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Side-by-side financial comparison of Chemours Co (CC) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
Chemours Co is the larger business by last-quarter revenue ($1.3B vs $935.4M, roughly 1.4× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs -3.5%, a 15.7% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -2.1%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $92.0M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -1.2%).
The Chemours Company is an American chemical company that was founded in July 2015 as a spin-off from DuPont. It has its corporate headquarters in Wilmington, Delaware, United States. Chemours is the manufacturer of Teflon, the brand name of polytetrafluoroethylene (PTFE), known for its anti-stick properties. It also produces titanium dioxide and refrigerant gases.
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.
CC vs DCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $935.4M |
| Net Profit | $-47.0M | $113.9M |
| Gross Margin | 11.7% | 35.2% |
| Operating Margin | — | 16.0% |
| Net Margin | -3.5% | 12.2% |
| Revenue YoY | -2.1% | 3.9% |
| Net Profit YoY | -261.5% | 15.1% |
| EPS (diluted) | $-0.32 | $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 | $1.3B | $935.4M | ||
| Q3 25 | $1.5B | $980.7M | ||
| Q2 25 | $1.6B | $940.1M | ||
| Q1 25 | $1.4B | $870.0M | ||
| Q4 24 | $1.4B | $900.1M | ||
| Q3 24 | $1.5B | $935.4M | ||
| Q2 24 | $1.6B | $927.9M | ||
| Q1 24 | $1.4B | $876.7M |
| Q4 25 | $-47.0M | $113.9M | ||
| Q3 25 | $46.0M | $114.3M | ||
| Q2 25 | $-380.0M | $57.8M | ||
| Q1 25 | $-5.0M | $95.9M | ||
| Q4 24 | $-13.0M | $99.0M | ||
| Q3 24 | $-32.0M | $109.7M | ||
| Q2 24 | $60.0M | $113.5M | ||
| Q1 24 | $54.0M | $98.7M |
| Q4 25 | 11.7% | 35.2% | ||
| Q3 25 | 15.6% | 34.5% | ||
| Q2 25 | 17.2% | 34.2% | ||
| Q1 25 | 17.3% | 35.2% | ||
| Q4 24 | 19.4% | 35.5% | ||
| Q3 24 | 19.0% | 35.8% | ||
| Q2 24 | 19.8% | 35.6% | ||
| Q1 24 | 20.9% | 35.2% |
| Q4 25 | — | 16.0% | ||
| Q3 25 | 2.5% | 15.5% | ||
| Q2 25 | -15.4% | 9.3% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | -0.1% | 14.5% | ||
| Q3 24 | -2.1% | 15.6% | ||
| Q2 24 | 4.4% | 15.5% | ||
| Q1 24 | 5.1% | 14.8% |
| Q4 25 | -3.5% | 12.2% | ||
| Q3 25 | 3.1% | 11.7% | ||
| Q2 25 | -23.5% | 6.1% | ||
| Q1 25 | -0.4% | 11.0% | ||
| Q4 24 | -1.0% | 11.0% | ||
| Q3 24 | -2.1% | 11.7% | ||
| Q2 24 | 3.9% | 12.2% | ||
| Q1 24 | 4.0% | 11.3% |
| Q4 25 | $-0.32 | $0.97 | ||
| Q3 25 | $0.31 | $0.97 | ||
| Q2 25 | $-2.53 | $0.48 | ||
| Q1 25 | $-0.03 | $0.79 | ||
| Q4 24 | $-0.07 | $0.81 | ||
| Q3 24 | $-0.22 | $0.90 | ||
| Q2 24 | $0.39 | $0.92 | ||
| Q1 24 | $0.36 | $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 | $670.0M | $210.7M |
| Total DebtLower is stronger | $4.1B | $671.5M |
| Stockholders' EquityBook value | $250.0M | $1.5B |
