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Side-by-side financial comparison of COMERICA INC (CMA) 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 $838.0M, roughly 1.1× COMERICA INC). COMERICA INC runs the higher net margin — 21.0% vs 12.2%, a 8.8% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs 3.3%). Over the past eight quarters, COMERICA INC's revenue compounded faster (108.9% CAGR vs 3.3%).
Comerica Incorporated is an American financial services company, headquartered in Dallas, Texas. It is the parent of Comerica Bank, a regional commercial bank with 413 branches in the U.S. states of Texas, Michigan, California, Florida and Arizona. Comerica is among the largest U.S. financial holding companies, with offices in a number of U.S. cities.
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.
CMA vs DCI — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $838.0M | $935.4M |
| Net Profit | $176.0M | $113.9M |
| Gross Margin | — | 35.2% |
| Operating Margin | — | 16.0% |
| Net Margin | 21.0% | 12.2% |
| Revenue YoY | 3.3% | 3.9% |
| Net Profit YoY | -4.3% | 15.1% |
| EPS (diluted) | $1.35 | $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 | — | $935.4M | ||
| Q3 25 | $838.0M | $980.7M | ||
| Q2 25 | $849.0M | $940.1M | ||
| Q1 25 | $829.0M | $870.0M | ||
| Q4 24 | $825.0M | $900.1M | ||
| Q3 24 | $811.0M | $935.4M | ||
| Q2 24 | $824.0M | $927.9M | ||
| Q1 24 | $784.0M | $876.7M |
| Q4 25 | — | $113.9M | ||
| Q3 25 | $176.0M | $114.3M | ||
| Q2 25 | $199.0M | $57.8M | ||
| Q1 25 | $172.0M | $95.9M | ||
| Q4 24 | $170.0M | $99.0M | ||
| Q3 24 | $184.0M | $109.7M | ||
| Q2 24 | $206.0M | $113.5M | ||
| Q1 24 | $138.0M | $98.7M |
| 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 24 | — | 35.2% |
| 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 24 | — | 14.8% |
| Q4 25 | — | 12.2% | ||
| Q3 25 | 21.0% | 11.7% | ||
| Q2 25 | 23.4% | 6.1% | ||
| Q1 25 | 20.7% | 11.0% | ||
| Q4 24 | 20.6% | 11.0% | ||
| Q3 24 | 22.7% | 11.7% | ||
| Q2 24 | 25.0% | 12.2% | ||
| Q1 24 | 17.6% | 11.3% |
| Q4 25 | — | $0.97 | ||
| Q3 25 | $1.35 | $0.97 | ||
| Q2 25 | $1.42 | $0.48 | ||
| Q1 25 | $1.25 | $0.79 | ||
| Q4 24 | $1.22 | $0.81 | ||
| Q3 24 | $1.33 | $0.90 | ||
| Q2 24 | $1.49 | $0.92 | ||
| Q1 24 | $0.98 | $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 | — | $210.7M |
| Total DebtLower is stronger | $5.4B | $671.5M |
| Stockholders' EquityBook value | $7.4B | $1.5B |
| Total Assets | $77.4B | $3.0B |
| Debt / EquityLower = less leverage | 0.73× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $210.7M | ||
| Q3 25 | — | $180.4M | ||
| Q2 25 | — | $178.5M | ||
| Q1 25 | — | $189.1M | ||
| Q4 24 | — | $221.2M | ||
| Q3 24 | — | $232.7M | ||
| Q2 24 | — | $223.7M | ||
| Q1 24 | — | $193.8M |
| Q4 25 | — | $671.5M | ||
| Q3 25 | $5.4B | $630.4M | ||
| Q2 25 | $5.8B | $638.8M | ||
| Q1 25 | $5.7B | $514.7M | ||
| Q4 24 | $6.7B | $538.6M | ||
| Q3 24 | $6.8B | $483.4M | ||
| Q2 24 | $7.1B | $481.8M | ||
| Q1 24 | $7.1B | $352.0M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $7.4B | $1.5B | ||
| Q2 25 | $6.9B | $1.5B | ||
| Q1 25 | $7.1B | $1.5B | ||
| Q4 24 | $6.5B | $1.5B | ||
| Q3 24 | $7.4B | $1.5B | ||
| Q2 24 | $6.2B | $1.5B | ||
| Q1 24 | $6.0B | $1.4B |
| Q4 25 | — | $3.0B | ||
| Q3 25 | $77.4B | $3.0B | ||
| Q2 25 | $78.0B | $3.0B | ||
| Q1 25 | $77.6B | $3.0B | ||
| Q4 24 | $79.3B | $3.0B | ||
| Q3 24 | $79.7B | $2.9B | ||
| Q2 24 | $79.6B | $2.9B | ||
| Q1 24 | $79.4B | $2.8B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | 0.73× | 0.43× | ||
| Q2 25 | 0.84× | 0.44× | ||
| Q1 25 | 0.81× | 0.33× | ||
| Q4 24 | 1.02× | 0.35× | ||
| Q3 24 | 0.92× | 0.32× | ||
| Q2 24 | 1.15× | 0.32× | ||
| Q1 24 | 1.18× | 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 | $-270.0M | $125.4M |
| Free Cash FlowOCF − Capex | — | $111.2M |
| FCF MarginFCF / Revenue | — | 11.9% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | -1.53× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | — | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $125.4M | ||
| Q3 25 | $-270.0M | $167.8M | ||
| Q2 25 | $476.0M | $87.7M | ||
| Q1 25 | $273.0M | $90.4M | ||
| Q4 24 | $601.0M | $72.9M | ||
| Q3 24 | $1.0B | $126.0M | ||
| Q2 24 | $111.0M | $141.5M | ||
| Q1 24 | $-205.0M | $87.0M |
| Q4 25 | — | $111.2M | ||
| Q3 25 | — | $147.5M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $71.5M | ||
| Q4 24 | — | $47.9M | ||
| Q3 24 | — | $106.2M | ||
| Q2 24 | — | $120.2M | ||
| Q1 24 | — | $65.7M |
| Q4 25 | — | 11.9% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 7.5% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 2.4% |
| Q4 25 | — | 1.10× | ||
| Q3 25 | -1.53× | 1.47× | ||
| Q2 25 | 2.39× | 1.52× | ||
| Q1 25 | 1.59× | 0.94× | ||
| Q4 24 | 3.54× | 0.74× | ||
| Q3 24 | 5.70× | 1.15× | ||
| Q2 24 | 0.54× | 1.25× | ||
| Q1 24 | -1.49× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CMA
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% |
