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Side-by-side financial comparison of QuidelOrtho Corp (QDEL) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
QuidelOrtho Corp is the larger business by last-quarter revenue ($619.8M vs $461.6M, roughly 1.3× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs -14.8%, a 29.4% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -10.5%). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs -6.6%).
QuidelOrtho Corporation is an American manufacturer of diagnostic healthcare products that are sold worldwide.
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...
QDEL vs RBC — Head-to-Head
Income Statement — Q1 FY2027 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $619.8M | $461.6M |
| Net Profit | $-91.8M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | — | 22.3% |
| Net Margin | -14.8% | 14.6% |
| Revenue YoY | -10.5% | 17.0% |
| Net Profit YoY | — | 16.4% |
| EPS (diluted) | $-1.35 | $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 | $619.8M | — | ||
| Q4 25 | — | $461.6M | ||
| Q3 25 | $699.9M | $455.3M | ||
| Q2 25 | $613.9M | $436.0M | ||
| Q1 25 | $692.8M | $437.7M | ||
| Q4 24 | $707.8M | $394.4M | ||
| Q3 24 | $727.1M | $397.9M | ||
| Q2 24 | $637.0M | $406.3M |
| Q1 26 | $-91.8M | — | ||
| Q4 25 | — | $67.4M | ||
| Q3 25 | $-733.0M | $60.0M | ||
| Q2 25 | $-255.4M | $68.5M | ||
| Q1 25 | $-12.7M | $72.7M | ||
| Q4 24 | $-178.4M | $57.9M | ||
| Q3 24 | $-19.9M | $54.2M | ||
| Q2 24 | $-147.7M | $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 | — | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | -100.7% | 21.5% | ||
| Q2 25 | -29.4% | 23.2% | ||
| Q1 25 | 4.7% | 23.0% | ||
| Q4 24 | -14.2% | 21.7% | ||
| Q3 24 | 2.1% | 21.6% | ||
| Q2 24 | -18.4% | 24.0% |
| Q1 26 | -14.8% | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | -104.7% | 13.2% | ||
| Q2 25 | -41.6% | 15.7% | ||
| Q1 25 | -1.8% | 16.6% | ||
| Q4 24 | -25.2% | 14.7% | ||
| Q3 24 | -2.7% | 13.6% | ||
| Q2 24 | -23.2% | 15.1% |
| Q1 26 | $-1.35 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | $-10.78 | $1.90 | ||
| Q2 25 | $-3.77 | $2.17 | ||
| Q1 25 | $-0.19 | $2.33 | ||
| Q4 24 | $-2.54 | $1.82 | ||
| Q3 24 | $-0.30 | $1.65 | ||
| Q2 24 | $-2.20 | $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 | $140.4M | $107.6M |
| Total DebtLower is stronger | $2.5B | $990.2M |
| Stockholders' EquityBook value | $1.9B | $3.3B |
| Total Assets | $5.6B | $5.1B |
| Debt / EquityLower = less leverage | 1.33× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.4M | — | ||
| Q4 25 | — | $107.6M | ||
| Q3 25 | $98.1M | $91.2M | ||
| Q2 25 | $151.7M | $132.9M | ||
| Q1 25 | $127.1M | $36.8M | ||
| Q4 24 | $98.3M | — | ||
| Q3 24 | $143.7M | — | ||
| Q2 24 | $107.0M | $76.8M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | $2.5B | $1.1B | ||
| Q2 25 | $2.1B | $915.6M | ||
| Q1 25 | $2.1B | $920.1M | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
| Q1 26 | $1.9B | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.8B | $3.1B | ||
| Q1 25 | $3.0B | $3.0B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.2B | $2.9B | ||
| Q2 24 | $3.2B | $2.8B |
| Q1 26 | $5.6B | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $5.7B | $5.1B | ||
| Q2 25 | $6.4B | $4.8B | ||
| Q1 25 | $6.5B | $4.7B | ||
| Q4 24 | $6.4B | $4.7B | ||
| Q3 24 | $6.8B | $4.7B | ||
| Q2 24 | $6.7B | $4.7B |
| Q1 26 | 1.33× | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | 1.23× | 0.34× | ||
| Q2 25 | 0.74× | 0.29× | ||
| Q1 25 | 0.70× | 0.30× | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.70× | — |
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 | — | $122.1M | ||
| Q3 25 | $-45.5M | $88.4M | ||
| Q2 25 | $-46.8M | $120.0M | ||
| Q1 25 | $65.6M | — | ||
| Q4 24 | $63.7M | $84.0M | ||
| Q3 24 | $117.9M | — | ||
| Q2 24 | $-97.9M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | $-94.7M | $71.7M | ||
| Q2 25 | $-84.3M | $104.3M | ||
| Q1 25 | $9.4M | — | ||
| Q4 24 | $16.5M | $73.6M | ||
| Q3 24 | $71.4M | — | ||
| Q2 24 | $-133.2M | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | -13.5% | 15.7% | ||
| Q2 25 | -13.7% | 23.9% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 2.3% | 18.7% | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | -20.9% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | 7.0% | 3.7% | ||
| Q2 25 | 6.1% | 3.6% | ||
| Q1 25 | 8.1% | 3.2% | ||
| Q4 24 | 6.7% | 2.6% | ||
| Q3 24 | 6.4% | 4.1% | ||
| Q2 24 | 5.5% | 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
QDEL
| Labs | $353.1M | 57% |
| Immunohematology | $138.3M | 22% |
| Point of Care | $112.8M | 18% |
| Molecular Diagnostics | $7.8M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
