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Side-by-side financial comparison of RBC Bearings INC (RBC) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $461.6M, roughly 1.7× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 2.2%, a 12.4% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 2.5%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $28.9M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs 0.9%).
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...
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
RBC vs SCSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $766.5M |
| Net Profit | $67.4M | $16.5M |
| Gross Margin | 44.3% | 13.4% |
| Operating Margin | 22.3% | 2.3% |
| Net Margin | 14.6% | 2.2% |
| Revenue YoY | 17.0% | 2.5% |
| Net Profit YoY | 16.4% | -3.3% |
| EPS (diluted) | $2.13 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $455.3M | $739.6M | ||
| Q2 25 | $436.0M | $812.9M | ||
| Q1 25 | $437.7M | $704.8M | ||
| Q4 24 | $394.4M | $747.5M | ||
| Q3 24 | $397.9M | $775.6M | ||
| Q2 24 | $406.3M | $746.1M | ||
| Q1 24 | $413.7M | $752.6M |
| Q4 25 | $67.4M | $16.5M | ||
| Q3 25 | $60.0M | $19.9M | ||
| Q2 25 | $68.5M | $20.1M | ||
| Q1 25 | $72.7M | $17.4M | ||
| Q4 24 | $57.9M | $17.1M | ||
| Q3 24 | $54.2M | $17.0M | ||
| Q2 24 | $61.4M | $16.1M | ||
| Q1 24 | — | $12.8M |
| Q4 25 | 44.3% | 13.4% | ||
| Q3 25 | 44.1% | 14.5% | ||
| Q2 25 | 44.8% | 12.9% | ||
| Q1 25 | 44.2% | 14.2% | ||
| Q4 24 | 44.3% | 13.6% | ||
| Q3 24 | 43.7% | 13.1% | ||
| Q2 24 | 45.3% | 13.0% | ||
| Q1 24 | 43.1% | 12.6% |
| Q4 25 | 22.3% | 2.3% | ||
| Q3 25 | 21.5% | 3.5% | ||
| Q2 25 | 23.2% | 3.3% | ||
| Q1 25 | 23.0% | 3.2% | ||
| Q4 24 | 21.7% | 2.5% | ||
| Q3 24 | 21.6% | 2.3% | ||
| Q2 24 | 24.0% | 2.9% | ||
| Q1 24 | 22.8% | 2.3% |
| Q4 25 | 14.6% | 2.2% | ||
| Q3 25 | 13.2% | 2.7% | ||
| Q2 25 | 15.7% | 2.5% | ||
| Q1 25 | 16.6% | 2.5% | ||
| Q4 24 | 14.7% | 2.3% | ||
| Q3 24 | 13.6% | 2.2% | ||
| Q2 24 | 15.1% | 2.2% | ||
| Q1 24 | — | 1.7% |
| Q4 25 | $2.13 | $0.75 | ||
| Q3 25 | $1.90 | $0.89 | ||
| Q2 25 | $2.17 | $0.87 | ||
| Q1 25 | $2.33 | $0.74 | ||
| Q4 24 | $1.82 | $0.70 | ||
| Q3 24 | $1.65 | $0.69 | ||
| Q2 24 | $1.90 | $0.66 | ||
| Q1 24 | $1.92 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $990.2M | — |
| Stockholders' EquityBook value | $3.3B | $910.9M |
| Total Assets | $5.1B | $1.7B |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $83.5M | ||
| Q3 25 | $91.2M | $124.9M | ||
| Q2 25 | $132.9M | $126.2M | ||
| Q1 25 | $36.8M | $146.3M | ||
| Q4 24 | — | $110.5M | ||
| Q3 24 | — | $145.0M | ||
| Q2 24 | $76.8M | $185.5M | ||
| Q1 24 | $63.5M | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $3.2B | $914.0M | ||
| Q2 25 | $3.1B | $906.4M | ||
| Q1 25 | $3.0B | $901.7M | ||
| Q4 24 | $2.9B | $900.7M | ||
| Q3 24 | $2.9B | $920.9M | ||
| Q2 24 | $2.8B | $924.3M | ||
| Q1 24 | $2.8B | $944.1M |
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.1B | $1.7B | ||
| Q2 25 | $4.8B | $1.8B | ||
| Q1 25 | $4.7B | $1.7B | ||
| Q4 24 | $4.7B | $1.7B | ||
| Q3 24 | $4.7B | $1.8B | ||
| Q2 24 | $4.7B | $1.8B | ||
| Q1 24 | $4.7B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | $99.1M | $28.9M |
| FCF MarginFCF / Revenue | 21.5% | 3.8% |
| Capex IntensityCapex / Revenue | 5.0% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.81× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $30.8M | ||
| Q3 25 | $88.4M | $23.2M | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | — | $66.1M | ||
| Q4 24 | $84.0M | $-6.2M | ||
| Q3 24 | — | $44.8M | ||
| Q2 24 | $97.4M | — | ||
| Q1 24 | — | $160.2M |
| Q4 25 | $99.1M | $28.9M | ||
| Q3 25 | $71.7M | $20.8M | ||
| Q2 25 | $104.3M | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | $73.6M | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | $88.4M | — | ||
| Q1 24 | — | $157.7M |
| Q4 25 | 21.5% | 3.8% | ||
| Q3 25 | 15.7% | 2.8% | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | 18.7% | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | 21.8% | — | ||
| Q1 24 | — | 21.0% |
| Q4 25 | 5.0% | 0.3% | ||
| Q3 25 | 3.7% | 0.3% | ||
| Q2 25 | 3.6% | 0.3% | ||
| Q1 25 | 3.2% | 0.2% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 4.1% | 0.3% | ||
| Q2 24 | 2.2% | 0.2% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | 1.81× | 1.87× | ||
| Q3 25 | 1.47× | 1.17× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | 1.45× | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | 1.59× | — | ||
| Q1 24 | — | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
