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Side-by-side financial comparison of RBC Bearings INC (RBC) and SelectQuote, Inc. (SLQT). Click either name above to swap in a different company.
SelectQuote, Inc. is the larger business by last-quarter revenue ($537.1M vs $461.6M, roughly 1.2× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 12.9%, a 1.7% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 11.6%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-1.0M). Over the past eight quarters, SelectQuote, Inc.'s revenue compounded faster (19.5% 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...
SelectQuote is a direct-to-consumer distribution platform for selling insurance policies and healthcare services. Their insurance business earns commissions by connecting consumers with insurance carriers that provide senior health, life, automobile, and home insurance. The healthcare services business mainly consists of SelectRx, an accredited pharmacy. The company went public on May 21, 2020.
RBC vs SLQT — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | ||
|---|---|---|
| Revenue | $461.6M | $537.1M |
| Net Profit | $67.4M | $69.3M |
| Gross Margin | 44.3% | 61.8% |
| Operating Margin | 22.3% | 14.0% |
| Net Margin | 14.6% | 12.9% |
| Revenue YoY | 17.0% | 11.6% |
| Net Profit YoY | 16.4% | 30.2% |
| EPS (diluted) | $2.13 | $0.26 |
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 | $537.1M | ||
| Q3 25 | $455.3M | $328.8M | ||
| Q2 25 | $436.0M | $345.1M | ||
| Q1 25 | $437.7M | $408.2M | ||
| Q4 24 | $394.4M | $481.1M | ||
| Q3 24 | $397.9M | $292.3M | ||
| Q2 24 | $406.3M | $307.2M | ||
| Q1 24 | $413.7M | $376.4M |
| Q4 25 | $67.4M | $69.3M | ||
| Q3 25 | $60.0M | $-30.5M | ||
| Q2 25 | $68.5M | $12.9M | ||
| Q1 25 | $72.7M | $26.0M | ||
| Q4 24 | $57.9M | $53.2M | ||
| Q3 24 | $54.2M | $-44.5M | ||
| Q2 24 | $61.4M | $-31.0M | ||
| Q1 24 | — | $8.6M |
| Q4 25 | 44.3% | 61.8% | ||
| Q3 25 | 44.1% | 41.4% | ||
| Q2 25 | 44.8% | 47.2% | ||
| Q1 25 | 44.2% | 60.2% | ||
| Q4 24 | 44.3% | 67.5% | ||
| Q3 24 | 43.7% | 55.7% | ||
| Q2 24 | 45.3% | 60.7% | ||
| Q1 24 | 43.1% | 71.8% |
| Q4 25 | 22.3% | 14.0% | ||
| Q3 25 | 21.5% | -12.4% | ||
| Q2 25 | 23.2% | -3.6% | ||
| Q1 25 | 23.0% | 5.4% | ||
| Q4 24 | 21.7% | 14.7% | ||
| Q3 24 | 21.6% | -4.1% | ||
| Q2 24 | 24.0% | -0.5% | ||
| Q1 24 | 22.8% | 8.8% |
| Q4 25 | 14.6% | 12.9% | ||
| Q3 25 | 13.2% | -9.3% | ||
| Q2 25 | 15.7% | 3.7% | ||
| Q1 25 | 16.6% | 6.4% | ||
| Q4 24 | 14.7% | 11.1% | ||
| Q3 24 | 13.6% | -15.2% | ||
| Q2 24 | 15.1% | -10.1% | ||
| Q1 24 | — | 2.3% |
| Q4 25 | $2.13 | $0.26 | ||
| Q3 25 | $1.90 | $-0.26 | ||
| Q2 25 | $2.17 | $-0.06 | ||
| Q1 25 | $2.33 | $0.03 | ||
| Q4 24 | $1.82 | $0.30 | ||
| Q3 24 | $1.65 | $-0.26 | ||
| Q2 24 | $1.90 | $-0.17 | ||
| Q1 24 | $1.92 | $0.05 |
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 | $18.3M |
| Total DebtLower is stronger | $990.2M | $405.8M |
| Stockholders' EquityBook value | $3.3B | $359.7M |
| Total Assets | $5.1B | $1.4B |
