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Side-by-side financial comparison of Guardant Health, Inc. (GH) 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 $281.3M, roughly 1.6× Guardant Health, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs -45.7%, a 60.3% gap on every dollar of revenue. On growth, Guardant Health, Inc. posted the faster year-over-year revenue change (39.4% vs 17.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-54.2M). Over the past eight quarters, Guardant Health, Inc.'s revenue compounded faster (29.2% CAGR vs 5.6%).
Guardant Health, Inc. is an American biotechnology company based in Palo Alto, California. Co-founders Helmy Eltoukhy and AmirAli Talasaz serve as co-chief executive officers.
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...
GH vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $281.3M | $461.6M |
| Net Profit | $-128.5M | $67.4M |
| Gross Margin | 64.6% | 44.3% |
| Operating Margin | -43.0% | 22.3% |
| Net Margin | -45.7% | 14.6% |
| Revenue YoY | 39.4% | 17.0% |
| Net Profit YoY | -15.8% | 16.4% |
| EPS (diluted) | $-1.01 | $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 | $281.3M | $461.6M | ||
| Q3 25 | $265.2M | $455.3M | ||
| Q2 25 | $232.1M | $436.0M | ||
| Q1 25 | $203.5M | $437.7M | ||
| Q4 24 | $201.8M | $394.4M | ||
| Q3 24 | $191.5M | $397.9M | ||
| Q2 24 | $177.2M | $406.3M | ||
| Q1 24 | $168.5M | $413.7M |
| Q4 25 | $-128.5M | $67.4M | ||
| Q3 25 | $-92.7M | $60.0M | ||
| Q2 25 | $-99.9M | $68.5M | ||
| Q1 25 | $-95.2M | $72.7M | ||
| Q4 24 | $-111.0M | $57.9M | ||
| Q3 24 | $-107.8M | $54.2M | ||
| Q2 24 | $-102.6M | $61.4M | ||
| Q1 24 | $-115.0M | — |
| Q4 25 | 64.6% | 44.3% | ||
| Q3 25 | 64.7% | 44.1% | ||
| Q2 25 | 65.0% | 44.8% | ||
| Q1 25 | 63.3% | 44.2% | ||
| Q4 24 | 61.6% | 44.3% | ||
| Q3 24 | 61.1% | 43.7% | ||
| Q2 24 | 59.1% | 45.3% | ||
| Q1 24 | 61.2% | 43.1% |
| Q4 25 | -43.0% | 22.3% | ||
| Q3 25 | -37.3% | 21.5% | ||
| Q2 25 | -45.9% | 23.2% | ||
| Q1 25 | -54.6% | 23.0% | ||
| Q4 24 | -62.4% | 21.7% | ||
| Q3 24 | -61.3% | 21.6% | ||
| Q2 24 | -56.8% | 24.0% | ||
| Q1 24 | -59.2% | 22.8% |
| Q4 25 | -45.7% | 14.6% | ||
| Q3 25 | -35.0% | 13.2% | ||
| Q2 25 | -43.0% | 15.7% | ||
| Q1 25 | -46.8% | 16.6% | ||
| Q4 24 | -55.0% | 14.7% | ||
| Q3 24 | -56.3% | 13.6% | ||
| Q2 24 | -57.9% | 15.1% | ||
| Q1 24 | -68.2% | — |
| Q4 25 | $-1.01 | $2.13 | ||
| Q3 25 | $-0.74 | $1.90 | ||
| Q2 25 | $-0.80 | $2.17 | ||
| Q1 25 | $-0.77 | $2.33 | ||
| Q4 24 | $-0.90 | $1.82 | ||
| Q3 24 | $-0.88 | $1.65 | ||
| Q2 24 | $-0.84 | $1.90 | ||
| Q1 24 | $-0.94 | $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 | $378.2M | $107.6M |
| Total DebtLower is stronger | $1.5B | $990.2M |
| Stockholders' EquityBook value | $-99.3M | $3.3B |
| Total Assets | $2.0B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $378.2M | $107.6M | ||
| Q3 25 | $580.0M | $91.2M | ||
| Q2 25 | $629.1M | $132.9M | ||
| Q1 25 | $698.6M | $36.8M | ||
| Q4 24 | $525.5M | — | ||
| Q3 24 | $585.0M | — | ||
| Q2 24 | $933.7M | $76.8M | ||
| Q1 24 | $1.0B | $63.5M |
| Q4 25 | $1.5B | $990.2M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $915.6M | ||
| Q1 25 | $1.1B | $920.1M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $-99.3M | $3.3B | ||
| Q3 25 | $-354.5M | $3.2B | ||
| Q2 25 | $-305.5M | $3.1B | ||
| Q1 25 | $-250.8M | $3.0B | ||
| Q4 24 | $-139.6M | $2.9B | ||
| Q3 24 | $-60.1M | $2.9B | ||
| Q2 24 | $-1.6M | $2.8B | ||
| Q1 24 | $68.3M | $2.8B |
| Q4 25 | $2.0B | $5.1B | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.5B | $4.7B | ||
| Q3 24 | $1.5B | $4.7B | ||
| Q2 24 | $1.6B | $4.7B | ||
| Q1 24 | $1.7B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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 | $-26.4M | $122.1M |
| Free Cash FlowOCF − Capex | $-54.2M | $99.1M |
| FCF MarginFCF / Revenue | -19.3% | 21.5% |
| Capex IntensityCapex / Revenue | 9.9% | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-233.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-26.4M | $122.1M | ||
| Q3 25 | $-35.4M | $88.4M | ||
| Q2 25 | $-60.3M | $120.0M | ||
| Q1 25 | $-62.7M | — | ||
| Q4 24 | $-64.5M | $84.0M | ||
| Q3 24 | $-51.1M | — | ||
| Q2 24 | $-94.0M | $97.4M | ||
| Q1 24 | $-30.3M | — |
| Q4 25 | $-54.2M | $99.1M | ||
| Q3 25 | $-45.8M | $71.7M | ||
| Q2 25 | $-65.9M | $104.3M | ||
| Q1 25 | $-67.1M | — | ||
| Q4 24 | $-83.4M | $73.6M | ||
| Q3 24 | $-55.3M | — | ||
| Q2 24 | $-99.1M | $88.4M | ||
| Q1 24 | $-37.2M | — |
| Q4 25 | -19.3% | 21.5% | ||
| Q3 25 | -17.3% | 15.7% | ||
| Q2 25 | -28.4% | 23.9% | ||
| Q1 25 | -33.0% | — | ||
| Q4 24 | -41.3% | 18.7% | ||
| Q3 24 | -28.9% | — | ||
| Q2 24 | -55.9% | 21.8% | ||
| Q1 24 | -22.1% | — |
| Q4 25 | 9.9% | 5.0% | ||
| Q3 25 | 3.9% | 3.7% | ||
| Q2 25 | 2.4% | 3.6% | ||
| Q1 25 | 2.2% | 3.2% | ||
| Q4 24 | 9.4% | 2.6% | ||
| Q3 24 | 2.2% | 4.1% | ||
| Q2 24 | 2.9% | 2.2% | ||
| Q1 24 | 4.1% | — |
| 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 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
