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Side-by-side financial comparison of RBC Bearings INC (RBC) and TORO CO (TTC), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
TORO CO is the larger business by last-quarter revenue ($1.1B vs $461.6M, roughly 2.5× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 4.7%, a 9.9% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -2.2%). TORO CO produced more free cash flow last quarter ($207.2M vs $99.1M). Over the past eight quarters, TORO CO's revenue compounded faster (6.3% 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...
The Toro Company is an American company based in the Minneapolis suburb of Bloomington, Minnesota, that designs, manufactures, and markets lawn mowers, snow blowers, and irrigation system supplies for commercial and residential, agricultural, and public sector uses.
RBC vs TTC — Head-to-Head
Income Statement — Q3 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $1.1B |
| Net Profit | $67.4M | $53.5M |
| Gross Margin | 44.3% | 33.7% |
| Operating Margin | 22.3% | 5.7% |
| Net Margin | 14.6% | 4.7% |
| Revenue YoY | 17.0% | -2.2% |
| Net Profit YoY | 16.4% | -55.2% |
| EPS (diluted) | $2.13 | $0.54 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $461.6M | — | ||
| Q3 25 | $455.3M | $1.1B | ||
| Q2 25 | $436.0M | $1.3B | ||
| Q1 25 | $437.7M | $995.0M | ||
| Q4 24 | $394.4M | — | ||
| Q3 24 | $397.9M | $1.2B | ||
| Q2 24 | $406.3M | $1.3B | ||
| Q1 24 | $413.7M | $1.0B |
| Q4 25 | $67.4M | — | ||
| Q3 25 | $60.0M | $53.5M | ||
| Q2 25 | $68.5M | $136.8M | ||
| Q1 25 | $72.7M | $52.8M | ||
| Q4 24 | $57.9M | — | ||
| Q3 24 | $54.2M | $119.3M | ||
| Q2 24 | $61.4M | $144.8M | ||
| Q1 24 | — | $64.9M |
| Q4 25 | 44.3% | — | ||
| Q3 25 | 44.1% | 33.7% | ||
| Q2 25 | 44.8% | 33.1% | ||
| Q1 25 | 44.2% | 33.7% | ||
| Q4 24 | 44.3% | — | ||
| Q3 24 | 43.7% | 34.8% | ||
| Q2 24 | 45.3% | 33.6% | ||
| Q1 24 | 43.1% | 34.4% |
| Q4 25 | 22.3% | — | ||
| Q3 25 | 21.5% | 5.7% | ||
| Q2 25 | 23.2% | 13.3% | ||
| Q1 25 | 23.0% | 7.8% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 21.6% | 12.8% | ||
| Q2 24 | 24.0% | 13.9% | ||
| Q1 24 | 22.8% | 8.8% |
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.2% | 4.7% | ||
| Q2 25 | 15.7% | 10.4% | ||
| Q1 25 | 16.6% | 5.3% | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 13.6% | 10.3% | ||
| Q2 24 | 15.1% | 10.7% | ||
| Q1 24 | — | 6.5% |
| Q4 25 | $2.13 | — | ||
| Q3 25 | $1.90 | $0.54 | ||
| Q2 25 | $2.17 | $1.37 | ||
| Q1 25 | $2.33 | $0.52 | ||
| Q4 24 | $1.82 | — | ||
| Q3 24 | $1.65 | $1.14 | ||
| Q2 24 | $1.90 | $1.38 | ||
| Q1 24 | $1.92 | $0.62 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $107.6M | — |
| Total DebtLower is stronger | $990.2M | $1.0B |
| Stockholders' EquityBook value | $3.3B | $1.4B |
| Total Assets | $5.1B | $3.5B |
| Debt / EquityLower = less leverage | 0.30× | 0.73× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $107.6M | — | ||
| Q3 25 | $91.2M | — | ||
| Q2 25 | $132.9M | — | ||
| Q1 25 | $36.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $76.8M | — | ||
| Q1 24 | $63.5M | — |
| Q4 25 | $990.2M | — | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $915.6M | $1.1B | ||
| Q1 25 | $920.1M | $1.1B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $991.9M | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | $1.2B | $1.2B |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $1.6B | ||
| Q2 24 | $2.8B | $1.7B | ||
| Q1 24 | $2.8B | $1.5B |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.1B | $3.5B | ||
| Q2 25 | $4.8B | $3.8B | ||
| Q1 25 | $4.7B | $3.7B | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.7B | $3.7B | ||
| Q2 24 | $4.7B | $3.9B | ||
| Q1 24 | $4.7B | $3.8B |
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.34× | 0.73× | ||
| Q2 25 | 0.29× | 0.74× | ||
| Q1 25 | 0.30× | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | 0.43× | 0.77× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $122.1M | $225.8M |
| Free Cash FlowOCF − Capex | $99.1M | $207.2M |
| FCF MarginFCF / Revenue | 21.5% | 18.3% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 5.0% | 1.6% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 1.81× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $122.1M | — | ||
| Q3 25 | $88.4M | $225.8M | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | — | $-48.6M | ||
| Q4 24 | $84.0M | — | ||
| Q3 24 | — | $194.7M | ||
| Q2 24 | $97.4M | $227.3M | ||
| Q1 24 | — | $-92.2M |
| Q4 25 | $99.1M | — | ||
| Q3 25 | $71.7M | $207.2M | ||
| Q2 25 | $104.3M | — | ||
| Q1 25 | — | $-67.7M | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | — | $170.6M | ||
| Q2 24 | $88.4M | $206.9M | ||
| Q1 24 | — | $-111.3M |
| Q4 25 | 21.5% | — | ||
| Q3 25 | 15.7% | 18.3% | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | — | -6.8% | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | 21.8% | 15.3% | ||
| Q1 24 | — | -11.1% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 3.7% | 1.6% | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.2% | 1.9% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 4.1% | 2.1% | ||
| Q2 24 | 2.2% | 1.5% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | 1.81× | — | ||
| Q3 25 | 1.47× | 4.22× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | — | -0.92× | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | 1.59× | 1.57× | ||
| Q1 24 | — | -1.42× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
TTC
| Equipment Products And Services | $815.7M | 72% |
| Residential Segment | $192.8M | 17% |
| Irrigation | $115.1M | 10% |
