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Side-by-side financial comparison of Agilent Technologies (A) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
Agilent Technologies is the larger business by last-quarter revenue ($1.8B vs $935.4M, roughly 1.9× DONALDSON Co INC). Agilent Technologies runs the higher net margin — 17.0% vs 12.2%, a 4.8% gap on every dollar of revenue. On growth, Agilent Technologies posted the faster year-over-year revenue change (7.0% vs 3.9%). Agilent Technologies produced more free cash flow last quarter ($175.0M vs $111.2M). Over the past eight quarters, Agilent Technologies's revenue compounded faster (6.9% CAGR vs 3.3%).
Agilent Technologies, Inc. provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectrometry instruments; atomic absorption instruments; microwave plasma-atomic emissi...
Donaldson Company, Inc. is a filtration company engaged in the production and marketing of filtration products used in a variety of industry sectors, including commercial/industrial, aerospace, chemical, alternative energy (windmills), food & beverage, and pharmaceuticals. Also the company's research division, located in Minneapolis, Minn., participated in defense-related projects for various military applications.
A vs DCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.8B | $935.4M |
| Net Profit | $305.0M | $113.9M |
| Gross Margin | 52.6% | 35.2% |
| Operating Margin | 19.6% | 16.0% |
| Net Margin | 17.0% | 12.2% |
| Revenue YoY | 7.0% | 3.9% |
| Net Profit YoY | -4.1% | 15.1% |
| EPS (diluted) | $1.07 | $0.97 |
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 | $1.8B | — | ||
| Q4 25 | $1.9B | $935.4M | ||
| Q3 25 | $1.7B | $980.7M | ||
| Q2 25 | $1.7B | $940.1M | ||
| Q1 25 | $1.7B | $870.0M | ||
| Q4 24 | $1.7B | $900.1M | ||
| Q3 24 | $1.6B | $935.4M | ||
| Q2 24 | $1.6B | $927.9M |
| Q1 26 | $305.0M | — | ||
| Q4 25 | $434.0M | $113.9M | ||
| Q3 25 | $336.0M | $114.3M | ||
| Q2 25 | $215.0M | $57.8M | ||
| Q1 25 | $318.0M | $95.9M | ||
| Q4 24 | $351.0M | $99.0M | ||
| Q3 24 | $282.0M | $109.7M | ||
| Q2 24 | $308.0M | $113.5M |
| Q1 26 | 52.6% | — | ||
| Q4 25 | 53.2% | 35.2% | ||
| Q3 25 | 51.1% | 34.5% | ||
| Q2 25 | 51.9% | 34.2% | ||
| Q1 25 | 53.5% | 35.2% | ||
| Q4 24 | 53.9% | 35.5% | ||
| Q3 24 | 54.2% | 35.8% | ||
| Q2 24 | 54.4% | 35.6% |
| Q1 26 | 19.6% | — | ||
| Q4 25 | 23.8% | 16.0% | ||
| Q3 25 | 20.7% | 15.5% | ||
| Q2 25 | 18.0% | 9.3% | ||
| Q1 25 | 22.4% | 14.4% | ||
| Q4 24 | 24.0% | 14.5% | ||
| Q3 24 | 21.1% | 15.6% | ||
| Q2 24 | 23.1% | 15.5% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 23.3% | 12.2% | ||
| Q3 25 | 19.3% | 11.7% | ||
| Q2 25 | 12.9% | 6.1% | ||
| Q1 25 | 18.9% | 11.0% | ||
| Q4 24 | 20.6% | 11.0% | ||
| Q3 24 | 17.9% | 11.7% | ||
| Q2 24 | 19.6% | 12.2% |
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.53 | $0.97 | ||
| Q3 25 | $1.18 | $0.97 | ||
| Q2 25 | $0.75 | $0.48 | ||
| Q1 25 | $1.11 | $0.79 | ||
| Q4 24 | $1.23 | $0.81 | ||
| Q3 24 | $0.97 | $0.90 | ||
| Q2 24 | $1.05 | $0.92 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.8B | $210.7M |
| Total DebtLower is stronger | $3.0B | $671.5M |
| Stockholders' EquityBook value | $6.9B | $1.5B |
| Total Assets | $12.8B | $3.0B |
