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Side-by-side financial comparison of RBC Bearings INC (RBC) and TIMKEN CO (TKR). Click either name above to swap in a different company.
TIMKEN CO is the larger business by last-quarter revenue ($1.1B vs $461.6M, roughly 2.4× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 5.6%, a 9.0% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 3.5%). TIMKEN CO produced more free cash flow last quarter ($140.7M vs $99.1M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs -3.4%).
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...
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
RBC vs TKR — Head-to-Head
Income Statement — Q3 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $1.1B |
| Net Profit | $67.4M | $62.3M |
| Gross Margin | 44.3% | 29.3% |
| Operating Margin | 22.3% | 9.8% |
| Net Margin | 14.6% | 5.6% |
| Revenue YoY | 17.0% | 3.5% |
| Net Profit YoY | 16.4% | -12.5% |
| EPS (diluted) | $2.13 | $0.89 |
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 | $1.1B | ||
| Q3 25 | $455.3M | $1.2B | ||
| Q2 25 | $436.0M | $1.2B | ||
| Q1 25 | $437.7M | $1.1B | ||
| Q4 24 | $394.4M | $1.1B | ||
| Q3 24 | $397.9M | $1.1B | ||
| Q2 24 | $406.3M | $1.2B | ||
| Q1 24 | $413.7M | $1.2B |
| Q4 25 | $67.4M | $62.3M | ||
| Q3 25 | $60.0M | $69.3M | ||
| Q2 25 | $68.5M | $78.5M | ||
| Q1 25 | $72.7M | $78.3M | ||
| Q4 24 | $57.9M | $71.2M | ||
| Q3 24 | $54.2M | $81.8M | ||
| Q2 24 | $61.4M | $96.2M | ||
| Q1 24 | — | $103.5M |
| Q4 25 | 44.3% | 29.3% | ||
| Q3 25 | 44.1% | 30.2% | ||
| Q2 25 | 44.8% | 30.7% | ||
| Q1 25 | 44.2% | 31.5% | ||
| Q4 24 | 44.3% | 30.3% | ||
| Q3 24 | 43.7% | 30.6% | ||
| Q2 24 | 45.3% | 31.6% | ||
| Q1 24 | 43.1% | 33.4% |
| Q4 25 | 22.3% | 9.8% | ||
| Q3 25 | 21.5% | 12.0% | ||
| Q2 25 | 23.2% | 12.6% | ||
| Q1 25 | 23.0% | 12.6% | ||
| Q4 24 | 21.7% | 10.5% | ||
| Q3 24 | 21.6% | 13.0% | ||
| Q2 24 | 24.0% | 14.1% | ||
| Q1 24 | 22.8% | 15.5% |
| Q4 25 | 14.6% | 5.6% | ||
| Q3 25 | 13.2% | 6.0% | ||
| Q2 25 | 15.7% | 6.7% | ||
| Q1 25 | 16.6% | 6.9% | ||
| Q4 24 | 14.7% | 6.6% | ||
| Q3 24 | 13.6% | 7.3% | ||
| Q2 24 | 15.1% | 8.1% | ||
| Q1 24 | — | 8.7% |
| Q4 25 | $2.13 | $0.89 | ||
| Q3 25 | $1.90 | $0.99 | ||
| Q2 25 | $2.17 | $1.12 | ||
| Q1 25 | $2.33 | $1.11 | ||
| Q4 24 | $1.82 | $1.01 | ||
| Q3 24 | $1.65 | $1.16 | ||
| Q2 24 | $1.90 | $1.36 | ||
| Q1 24 | $1.92 | $1.46 |
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 | $364.4M |
| Total DebtLower is stronger | $990.2M | $1.9B |
| Stockholders' EquityBook value | $3.3B | $3.2B |
| Total Assets | $5.1B | $6.7B |
| Debt / EquityLower = less leverage | 0.30× | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $364.4M | ||
| Q3 25 | $91.2M | $449.1M | ||
| Q2 25 | $132.9M | $419.3M | ||
| Q1 25 | $36.8M | $376.1M | ||
| Q4 24 | — | $373.2M | ||
| Q3 24 | — | $412.7M | ||
| Q2 24 | $76.8M | $469.9M | ||
| Q1 24 | $63.5M | $421.9M |
| Q4 25 | $990.2M | $1.9B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $915.6M | $2.2B | ||
| Q1 25 | $920.1M | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | $1.2B | $2.2B |
| Q4 25 | $3.3B | $3.2B | ||
| Q3 25 | $3.2B | $3.1B | ||
| Q2 25 | $3.1B | $3.1B | ||
| Q1 25 | $3.0B | $2.9B | ||
| Q4 24 | $2.9B | $2.8B | ||
| Q3 24 | $2.9B | $2.9B | ||
| Q2 24 | $2.8B | $2.8B | ||
| Q1 24 | $2.8B | $2.6B |
| Q4 25 | $5.1B | $6.7B | ||
| Q3 25 | $5.1B | $6.8B | ||
| Q2 25 | $4.8B | $6.8B | ||
| Q1 25 | $4.7B | $6.6B | ||
| Q4 24 | $4.7B | $6.4B | ||
| Q3 24 | $4.7B | $6.8B | ||
| Q2 24 | $4.7B | $6.6B | ||
| Q1 24 | $4.7B | $6.5B |
| Q4 25 | 0.30× | 0.60× | ||
| Q3 25 | 0.34× | 0.67× | ||
| Q2 25 | 0.29× | 0.70× | ||
| Q1 25 | 0.30× | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | 0.43× | 0.83× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | $99.1M | $140.7M |
| FCF MarginFCF / Revenue | 21.5% | 12.7% |
| Capex IntensityCapex / Revenue | 5.0% | 3.8% |
| Cash ConversionOCF / Net Profit | 1.81× | 2.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $406.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $183.3M | ||
| Q3 25 | $88.4M | $201.1M | ||
| Q2 25 | $120.0M | $111.3M | ||
| Q1 25 | — | $58.6M | ||
| Q4 24 | $84.0M | $178.6M | ||
| Q3 24 | — | $123.2M | ||
| Q2 24 | $97.4M | $124.6M | ||
| Q1 24 | — | $49.3M |
| Q4 25 | $99.1M | $140.7M | ||
| Q3 25 | $71.7M | $163.8M | ||
| Q2 25 | $104.3M | $78.2M | ||
| Q1 25 | — | $23.4M | ||
| Q4 24 | $73.6M | $125.0M | ||
| Q3 24 | — | $88.2M | ||
| Q2 24 | $88.4M | $87.3M | ||
| Q1 24 | — | $5.2M |
| Q4 25 | 21.5% | 12.7% | ||
| Q3 25 | 15.7% | 14.2% | ||
| Q2 25 | 23.9% | 6.7% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | 18.7% | 11.6% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | 21.8% | 7.4% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | 5.0% | 3.8% | ||
| Q3 25 | 3.7% | 3.2% | ||
| Q2 25 | 3.6% | 2.8% | ||
| Q1 25 | 3.2% | 3.1% | ||
| Q4 24 | 2.6% | 5.0% | ||
| Q3 24 | 4.1% | 3.1% | ||
| Q2 24 | 2.2% | 3.2% | ||
| Q1 24 | — | 3.7% |
| Q4 25 | 1.81× | 2.94× | ||
| Q3 25 | 1.47× | 2.90× | ||
| Q2 25 | 1.75× | 1.42× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | 1.45× | 2.51× | ||
| Q3 24 | — | 1.51× | ||
| Q2 24 | 1.59× | 1.30× | ||
| Q1 24 | — | 0.48× |
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% |
TKR
Segment breakdown not available.
