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Side-by-side financial comparison of CrowdStrike (CRWD) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $935.4M, roughly 1.3× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs -2.8%, a 14.9% gap on every dollar of revenue. On growth, CrowdStrike posted the faster year-over-year revenue change (22.2% vs 3.9%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $111.2M). Over the past eight quarters, CrowdStrike's revenue compounded faster (20.8% CAGR vs 3.3%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
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.
CRWD vs DCI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $935.4M |
| Net Profit | $-34.0M | $113.9M |
| Gross Margin | 75.1% | 35.2% |
| Operating Margin | -5.6% | 16.0% |
| Net Margin | -2.8% | 12.2% |
| Revenue YoY | 22.2% | 3.9% |
| Net Profit YoY | -102.1% | 15.1% |
| EPS (diluted) | $-0.14 | $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 | $1.2B | $935.4M | ||
| Q3 25 | $1.2B | $980.7M | ||
| Q2 25 | $1.1B | $940.1M | ||
| Q1 25 | $1.1B | $870.0M | ||
| Q4 24 | $1.0B | $900.1M | ||
| Q3 24 | $963.9M | $935.4M | ||
| Q2 24 | $921.0M | $927.9M | ||
| Q1 24 | $845.3M | $876.7M |
| Q4 25 | $-34.0M | $113.9M | ||
| Q3 25 | $-77.7M | $114.3M | ||
| Q2 25 | $-110.2M | $57.8M | ||
| Q1 25 | $-92.3M | $95.9M | ||
| Q4 24 | $-16.8M | $99.0M | ||
| Q3 24 | $47.0M | $109.7M | ||
| Q2 24 | $42.8M | $113.5M | ||
| Q1 24 | $53.7M | $98.7M |
| Q4 25 | 75.1% | 35.2% | ||
| Q3 25 | 73.5% | 34.5% | ||
| Q2 25 | 73.8% | 34.2% | ||
| Q1 25 | 74.1% | 35.2% | ||
| Q4 24 | 74.7% | 35.5% | ||
| Q3 24 | 75.4% | 35.8% | ||
| Q2 24 | 75.6% | 35.6% | ||
| Q1 24 | 75.3% | 35.2% |
| Q4 25 | -5.6% | 16.0% | ||
| Q3 25 | -9.7% | 15.5% | ||
| Q2 25 | -11.3% | 9.3% | ||
| Q1 25 | -8.1% | 14.4% | ||
| Q4 24 | -5.5% | 14.5% | ||
| Q3 24 | 1.4% | 15.6% | ||
| Q2 24 | 0.8% | 15.5% | ||
| Q1 24 | 3.5% | 14.8% |
| Q4 25 | -2.8% | 12.2% | ||
| Q3 25 | -6.6% | 11.7% | ||
| Q2 25 | -10.0% | 6.1% | ||
| Q1 25 | -8.7% | 11.0% | ||
| Q4 24 | -1.7% | 11.0% | ||
| Q3 24 | 4.9% | 11.7% | ||
| Q2 24 | 4.6% | 12.2% | ||
| Q1 24 | 6.4% | 11.3% |
| Q4 25 | $-0.14 | $0.97 | ||
| Q3 25 | $-0.31 | $0.97 | ||
| Q2 25 | $-0.44 | $0.48 | ||
| Q1 25 | $-0.37 | $0.79 | ||
| Q4 24 | $-0.07 | $0.81 | ||
| Q3 24 | $0.19 | $0.90 | ||
| Q2 24 | $0.17 | $0.92 | ||
| Q1 24 | $0.23 | $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 | $4.8B | $210.7M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $4.0B | $1.5B |
| Total Assets | $10.0B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | $210.7M | ||
| Q3 25 | $5.0B | $180.4M | ||
| Q2 25 | $4.6B | $178.5M | ||
| Q1 25 | $4.3B | $189.1M | ||
| Q4 24 | $4.3B | $221.2M | ||
| Q3 24 | $4.0B | $232.7M | ||
| Q2 24 | $3.7B | $223.7M | ||
| Q1 24 | $3.5B | $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 | $4.0B | $1.5B | ||
| Q3 25 | $3.8B | $1.5B | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.5B | ||
| Q4 24 | $3.1B | $1.5B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.5B | $1.5B | ||
| Q1 24 | $2.3B | $1.4B |
| Q4 25 | $10.0B | $3.0B | ||
| Q3 25 | $9.3B | $3.0B | ||
| Q2 25 | $8.7B | $3.0B | ||
| Q1 25 | $8.7B | $3.0B | ||
| Q4 24 | $7.8B | $3.0B | ||
| Q3 24 | $7.2B | $2.9B | ||
| Q2 24 | $6.8B | $2.9B | ||
| Q1 24 | $6.6B | $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 | $397.5M | $125.4M |
| Free Cash FlowOCF − Capex | $314.1M | $111.2M |
| FCF MarginFCF / Revenue | 25.5% | 11.9% |
| Capex IntensityCapex / Revenue | 6.8% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $125.4M | ||
| Q3 25 | $332.8M | $167.8M | ||
| Q2 25 | $384.1M | $87.7M | ||
| Q1 25 | $345.7M | $90.4M | ||
| Q4 24 | $326.1M | $72.9M | ||
| Q3 24 | $326.6M | $126.0M | ||
| Q2 24 | $383.2M | $141.5M | ||
| Q1 24 | $347.0M | $87.0M |
| Q4 25 | $314.1M | $111.2M | ||
| Q3 25 | $302.3M | $147.5M | ||
| Q2 25 | $298.4M | $73.0M | ||
| Q1 25 | $258.5M | $71.5M | ||
| Q4 24 | $247.4M | $47.9M | ||
| Q3 24 | $287.4M | $106.2M | ||
| Q2 24 | $333.5M | $120.2M | ||
| Q1 24 | $294.4M | $65.7M |
| Q4 25 | 25.5% | 11.9% | ||
| Q3 25 | 25.9% | 15.0% | ||
| Q2 25 | 27.0% | 7.8% | ||
| Q1 25 | 24.4% | 8.2% | ||
| Q4 24 | 24.5% | 5.3% | ||
| Q3 24 | 29.8% | 11.4% | ||
| Q2 24 | 36.2% | 13.0% | ||
| Q1 24 | 34.8% | 7.5% |
| Q4 25 | 6.8% | 1.5% | ||
| Q3 25 | 2.6% | 2.1% | ||
| Q2 25 | 7.8% | 1.6% | ||
| Q1 25 | 8.2% | 2.2% | ||
| Q4 24 | 7.8% | 2.8% | ||
| Q3 24 | 4.1% | 2.1% | ||
| Q2 24 | 5.4% | 2.3% | ||
| Q1 24 | 6.2% | 2.4% |
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | 6.95× | 1.15× | ||
| Q2 24 | 8.95× | 1.25× | ||
| Q1 24 | 6.46× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
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% |
