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Side-by-side financial comparison of Bloomin' Brands, Inc. (BLMN) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
Bloomin' Brands, Inc. is the larger business by last-quarter revenue ($975.2M vs $935.4M, roughly 1.0× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs -1.4%, a 13.6% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs 0.3%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $63.7M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -4.5%).
Bloomin' Brands, Inc. is a restaurant holding company that owns several American casual dining restaurant chains. The company was established in 1988 in Tampa, Florida, where it is headquartered.
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.
BLMN vs DCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $975.2M | $935.4M |
| Net Profit | $-13.5M | $113.9M |
| Gross Margin | 70.2% | 35.2% |
| Operating Margin | -1.4% | 16.0% |
| Net Margin | -1.4% | 12.2% |
| Revenue YoY | 0.3% | 3.9% |
| Net Profit YoY | 83.0% | 15.1% |
| EPS (diluted) | $-0.16 | $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 | $975.2M | $935.4M | ||
| Q3 25 | $928.8M | $980.7M | ||
| Q2 25 | $1.0B | $940.1M | ||
| Q1 25 | $1.0B | $870.0M | ||
| Q4 24 | $972.0M | $900.1M | ||
| Q3 24 | $910.0M | $935.4M | ||
| Q2 24 | $999.4M | $927.9M | ||
| Q1 24 | $1.1B | $876.7M |
| Q4 25 | $-13.5M | $113.9M | ||
| Q3 25 | $-45.9M | $114.3M | ||
| Q2 25 | $25.4M | $57.8M | ||
| Q1 25 | $42.2M | $95.9M | ||
| Q4 24 | $-79.5M | $99.0M | ||
| Q3 24 | $6.9M | $109.7M | ||
| Q2 24 | $28.4M | $113.5M | ||
| Q1 24 | $-83.9M | $98.7M |
| Q4 25 | 70.2% | 35.2% | ||
| Q3 25 | 70.4% | 34.5% | ||
| Q2 25 | 70.2% | 34.2% | ||
| Q1 25 | 70.1% | 35.2% | ||
| Q4 24 | 71.6% | 35.5% | ||
| Q3 24 | 71.3% | 35.8% | ||
| Q2 24 | 70.5% | 35.6% | ||
| Q1 24 | 70.5% | 35.2% |
| Q4 25 | -1.4% | 16.0% | ||
| Q3 25 | -3.9% | 15.5% | ||
| Q2 25 | 3.0% | 9.3% | ||
| Q1 25 | 5.5% | 14.4% | ||
| Q4 24 | 1.7% | 14.5% | ||
| Q3 24 | 0.9% | 15.6% | ||
| Q2 24 | 4.4% | 15.5% | ||
| Q1 24 | 6.6% | 14.8% |
| Q4 25 | -1.4% | 12.2% | ||
| Q3 25 | -4.9% | 11.7% | ||
| Q2 25 | 2.5% | 6.1% | ||
| Q1 25 | 4.0% | 11.0% | ||
| Q4 24 | -8.2% | 11.0% | ||
| Q3 24 | 0.8% | 11.7% | ||
| Q2 24 | 2.8% | 12.2% | ||
| Q1 24 | -7.8% | 11.3% |
| Q4 25 | $-0.16 | $0.97 | ||
| Q3 25 | $-0.54 | $0.97 | ||
| Q2 25 | $0.30 | $0.48 | ||
| Q1 25 | $0.50 | $0.79 | ||
| Q4 24 | $-0.93 | $0.81 | ||
| Q3 24 | $0.08 | $0.90 | ||
| Q2 24 | $0.32 | $0.92 | ||
| Q1 24 | $-0.96 | $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 | $59.5M | $210.7M |
| Total DebtLower is stronger | $787.4M | $671.5M |
| Stockholders' EquityBook value | $333.6M | $1.5B |
| Total Assets | $3.2B | $3.0B |
| Debt / EquityLower = less leverage | 2.36× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.5M | $210.7M | ||
