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Side-by-side financial comparison of Allstate (ALL) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $922.0M, roughly 1.0× Allstate). Allstate runs the higher net margin — 266.6% vs 12.2%, a 254.4% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs 3.9%). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
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.
ALL vs DCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $935.4M |
| Net Profit | $2.5B | $113.9M |
| Gross Margin | — | 35.2% |
| Operating Margin | -1400.3% | 16.0% |
| Net Margin | 266.6% | 12.2% |
| Revenue YoY | 7.2% | 3.9% |
| Net Profit YoY | — | 15.1% |
| EPS (diluted) | $9.25 | $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 | $922.0M | — | ||
| Q4 25 | $17.3B | $935.4M | ||
| Q3 25 | $17.3B | $980.7M | ||
| Q2 25 | $16.6B | $940.1M | ||
| Q1 25 | $16.5B | $870.0M | ||
| Q4 24 | $16.5B | $900.1M | ||
| Q3 24 | $16.6B | $935.4M | ||
| Q2 24 | $15.7B | $927.9M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $113.9M | ||
| Q3 25 | $3.7B | $114.3M | ||
| Q2 25 | $2.1B | $57.8M | ||
| Q1 25 | $595.0M | $95.9M | ||
| Q4 24 | $1.9B | $99.0M | ||
| Q3 24 | $1.2B | $109.7M | ||
| Q2 24 | $331.0M | $113.5M |
| Q1 26 | — | — | ||
| 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 26 | -1400.3% | — | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 15.5% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 15.5% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 12.2% | ||
| Q3 25 | 21.7% | 11.7% | ||
| Q2 25 | 12.7% | 6.1% | ||
| Q1 25 | 3.6% | 11.0% | ||
| Q4 24 | 11.7% | 11.0% | ||
| Q3 24 | 7.2% | 11.7% | ||
| Q2 24 | 2.1% | 12.2% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.97 | ||
| Q3 25 | $13.95 | $0.97 | ||
| Q2 25 | $7.76 | $0.48 | ||
| Q1 25 | $2.11 | $0.79 | ||
| Q4 24 | $7.07 | $0.81 | ||
| Q3 24 | $4.33 | $0.90 | ||
| Q2 24 | $1.13 | $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 | — | $210.7M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $31.6B | $1.5B |
| Total Assets | $124.0B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $210.7M | ||
| Q3 25 | $8.7B | $180.4M | ||
| Q2 25 | $9.6B | $178.5M | ||
| Q1 25 | $6.5B | $189.1M | ||
| Q4 24 | $4.5B | $221.2M | ||
| Q3 24 | $7.0B | $232.7M | ||
| Q2 24 | $5.3B | $223.7M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $671.5M | ||
| Q3 25 | $8.1B | $630.4M | ||
| Q2 25 | $8.1B | $638.8M | ||
| Q1 25 | $8.1B | $514.7M | ||
| Q4 24 | $8.1B | $538.6M | ||
| Q3 24 | $8.1B | $483.4M | ||
| Q2 24 | $8.1B | $481.8M |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.5B | ||
| Q3 25 | $27.5B | $1.5B | ||
| Q2 25 | $24.0B | $1.5B | ||
| Q1 25 | $22.1B | $1.5B | ||
| Q4 24 | $21.4B | $1.5B | ||
| Q3 24 | $20.9B | $1.5B | ||
| Q2 24 | $18.6B | $1.5B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.0B | ||
| Q3 25 | $120.4B | $3.0B | ||
| Q2 25 | $115.9B | $3.0B | ||
| Q1 25 | $115.2B | $3.0B | ||
| Q4 24 | $111.6B | $3.0B | ||
| Q3 24 | $113.7B | $2.9B | ||
| Q2 24 | $108.4B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.44× | ||
| Q3 25 | 0.29× | 0.43× | ||
| Q2 25 | 0.34× | 0.44× | ||
| Q1 25 | 0.37× | 0.33× | ||
| Q4 24 | 0.38× | 0.35× | ||
| Q3 24 | 0.39× | 0.32× | ||
| Q2 24 | 0.43× | 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 | — | $125.4M |
| Free Cash FlowOCF − Capex | — | $111.2M |
| FCF MarginFCF / Revenue | — | 11.9% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | — | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $125.4M | ||
| Q3 25 | $3.3B | $167.8M | ||
| Q2 25 | $1.9B | $87.7M | ||
| Q1 25 | $2.0B | $90.4M | ||
| Q4 24 | $1.7B | $72.9M | ||
| Q3 24 | $3.2B | $126.0M | ||
| Q2 24 | $2.4B | $141.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $111.2M | ||
| Q3 25 | $3.2B | $147.5M | ||
| Q2 25 | $1.9B | $73.0M | ||
| Q1 25 | $1.9B | $71.5M | ||
| Q4 24 | $1.7B | $47.9M | ||
| Q3 24 | $3.1B | $106.2M | ||
| Q2 24 | $2.3B | $120.2M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 11.9% | ||
| Q3 25 | 18.8% | 15.0% | ||
| Q2 25 | 11.3% | 7.8% | ||
| Q1 25 | 11.4% | 8.2% | ||
| Q4 24 | 10.0% | 5.3% | ||
| Q3 24 | 18.9% | 11.4% | ||
| Q2 24 | 14.7% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.5% | ||
| Q3 25 | 0.3% | 2.1% | ||
| Q2 25 | 0.0% | 1.6% | ||
| Q1 25 | 0.6% | 2.2% | ||
| Q4 24 | 0.3% | 2.8% | ||
| Q3 24 | 0.4% | 2.1% | ||
| Q2 24 | 0.4% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.10× | ||
| Q3 25 | 0.88× | 1.47× | ||
| Q2 25 | 0.89× | 1.52× | ||
| Q1 25 | 3.30× | 0.94× | ||
| Q4 24 | 0.88× | 0.74× | ||
| Q3 24 | 2.69× | 1.15× | ||
| Q2 24 | 7.13× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
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% |
