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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) 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 $332.6M, roughly 1.4× Guidewire Software, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs 9.4%, a 5.2% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 17.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-72.3M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs 5.6%).
Guidewire Software, Inc., commonly Guidewire, is an American software company based in San Mateo, California. It offers an industry platform for property and casualty (P&C) insurance carriers in the U.S. and worldwide.
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...
GWRE vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $461.6M |
| Net Profit | $31.3M | $67.4M |
| Gross Margin | 63.0% | 44.3% |
| Operating Margin | 5.6% | 22.3% |
| Net Margin | 9.4% | 14.6% |
| Revenue YoY | 26.5% | 17.0% |
| Net Profit YoY | 242.6% | 16.4% |
| EPS (diluted) | $0.36 | $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 | $332.6M | $461.6M | ||
| Q3 25 | $356.6M | $455.3M | ||
| Q2 25 | $293.5M | $436.0M | ||
| Q1 25 | $289.5M | $437.7M | ||
| Q4 24 | $262.9M | $394.4M | ||
| Q3 24 | $291.5M | $397.9M | ||
| Q2 24 | $240.7M | $406.3M | ||
| Q1 24 | $240.9M | $413.7M |
| Q4 25 | $31.3M | $67.4M | ||
| Q3 25 | $52.0M | $60.0M | ||
| Q2 25 | $46.0M | $68.5M | ||
| Q1 25 | $-37.3M | $72.7M | ||
| Q4 24 | $9.1M | $57.9M | ||
| Q3 24 | $16.8M | $54.2M | ||
| Q2 24 | $-5.5M | $61.4M | ||
| Q1 24 | $9.7M | — |
| Q4 25 | 63.0% | 44.3% | ||
| Q3 25 | 65.0% | 44.1% | ||
| Q2 25 | 62.2% | 44.8% | ||
| Q1 25 | 61.9% | 44.2% | ||
| Q4 24 | 60.2% | 44.3% | ||
| Q3 24 | 64.0% | 43.7% | ||
| Q2 24 | 59.1% | 45.3% | ||
| Q1 24 | 59.1% | 43.1% |
| Q4 25 | 5.6% | 22.3% | ||
| Q3 25 | 8.3% | 21.5% | ||
| Q2 25 | 1.5% | 23.2% | ||
| Q1 25 | 4.0% | 23.0% | ||
| Q4 24 | -1.8% | 21.7% | ||
| Q3 24 | 3.5% | 21.6% | ||
| Q2 24 | -6.9% | 24.0% | ||
| Q1 24 | -5.2% | 22.8% |
| Q4 25 | 9.4% | 14.6% | ||
| Q3 25 | 14.6% | 13.2% | ||
| Q2 25 | 15.7% | 15.7% | ||
| Q1 25 | -12.9% | 16.6% | ||
| Q4 24 | 3.5% | 14.7% | ||
| Q3 24 | 5.7% | 13.6% | ||
| Q2 24 | -2.3% | 15.1% | ||
| Q1 24 | 4.0% | — |
| Q4 25 | $0.36 | $2.13 | ||
| Q3 25 | $0.61 | $1.90 | ||
| Q2 25 | $0.54 | $2.17 | ||
| Q1 25 | $-0.45 | $2.33 | ||
| Q4 24 | $0.11 | $1.82 | ||
| Q3 24 | $0.21 | $1.65 | ||
| Q2 24 | $-0.07 | $1.90 | ||
| Q1 24 | $0.12 | $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 | $1.0B | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $1.5B | $3.3B |
| Total Assets | $2.6B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $107.6M | ||
| Q3 25 | $1.1B | $91.2M | ||
| Q2 25 | $920.4M | $132.9M | ||
| Q1 25 | $1.2B | $36.8M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $782.3M | $76.8M | ||
| Q1 24 | $777.6M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.4B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.3B | $2.9B | ||
| Q2 24 | $1.3B | $2.8B | ||
| Q1 24 | $1.3B | $2.8B |
| Q4 25 | $2.6B | $5.1B | ||
| Q3 25 | $2.7B | $5.1B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.5B | $4.7B | ||
| Q4 24 | $2.6B | $4.7B | ||
| Q3 24 | $2.2B | $4.7B | ||
| Q2 24 | $2.0B | $4.7B | ||
| Q1 24 | $2.0B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.30× | — | ||
| 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 | $-67.4M | $122.1M |
| Free Cash FlowOCF − Capex | $-72.3M | $99.1M |
| FCF MarginFCF / Revenue | -21.7% | 21.5% |
| Capex IntensityCapex / Revenue | 1.5% | 5.0% |
| Cash ConversionOCF / Net Profit | -2.15× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $122.1M | ||
| Q3 25 | $244.8M | $88.4M | ||
| Q2 25 | $32.4M | $120.0M | ||
| Q1 25 | $86.0M | — | ||
| Q4 24 | $-62.3M | $84.0M | ||
| Q3 24 | $193.8M | — | ||
| Q2 24 | $4.8M | $97.4M | ||
| Q1 24 | $69.3M | — |
| Q4 25 | $-72.3M | $99.1M | ||
| Q3 25 | $241.4M | $71.7M | ||
| Q2 25 | $31.6M | $104.3M | ||
| Q1 25 | $85.2M | — | ||
| Q4 24 | $-63.1M | $73.6M | ||
| Q3 24 | $192.1M | — | ||
| Q2 24 | $4.1M | $88.4M | ||
| Q1 24 | $66.3M | — |
| Q4 25 | -21.7% | 21.5% | ||
| Q3 25 | 67.7% | 15.7% | ||
| Q2 25 | 10.8% | 23.9% | ||
| Q1 25 | 29.4% | — | ||
| Q4 24 | -24.0% | 18.7% | ||
| Q3 24 | 65.9% | — | ||
| Q2 24 | 1.7% | 21.8% | ||
| Q1 24 | 27.5% | — |
| Q4 25 | 1.5% | 5.0% | ||
| Q3 25 | 1.0% | 3.7% | ||
| Q2 25 | 0.2% | 3.6% | ||
| Q1 25 | 0.3% | 3.2% | ||
| Q4 24 | 0.3% | 2.6% | ||
| Q3 24 | 0.6% | 4.1% | ||
| Q2 24 | 0.3% | 2.2% | ||
| Q1 24 | 1.2% | — |
| Q4 25 | -2.15× | 1.81× | ||
| Q3 25 | 4.71× | 1.47× | ||
| Q2 25 | 0.70× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | -6.82× | 1.45× | ||
| Q3 24 | 11.56× | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | 7.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GWRE
| Subscription | $222.7M | 67% |
| Services | $62.4M | 19% |
| Other | $33.1M | 10% |
| Support | $14.5M | 4% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
