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Side-by-side financial comparison of RBC Bearings INC (RBC) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $340.0M, roughly 1.4× Walker & Dunlop, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs -12.9%, a 27.5% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -0.4%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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...
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
RBC vs WD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $340.0M |
| Net Profit | $67.4M | $-13.9M |
| Gross Margin | 44.3% | — |
| Operating Margin | 22.3% | -17.2% |
| Net Margin | 14.6% | -12.9% |
| Revenue YoY | 17.0% | -0.4% |
| Net Profit YoY | 16.4% | -131.0% |
| EPS (diluted) | $2.13 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $455.3M | $337.7M | ||
| Q2 25 | $436.0M | $319.2M | ||
| Q1 25 | $437.7M | $237.4M | ||
| Q4 24 | $394.4M | $341.5M | ||
| Q3 24 | $397.9M | $292.3M | ||
| Q2 24 | $406.3M | $270.7M | ||
| Q1 24 | $413.7M | $228.1M |
| Q4 25 | $67.4M | $-13.9M | ||
| Q3 25 | $60.0M | $33.5M | ||
| Q2 25 | $68.5M | $34.0M | ||
| Q1 25 | $72.7M | $2.8M | ||
| Q4 24 | $57.9M | $44.8M | ||
| Q3 24 | $54.2M | $28.8M | ||
| Q2 24 | $61.4M | $22.7M | ||
| Q1 24 | — | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 21.5% | 13.6% | ||
| Q2 25 | 23.2% | 14.5% | ||
| Q1 25 | 23.0% | 2.2% | ||
| Q4 24 | 21.7% | 15.3% | ||
| Q3 24 | 21.6% | 12.8% | ||
| Q2 24 | 24.0% | 10.4% | ||
| Q1 24 | 22.8% | 6.0% |
| Q4 25 | 14.6% | -12.9% | ||
| Q3 25 | 13.2% | 9.9% | ||
| Q2 25 | 15.7% | 10.6% | ||
| Q1 25 | 16.6% | 1.2% | ||
| Q4 24 | 14.7% | 13.1% | ||
| Q3 24 | 13.6% | 9.9% | ||
| Q2 24 | 15.1% | 8.4% | ||
| Q1 24 | — | 5.2% |
| Q4 25 | $2.13 | $-0.41 | ||
| Q3 25 | $1.90 | $0.98 | ||
| Q2 25 | $2.17 | $0.99 | ||
| Q1 25 | $2.33 | $0.08 | ||
| Q4 24 | $1.82 | $1.32 | ||
| Q3 24 | $1.65 | $0.85 | ||
| Q2 24 | $1.90 | $0.67 | ||
| Q1 24 | $1.92 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | $990.2M | — |
| Stockholders' EquityBook value | $3.3B | $1.7B |
| Total Assets | $5.1B | $5.1B |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $299.3M | ||
| Q3 25 | $91.2M | $274.8M | ||
| Q2 25 | $132.9M | $233.7M | ||
| Q1 25 | $36.8M | $181.0M | ||
| Q4 24 | — | $279.3M | ||
| Q3 24 | — | $179.8M | ||
| Q2 24 | $76.8M | $208.1M | ||
| Q1 24 | $63.5M | $216.5M |
| 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 | $1.7B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $3.1B | $1.8B | ||
| Q1 25 | $3.0B | $1.7B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.9B | $1.7B | ||
| Q2 24 | $2.8B | $1.7B | ||
| Q1 24 | $2.8B | $1.7B |
| Q4 25 | $5.1B | $5.1B | ||
| Q3 25 | $5.1B | $5.8B | ||
| Q2 25 | $4.8B | $4.7B | ||
| Q1 25 | $4.7B | $4.5B | ||
| Q4 24 | $4.7B | $4.4B | ||
| Q3 24 | $4.7B | $4.6B | ||
| Q2 24 | $4.7B | $4.2B | ||
| Q1 24 | $4.7B | $3.8B |
| 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 | $-664.3M |
| Free Cash FlowOCF − Capex | $99.1M | $-680.1M |
| FCF MarginFCF / Revenue | 21.5% | -200.0% |
| Capex IntensityCapex / Revenue | 5.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $-664.3M | ||
| Q3 25 | $88.4M | $-948.1M | ||
| Q2 25 | $120.0M | $-238.5M | ||
| Q1 25 | — | $-281.1M | ||
| Q4 24 | $84.0M | $129.4M | ||
| Q3 24 | — | $-202.0M | ||
| Q2 24 | $97.4M | $-237.8M | ||
| Q1 24 | — | $38.4M |
| Q4 25 | $99.1M | $-680.1M | ||
| Q3 25 | $71.7M | $-950.4M | ||
| Q2 25 | $104.3M | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | $73.6M | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | $88.4M | $-241.7M | ||
| Q1 24 | — | $35.2M |
| Q4 25 | 21.5% | -200.0% | ||
| Q3 25 | 15.7% | -281.5% | ||
| Q2 25 | 23.9% | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | 18.7% | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | 21.8% | -89.3% | ||
| Q1 24 | — | 15.4% |
| Q4 25 | 5.0% | 4.6% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 3.6% | 0.8% | ||
| Q1 25 | 3.2% | 1.5% | ||
| Q4 24 | 2.6% | 3.8% | ||
| Q3 24 | 4.1% | 0.7% | ||
| Q2 24 | 2.2% | 1.4% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | 1.81× | — | ||
| Q3 25 | 1.47× | -28.34× | ||
| Q2 25 | 1.75× | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | 1.45× | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | 1.59× | -10.49× | ||
| Q1 24 | — | 3.24× |
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% |
WD
Segment breakdown not available.
