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Side-by-side financial comparison of AMERICAN EAGLE OUTFITTERS INC (AEO) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
AMERICAN EAGLE OUTFITTERS INC is the larger business by last-quarter revenue ($1.4B vs $935.4M, roughly 1.5× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs 6.7%, a 5.5% gap on every dollar of revenue. On growth, AMERICAN EAGLE OUTFITTERS INC posted the faster year-over-year revenue change (5.7% vs 3.9%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $-2.5M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs 2.3%).
American Eagle Outfitters, Inc. is an American clothing and accessories retailer headquartered at SouthSide Works in Pittsburgh, Pennsylvania. It was founded in 1977 by brothers Jerry and Mark Silverman as a subsidiary of Retail Ventures, Inc., a company that also owned and operated Silverman's Menswear. The Silvermans sold half their ownership interests in 1980 to the Schottenstein family and the remainder in 1991. American Eagle Outfitters is the parent company of Aerie, Unsubscribed, and T...
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.
AEO vs DCI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $935.4M |
| Net Profit | $91.3M | $113.9M |
| Gross Margin | 40.5% | 35.2% |
| Operating Margin | 8.3% | 16.0% |
| Net Margin | 6.7% | 12.2% |
| Revenue YoY | 5.7% | 3.9% |
| Net Profit YoY | 14.2% | 15.1% |
| EPS (diluted) | $0.53 | $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 | $1.4B | $935.4M | ||
| Q3 25 | $1.3B | $980.7M | ||
| Q2 25 | $1.1B | $940.1M | ||
| Q1 25 | — | $870.0M | ||
| Q4 24 | $1.3B | $900.1M | ||
| Q3 24 | $1.3B | $935.4M | ||
| Q2 24 | $1.1B | $927.9M | ||
| Q1 24 | $1.7B | $876.7M |
| Q4 25 | $91.3M | $113.9M | ||
| Q3 25 | $77.6M | $114.3M | ||
| Q2 25 | $-64.9M | $57.8M | ||
| Q1 25 | — | $95.9M | ||
| Q4 24 | $80.0M | $99.0M | ||
| Q3 24 | $77.3M | $109.7M | ||
| Q2 24 | $67.8M | $113.5M | ||
| Q1 24 | $6.3M | $98.7M |
| Q4 25 | 40.5% | 35.2% | ||
| Q3 25 | 38.9% | 34.5% | ||
| Q2 25 | 29.6% | 34.2% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | 40.9% | 35.5% | ||
| Q3 24 | 38.6% | 35.8% | ||
| Q2 24 | 40.6% | 35.6% | ||
| Q1 24 | 36.6% | 35.2% |
| Q4 25 | 8.3% | 16.0% | ||
| Q3 25 | 8.0% | 15.5% | ||
| Q2 25 | -7.8% | 9.3% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | 8.2% | 14.5% | ||
| Q3 24 | 7.8% | 15.6% | ||
| Q2 24 | 6.8% | 15.5% | ||
| Q1 24 | 0.6% | 14.8% |
| Q4 25 | 6.7% | 12.2% | ||
| Q3 25 | 6.0% | 11.7% | ||
| Q2 25 | -6.0% | 6.1% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | 6.2% | 11.0% | ||
| Q3 24 | 6.0% | 11.7% | ||
| Q2 24 | 5.9% | 12.2% | ||
| Q1 24 | 0.4% | 11.3% |
| Q4 25 | $0.53 | $0.97 | ||
| Q3 25 | $0.45 | $0.97 | ||
| Q2 25 | $-0.36 | $0.48 | ||
| Q1 25 | — | $0.79 | ||
| Q4 24 | $0.41 | $0.81 | ||
| Q3 24 | $0.39 | $0.90 | ||
| Q2 24 | $0.34 | $0.92 | ||
| Q1 24 | $0.03 | $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 | $112.8M | $210.7M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $1.6B | $1.5B |
| Total Assets | $4.2B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $112.8M | $210.7M | ||
| Q3 25 | $126.8M | $180.4M | ||
| Q2 25 | $87.9M | $178.5M | ||
| Q1 25 | — | $189.1M | ||
| Q4 24 | $160.2M | $221.2M | ||
| Q3 24 | $191.8M | $232.7M | ||
| Q2 24 | $300.5M | $223.7M | ||
| Q1 24 | $454.1M | $193.8M |
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $630.4M | ||
| Q2 25 | — | $638.8M | ||
| Q1 25 | — | $514.7M | ||
| Q4 24 | $0 | $538.6M | ||
| Q3 24 | $0 | $483.4M | ||
| Q2 24 | $0 | $481.8M | ||
| Q1 24 | $0 | $352.0M |
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B | ||
| Q1 24 | $1.7B | $1.4B |
| Q4 25 | $4.2B | $3.0B | ||
| Q3 25 | $4.1B | $3.0B | ||
| Q2 25 | $3.8B | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $3.7B | $3.0B | ||
| Q3 24 | $3.5B | $2.9B | ||
| Q2 24 | $3.6B | $2.9B | ||
| Q1 24 | $3.6B | $2.8B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | 0.00× | 0.35× | ||
| Q3 24 | 0.00× | 0.32× | ||
| Q2 24 | 0.00× | 0.32× | ||
| Q1 24 | 0.00× | 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 | $67.1M | $125.4M |
| Free Cash FlowOCF − Capex | $-2.5M | $111.2M |
| FCF MarginFCF / Revenue | -0.2% | 11.9% |
| Capex IntensityCapex / Revenue | 5.1% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.74× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $-169.8M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.1M | $125.4M | ||
| Q3 25 | $27.8M | $167.8M | ||
| Q2 25 | $-54.7M | $87.7M | ||
| Q1 25 | — | $90.4M | ||
| Q4 24 | $52.9M | $72.9M | ||
| Q3 24 | $78.3M | $126.0M | ||
| Q2 24 | $-38.1M | $141.5M | ||
| Q1 24 | $296.4M | $87.0M |
| Q4 25 | $-2.5M | $111.2M | ||
| Q3 25 | $-43.1M | $147.5M | ||
| Q2 25 | $-116.3M | $73.0M | ||
| Q1 25 | — | $71.5M | ||
| Q4 24 | $-7.8M | $47.9M | ||
| Q3 24 | $17.5M | $106.2M | ||
| Q2 24 | $-74.3M | $120.2M | ||
| Q1 24 | $256.8M | $65.7M |
| Q4 25 | -0.2% | 11.9% | ||
| Q3 25 | -3.4% | 15.0% | ||
| Q2 25 | -10.7% | 7.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | -0.6% | 5.3% | ||
| Q3 24 | 1.4% | 11.4% | ||
| Q2 24 | -6.5% | 13.0% | ||
| Q1 24 | 15.3% | 7.5% |
| Q4 25 | 5.1% | 1.5% | ||
| Q3 25 | 5.5% | 2.1% | ||
| Q2 25 | 5.7% | 1.6% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 4.7% | 2.8% | ||
| Q3 24 | 4.7% | 2.1% | ||
| Q2 24 | 3.2% | 2.3% | ||
| Q1 24 | 2.4% | 2.4% |
| Q4 25 | 0.74× | 1.10× | ||
| Q3 25 | 0.36× | 1.47× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | 0.66× | 0.74× | ||
| Q3 24 | 1.01× | 1.15× | ||
| Q2 24 | -0.56× | 1.25× | ||
| Q1 24 | 46.93× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AEO
| American Eagle Brand | $800.4M | 59% |
| Aerie Brand | $429.1M | 31% |
| Other | $133.2M | 10% |
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% |