| Total Assets | $7.4B | $3.0B |
| Debt / EquityLower = less leverage | 16.40× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $670.0M | $210.7M | ||
| Q3 25 | $613.0M | $180.4M | ||
| Q2 25 | $502.0M | $178.5M | ||
| Q1 25 | $464.0M | $189.1M | ||
| Q4 24 | $713.0M | $221.2M | ||
| Q3 24 | $596.0M | $232.7M | ||
| Q2 24 | $604.0M | $223.7M | ||
| Q1 24 | $746.0M | $193.8M |
| Q4 25 | $4.1B | $671.5M | ||
| Q3 25 | $4.1B | $630.4M | ||
| Q2 25 | $4.1B | $638.8M | ||
| Q1 25 | $4.1B | $514.7M | ||
| Q4 24 | $4.1B | $538.6M | ||
| Q3 24 | $4.0B | $483.4M | ||
| Q2 24 | $4.0B | $481.8M | ||
| Q1 24 | $4.0B | $352.0M |
| Q4 25 | $250.0M | $1.5B | ||
| Q3 25 | $274.0M | $1.5B | ||
| Q2 25 | $228.0M | $1.5B | ||
| Q1 25 | $566.0M | $1.5B | ||
| Q4 24 | $571.0M | $1.5B | ||
| Q3 24 | $643.0M | $1.5B | ||
| Q2 24 | $714.0M | $1.5B | ||
| Q1 24 | $753.0M | $1.4B |
| Q4 25 | $7.4B | $3.0B | ||
| Q3 25 | $7.5B | $3.0B | ||
| Q2 25 | $7.5B | $3.0B | ||
| Q1 25 | $7.4B | $3.0B | ||
| Q4 24 | $7.5B | $3.0B | ||
| Q3 24 | $7.5B | $2.9B | ||
| Q2 24 | $7.2B | $2.9B | ||
| Q1 24 | $8.0B | $2.8B |
| Q4 25 | 16.40× | 0.44× | ||
| Q3 25 | 14.96× | 0.43× | ||
| Q2 25 | 17.99× | 0.44× | ||
| Q1 25 | 7.18× | 0.33× | ||
| Q4 24 | 7.11× | 0.35× | ||
| Q3 24 | 6.20× | 0.32× | ||
| Q2 24 | 5.53× | 0.32× | ||
| Q1 24 | 5.27× | 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 | $137.0M | $125.4M |
| Free Cash FlowOCF − Capex | $92.0M | $111.2M |
| FCF MarginFCF / Revenue | 6.9% | 11.9% |
| Capex IntensityCapex / Revenue | 3.4% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $51.0M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $137.0M | $125.4M | ||
| Q3 25 | $146.0M | $167.8M | ||
| Q2 25 | $93.0M | $87.7M | ||
| Q1 25 | $-112.0M | $90.4M | ||
| Q4 24 | $138.0M | $72.9M | ||
| Q3 24 | $139.0M | $126.0M | ||
| Q2 24 | $-620.0M | $141.5M | ||
| Q1 24 | $-290.0M | $87.0M |
| Q4 25 | $92.0M | $111.2M | ||
| Q3 25 | $105.0M | $147.5M | ||
| Q2 25 | $50.0M | $73.0M | ||
| Q1 25 | $-196.0M | $71.5M | ||
| Q4 24 | $29.0M | $47.9M | ||
| Q3 24 | $63.0M | $106.2M | ||
| Q2 24 | $-693.0M | $120.2M | ||
| Q1 24 | $-392.0M | $65.7M |
| Q4 25 | 6.9% | 11.9% | ||
| Q3 25 | 7.0% | 15.0% | ||
| Q2 25 | 3.1% | 7.8% | ||
| Q1 25 | -14.3% | 8.2% | ||
| Q4 24 | 2.1% | 5.3% | ||
| Q3 24 | 4.2% | 11.4% | ||
| Q2 24 | -44.6% | 13.0% | ||
| Q1 24 | -28.8% | 7.5% |
| Q4 25 | 3.4% | 1.5% | ||
| Q3 25 | 2.7% | 2.1% | ||
| Q2 25 | 2.7% | 1.6% | ||
| Q1 25 | 6.1% | 2.2% | ||
| Q4 24 | 8.0% | 2.8% | ||
| Q3 24 | 5.0% | 2.1% | ||
| Q2 24 | 4.7% | 2.3% | ||
| Q1 24 | 7.5% | 2.4% |
| Q4 25 | — | 1.10× | ||
| Q3 25 | 3.17× | 1.47× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | -10.33× | 1.25× | ||
| Q1 24 | -5.37× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 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% |
