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Side-by-side financial comparison of Howard Hughes Holdings Inc. (HHH) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Howard Hughes Holdings Inc. is the larger business by last-quarter revenue ($624.4M vs $461.6M, roughly 1.4× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 1.0%, a 13.6% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -33.2%). Howard Hughes Holdings Inc. produced more free cash flow last quarter ($348.6M vs $99.1M). Over the past eight quarters, Howard Hughes Holdings Inc.'s revenue compounded faster (91.0% CAGR vs 5.6%).
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
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...
HHH vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $624.4M | $461.6M |
| Net Profit | $6.0M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | 4.2% | 22.3% |
| Net Margin | 1.0% | 14.6% |
| Revenue YoY | -33.2% | 17.0% |
| Net Profit YoY | -96.2% | 16.4% |
| EPS (diluted) | $0.20 | $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 | $624.4M | $461.6M | ||
| Q3 25 | $390.2M | $455.3M | ||
| Q2 25 | $260.9M | $436.0M | ||
| Q1 25 | $199.3M | $437.7M | ||
| Q4 24 | $935.0M | $394.4M | ||
| Q3 24 | $327.1M | $397.9M | ||
| Q2 24 | $317.4M | $406.3M | ||
| Q1 24 | $171.1M | $413.7M |
| Q4 25 | $6.0M | $67.4M | ||
| Q3 25 | $119.5M | $60.0M | ||
| Q2 25 | $-12.1M | $68.5M | ||
| Q1 25 | $10.5M | $72.7M | ||
| Q4 24 | $156.3M | $57.9M | ||
| Q3 24 | $72.8M | $54.2M | ||
| Q2 24 | $21.1M | $61.4M | ||
| Q1 24 | $-52.5M | — |
| 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 | 4.2% | 22.3% | ||
| Q3 25 | 48.6% | 21.5% | ||
| Q2 25 | 26.0% | 23.2% | ||
| Q1 25 | 24.0% | 23.0% | ||
| Q4 24 | 33.5% | 21.7% | ||
| Q3 24 | 60.6% | 21.6% | ||
| Q2 24 | 20.4% | 24.0% | ||
| Q1 24 | -9.8% | 22.8% |
| Q4 25 | 1.0% | 14.6% | ||
| Q3 25 | 30.6% | 13.2% | ||
| Q2 25 | -4.7% | 15.7% | ||
| Q1 25 | 5.3% | 16.6% | ||
| Q4 24 | 16.7% | 14.7% | ||
| Q3 24 | 22.2% | 13.6% | ||
| Q2 24 | 6.6% | 15.1% | ||
| Q1 24 | -30.7% | — |
| Q4 25 | $0.20 | $2.13 | ||
| Q3 25 | $2.02 | $1.90 | ||
| Q2 25 | $-0.22 | $2.17 | ||
| Q1 25 | $0.21 | $2.33 | ||
| Q4 24 | $3.14 | $1.82 | ||
| Q3 24 | $1.46 | $1.65 | ||
| Q2 24 | $0.42 | $1.90 | ||
| Q1 24 | $-1.06 | $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 | $1.5B | $107.6M |
| Total DebtLower is stronger | $5.1B | $990.2M |
| Stockholders' EquityBook value | $3.8B | $3.3B |
| Total Assets | $10.6B | $5.1B |
| Debt / EquityLower = less leverage | 1.35× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $107.6M | ||
| Q3 25 | $1.5B | $91.2M | ||
| Q2 25 | $1.4B | $132.9M | ||
| Q1 25 | $493.7M | $36.8M | ||
| Q4 24 | $596.1M | — | ||
| Q3 24 | $400.7M | — | ||
| Q2 24 | $436.8M | $76.8M | ||
| Q1 24 | $462.7M | $63.5M |
| Q4 25 | $5.1B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $3.8B | $3.3B | ||
| Q3 25 | $3.8B | $3.2B | ||
| Q2 25 | $3.6B | $3.1B | ||
| Q1 25 | $2.8B | $3.0B | ||
| Q4 24 | $2.8B | $2.9B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $3.0B | $2.8B | ||
| Q1 24 | $2.9B | $2.8B |
| Q4 25 | $10.6B | $5.1B | ||
| Q3 25 | $10.7B | $5.1B | ||
| Q2 25 | $10.3B | $4.8B | ||
| Q1 25 | $9.3B | $4.7B | ||
| Q4 24 | $9.2B | $4.7B | ||
| Q3 24 | $9.4B | $4.7B | ||
| Q2 24 | $9.9B | $4.7B | ||
| Q1 24 | $9.6B | $4.7B |
| Q4 25 | 1.35× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 1.85× | — | ||
| 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 | $360.3M | $122.1M |
| Free Cash FlowOCF − Capex | $348.6M | $99.1M |
| FCF MarginFCF / Revenue | 55.8% | 21.5% |
| Capex IntensityCapex / Revenue | 1.9% | 5.0% |
| Cash ConversionOCF / Net Profit | 60.04× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $417.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $360.3M | $122.1M | ||
| Q3 25 | $149.8M | $88.4M | ||
| Q2 25 | $177.3M | $120.0M | ||
| Q1 25 | $-224.9M | — | ||
| Q4 24 | $337.1M | $84.0M | ||
| Q3 24 | $248.3M | — | ||
| Q2 24 | $-17.5M | $97.4M | ||
| Q1 24 | $-171.2M | — |
| Q4 25 | $348.6M | $99.1M | ||
| Q3 25 | $137.7M | $71.7M | ||
| Q2 25 | $169.7M | $104.3M | ||
| Q1 25 | $-238.4M | — | ||
| Q4 24 | $317.1M | $73.6M | ||
| Q3 24 | $238.7M | — | ||
| Q2 24 | $-25.1M | $88.4M | ||
| Q1 24 | $-182.0M | — |
| Q4 25 | 55.8% | 21.5% | ||
| Q3 25 | 35.3% | 15.7% | ||
| Q2 25 | 65.1% | 23.9% | ||
| Q1 25 | -119.6% | — | ||
| Q4 24 | 33.9% | 18.7% | ||
| Q3 24 | 73.0% | — | ||
| Q2 24 | -7.9% | 21.8% | ||
| Q1 24 | -106.4% | — |
| Q4 25 | 1.9% | 5.0% | ||
| Q3 25 | 3.1% | 3.7% | ||
| Q2 25 | 2.9% | 3.6% | ||
| Q1 25 | 6.8% | 3.2% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 2.9% | 4.1% | ||
| Q2 24 | 2.4% | 2.2% | ||
| Q1 24 | 6.3% | — |
| Q4 25 | 60.04× | 1.81× | ||
| Q3 25 | 1.25× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | -21.35× | — | ||
| Q4 24 | 2.16× | 1.45× | ||
| Q3 24 | 3.41× | — | ||
| Q2 24 | -0.83× | 1.59× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HHH
| Transferred At Point In Time | $499.8M | 80% |
| Operating Assets Segment | $117.9M | 19% |
| Builder Price Participation | $12.9M | 2% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
