vs
Side-by-side financial comparison of CENTURY ALUMINUM CO (CENX) 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 $633.7M, roughly 1.5× CENTURY ALUMINUM CO). DONALDSON Co INC runs the higher net margin — 12.2% vs 0.3%, a 11.9% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs 0.4%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $67.7M). Over the past eight quarters, CENTURY ALUMINUM CO's revenue compounded faster (13.8% CAGR vs 3.3%).
Century Aluminum Company is a US-based producer of primary aluminum, with aluminum plants in Kentucky, South Carolina and Iceland. It is the largest producer of primary aluminum in the United States. The company is a publicly held corporation listed on the NASDAQ. The headquarters is at One South Wacker in Chicago.
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.
CENX vs DCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $633.7M | $935.4M |
| Net Profit | $1.8M | $113.9M |
| Gross Margin | 13.0% | 35.2% |
| Operating Margin | 5.2% | 16.0% |
| Net Margin | 0.3% | 12.2% |
| Revenue YoY | 0.4% | 3.9% |
| Net Profit YoY | -96.0% | 15.1% |
| EPS (diluted) | $0.03 | $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 | $633.7M | $935.4M | ||
| Q3 25 | $632.2M | $980.7M | ||
| Q2 25 | $628.1M | $940.1M | ||
| Q1 25 | $633.9M | $870.0M | ||
| Q4 24 | $630.9M | $900.1M | ||
| Q3 24 | $539.1M | $935.4M | ||
| Q2 24 | $560.8M | $927.9M | ||
| Q1 24 | $489.5M | $876.7M |
| Q4 25 | $1.8M | $113.9M | ||
| Q3 25 | $14.9M | $114.3M | ||
| Q2 25 | $-4.6M | $57.8M | ||
| Q1 25 | $29.7M | $95.9M | ||
| Q4 24 | $45.2M | $99.0M | ||
| Q3 24 | $47.3M | $109.7M | ||
| Q2 24 | $-2.5M | $113.5M | ||
| Q1 24 | $246.8M | $98.7M |
| Q4 25 | 13.0% | 35.2% | ||
| Q3 25 | 12.2% | 34.5% | ||
| Q2 25 | 5.8% | 34.2% | ||
| Q1 25 | 9.6% | 35.2% | ||
| Q4 24 | 10.5% | 35.5% | ||
| Q3 24 | 15.2% | 35.8% | ||
| Q2 24 | 3.6% | 35.6% | ||
| Q1 24 | 3.4% | 35.2% |
| Q4 25 | 5.2% | 16.0% | ||
| Q3 25 | 9.2% | 15.5% | ||
| Q2 25 | 3.3% | 9.3% | ||
| Q1 25 | 7.3% | 14.4% | ||
| Q4 24 | 7.8% | 14.5% | ||
| Q3 24 | 11.8% | 15.6% | ||
| Q2 24 | 1.1% | 15.5% | ||
| Q1 24 | 0.4% | 14.8% |
| Q4 25 | 0.3% | 12.2% | ||
| Q3 25 | 2.4% | 11.7% | ||
| Q2 25 | -0.7% | 6.1% | ||
| Q1 25 | 4.7% | 11.0% | ||
| Q4 24 | 7.2% | 11.0% | ||
| Q3 24 | 8.8% | 11.7% | ||
| Q2 24 | -0.4% | 12.2% | ||
| Q1 24 | 50.4% | 11.3% |
| Q4 25 | $0.03 | $0.97 | ||
| Q3 25 | $0.15 | $0.97 | ||
| Q2 25 | $-0.05 | $0.48 | ||
| Q1 25 | $0.29 | $0.79 | ||
| Q4 24 | $0.58 | $0.81 | ||
| Q3 24 | $0.46 | $0.90 | ||
| Q2 24 | $-0.03 | $0.92 | ||
| Q1 24 | $2.26 | $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 | $134.2M | $210.7M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $805.6M | $1.5B |
