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Side-by-side financial comparison of Cloudflare, Inc. (NET) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Cloudflare, Inc. is the larger business by last-quarter revenue ($639.8M vs $461.6M, roughly 1.4× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs -3.6%, a 18.2% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.5% vs 17.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $84.1M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (26.3% CAGR vs 5.6%).
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
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...
NET vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $639.8M | $461.6M |
| Net Profit | $-22.9M | $67.4M |
| Gross Margin | 71.2% | 44.3% |
| Operating Margin | 19.1% | 22.3% |
| Net Margin | -3.6% | 14.6% |
| Revenue YoY | 33.5% | 17.0% |
| Net Profit YoY | 40.4% | 16.4% |
| EPS (diluted) | $-0.07 | $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 | $639.8M | — | ||
| Q4 25 | $614.5M | $461.6M | ||
| Q3 25 | $562.0M | $455.3M | ||
| Q2 25 | $512.3M | $436.0M | ||
| Q1 25 | $479.1M | $437.7M | ||
| Q4 24 | $459.9M | $394.4M | ||
| Q3 24 | $430.1M | $397.9M | ||
| Q2 24 | $401.0M | $406.3M |
| Q1 26 | $-22.9M | — | ||
| Q4 25 | $-12.1M | $67.4M | ||
| Q3 25 | $-1.3M | $60.0M | ||
| Q2 25 | $-50.4M | $68.5M | ||
| Q1 25 | $-38.5M | $72.7M | ||
| Q4 24 | $-12.8M | $57.9M | ||
| Q3 24 | $-15.3M | $54.2M | ||
| Q2 24 | $-15.1M | $61.4M |
| Q1 26 | 71.2% | — | ||
| Q4 25 | 73.6% | 44.3% | ||
| Q3 25 | 74.0% | 44.1% | ||
| Q2 25 | 74.9% | 44.8% | ||
| Q1 25 | 75.9% | 44.2% | ||
| Q4 24 | 76.4% | 44.3% | ||
| Q3 24 | 77.7% | 43.7% | ||
| Q2 24 | 77.8% | 45.3% |
| Q1 26 | 19.1% | — | ||
| Q4 25 | -8.0% | 22.3% | ||
| Q3 25 | -6.7% | 21.5% | ||
| Q2 25 | -13.1% | 23.2% | ||
| Q1 25 | -11.1% | 23.0% | ||
| Q4 24 | -7.5% | 21.7% | ||
| Q3 24 | -7.2% | 21.6% | ||
| Q2 24 | -8.7% | 24.0% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | -2.0% | 14.6% | ||
| Q3 25 | -0.2% | 13.2% | ||
| Q2 25 | -9.8% | 15.7% | ||
| Q1 25 | -8.0% | 16.6% | ||
| Q4 24 | -2.8% | 14.7% | ||
| Q3 24 | -3.6% | 13.6% | ||
| Q2 24 | -3.8% | 15.1% |
| Q1 26 | $-0.07 | — | ||
| Q4 25 | $-0.03 | $2.13 | ||
| Q3 25 | $0.00 | $1.90 | ||
| Q2 25 | $-0.15 | $2.17 | ||
| Q1 25 | $-0.11 | $2.33 | ||
| Q4 24 | $-0.05 | $1.82 | ||
| Q3 24 | $-0.04 | $1.65 | ||
| Q2 24 | $-0.04 | $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 | $932.2M | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $1.5B | $3.3B |
| Total Assets | $6.2B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $932.2M | — | ||
| Q4 25 | $943.5M | $107.6M | ||
| Q3 25 | $1.1B | $91.2M | ||
| Q2 25 | $1.5B | $132.9M | ||
| Q1 25 | $204.5M | $36.8M | ||
| Q4 24 | $147.7M | — | ||
| Q3 24 | $182.9M | — | ||
| Q2 24 | $157.0M | $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 | $1.5B | — | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.0B | $2.9B | ||
| Q3 24 | $973.1M | $2.9B | ||
| Q2 24 | $881.5M | $2.8B |
| Q1 26 | $6.2B | — | ||
| Q4 25 | $6.0B | $5.1B | ||
| Q3 25 | $5.8B | $5.1B | ||
| Q2 25 | $5.6B | $4.8B | ||
| Q1 25 | $3.7B | $4.7B | ||
| Q4 24 | $3.3B | $4.7B | ||
| Q3 24 | $3.1B | $4.7B | ||
| Q2 24 | $2.9B | $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 | $158.3M | $122.1M |
| Free Cash FlowOCF − Capex | $84.1M | $99.1M |
| FCF MarginFCF / Revenue | 13.1% | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $311.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.3M | — | ||
| Q4 25 | $190.4M | $122.1M | ||
| Q3 25 | $167.1M | $88.4M | ||
| Q2 25 | $99.8M | $120.0M | ||
| Q1 25 | $145.8M | — | ||
| Q4 24 | $127.3M | $84.0M | ||
| Q3 24 | $104.7M | — | ||
| Q2 24 | $74.8M | $97.4M |
| Q1 26 | $84.1M | — | ||
| Q4 25 | $105.2M | $99.1M | ||
| Q3 25 | $82.5M | $71.7M | ||
| Q2 25 | $39.9M | $104.3M | ||
| Q1 25 | $59.9M | — | ||
| Q4 24 | $54.2M | $73.6M | ||
| Q3 24 | $54.5M | — | ||
| Q2 24 | $45.2M | $88.4M |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 17.1% | 21.5% | ||
| Q3 25 | 14.7% | 15.7% | ||
| Q2 25 | 7.8% | 23.9% | ||
| Q1 25 | 12.5% | — | ||
| Q4 24 | 11.8% | 18.7% | ||
| Q3 24 | 12.7% | — | ||
| Q2 24 | 11.3% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | 5.0% | ||
| Q3 25 | 15.1% | 3.7% | ||
| Q2 25 | 11.7% | 3.6% | ||
| Q1 25 | 17.9% | 3.2% | ||
| Q4 24 | 15.9% | 2.6% | ||
| Q3 24 | 11.7% | 4.1% | ||
| Q2 24 | 7.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NET
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
