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Side-by-side financial comparison of RBC Bearings INC (RBC) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $324.4M, roughly 1.4× Revolve Group, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs 5.7%, a 8.9% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 10.4%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 5.6%).
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...
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
RBC vs RVLV — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $324.4M |
| Net Profit | $67.4M | $18.6M |
| Gross Margin | 44.3% | 53.3% |
| Operating Margin | 22.3% | 6.3% |
| Net Margin | 14.6% | 5.7% |
| Revenue YoY | 17.0% | 10.4% |
| Net Profit YoY | 16.4% | 50.4% |
| EPS (diluted) | $2.13 | $0.27 |
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.
| Q4 25 | $461.6M | $324.4M | ||
| Q3 25 | $455.3M | $295.6M | ||
| Q2 25 | $436.0M | $309.0M | ||
| Q1 25 | $437.7M | $296.7M | ||
| Q4 24 | $394.4M | $293.7M | ||
| Q3 24 | $397.9M | $283.1M | ||
| Q2 24 | $406.3M | $282.5M | ||
| Q1 24 | $413.7M | $270.6M |
| Q4 25 | $67.4M | $18.6M | ||
| Q3 25 | $60.0M | $21.2M | ||
| Q2 25 | $68.5M | $10.2M | ||
| Q1 25 | $72.7M | $11.8M | ||
| Q4 24 | $57.9M | $12.3M | ||
| Q3 24 | $54.2M | $11.0M | ||
| Q2 24 | $61.4M | $15.4M | ||
| Q1 24 | — | $10.9M |
| Q4 25 | 44.3% | 53.3% | ||
| Q3 25 | 44.1% | 54.6% | ||
| Q2 25 | 44.8% | 54.1% | ||
| Q1 25 | 44.2% | 52.0% | ||
| Q4 24 | 44.3% | 52.5% | ||
| Q3 24 | 43.7% | 51.2% | ||
| Q2 24 | 45.3% | 54.0% | ||
| Q1 24 | 43.1% | 52.3% |
| Q4 25 | 22.3% | 6.3% | ||
| Q3 25 | 21.5% | 7.1% | ||
| Q2 25 | 23.2% | 5.8% | ||
| Q1 25 | 23.0% | 5.0% | ||
| Q4 24 | 21.7% | 3.9% | ||
| Q3 24 | 21.6% | 5.0% | ||
| Q2 24 | 24.0% | 5.8% | ||
| Q1 24 | 22.8% | 3.4% |
| Q4 25 | 14.6% | 5.7% | ||
| Q3 25 | 13.2% | 7.2% | ||
| Q2 25 | 15.7% | 3.3% | ||
| Q1 25 | 16.6% | 4.0% | ||
| Q4 24 | 14.7% | 4.2% | ||
| Q3 24 | 13.6% | 3.9% | ||
| Q2 24 | 15.1% | 5.4% | ||
| Q1 24 | — | 4.0% |
| Q4 25 | $2.13 | $0.27 | ||
| Q3 25 | $1.90 | $0.29 | ||
| Q2 25 | $2.17 | $0.14 | ||
| Q1 25 | $2.33 | $0.16 | ||
| Q4 24 | $1.82 | $0.18 | ||
| Q3 24 | $1.65 | $0.15 | ||
| Q2 24 | $1.90 | $0.21 | ||
| Q1 24 | $1.92 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $990.2M | — |
| Stockholders' EquityBook value | $3.3B | $512.5M |
| Total Assets | $5.1B | $765.0M |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $292.3M | ||
| Q3 25 | $91.2M | $315.4M | ||
| Q2 25 | $132.9M | $310.7M | ||
| Q1 25 | $36.8M | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | $76.8M | $244.7M | ||
| Q1 24 | $63.5M | $273.4M |
| Q4 25 | $990.2M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $915.6M | — | ||
| Q1 25 | $920.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | $3.3B | $512.5M | ||
| Q3 25 | $3.2B | $490.2M | ||
| Q2 25 | $3.1B | $468.6M | ||
| Q1 25 | $3.0B | $453.4M | ||
| Q4 24 | $2.9B | $437.8M | ||
| Q3 24 | $2.9B | $420.8M | ||
| Q2 24 | $2.8B | $405.8M | ||
| Q1 24 | $2.8B | $389.9M |
| Q4 25 | $5.1B | $765.0M | ||
| Q3 25 | $5.1B | $751.3M | ||
| Q2 25 | $4.8B | $722.9M | ||
| Q1 25 | $4.7B | $713.9M | ||
| Q4 24 | $4.7B | $665.5M | ||
| Q3 24 | $4.7B | $670.9M | ||
| Q2 24 | $4.7B | $657.8M | ||
| Q1 24 | $4.7B | $650.0M |
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.29× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.43× | — |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $99.1M | $-13.3M |
| FCF MarginFCF / Revenue | 21.5% | -4.1% |
| Capex IntensityCapex / Revenue | 5.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.81× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $-10.2M | ||
| Q3 25 | $88.4M | $11.8M | ||
| Q2 25 | $120.0M | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | $84.0M | $3.9M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | $97.4M | $-24.7M | ||
| Q1 24 | — | $38.4M |
| Q4 25 | $99.1M | $-13.3M | ||
| Q3 25 | $71.7M | $7.5M | ||
| Q2 25 | $104.3M | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $73.6M | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | $88.4M | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | 21.5% | -4.1% | ||
| Q3 25 | 15.7% | 2.5% | ||
| Q2 25 | 23.9% | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | 18.7% | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | 21.8% | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | 5.0% | 1.0% | ||
| Q3 25 | 3.7% | 1.5% | ||
| Q2 25 | 3.6% | 0.7% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 4.1% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | 1.81× | -0.55× | ||
| Q3 25 | 1.47× | 0.56× | ||
| Q2 25 | 1.75× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | 1.45× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 1.59× | -1.60× | ||
| Q1 24 | — | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
