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Side-by-side financial comparison of RLI CORP (RLI) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $465.7M, roughly 1.3× RLI CORP). RLI CORP runs the higher net margin — 19.6% vs 15.0%, a 4.6% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs 6.1%). Over the past eight quarters, RLI CORP's revenue compounded faster (2.3% CAGR vs -0.8%).
RLI Corp. is an American insurance company specializing in property insurance and casualty insurance. It is headquartered in Peoria, Illinois.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
RLI vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $465.7M | $588.0M |
| Net Profit | $91.2M | $88.2M |
| Gross Margin | — | 45.2% |
| Operating Margin | 24.4% | 19.5% |
| Net Margin | 19.6% | 15.0% |
| Revenue YoY | 6.1% | 9.1% |
| Net Profit YoY | 123.1% | 13.3% |
| EPS (diluted) | $1.00 | $2.13 |
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.
| Q1 26 | — | $588.0M | ||
| Q4 25 | $465.7M | $539.3M | ||
| Q3 25 | $509.3M | $623.5M | ||
| Q2 25 | $499.8M | $631.1M | ||
| Q1 25 | $407.7M | $538.9M | ||
| Q4 24 | $439.1M | $517.4M | ||
| Q3 24 | $470.0M | $587.2M | ||
| Q2 24 | $416.4M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $91.2M | $56.2M | ||
| Q3 25 | $124.6M | $107.4M | ||
| Q2 25 | $124.3M | $103.5M | ||
| Q1 25 | $63.2M | $77.9M | ||
| Q4 24 | $40.9M | $55.4M | ||
| Q3 24 | $95.0M | $93.5M | ||
| Q2 24 | $82.0M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 24.4% | 13.9% | ||
| Q3 25 | 30.9% | 22.6% | ||
| Q2 25 | 31.3% | 22.2% | ||
| Q1 25 | 19.3% | 19.0% | ||
| Q4 24 | 10.8% | 14.8% | ||
| Q3 24 | 24.9% | 21.3% | ||
| Q2 24 | 24.8% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 19.6% | 10.4% | ||
| Q3 25 | 24.5% | 17.2% | ||
| Q2 25 | 24.9% | 16.4% | ||
| Q1 25 | 15.5% | 14.5% | ||
| Q4 24 | 9.3% | 10.7% | ||
| Q3 24 | 20.2% | 15.9% | ||
| Q2 24 | 19.7% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $1.00 | $1.34 | ||
| Q3 25 | $1.35 | $2.58 | ||
| Q2 25 | $1.34 | $2.47 | ||
| Q1 25 | $0.68 | $1.85 | ||
| Q4 24 | $-2.87 | $1.31 | ||
| Q3 24 | $2.06 | $2.21 | ||
| Q2 24 | $1.78 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $2.1B |
| Total Assets | $6.2B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | — | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | — | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | $100.0M | $371.3M | ||
| Q2 25 | $100.0M | $376.9M | ||
| Q1 25 | $100.0M | $382.5M | ||
| Q4 24 | $100.0M | $388.1M | ||
| Q3 24 | $100.0M | $393.8M | ||
| Q2 24 | $100.0M | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.6B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $6.2B | $3.1B | ||
| Q3 25 | $6.2B | $3.0B | ||
| Q2 25 | $6.0B | $3.0B | ||
| Q1 25 | $5.7B | $2.8B | ||
| Q4 24 | $5.6B | $2.7B | ||
| Q3 24 | $5.8B | $2.9B | ||
| Q2 24 | $5.5B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | 0.05× | 0.19× | ||
| Q2 25 | 0.06× | 0.20× | ||
| Q1 25 | 0.06× | 0.21× | ||
| Q4 24 | 0.07× | 0.21× | ||
| Q3 24 | 0.06× | 0.21× | ||
| Q2 24 | 0.06× | 0.23× |
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 | $156.8M | — |
| Free Cash FlowOCF − Capex | $155.0M | — |
| FCF MarginFCF / Revenue | 33.3% | — |
| Capex IntensityCapex / Revenue | 0.4% | — |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | $608.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $156.8M | $155.7M | ||
| Q3 25 | $179.2M | $170.2M | ||
| Q2 25 | $174.7M | $125.2M | ||
| Q1 25 | $103.5M | $7.6M | ||
| Q4 24 | $128.1M | $115.8M | ||
| Q3 24 | $219.4M | $103.3M | ||
| Q2 24 | $141.8M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $155.0M | $119.0M | ||
| Q3 25 | $177.8M | $133.9M | ||
| Q2 25 | $173.4M | $87.3M | ||
| Q1 25 | $102.5M | $-42.6M | ||
| Q4 24 | $127.6M | $60.3M | ||
| Q3 24 | $219.0M | $58.1M | ||
| Q2 24 | $139.1M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 33.3% | 22.1% | ||
| Q3 25 | 34.9% | 21.5% | ||
| Q2 25 | 34.7% | 13.8% | ||
| Q1 25 | 25.1% | -7.9% | ||
| Q4 24 | 29.0% | 11.7% | ||
| Q3 24 | 46.6% | 9.9% | ||
| Q2 24 | 33.4% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 6.8% | ||
| Q3 25 | 0.3% | 5.8% | ||
| Q2 25 | 0.3% | 6.0% | ||
| Q1 25 | 0.3% | 9.3% | ||
| Q4 24 | 0.1% | 10.7% | ||
| Q3 24 | 0.1% | 7.7% | ||
| Q2 24 | 0.7% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 2.77× | ||
| Q3 25 | 1.44× | 1.58× | ||
| Q2 25 | 1.41× | 1.21× | ||
| Q1 25 | 1.64× | 0.10× | ||
| Q4 24 | 3.13× | 2.09× | ||
| Q3 24 | 2.31× | 1.10× | ||
| Q2 24 | 1.73× | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RLI
| Casualty Segment | $246.8M | 53% |
| Property Insurance Segment | $122.5M | 26% |
| Other | $59.3M | 13% |
| Surety Insurance Segment | $37.1M | 8% |
SSD
Segment breakdown not available.
