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Side-by-side financial comparison of Ametek (AME) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
Ametek is the larger business by last-quarter revenue ($2.0B vs $935.4M, roughly 2.1× DONALDSON Co INC). Ametek runs the higher net margin — 19.9% vs 12.2%, a 7.8% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (13.4% vs 3.9%). Ametek produced more free cash flow last quarter ($527.3M vs $111.2M). Over the past eight quarters, Ametek's revenue compounded faster (7.3% CAGR vs 3.3%).
AMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 150 sites worldwide.
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.
AME vs DCI — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $935.4M |
| Net Profit | $398.6M | $113.9M |
| Gross Margin | 36.0% | 35.2% |
| Operating Margin | 25.3% | 16.0% |
| Net Margin | 19.9% | 12.2% |
| Revenue YoY | 13.4% | 3.9% |
| Net Profit YoY | 2.9% | 15.1% |
| EPS (diluted) | $1.73 | $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 | $2.0B | $935.4M | ||
| Q3 25 | $1.9B | $980.7M | ||
| Q2 25 | $1.8B | $940.1M | ||
| Q1 25 | $1.7B | $870.0M | ||
| Q4 24 | $1.8B | $900.1M | ||
| Q3 24 | $1.7B | $935.4M | ||
| Q2 24 | $1.7B | $927.9M | ||
| Q1 24 | $1.7B | $876.7M |
| Q4 25 | $398.6M | $113.9M | ||
| Q3 25 | $371.4M | $114.3M | ||
| Q2 25 | $358.4M | $57.8M | ||
| Q1 25 | $351.8M | $95.9M | ||
| Q4 24 | $387.3M | $99.0M | ||
| Q3 24 | $340.2M | $109.7M | ||
| Q2 24 | $337.7M | $113.5M | ||
| Q1 24 | $310.9M | $98.7M |
| Q4 25 | 36.0% | 35.2% | ||
| Q3 25 | 36.3% | 34.5% | ||
| Q2 25 | 35.8% | 34.2% | ||
| Q1 25 | 36.1% | 35.2% | ||
| Q4 24 | 36.6% | 35.5% | ||
| Q3 24 | 36.0% | 35.8% | ||
| Q2 24 | 36.0% | 35.6% | ||
| Q1 24 | 34.1% | 35.2% |
| Q4 25 | 25.3% | 16.0% | ||
| Q3 25 | 25.8% | 15.5% | ||
| Q2 25 | 26.0% | 9.3% | ||
| Q1 25 | 26.3% | 14.4% | ||
| Q4 24 | 26.6% | 14.5% | ||
| Q3 24 | 26.1% | 15.6% | ||
| Q2 24 | 25.8% | 15.5% | ||
| Q1 24 | 24.0% | 14.8% |
| Q4 25 | 19.9% | 12.2% | ||
| Q3 25 | 19.6% | 11.7% | ||
| Q2 25 | 20.2% | 6.1% | ||
| Q1 25 | 20.3% | 11.0% | ||
| Q4 24 | 22.0% | 11.0% | ||
| Q3 24 | 19.9% | 11.7% | ||
| Q2 24 | 19.5% | 12.2% | ||
| Q1 24 | 17.9% | 11.3% |
| Q4 25 | $1.73 | $0.97 | ||
| Q3 25 | $1.60 | $0.97 | ||
| Q2 25 | $1.55 | $0.48 | ||
| Q1 25 | $1.52 | $0.79 | ||
| Q4 24 | $1.67 | $0.81 | ||
| Q3 24 | $1.47 | $0.90 | ||
| Q2 24 | $1.45 | $0.92 | ||
| Q1 24 | $1.34 | $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 | $458.0M | $210.7M |
| Total DebtLower is stronger | $2.3B | $671.5M |
| Stockholders' EquityBook value | $10.6B | $1.5B |
| Total Assets | $16.1B | $3.0B |