| Total Assets | $2.3B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $134.2M | $210.7M | ||
| Q3 25 | $151.4M | $180.4M | ||
| Q2 25 | $40.7M | $178.5M | ||
| Q1 25 | $44.9M | $189.1M | ||
| Q4 24 | $32.9M | $221.2M | ||
| Q3 24 | — | $232.7M | ||
| Q2 24 | $41.3M | $223.7M | ||
| Q1 24 | $93.5M | $193.8M |
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $630.4M | ||
| Q2 25 | — | $638.8M | ||
| Q1 25 | — | $514.7M | ||
| Q4 24 | — | $538.6M | ||
| Q3 24 | — | $483.4M | ||
| Q2 24 | — | $481.8M | ||
| Q1 24 | — | $352.0M |
| Q4 25 | $805.6M | $1.5B | ||
| Q3 25 | $741.8M | $1.5B | ||
| Q2 25 | $724.4M | $1.5B | ||
| Q1 25 | $726.3M | $1.5B | ||
| Q4 24 | $694.4M | $1.5B | ||
| Q3 24 | $628.5M | $1.5B | ||
| Q2 24 | $601.5M | $1.5B | ||
| Q1 24 | $601.5M | $1.4B |
| Q4 25 | $2.3B | $3.0B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $1.9B | $3.0B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | $1.9B | $3.0B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $1.8B | $2.9B | ||
| Q1 24 | $1.8B | $2.8B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 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 | $102.8M | $125.4M |
| Free Cash FlowOCF − Capex | $67.7M | $111.2M |
| FCF MarginFCF / Revenue | 10.7% | 11.9% |
| Capex IntensityCapex / Revenue | 5.5% | 1.5% |
| Cash ConversionOCF / Net Profit | 57.11× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $84.8M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.8M | $125.4M | ||
| Q3 25 | $2.0M | $167.8M | ||
| Q2 25 | $7.9M | $87.7M | ||
| Q1 25 | $72.3M | $90.4M | ||
| Q4 24 | $-41.4M | $72.9M | ||
| Q3 24 | $20.1M | $126.0M | ||
| Q2 24 | $11.5M | $141.5M | ||
| Q1 24 | $-14.8M | $87.0M |
| Q4 25 | $67.7M | $111.2M | ||
| Q3 25 | $-18.1M | $147.5M | ||
| Q2 25 | $-15.9M | $73.0M | ||
| Q1 25 | $51.1M | $71.5M | ||
| Q4 24 | $-54.6M | $47.9M | ||
| Q3 24 | $-2.4M | $106.2M | ||
| Q2 24 | $-5.4M | $120.2M | ||
| Q1 24 | $-44.5M | $65.7M |
| Q4 25 | 10.7% | 11.9% | ||
| Q3 25 | -2.9% | 15.0% | ||
| Q2 25 | -2.5% | 7.8% | ||
| Q1 25 | 8.1% | 8.2% | ||
| Q4 24 | -8.7% | 5.3% | ||
| Q3 24 | -0.4% | 11.4% | ||
| Q2 24 | -1.0% | 13.0% | ||
| Q1 24 | -9.1% | 7.5% |
| Q4 25 | 5.5% | 1.5% | ||
| Q3 25 | 3.2% | 2.1% | ||
| Q2 25 | 3.8% | 1.6% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 2.1% | 2.8% | ||
| Q3 24 | 4.2% | 2.1% | ||
| Q2 24 | 3.0% | 2.3% | ||
| Q1 24 | 6.1% | 2.4% |
| Q4 25 | 57.11× | 1.10× | ||
| Q3 25 | 0.13× | 1.47× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | 2.43× | 0.94× | ||
| Q4 24 | -0.92× | 0.74× | ||
| Q3 24 | 0.42× | 1.15× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | -0.06× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CENX
| Aluminum | $566.3M | 89% |
| Alumina | $67.4M | 11% |
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% |
