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Side-by-side financial comparison of California Resources Corp (CRC) 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 $679.0M, roughly 1.4× California Resources Corp). DONALDSON Co INC runs the higher net margin — 12.2% vs 1.8%, a 10.4% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -17.8%). California Resources Corp produced more free cash flow last quarter ($115.0M vs $111.2M). Over the past eight quarters, California Resources Corp's revenue compounded faster (25.8% CAGR vs 3.3%).

California Resources Corporation is an American energy corporation engaged in hydrocarbon exploration in California. It is organized in Delaware and headquartered in Long Beach, California. Its mineral acreage holdings in California constitute the largest privately held position in the state.

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.

CRC vs DCI — Head-to-Head

Bigger by revenue
DCI
DCI
1.4× larger
DCI
$935.4M
$679.0M
CRC
Growing faster (revenue YoY)
DCI
DCI
+21.7% gap
DCI
3.9%
-17.8%
CRC
Higher net margin
DCI
DCI
10.4% more per $
DCI
12.2%
1.8%
CRC
More free cash flow
CRC
CRC
$3.8M more FCF
CRC
$115.0M
$111.2M
DCI
Faster 2-yr revenue CAGR
CRC
CRC
Annualised
CRC
25.8%
3.3%
DCI

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
CRC
CRC
DCI
DCI
Revenue
$679.0M
$935.4M
Net Profit
$12.0M
$113.9M
Gross Margin
35.2%
Operating Margin
6.9%
16.0%
Net Margin
1.8%
12.2%
Revenue YoY
-17.8%
3.9%
Net Profit YoY
-63.6%
15.1%
EPS (diluted)
$0.21
$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.

Revenue
CRC
CRC
DCI
DCI
Q4 25
$679.0M
$935.4M
Q3 25
$715.0M
$980.7M
Q2 25
$702.0M
$940.1M
Q1 25
$814.0M
$870.0M
Q4 24
$826.0M
$900.1M
Q3 24
$870.0M
$935.4M
Q2 24
$412.0M
$927.9M
Q1 24
$429.0M
$876.7M
Net Profit
CRC
CRC
DCI
DCI
Q4 25
$12.0M
$113.9M
Q3 25
$64.0M
$114.3M
Q2 25
$172.0M
$57.8M
Q1 25
$115.0M
$95.9M
Q4 24
$33.0M
$99.0M
Q3 24
$345.0M
$109.7M
Q2 24
$8.0M
$113.5M
Q1 24
$-10.0M
$98.7M
Gross Margin
CRC
CRC
DCI
DCI
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%
Operating Margin
CRC
CRC
DCI
DCI
Q4 25
6.9%
16.0%
Q3 25
13.7%
15.5%
Q2 25
38.0%
9.3%
Q1 25
22.9%
14.4%
Q4 24
8.2%
14.5%
Q3 24
59.5%
15.6%
Q2 24
9.2%
15.5%
Q1 24
-0.9%
14.8%
Net Margin
CRC
CRC
DCI
DCI
Q4 25
1.8%
12.2%
Q3 25
9.0%
11.7%
Q2 25
24.5%
6.1%
Q1 25
14.1%
11.0%
Q4 24
4.0%
11.0%
Q3 24
39.7%
11.7%
Q2 24
1.9%
12.2%
Q1 24
-2.3%
11.3%
EPS (diluted)
CRC
CRC
DCI
DCI
Q4 25
$0.21
$0.97
Q3 25
$0.76
$0.97
Q2 25
$1.92
$0.48
Q1 25
$1.26
$0.79
Q4 24
$0.87
$0.81
Q3 24
$3.78
$0.90
Q2 24
$0.11
$0.92
Q1 24
$-0.14
$0.81

