vs
Side-by-side financial comparison of RBC Bearings INC (RBC) and SM Energy Co (SM). Click either name above to swap in a different company.
SM Energy Co is the larger business by last-quarter revenue ($704.9M vs $461.6M, roughly 1.5× RBC Bearings INC). On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% 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...
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
RBC vs SM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $704.9M |
| Net Profit | $67.4M | — |
| Gross Margin | 44.3% | — |
| Operating Margin | 22.3% | 25.9% |
| Net Margin | 14.6% | — |
| Revenue YoY | 17.0% | -17.3% |
| Net Profit YoY | 16.4% | — |
| EPS (diluted) | $2.13 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $455.3M | $811.6M | ||
| Q2 25 | $436.0M | $792.9M | ||
| Q1 25 | $437.7M | $844.5M | ||
| Q4 24 | $394.4M | $852.0M | ||
| Q3 24 | $397.9M | $643.6M | ||
| Q2 24 | $406.3M | $634.6M | ||
| Q1 24 | $413.7M | $559.9M |
| Q4 25 | $67.4M | — | ||
| Q3 25 | $60.0M | $155.1M | ||
| Q2 25 | $68.5M | $201.7M | ||
| Q1 25 | $72.7M | $182.3M | ||
| Q4 24 | $57.9M | — | ||
| Q3 24 | $54.2M | $240.5M | ||
| Q2 24 | $61.4M | $210.3M | ||
| Q1 24 | — | $131.2M |
| 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 24 | 43.1% | — |
| Q4 25 | 22.3% | 25.9% | ||
| Q3 25 | 21.5% | 30.4% | ||
| Q2 25 | 23.2% | 37.2% | ||
| Q1 25 | 23.0% | 32.7% | ||
| Q4 24 | 21.7% | 33.7% | ||
| Q3 24 | 21.6% | 51.4% | ||
| Q2 24 | 24.0% | 44.0% | ||
| Q1 24 | 22.8% | 31.9% |
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.2% | 19.1% | ||
| Q2 25 | 15.7% | 25.4% | ||
| Q1 25 | 16.6% | 21.6% | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 13.6% | 37.4% | ||
| Q2 24 | 15.1% | 33.1% | ||
| Q1 24 | — | 23.4% |
| Q4 25 | $2.13 | $0.94 | ||
| Q3 25 | $1.90 | $1.35 | ||
| Q2 25 | $2.17 | $1.76 | ||
| Q1 25 | $2.33 | $1.59 | ||
| Q4 24 | $1.82 | $1.63 | ||
| Q3 24 | $1.65 | $2.09 | ||
| Q2 24 | $1.90 | $1.82 | ||
| Q1 24 | $1.92 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | $990.2M | — |
| Stockholders' EquityBook value | $3.3B | $4.8B |
| Total Assets | $5.1B | $9.3B |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $368.0M | ||
| Q3 25 | $91.2M | $162.3M | ||
| Q2 25 | $132.9M | $101.9M | ||
| Q1 25 | $36.8M | $54.0K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $76.8M | $487.9M | ||
| Q1 24 | $63.5M | $506.3M |
| 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 | $4.8B | ||
| Q3 25 | $3.2B | $4.7B | ||
| Q2 25 | $3.1B | $4.6B | ||
| Q1 25 | $3.0B | $4.4B | ||
| Q4 24 | $2.9B | $4.2B | ||
| Q3 24 | $2.9B | $4.1B | ||
| Q2 24 | $2.8B | $3.8B | ||
| Q1 24 | $2.8B | $3.7B |
| Q4 25 | $5.1B | $9.3B | ||
| Q3 25 | $5.1B | $9.1B | ||
| Q2 25 | $4.8B | $9.0B | ||
| Q1 25 | $4.7B | $8.8B | ||
| Q4 24 | $4.7B | $8.6B | ||
| Q3 24 | $4.7B | $8.0B | ||
| Q2 24 | $4.7B | $6.7B | ||
| Q1 24 | $4.7B | $6.4B |
| 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 | $451.9M |
| 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.
| Q4 25 | $122.1M | $451.9M | ||
| Q3 25 | $88.4M | $505.0M | ||
| Q2 25 | $120.0M | $571.1M | ||
| Q1 25 | — | $483.0M | ||
| Q4 24 | $84.0M | $578.4M | ||
| Q3 24 | — | $452.3M | ||
| Q2 24 | $97.4M | $476.4M | ||
| Q1 24 | — | $276.0M |
| Q4 25 | $99.1M | — | ||
| Q3 25 | $71.7M | — | ||
| Q2 25 | $104.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $88.4M | — | ||
| Q1 24 | — | — |
| Q4 25 | 21.5% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.8% | — | ||
| Q1 24 | — | — |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | — | — |
| Q4 25 | 1.81× | — | ||
| Q3 25 | 1.47× | 3.26× | ||
| Q2 25 | 1.75× | 2.83× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | 1.59× | 2.27× | ||
| Q1 24 | — | 2.10× |
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% |
SM
Segment breakdown not available.