| Debt / EquityLower = less leverage | 0.30× | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $18.3M | ||
| Q3 25 | $91.2M | $10.7M | ||
| Q2 25 | $132.9M | $32.4M | ||
| Q1 25 | $36.8M | $80.1M | ||
| Q4 24 | — | $7.3M | ||
| Q3 24 | — | $10.4M | ||
| Q2 24 | $76.8M | $42.7M | ||
| Q1 24 | $63.5M | $37.8M |
| Q4 25 | $990.2M | $405.8M | ||
| Q3 25 | $1.1B | $393.1M | ||
| Q2 25 | $915.6M | $385.1M | ||
| Q1 25 | $920.1M | $391.5M | ||
| Q4 24 | — | $711.9M | ||
| Q3 24 | — | $680.4M | ||
| Q2 24 | — | $683.3M | ||
| Q1 24 | $1.2B | $686.0M |
| Q4 25 | $3.3B | $359.7M | ||
| Q3 25 | $3.2B | $305.1M | ||
| Q2 25 | $3.1B | $351.1M | ||
| Q1 25 | $3.0B | $350.2M | ||
| Q4 24 | $2.9B | $326.0M | ||
| Q3 24 | $2.9B | $269.4M | ||
| Q2 24 | $2.8B | $316.8M | ||
| Q1 24 | $2.8B | $346.8M |
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $5.1B | $1.2B | ||
| Q2 25 | $4.8B | $1.2B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $4.7B | $1.3B | ||
| Q3 24 | $4.7B | $1.1B | ||
| Q2 24 | $4.7B | $1.2B | ||
| Q1 24 | $4.7B | $1.2B |
| Q4 25 | 0.30× | 1.13× | ||
| Q3 25 | 0.34× | 1.29× | ||
| Q2 25 | 0.29× | 1.10× | ||
| Q1 25 | 0.30× | 1.12× | ||
| Q4 24 | — | 2.18× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 2.16× | ||
| Q1 24 | 0.43× | 1.98× |
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 | $52.0K |
| Free Cash FlowOCF − Capex | $99.1M | $-1.0M |
| FCF MarginFCF / Revenue | 21.5% | -0.2% |
| Capex IntensityCapex / Revenue | 5.0% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.81× | 0.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $8.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $52.0K | ||
| Q3 25 | $88.4M | $-21.6M | ||
| Q2 25 | $120.0M | $-37.5M | ||
| Q1 25 | — | $71.1M | ||
| Q4 24 | $84.0M | $-28.7M | ||
| Q3 24 | — | $-16.6M | ||
| Q2 24 | $97.4M | $20.0M | ||
| Q1 24 | — | $44.5M |
| Q4 25 | $99.1M | $-1.0M | ||
| Q3 25 | $71.7M | $-22.7M | ||
| Q2 25 | $104.3M | $-38.0M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | $73.6M | $-29.0M | ||
| Q3 24 | — | $-17.1M | ||
| Q2 24 | $88.4M | $19.7M | ||
| Q1 24 | — | $43.4M |
| Q4 25 | 21.5% | -0.2% | ||
| Q3 25 | 15.7% | -6.9% | ||
| Q2 25 | 23.9% | -11.0% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | 18.7% | -6.0% | ||
| Q3 24 | — | -5.8% | ||
| Q2 24 | 21.8% | 6.4% | ||
| Q1 24 | — | 11.5% |
| Q4 25 | 5.0% | 0.2% | ||
| Q3 25 | 3.7% | 0.3% | ||
| Q2 25 | 3.6% | 0.1% | ||
| Q1 25 | 3.2% | 0.2% | ||
| Q4 24 | 2.6% | 0.1% | ||
| Q3 24 | 4.1% | 0.2% | ||
| Q2 24 | 2.2% | 0.1% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | 1.81× | 0.00× | ||
| Q3 25 | 1.47× | — | ||
| Q2 25 | 1.75× | -2.91× | ||
| Q1 25 | — | 2.73× | ||
| Q4 24 | 1.45× | -0.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.59× | — | ||
| Q1 24 | — | 5.20× |
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% |
SLQT
| Healthcare Services Segment | $230.7M | 43% |
| Pharmacy | $227.2M | 42% |
| Other | $30.4M | 6% |
| Final Expense | $20.4M | 4% |
| Term | $18.5M | 3% |
| Other Senior | $6.3M | 1% |
| All Other Revenue | $3.9M | 1% |