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Side-by-side financial comparison of Kimco Realty (KIM) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $461.6M, roughly 1.2× RBC Bearings INC). Kimco Realty runs the higher net margin — 29.8% vs 14.6%, a 15.2% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 4.0%). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
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...
KIM vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $558.0M | $461.6M |
| Net Profit | $166.3M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | 37.2% | 22.3% |
| Net Margin | 29.8% | 14.6% |
| Revenue YoY | 4.0% | 17.0% |
| Net Profit YoY | 23.7% | 16.4% |
| EPS (diluted) | $0.46 | $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.
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $461.6M | ||
| Q3 25 | $535.9M | $455.3M | ||
| Q2 25 | $525.2M | $436.0M | ||
| Q1 25 | $536.6M | $437.7M | ||
| Q4 24 | $525.4M | $394.4M | ||
| Q3 24 | $507.6M | $397.9M | ||
| Q2 24 | $500.2M | $406.3M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $67.4M | ||
| Q3 25 | $137.8M | $60.0M | ||
| Q2 25 | $163.0M | $68.5M | ||
| Q1 25 | $132.8M | $72.7M | ||
| Q4 24 | $166.0M | $57.9M | ||
| Q3 24 | $136.0M | $54.2M | ||
| Q2 24 | $119.7M | $61.4M |
| Q1 26 | — | — | ||
| 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 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 22.3% | ||
| Q3 25 | 34.9% | 21.5% | ||
| Q2 25 | 39.2% | 23.2% | ||
| Q1 25 | 33.6% | 23.0% | ||
| Q4 24 | 31.7% | 21.7% | ||
| Q3 24 | 33.7% | 21.6% | ||
| Q2 24 | 32.1% | 24.0% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 14.6% | ||
| Q3 25 | 25.7% | 13.2% | ||
| Q2 25 | 31.0% | 15.7% | ||
| Q1 25 | 24.8% | 16.6% | ||
| Q4 24 | 31.6% | 14.7% | ||
| Q3 24 | 26.8% | 13.6% | ||
| Q2 24 | 23.9% | 15.1% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $10.4B | $3.3B |
| Total Assets | $19.6B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $107.6M | ||
| Q3 25 | $159.3M | $91.2M | ||
| Q2 25 | $226.6M | $132.9M | ||
| Q1 25 | $131.3M | $36.8M | ||
| Q4 24 | $688.6M | — | ||
| Q3 24 | $789.0M | — | ||
| Q2 24 | $126.4M | $76.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $3.3B | ||
| Q3 25 | $10.5B | $3.2B | ||
| Q2 25 | $10.5B | $3.1B | ||
| Q1 25 | $10.6B | $3.0B | ||
| Q4 24 | $10.7B | $2.9B | ||
| Q3 24 | $10.5B | $2.9B | ||
| Q2 24 | $10.6B | $2.8B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $5.1B | ||
| Q3 25 | $19.9B | $5.1B | ||
| Q2 25 | $19.8B | $4.8B | ||
| Q1 25 | $19.7B | $4.7B | ||
| Q4 24 | $20.3B | $4.7B | ||
| Q3 24 | $20.1B | $4.7B | ||
| Q2 24 | $19.5B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.1M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $122.1M | ||
| Q3 25 | $332.4M | $88.4M | ||
| Q2 25 | $305.4M | $120.0M | ||
| Q1 25 | $223.8M | — | ||
| Q4 24 | $239.5M | $84.0M | ||
| Q3 24 | $295.9M | — | ||
| Q2 24 | $294.1M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | $205.4M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 5.0% | ||
| Q3 25 | 0.0% | 3.7% | ||
| Q2 25 | 0.0% | 3.6% | ||
| Q1 25 | 3.4% | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.81× | ||
| Q3 25 | 2.41× | 1.47× | ||
| Q2 25 | 1.87× | 1.75× | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.44× | 1.45× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |