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Side-by-side financial comparison of LendingClub Corp (LC) 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 $252.3M, roughly 1.8× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 14.6%, a 5.9% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 15.9%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 5.6%).
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
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...
LC vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $461.6M |
| Net Profit | $51.6M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | — | 22.3% |
| Net Margin | 20.5% | 14.6% |
| Revenue YoY | 15.9% | 17.0% |
| Net Profit YoY | 341.0% | 16.4% |
| EPS (diluted) | $0.44 | $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 | $252.3M | — | ||
| Q4 25 | $266.5M | $461.6M | ||
| Q3 25 | $266.2M | $455.3M | ||
| Q2 25 | $248.4M | $436.0M | ||
| Q1 25 | $217.7M | $437.7M | ||
| Q4 24 | $217.2M | $394.4M | ||
| Q3 24 | $201.9M | $397.9M | ||
| Q2 24 | $187.2M | $406.3M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $67.4M | ||
| Q3 25 | $44.3M | $60.0M | ||
| Q2 25 | $38.2M | $68.5M | ||
| Q1 25 | $11.7M | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | $14.5M | $54.2M | ||
| Q2 24 | $14.9M | $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 | — | — | ||
| Q4 25 | 18.8% | 22.3% | ||
| Q3 25 | 21.5% | 21.5% | ||
| Q2 25 | 21.7% | 23.2% | ||
| Q1 25 | 7.2% | 23.0% | ||
| Q4 24 | 5.1% | 21.7% | ||
| Q3 24 | 8.9% | 21.6% | ||
| Q2 24 | 10.4% | 24.0% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | 16.6% | 13.2% | ||
| Q2 25 | 15.4% | 15.7% | ||
| Q1 25 | 5.4% | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | 7.2% | 13.6% | ||
| Q2 24 | 8.0% | 15.1% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $2.13 | ||
| Q3 25 | $0.37 | $1.90 | ||
| Q2 25 | $0.33 | $2.17 | ||
| Q1 25 | $0.10 | $2.33 | ||
| Q4 24 | $0.08 | $1.82 | ||
| Q3 24 | $0.13 | $1.65 | ||
| Q2 24 | $0.13 | $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 | $1.5B | $3.3B |
| Total Assets | $11.9B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | $990.2M | ||
| Q3 25 | $0 | $1.1B | ||
| Q2 25 | $0 | $915.6M | ||
| Q1 25 | $0 | $920.1M | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.4B | $3.1B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.3B | $2.9B | ||
| Q2 24 | $1.3B | $2.8B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $5.1B | ||
| Q3 25 | $11.1B | $5.1B | ||
| Q2 25 | $10.8B | $4.8B | ||
| Q1 25 | $10.5B | $4.7B | ||
| Q4 24 | $10.6B | $4.7B | ||
| Q3 24 | $11.0B | $4.7B | ||
| Q2 24 | $9.6B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.30× | ||
| Q3 25 | 0.00× | 0.34× | ||
| Q2 25 | 0.00× | 0.29× | ||
| Q1 25 | 0.00× | 0.30× | ||
| Q4 24 | 0.00× | — | ||
| 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 | $-2.7B | $122.1M | ||
| Q3 25 | $-770.8M | $88.4M | ||
| Q2 25 | $-713.1M | $120.0M | ||
| Q1 25 | $-339.3M | — | ||
| Q4 24 | $-2.6B | $84.0M | ||
| Q3 24 | $-669.8M | — | ||
| Q2 24 | $-932.5M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $99.1M | ||
| Q3 25 | $-791.8M | $71.7M | ||
| Q2 25 | $-803.8M | $104.3M | ||
| Q1 25 | $-352.3M | — | ||
| Q4 24 | $-2.7B | $73.6M | ||
| Q3 24 | $-682.3M | — | ||
| Q2 24 | $-945.3M | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | 21.5% | ||
| Q3 25 | -297.4% | 15.7% | ||
| Q2 25 | -323.5% | 23.9% | ||
| Q1 25 | -161.8% | — | ||
| Q4 24 | -1237.8% | 18.7% | ||
| Q3 24 | -338.0% | — | ||
| Q2 24 | -504.9% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 5.0% | ||
| Q3 25 | 7.9% | 3.7% | ||
| Q2 25 | 36.5% | 3.6% | ||
| Q1 25 | 6.0% | 3.2% | ||
| Q4 24 | 25.0% | 2.6% | ||
| Q3 24 | 6.2% | 4.1% | ||
| Q2 24 | 6.9% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | -17.41× | 1.47× | ||
| Q2 25 | -18.68× | 1.75× | ||
| Q1 25 | -29.07× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | -46.33× | — | ||
| Q2 24 | -62.57× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LC
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