| Debt / EquityLower = less leverage | 0.21× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $458.0M | $210.7M | ||
| Q3 25 | $439.2M | $180.4M | ||
| Q2 25 | $619.7M | $178.5M | ||
| Q1 25 | $399.0M | $189.1M | ||
| Q4 24 | $374.0M | $221.2M | ||
| Q3 24 | $396.3M | $232.7M | ||
| Q2 24 | $396.6M | $223.7M | ||
| Q1 24 | $373.8M | $193.8M |
| Q4 25 | $2.3B | $671.5M | ||
| Q3 25 | — | $630.4M | ||
| Q2 25 | — | $638.8M | ||
| Q1 25 | — | $514.7M | ||
| Q4 24 | $2.1B | $538.6M | ||
| Q3 24 | — | $483.4M | ||
| Q2 24 | — | $481.8M | ||
| Q1 24 | — | $352.0M |
| Q4 25 | $10.6B | $1.5B | ||
| Q3 25 | $10.5B | $1.5B | ||
| Q2 25 | $10.4B | $1.5B | ||
| Q1 25 | $10.0B | $1.5B | ||
| Q4 24 | $9.7B | $1.5B | ||
| Q3 24 | $9.6B | $1.5B | ||
| Q2 24 | $9.3B | $1.5B | ||
| Q1 24 | $9.0B | $1.4B |
| Q4 25 | $16.1B | $3.0B | ||
| Q3 25 | $16.2B | $3.0B | ||
| Q2 25 | $15.3B | $3.0B | ||
| Q1 25 | $14.9B | $3.0B | ||
| Q4 24 | $14.6B | $3.0B | ||
| Q3 24 | $14.8B | $2.9B | ||
| Q2 24 | $14.8B | $2.9B | ||
| Q1 24 | $14.9B | $2.8B |
| Q4 25 | 0.21× | 0.44× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | 0.22× | 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 | $584.3M | $125.4M |
| Free Cash FlowOCF − Capex | $527.3M | $111.2M |
| FCF MarginFCF / Revenue | 26.4% | 11.9% |
| Capex IntensityCapex / Revenue | 2.9% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.47× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $584.3M | $125.4M | ||
| Q3 25 | $440.9M | $167.8M | ||
| Q2 25 | $359.1M | $87.7M | ||
| Q1 25 | $417.5M | $90.4M | ||
| Q4 24 | $550.0M | $72.9M | ||
| Q3 24 | $487.2M | $126.0M | ||
| Q2 24 | $381.4M | $141.5M | ||
| Q1 24 | $410.2M | $87.0M |
| Q4 25 | $527.3M | $111.2M | ||
| Q3 25 | $420.0M | $147.5M | ||
| Q2 25 | $329.8M | $73.0M | ||
| Q1 25 | $394.5M | $71.5M | ||
| Q4 24 | $498.3M | $47.9M | ||
| Q3 24 | $460.9M | $106.2M | ||
| Q2 24 | $360.0M | $120.2M | ||
| Q1 24 | $382.6M | $65.7M |
| Q4 25 | 26.4% | 11.9% | ||
| Q3 25 | 22.2% | 15.0% | ||
| Q2 25 | 18.5% | 7.8% | ||
| Q1 25 | 22.8% | 8.2% | ||
| Q4 24 | 28.3% | 5.3% | ||
| Q3 24 | 27.0% | 11.4% | ||
| Q2 24 | 20.8% | 13.0% | ||
| Q1 24 | 22.0% | 7.5% |
| Q4 25 | 2.9% | 1.5% | ||
| Q3 25 | 1.1% | 2.1% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | 1.3% | 2.2% | ||
| Q4 24 | 2.9% | 2.8% | ||
| Q3 24 | 1.5% | 2.1% | ||
| Q2 24 | 1.2% | 2.3% | ||
| Q1 24 | 1.6% | 2.4% |
| Q4 25 | 1.47× | 1.10× | ||
| Q3 25 | 1.19× | 1.47× | ||
| Q2 25 | 1.00× | 1.52× | ||
| Q1 25 | 1.19× | 0.94× | ||
| Q4 24 | 1.42× | 0.74× | ||
| Q3 24 | 1.43× | 1.15× | ||
| Q2 24 | 1.13× | 1.25× | ||
| Q1 24 | 1.32× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
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% |
