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Side-by-side financial comparison of MGIC INVESTMENT CORP (MTG) 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 $297.1M, roughly 1.6× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 14.6%, a 41.0% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -3.0%). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs -1.4%).
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
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...
MTG vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $297.1M | $461.6M |
| Net Profit | $165.3M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | — | 22.3% |
| Net Margin | 55.6% | 14.6% |
| Revenue YoY | -3.0% | 17.0% |
| Net Profit YoY | -10.9% | 16.4% |
| EPS (diluted) | $0.76 | $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 | $297.1M | — | ||
| Q4 25 | $298.7M | $461.6M | ||
| Q3 25 | $304.5M | $455.3M | ||
| Q2 25 | $304.2M | $436.0M | ||
| Q1 25 | $306.2M | $437.7M | ||
| Q4 24 | $301.4M | $394.4M | ||
| Q3 24 | $306.6M | $397.9M | ||
| Q2 24 | $305.3M | $406.3M |
| Q1 26 | $165.3M | — | ||
| Q4 25 | $169.3M | $67.4M | ||
| Q3 25 | $191.1M | $60.0M | ||
| Q2 25 | $192.5M | $68.5M | ||
| Q1 25 | $185.5M | $72.7M | ||
| Q4 24 | $184.7M | $57.9M | ||
| Q3 24 | $200.0M | $54.2M | ||
| Q2 24 | $204.2M | $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 | 71.2% | 22.3% | ||
| Q3 25 | 77.2% | 21.5% | ||
| Q2 25 | 80.9% | 23.2% | ||
| Q1 25 | 76.6% | 23.0% | ||
| Q4 24 | 77.9% | 21.7% | ||
| Q3 24 | 82.9% | 21.6% | ||
| Q2 24 | 85.1% | 24.0% |
| Q1 26 | 55.6% | — | ||
| Q4 25 | 56.7% | 14.6% | ||
| Q3 25 | 62.8% | 13.2% | ||
| Q2 25 | 63.3% | 15.7% | ||
| Q1 25 | 60.6% | 16.6% | ||
| Q4 24 | 61.3% | 14.7% | ||
| Q3 24 | 65.2% | 13.6% | ||
| Q2 24 | 66.9% | 15.1% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $0.75 | $2.13 | ||
| Q3 25 | $0.83 | $1.90 | ||
| Q2 25 | $0.81 | $2.17 | ||
| Q1 25 | $0.75 | $2.33 | ||
| Q4 24 | $0.71 | $1.82 | ||
| Q3 24 | $0.77 | $1.65 | ||
| Q2 24 | $0.77 | $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 | $235.1M | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $5.0B | $3.3B |
| Total Assets | $6.4B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $235.1M | — | ||
| Q4 25 | $369.0M | $107.6M | ||
| Q3 25 | $266.9M | $91.2M | ||
| Q2 25 | $294.9M | $132.9M | ||
| Q1 25 | $207.0M | $36.8M | ||
| Q4 24 | $229.5M | — | ||
| Q3 24 | $288.6M | — | ||
| Q2 24 | $281.8M | $76.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.1B | $3.3B | ||
| Q3 25 | $5.2B | $3.2B | ||
| Q2 25 | $5.2B | $3.1B | ||
| Q1 25 | $5.1B | $3.0B | ||
| Q4 24 | $5.2B | $2.9B | ||
| Q3 24 | $5.3B | $2.9B | ||
| Q2 24 | $5.1B | $2.8B |
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.6B | $5.1B | ||
| Q3 25 | $6.6B | $5.1B | ||
| Q2 25 | $6.5B | $4.8B | ||
| Q1 25 | $6.5B | $4.7B | ||
| Q4 24 | $6.5B | $4.7B | ||
| Q3 24 | $6.7B | $4.7B | ||
| Q2 24 | $6.5B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| 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 | $230.8M | $122.1M | ||
| Q3 25 | $215.4M | $88.4M | ||
| Q2 25 | $183.0M | $120.0M | ||
| Q1 25 | $223.7M | — | ||
| Q4 24 | $182.4M | $84.0M | ||
| Q3 24 | $182.9M | — | ||
| Q2 24 | $169.2M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | $230.2M | $99.1M | ||
| Q3 25 | $215.1M | $71.7M | ||
| Q2 25 | $183.0M | $104.3M | ||
| Q1 25 | $223.5M | — | ||
| Q4 24 | $181.9M | $73.6M | ||
| Q3 24 | $182.5M | — | ||
| Q2 24 | $169.0M | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | 77.1% | 21.5% | ||
| Q3 25 | 70.6% | 15.7% | ||
| Q2 25 | 60.1% | 23.9% | ||
| Q1 25 | 73.0% | — | ||
| Q4 24 | 60.3% | 18.7% | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 55.3% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.0% | ||
| Q3 25 | 0.1% | 3.7% | ||
| Q2 25 | 0.0% | 3.6% | ||
| Q1 25 | 0.0% | 3.2% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 0.1% | 4.1% | ||
| Q2 24 | 0.1% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.36× | 1.81× | ||
| Q3 25 | 1.13× | 1.47× | ||
| Q2 25 | 0.95× | 1.75× | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 0.99× | 1.45× | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.83× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MTG
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
