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Side-by-side financial comparison of RBC Bearings INC (RBC) and TRUPANION, INC. (TRUP). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $376.9M, roughly 1.2× TRUPANION, INC.). On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 11.7%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $25.3M). Over the past eight quarters, TRUPANION, INC.'s revenue compounded faster (11.0% 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...
TRUPANION, INC.TRUPEarnings & Financial Report
Trupanion, Inc. is a pet insurance provider headquartered in Seattle, Washington. Established in 1998, Trupanion operates across the United States, Canada, Australia, and Puerto Rico. The company offers coverage for pets and is self-underwritten by the American Pet Insurance Company (APIC).
RBC vs TRUP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $376.9M |
| Net Profit | $67.4M | — |
| Gross Margin | 44.3% | 17.3% |
| Operating Margin | 22.3% | 1.9% |
| Net Margin | 14.6% | — |
| Revenue YoY | 17.0% | 11.7% |
| Net Profit YoY | 16.4% | — |
| EPS (diluted) | $2.13 | $0.13 |
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 | $376.9M | ||
| Q3 25 | $455.3M | $366.9M | ||
| Q2 25 | $436.0M | $353.6M | ||
| Q1 25 | $437.7M | $342.0M | ||
| Q4 24 | $394.4M | $337.3M | ||
| Q3 24 | $397.9M | $327.5M | ||
| Q2 24 | $406.3M | $314.8M | ||
| Q1 24 | $413.7M | $306.1M |
| Q4 25 | $67.4M | — | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $68.5M | — | ||
| Q1 25 | $72.7M | — | ||
| Q4 24 | $57.9M | — | ||
| Q3 24 | $54.2M | — | ||
| Q2 24 | $61.4M | — | ||
| Q1 24 | — | — |
| Q4 25 | 44.3% | 17.3% | ||
| Q3 25 | 44.1% | 16.4% | ||
| Q2 25 | 44.8% | 15.5% | ||
| Q1 25 | 44.2% | 14.9% | ||
| Q4 24 | 44.3% | 15.7% | ||
| Q3 24 | 43.7% | 15.1% | ||
| Q2 24 | 45.3% | 12.8% | ||
| Q1 24 | 43.1% | 11.8% |
| Q4 25 | 22.3% | 1.9% | ||
| Q3 25 | 21.5% | 1.6% | ||
| Q2 25 | 23.2% | 0.7% | ||
| Q1 25 | 23.0% | -0.4% | ||
| Q4 24 | 21.7% | 0.1% | ||
| Q3 24 | 21.6% | 0.5% | ||
| Q2 24 | 24.0% | -1.7% | ||
| Q1 24 | 22.8% | -2.0% |
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | 15.7% | — | ||
| Q1 25 | 16.6% | — | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 13.6% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.13 | $0.13 | ||
| Q3 25 | $1.90 | $0.13 | ||
| Q2 25 | $2.17 | $0.22 | ||
| Q1 25 | $2.33 | $-0.03 | ||
| Q4 24 | $1.82 | $0.04 | ||
| Q3 24 | $1.65 | $0.03 | ||
| Q2 24 | $1.90 | $-0.14 | ||
| Q1 24 | $1.92 | $-0.16 |
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 | $370.7M |
| Total DebtLower is stronger | $990.2M | $101.8M |
| Stockholders' EquityBook value | $3.3B | $383.9M |
| Total Assets | $5.1B | $915.0M |
| Debt / EquityLower = less leverage | 0.30× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $370.7M | ||
| Q3 25 | $91.2M | $348.5M | ||
| Q2 25 | $132.9M | $319.6M | ||
| Q1 25 | $36.8M | $321.8M | ||
| Q4 24 | — | $307.4M | ||
| Q3 24 | — | $293.1M | ||
| Q2 24 | $76.8M | $277.2M | ||
| Q1 24 | $63.5M | $275.2M |
| Q4 25 | $990.2M | $101.8M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $915.6M | — | ||
| Q1 25 | $920.1M | — | ||
| Q4 24 | — | $127.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | $3.3B | $383.9M | ||
| Q3 25 | $3.2B | $368.6M | ||
| Q2 25 | $3.1B | $355.5M | ||
| Q1 25 | $3.0B | $333.7M | ||
| Q4 24 | $2.9B | $323.3M | ||
| Q3 24 | $2.9B | $320.2M | ||
| Q2 24 | $2.8B | $305.8M | ||
| Q1 24 | $2.8B | $303.4M |
| Q4 25 | $5.1B | $915.0M | ||
| Q3 25 | $5.1B | $880.2M | ||
| Q2 25 | $4.8B | $847.8M | ||
| Q1 25 | $4.7B | $837.2M | ||
| Q4 24 | $4.7B | $806.9M | ||
| Q3 24 | $4.7B | $816.1M | ||
| Q2 24 | $4.7B | $795.9M | ||
| Q1 24 | $4.7B | $789.5M |
| Q4 25 | 0.30× | 0.27× | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.29× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | — | 0.39× | ||
| 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 | $29.3M |
| Free Cash FlowOCF − Capex | $99.1M | $25.3M |
| FCF MarginFCF / Revenue | 21.5% | 6.7% |
| Capex IntensityCapex / Revenue | 5.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $75.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $29.3M | ||
| Q3 25 | $88.4M | $29.2M | ||
| Q2 25 | $120.0M | $15.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | $84.0M | $23.7M | ||
| Q3 24 | — | $15.3M | ||
| Q2 24 | $97.4M | $6.9M | ||
| Q1 24 | — | $2.4M |
| Q4 25 | $99.1M | $25.3M | ||
| Q3 25 | $71.7M | $23.9M | ||
| Q2 25 | $104.3M | $12.0M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | $73.6M | $21.8M | ||
| Q3 24 | — | $13.4M | ||
| Q2 24 | $88.4M | $4.0M | ||
| Q1 24 | — | $-631.0K |
| Q4 25 | 21.5% | 6.7% | ||
| Q3 25 | 15.7% | 6.5% | ||
| Q2 25 | 23.9% | 3.4% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | 18.7% | 6.5% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 21.8% | 1.3% | ||
| Q1 24 | — | -0.2% |
| Q4 25 | 5.0% | 1.0% | ||
| Q3 25 | 3.7% | 1.4% | ||
| Q2 25 | 3.6% | 0.8% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 4.1% | 0.6% | ||
| Q2 24 | 2.2% | 0.9% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | 1.81× | — | ||
| Q3 25 | 1.47× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.59× | — | ||
| Q1 24 | — | — |
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% |
TRUP
| Subscriptionbusiness | $261.4M | 69% |
| Other | $115.4M | 31% |