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CRC
CRC
DCI
DCI
Cash + ST InvestmentsLiquidity on hand
$132.0M
$210.7M
Total DebtLower is stronger
$671.5M
Stockholders' EquityBook value
$3.7B
$1.5B
Total Assets
$7.4B
$3.0B
Debt / EquityLower = less leverage
0.44×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CRC
CRC
DCI
DCI
Q4 25
$132.0M
$210.7M
Q3 25
$196.0M
$180.4M
Q2 25
$72.0M
$178.5M
Q1 25
$214.0M
$189.1M
Q4 24
$372.0M
$221.2M
Q3 24
$241.0M
$232.7M
Q2 24
$1.0B
$223.7M
Q1 24
$403.0M
$193.8M
Total Debt
CRC
CRC
DCI
DCI
Q4 25
$671.5M
Q3 25
$1.0B
$630.4M
Q2 25
$1.0B
$638.8M
Q1 25
$1.0B
$514.7M
Q4 24
$1.1B
$538.6M
Q3 24
$1.1B
$483.4M
Q2 24
$1.2B
$481.8M
Q1 24
$541.0M
$352.0M
Stockholders' Equity
CRC
CRC
DCI
DCI
Q4 25
$3.7B
$1.5B
Q3 25
$3.4B
$1.5B
Q2 25
$3.4B
$1.5B
Q1 25
$3.5B
$1.5B
Q4 24
$3.5B
$1.5B
Q3 24
$3.5B
$1.5B
Q2 24
$2.1B
$1.5B
Q1 24
$2.1B
$1.4B
Total Assets
CRC
CRC
DCI
DCI
Q4 25
$7.4B
$3.0B
Q3 25
$6.8B
$3.0B
Q2 25
$6.7B
$3.0B
Q1 25
$6.8B
$3.0B
Q4 24
$7.1B
$3.0B
Q3 24
$7.1B
$2.9B
Q2 24
$4.5B
$2.9B
Q1 24
$3.9B
$2.8B
Debt / Equity
CRC
CRC
DCI
DCI
Q4 25
0.44×
Q3 25
0.29×
0.43×
Q2 25
0.30×
0.44×
Q1 25
0.29×
0.33×
Q4 24
0.32×
0.35×
Q3 24
0.32×
0.32×
Q2 24
0.57×
0.32×
Q1 24
0.26×
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
CRC
CRC
DCI
DCI
Operating Cash FlowLast quarter
$235.0M
$125.4M
Free Cash FlowOCF − Capex
$115.0M
$111.2M
FCF MarginFCF / Revenue
16.9%
11.9%
Capex IntensityCapex / Revenue
17.7%
1.5%
Cash ConversionOCF / Net Profit
19.58×
1.10×
TTM Free Cash FlowTrailing 4 quarters
$543.0M
$403.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CRC
CRC
DCI
DCI
Q4 25
$235.0M
$125.4M
Q3 25
$279.0M
$167.8M
Q2 25
$165.0M
$87.7M
Q1 25
$186.0M
$90.4M
Q4 24
$206.0M
$72.9M
Q3 24
$220.0M
$126.0M
Q2 24
$97.0M
$141.5M
Q1 24
$87.0M
$87.0M
Free Cash Flow
CRC
CRC
DCI
DCI
Q4 25
$115.0M
$111.2M
Q3 25
$188.0M
$147.5M
Q2 25
$109.0M
$73.0M
Q1 25
$131.0M
$71.5M
Q4 24
$118.0M
$47.9M
Q3 24
$141.0M
$106.2M
Q2 24
$63.0M
$120.2M
Q1 24
$33.0M
$65.7M
FCF Margin
CRC
CRC
DCI
DCI
Q4 25
16.9%
11.9%
Q3 25
26.3%
15.0%
Q2 25
15.5%
7.8%
Q1 25
16.1%
8.2%
Q4 24
14.3%
5.3%
Q3 24
16.2%
11.4%
Q2 24
15.3%
13.0%
Q1 24
7.7%
7.5%
Capex Intensity
CRC
CRC
DCI
DCI
Q4 25
17.7%
1.5%
Q3 25
12.7%
2.1%
Q2 25
8.0%
1.6%
Q1 25
6.8%
2.2%
Q4 24
10.7%
2.8%
Q3 24
9.1%
2.1%
Q2 24
8.3%
2.3%
Q1 24
12.6%
2.4%
Cash Conversion
CRC
CRC
DCI
DCI
Q4 25
19.58×
1.10×
Q3 25
4.36×
1.47×
Q2 25
0.96×
1.52×
Q1 25
1.62×
0.94×
Q4 24
6.24×
0.74×
Q3 24
0.64×
1.15×
Q2 24
12.13×
1.25×
Q1 24
0.88×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CRC
CRC

Oil And Natural Gas Segment$645.0M95%
Natural Gas Production$26.0M4%
Other$7.0M1%

DCI
DCI

Aftermarket Products$447.1M48%
Industrial Filtration Solutions Products$222.6M24%
Off Road Products$86.5M9%
Life Sciences Segment$80.0M9%
Other$39.1M4%
Aerospace And Defense Products$37.1M4%
On Road Products$23.0M2%

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