 24 | 0.19× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.11× | — | ||
| Q1 24 | 0.06× | 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 | $-12.9M | $122.1M |
| Free Cash FlowOCF − Capex | $-31.5M | $99.1M |
| FCF MarginFCF / Revenue | -5.1% | 21.5% |
| Capex IntensityCapex / Revenue | 3.0% | 5.0% |
| Cash ConversionOCF / Net Profit | -2.41× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $23.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.9M | $122.1M | ||
| Q3 25 | $86.3M | $88.4M | ||
| Q2 25 | $-101.0M | $120.0M | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $-23.1M | $84.0M | ||
| Q3 24 | $27.7M | — | ||
| Q2 24 | $-33.7M | $97.4M | ||
| Q1 24 | $118.3M | — |
| Q4 25 | $-31.5M | $99.1M | ||
| Q3 25 | $71.7M | $71.7M | ||
| Q2 25 | $-119.9M | $104.3M | ||
| Q1 25 | $103.3M | — | ||
| Q4 24 | $-36.2M | $73.6M | ||
| Q3 24 | $19.8M | — | ||
| Q2 24 | $-40.1M | $88.4M | ||
| Q1 24 | $107.8M | — |
| Q4 25 | -5.1% | 21.5% | ||
| Q3 25 | 13.1% | 15.7% | ||
| Q2 25 | -25.3% | 23.9% | ||
| Q1 25 | 13.8% | — | ||
| Q4 24 | -6.1% | 18.7% | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | -8.8% | 21.8% | ||
| Q1 24 | 14.6% | — |
| Q4 25 | 3.0% | 5.0% | ||
| Q3 25 | 2.7% | 3.7% | ||
| Q2 25 | 4.0% | 3.6% | ||
| Q1 25 | 1.8% | 3.2% | ||
| Q4 24 | 2.2% | 2.6% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 1.4% | 2.2% | ||
| Q1 24 | 1.4% | — |
| Q4 25 | -2.41× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 3.40× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | 4.35× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