| Debt / EquityLower = less leverage | 0.44× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $210.7M | ||
| Q3 25 | $1.5B | $180.4M | ||
| Q2 25 | $1.5B | $178.5M | ||
| Q1 25 | $1.5B | $189.1M | ||
| Q4 24 | $1.3B | $221.2M | ||
| Q3 24 | $1.8B | $232.7M | ||
| Q2 24 | $1.7B | $223.7M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $671.5M | ||
| Q3 25 | $3.4B | $630.4M | ||
| Q2 25 | $3.3B | $638.8M | ||
| Q1 25 | $3.3B | $514.7M | ||
| Q4 24 | $3.3B | $538.6M | ||
| Q3 24 | $2.1B | $483.4M | ||
| Q2 24 | $2.1B | $481.8M |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.7B | $1.5B | ||
| Q3 25 | $6.4B | $1.5B | ||
| Q2 25 | $6.1B | $1.5B | ||
| Q1 25 | $6.0B | $1.5B | ||
| Q4 24 | $5.9B | $1.5B | ||
| Q3 24 | $5.9B | $1.5B | ||
| Q2 24 | $6.2B | $1.5B |
| Q1 26 | $12.8B | — | ||
| Q4 25 | $12.7B | $3.0B | ||
| Q3 25 | $12.2B | $3.0B | ||
| Q2 25 | $12.2B | $3.0B | ||
| Q1 25 | $11.9B | $3.0B | ||
| Q4 24 | $11.8B | $3.0B | ||
| Q3 24 | $11.0B | $2.9B | ||
| Q2 24 | $10.9B | $2.9B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.45× | 0.44× | ||
| Q3 25 | 0.53× | 0.43× | ||
| Q2 25 | 0.55× | 0.44× | ||
| Q1 25 | 0.56× | 0.33× | ||
| Q4 24 | 0.57× | 0.35× | ||
| Q3 24 | 0.36× | 0.32× | ||
| Q2 24 | 0.34× | 0.32× |
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 | $268.0M | $125.4M |
| Free Cash FlowOCF − Capex | $175.0M | $111.2M |
| FCF MarginFCF / Revenue | 9.7% | 11.9% |
| Capex IntensityCapex / Revenue | 5.2% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.88× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $993.0M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $268.0M | — | ||
| Q4 25 | $545.0M | $125.4M | ||
| Q3 25 | $362.0M | $167.8M | ||
| Q2 25 | $221.0M | $87.7M | ||
| Q1 25 | $431.0M | $90.4M | ||
| Q4 24 | $481.0M | $72.9M | ||
| Q3 24 | $452.0M | $126.0M | ||
| Q2 24 | $333.0M | $141.5M |
| Q1 26 | $175.0M | — | ||
| Q4 25 | $452.0M | $111.2M | ||
| Q3 25 | $259.0M | $147.5M | ||
| Q2 25 | $107.0M | $73.0M | ||
| Q1 25 | $334.0M | $71.5M | ||
| Q4 24 | $388.0M | $47.9M | ||
| Q3 24 | $360.0M | $106.2M | ||
| Q2 24 | $230.0M | $120.2M |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 24.3% | 11.9% | ||
| Q3 25 | 14.9% | 15.0% | ||
| Q2 25 | 6.4% | 7.8% | ||
| Q1 25 | 19.9% | 8.2% | ||
| Q4 24 | 22.8% | 5.3% | ||
| Q3 24 | 22.8% | 11.4% | ||
| Q2 24 | 14.6% | 13.0% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 5.0% | 1.5% | ||
| Q3 25 | 5.9% | 2.1% | ||
| Q2 25 | 6.8% | 1.6% | ||
| Q1 25 | 5.8% | 2.2% | ||
| Q4 24 | 5.5% | 2.8% | ||
| Q3 24 | 5.8% | 2.1% | ||
| Q2 24 | 6.5% | 2.3% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.26× | 1.10× | ||
| Q3 25 | 1.08× | 1.47× | ||
| Q2 25 | 1.03× | 1.52× | ||
| Q1 25 | 1.36× | 0.94× | ||
| Q4 24 | 1.37× | 0.74× | ||
| Q3 24 | 1.60× | 1.15× | ||
| Q2 24 | 1.08× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
A
| Service Other | $525.0M | 29% |
| Chemicaland Energy Market | $422.0M | 23% |
| Agilent Cross Lab | $273.0M | 15% |
| Environmentaland Forensics Market | $177.0M | 10% |
| Food Market | $166.0M | 9% |
| Academiaand Government Market | $130.0M | 7% |
| Applied Markets | $98.0M | 5% |
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |