vs
Side-by-side financial comparison of Ameren (AEE) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
Ameren is the larger business by last-quarter revenue ($1.8B vs $935.4M, roughly 1.9× DONALDSON Co INC). Ameren runs the higher net margin — 14.2% vs 12.2%, a 2.0% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -8.2%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $-54.0M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -0.9%).
Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. It operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. The company engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution and transmission businesses. It primarily generates electricity through coal, nucle...
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.
AEE vs DCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $935.4M |
| Net Profit | $253.0M | $113.9M |
| Gross Margin | — | 35.2% |
| Operating Margin | 20.2% | 16.0% |
| Net Margin | 14.2% | 12.2% |
| Revenue YoY | -8.2% | 3.9% |
| Net Profit YoY | 21.6% | 15.1% |
| EPS (diluted) | $0.92 | $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.
| Q4 25 | $1.8B | $935.4M | ||
| Q3 25 | $2.7B | $980.7M | ||
| Q2 25 | $2.2B | $940.1M | ||
| Q1 25 | $2.1B | $870.0M | ||
| Q4 24 | $1.9B | $900.1M | ||
| Q3 24 | $2.2B | $935.4M | ||
| Q2 24 | $1.7B | $927.9M | ||
| Q1 24 | $1.8B | $876.7M |
| Q4 25 | $253.0M | $113.9M | ||
| Q3 25 | $641.0M | $114.3M | ||
| Q2 25 | $277.0M | $57.8M | ||
| Q1 25 | $290.0M | $95.9M | ||
| Q4 24 | $208.0M | $99.0M | ||
| Q3 24 | $457.0M | $109.7M | ||
| Q2 24 | $260.0M | $113.5M | ||
| Q1 24 | $262.0M | $98.7M |
| Q4 25 | — | 35.2% | ||
| Q3 25 | — | 34.5% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 35.8% | ||
| Q2 24 | — | 35.6% | ||
| Q1 24 | — | 35.2% |
| Q4 25 | 20.2% | 16.0% | ||
| Q3 25 | 30.6% | 15.5% | ||
| Q2 25 | 18.5% | 9.3% | ||
| Q1 25 | 20.5% | 14.4% | ||
| Q4 24 | 10.2% | 14.5% | ||
| Q3 24 | 27.0% | 15.6% | ||
| Q2 24 | 21.3% | 15.5% | ||
| Q1 24 | 20.4% | 14.8% |
| Q4 25 | 14.2% | 12.2% | ||
| Q3 25 | 23.7% | 11.7% | ||
| Q2 25 | 12.5% | 6.1% | ||
| Q1 25 | 13.8% | 11.0% | ||
| Q4 24 | 10.7% | 11.0% | ||
| Q3 24 | 21.0% | 11.7% | ||
| Q2 24 | 15.4% | 12.2% | ||
| Q1 24 | 14.4% | 11.3% |
| Q4 25 | $0.92 | $0.97 | ||
| Q3 25 | $2.35 | $0.97 | ||
| Q2 25 | $1.01 | $0.48 | ||
| Q1 25 | $1.07 | $0.79 | ||
| Q4 24 | $0.77 | $0.81 | ||
| Q3 24 | $1.70 | $0.90 | ||
| Q2 24 | $0.97 | $0.92 | ||
| Q1 24 | $0.98 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $13.0M | $210.7M |
| Total DebtLower is stronger | $19.4B | $671.5M |
| Stockholders' EquityBook value | $13.4B | $1.5B |
| Total Assets | $48.5B | $3.0B |
| Debt / EquityLower = less leverage | 1.45× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.0M | $210.7M | ||
| Q3 25 | $9.0M | $180.4M | ||
| Q2 25 | $11.0M | $178.5M | ||
| Q1 25 | $23.0M | $189.1M | ||
| Q4 24 | $7.0M | $221.2M | ||
| Q3 24 | $17.0M | $232.7M | ||
| Q2 24 | $19.0M | $223.7M | ||
| Q1 24 | $85.0M | $193.8M |
| Q4 25 | $19.4B | $671.5M | ||
| Q3 25 | — | $630.4M | ||
| Q2 25 | — | $638.8M | ||
| Q1 25 | — | $514.7M | ||
| Q4 24 | $17.8B | $538.6M | ||
| Q3 24 | — | $483.4M | ||
| Q2 24 | — | $481.8M | ||
| Q1 24 | — | $352.0M |
| Q4 25 | $13.4B | $1.5B | ||
| Q3 25 | $12.8B | $1.5B | ||
| Q2 25 | $12.3B | $1.5B | ||
| Q1 25 | $12.2B | $1.5B | ||
| Q4 24 | $12.1B | $1.5B | ||
| Q3 24 | $11.8B | $1.5B | ||
| Q2 24 | $11.5B | $1.5B | ||
| Q1 24 | $11.4B | $1.4B |
| Q4 25 | $48.5B | $3.0B | ||
| Q3 25 | $47.4B | $3.0B | ||
| Q2 25 | $46.6B | $3.0B | ||
| Q1 25 | $45.7B | $3.0B | ||
| Q4 24 | $44.6B | $3.0B | ||
| Q3 24 | $43.3B | $2.9B | ||
| Q2 24 | $42.3B | $2.9B | ||
| Q1 24 | $41.3B | $2.8B |
| Q4 25 | 1.45× | 0.44× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | 1.47× | 0.35× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.26× |
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 | $956.0M | $125.4M |
| Free Cash FlowOCF − Capex | $-54.0M | $111.2M |
| FCF MarginFCF / Revenue | -3.0% | 11.9% |
| Capex IntensityCapex / Revenue | 56.7% | 1.5% |
| Cash ConversionOCF / Net Profit | 3.78× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $-775.0M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $956.0M | $125.4M | ||
| Q3 25 | $1.1B | $167.8M | ||
| Q2 25 | $862.0M | $87.7M | ||
| Q1 25 | $431.0M | $90.4M | ||
| Q4 24 | $817.0M | $72.9M | ||
| Q3 24 | $897.0M | $126.0M | ||
| Q2 24 | $557.0M | $141.5M | ||
| Q1 24 | $492.0M | $87.0M |
| Q4 25 | $-54.0M | $111.2M | ||
| Q3 25 | $116.0M | $147.5M | ||
| Q2 25 | $-204.0M | $73.0M | ||
| Q1 25 | $-633.0M | $71.5M | ||
| Q4 24 | $-473.0M | $47.9M | ||
| Q3 24 | $-240.0M | $106.2M | ||
| Q2 24 | $-445.0M | $120.2M | ||
| Q1 24 | $-398.0M | $65.7M |
| Q4 25 | -3.0% | 11.9% | ||
| Q3 25 | 4.3% | 15.0% | ||
| Q2 25 | -9.2% | 7.8% | ||
| Q1 25 | -30.2% | 8.2% | ||
| Q4 24 | -24.4% | 5.3% | ||
| Q3 24 | -11.0% | 11.4% | ||
| Q2 24 | -26.3% | 13.0% | ||
| Q1 24 | -21.9% | 7.5% |
| Q4 25 | 56.7% | 1.5% | ||
| Q3 25 | 36.6% | 2.1% | ||
| Q2 25 | 48.0% | 1.6% | ||
| Q1 25 | 50.7% | 2.2% | ||
| Q4 24 | 66.5% | 2.8% | ||
| Q3 24 | 52.3% | 2.1% | ||
| Q2 24 | 59.2% | 2.3% | ||
| Q1 24 | 49.0% | 2.4% |
| Q4 25 | 3.78× | 1.10× | ||
| Q3 25 | 1.72× | 1.47× | ||
| Q2 25 | 3.11× | 1.52× | ||
| Q1 25 | 1.49× | 0.94× | ||
| Q4 24 | 3.93× | 0.74× | ||
| Q3 24 | 1.96× | 1.15× | ||
| Q2 24 | 2.14× | 1.25× | ||
| Q1 24 | 1.88× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AEE
Segment breakdown not available.
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% |
