vs
Side-by-side financial comparison of RBC Bearings INC (RBC) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $461.6M, roughly 1.4× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 13.4%, a 1.2% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 15.7%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $99.1M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs 4.6%).
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...
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
RBC vs WTS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $625.1M |
| Net Profit | $67.4M | $83.7M |
| Gross Margin | 44.3% | 49.5% |
| Operating Margin | 22.3% | 18.2% |
| Net Margin | 14.6% | 13.4% |
| Revenue YoY | 17.0% | 15.7% |
| Net Profit YoY | 16.4% | 24.0% |
| EPS (diluted) | $2.13 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $455.3M | $611.7M | ||
| Q2 25 | $436.0M | $643.7M | ||
| Q1 25 | $437.7M | $558.0M | ||
| Q4 24 | $394.4M | $540.4M | ||
| Q3 24 | $397.9M | $543.6M | ||
| Q2 24 | $406.3M | $597.3M | ||
| Q1 24 | $413.7M | $570.9M |
| Q4 25 | $67.4M | $83.7M | ||
| Q3 25 | $60.0M | $82.2M | ||
| Q2 25 | $68.5M | $100.9M | ||
| Q1 25 | $72.7M | $74.0M | ||
| Q4 24 | $57.9M | $67.5M | ||
| Q3 24 | $54.2M | $69.1M | ||
| Q2 24 | $61.4M | $82.0M | ||
| Q1 24 | — | $72.6M |
| Q4 25 | 44.3% | 49.5% | ||
| Q3 25 | 44.1% | 48.8% | ||
| Q2 25 | 44.8% | 50.6% | ||
| Q1 25 | 44.2% | 48.8% | ||
| Q4 24 | 44.3% | 46.7% | ||
| Q3 24 | 43.7% | 47.3% | ||
| Q2 24 | 45.3% | 47.7% | ||
| Q1 24 | 43.1% | 46.9% |
| Q4 25 | 22.3% | 18.2% | ||
| Q3 25 | 21.5% | 18.2% | ||
| Q2 25 | 23.2% | 21.0% | ||
| Q1 25 | 23.0% | 15.7% | ||
| Q4 24 | 21.7% | 16.5% | ||
| Q3 24 | 21.6% | 17.1% | ||
| Q2 24 | 24.0% | 18.7% | ||
| Q1 24 | 22.8% | 16.9% |
| Q4 25 | 14.6% | 13.4% | ||
| Q3 25 | 13.2% | 13.4% | ||
| Q2 25 | 15.7% | 15.7% | ||
| Q1 25 | 16.6% | 13.3% | ||
| Q4 24 | 14.7% | 12.5% | ||
| Q3 24 | 13.6% | 12.7% | ||
| Q2 24 | 15.1% | 13.7% | ||
| Q1 24 | — | 12.7% |
| Q4 25 | $2.13 | $2.50 | ||
| Q3 25 | $1.90 | $2.45 | ||
| Q2 25 | $2.17 | $3.01 | ||
| Q1 25 | $2.33 | $2.21 | ||
| Q4 24 | $1.82 | $2.02 | ||
| Q3 24 | $1.65 | $2.06 | ||
| Q2 24 | $1.90 | $2.44 | ||
| Q1 24 | $1.92 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | $990.2M | — |
| Stockholders' EquityBook value | $3.3B | $2.0B |
| Total Assets | $5.1B | $2.9B |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.6M | $405.5M | ||
| Q3 25 | $91.2M | $457.7M | ||
| Q2 25 | $132.9M | $369.3M | ||
| Q1 25 | $36.8M | $336.8M | ||
| Q4 24 | — | $386.9M | ||
| Q3 24 | — | $303.9M | ||
| Q2 24 | $76.8M | $279.4M | ||
| Q1 24 | $63.5M | $237.1M |
| 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 | $2.0B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $3.0B | $1.8B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.9B | $1.7B | ||
| Q2 24 | $2.8B | $1.6B | ||
| Q1 24 | $2.8B | $1.6B |
| Q4 25 | $5.1B | $2.9B | ||
| Q3 25 | $5.1B | $2.7B | ||
| Q2 25 | $4.8B | $2.6B | ||
| Q1 25 | $4.7B | $2.5B | ||
| Q4 24 | $4.7B | $2.4B | ||
| Q3 24 | $4.7B | $2.4B | ||
| Q2 24 | $4.7B | $2.4B | ||
| Q1 24 | $4.7B | $2.3B |
| 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 | $154.7M |
| Free Cash FlowOCF − Capex | $99.1M | $140.3M |
| FCF MarginFCF / Revenue | 21.5% | 22.4% |
| Capex IntensityCapex / Revenue | 5.0% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.81× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $122.1M | $154.7M | ||
| Q3 25 | $88.4M | $122.4M | ||
| Q2 25 | $120.0M | $69.7M | ||
| Q1 25 | — | $55.2M | ||
| Q4 24 | $84.0M | $139.5M | ||
| Q3 24 | — | $90.7M | ||
| Q2 24 | $97.4M | $85.3M | ||
| Q1 24 | — | $45.6M |
| Q4 25 | $99.1M | $140.3M | ||
| Q3 25 | $71.7M | $110.9M | ||
| Q2 25 | $104.3M | $59.5M | ||
| Q1 25 | — | $45.6M | ||
| Q4 24 | $73.6M | $127.5M | ||
| Q3 24 | — | $84.3M | ||
| Q2 24 | $88.4M | $78.5M | ||
| Q1 24 | — | $35.5M |
| Q4 25 | 21.5% | 22.4% | ||
| Q3 25 | 15.7% | 18.1% | ||
| Q2 25 | 23.9% | 9.2% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | 18.7% | 23.6% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | 21.8% | 13.1% | ||
| Q1 24 | — | 6.2% |
| Q4 25 | 5.0% | 2.3% | ||
| Q3 25 | 3.7% | 1.9% | ||
| Q2 25 | 3.6% | 1.6% | ||
| Q1 25 | 3.2% | 1.7% | ||
| Q4 24 | 2.6% | 2.2% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 2.2% | 1.1% | ||
| Q1 24 | — | 1.8% |
| Q4 25 | 1.81× | 1.85× | ||
| Q3 25 | 1.47× | 1.49× | ||
| Q2 25 | 1.75× | 0.69× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | 1.45× | 2.07× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | 1.59× | 1.04× | ||
| Q1 24 | — | 0.63× |
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% |
WTS
Segment breakdown not available.