| Q3 25 | $66.5M | $180.4M | ||
| Q2 25 | $50.3M | $178.5M | ||
| Q1 25 | $57.7M | $189.1M | ||
| Q4 24 | $70.1M | $221.2M | ||
| Q3 24 | $83.6M | $232.7M | ||
| Q2 24 | $117.9M | $223.7M | ||
| Q1 24 | $131.7M | $193.8M |
| Q4 25 | $787.4M | $671.5M | ||
| Q3 25 | $962.2M | $630.4M | ||
| Q2 25 | $917.1M | $638.8M | ||
| Q1 25 | $917.6M | $514.7M | ||
| Q4 24 | $1.0B | $538.6M | ||
| Q3 24 | $1.1B | $483.4M | ||
| Q2 24 | $1.0B | $481.8M | ||
| Q1 24 | $951.8M | $352.0M |
| Q4 25 | $333.6M | $1.5B | ||
| Q3 25 | $344.1M | $1.5B | ||
| Q2 25 | $397.2M | $1.5B | ||
| Q1 25 | $380.6M | $1.5B | ||
| Q4 24 | $135.5M | $1.5B | ||
| Q3 24 | $242.1M | $1.5B | ||
| Q2 24 | $286.8M | $1.5B | ||
| Q1 24 | $302.7M | $1.4B |
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | $3.3B | $3.0B | ||
| Q2 25 | $3.3B | $3.0B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.4B | $3.0B | ||
| Q3 24 | $3.4B | $2.9B | ||
| Q2 24 | $3.4B | $2.9B | ||
| Q1 24 | $3.4B | $2.8B |
| Q4 25 | 2.36× | 0.44× | ||
| Q3 25 | 2.80× | 0.43× | ||
| Q2 25 | 2.31× | 0.44× | ||
| Q1 25 | 2.41× | 0.33× | ||
| Q4 24 | 7.58× | 0.35× | ||
| Q3 24 | 4.51× | 0.32× | ||
| Q2 24 | 3.49× | 0.32× | ||
| Q1 24 | 3.14× | 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 | $119.1M | $125.4M |
| Free Cash FlowOCF − Capex | $63.7M | $111.2M |
| FCF MarginFCF / Revenue | 6.5% | 11.9% |
| Capex IntensityCapex / Revenue | 5.7% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $96.8M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $119.1M | $125.4M | ||
| Q3 25 | $34.4M | $167.8M | ||
| Q2 25 | $49.7M | $87.7M | ||
| Q1 25 | $73.5M | $90.4M | ||
| Q4 24 | $119.8M | $72.9M | ||
| Q3 24 | $-7.8M | $126.0M | ||
| Q2 24 | $42.4M | $141.5M | ||
| Q1 24 | $73.8M | $87.0M |
| Q4 25 | $63.7M | $111.2M | ||
| Q3 25 | $-5.7M | $147.5M | ||
| Q2 25 | $11.1M | $73.0M | ||
| Q1 25 | $27.7M | $71.5M | ||
| Q4 24 | $66.7M | $47.9M | ||
| Q3 24 | $-67.3M | $106.2M | ||
| Q2 24 | $-12.1M | $120.2M | ||
| Q1 24 | $20.0M | $65.7M |
| Q4 25 | 6.5% | 11.9% | ||
| Q3 25 | -0.6% | 15.0% | ||
| Q2 25 | 1.1% | 7.8% | ||
| Q1 25 | 2.6% | 8.2% | ||
| Q4 24 | 6.9% | 5.3% | ||
| Q3 24 | -7.4% | 11.4% | ||
| Q2 24 | -1.2% | 13.0% | ||
| Q1 24 | 1.9% | 7.5% |
| Q4 25 | 5.7% | 1.5% | ||
| Q3 25 | 4.3% | 2.1% | ||
| Q2 25 | 3.8% | 1.6% | ||
| Q1 25 | 4.4% | 2.2% | ||
| Q4 24 | 5.5% | 2.8% | ||
| Q3 24 | 6.5% | 2.1% | ||
| Q2 24 | 5.5% | 2.3% | ||
| Q1 24 | 5.0% | 2.4% |
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 1.95× | 1.52× | ||
| Q1 25 | 1.74× | 0.94× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | -1.13× | 1.15× | ||
| Q2 24 | 1.49× | 1.25× | ||
| Q1 24 | — | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BLMN
| Food And Beverage | $958.0M | 98% |
| Franchiseand Other Revenue | $17.2M | 2% |
| International Franchise Segment | $7.8M | 1% |
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% |
