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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Datadog (DDOG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $935.4M, roughly 1.0× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs 4.9%, a 7.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 3.9%). Datadog produced more free cash flow last quarter ($318.2M vs $111.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 3.3%).
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.
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
DCI vs DDOG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $953.2M |
| Net Profit | $113.9M | $46.6M |
| Gross Margin | 35.2% | 80.4% |
| Operating Margin | 16.0% | 1.0% |
| Net Margin | 12.2% | 4.9% |
| Revenue YoY | 3.9% | 29.2% |
| Net Profit YoY | 15.1% | 2.1% |
| EPS (diluted) | $0.97 | $0.13 |
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 | $953.2M | ||
| Q3 25 | $980.7M | $885.7M | ||
| Q2 25 | $940.1M | $826.8M | ||
| Q1 25 | $870.0M | $761.6M | ||
| Q4 24 | $900.1M | $737.7M | ||
| Q3 24 | $935.4M | $690.0M | ||
| Q2 24 | $927.9M | $645.3M | ||
| Q1 24 | $876.7M | $611.3M |
| Q4 25 | $113.9M | $46.6M | ||
| Q3 25 | $114.3M | $33.9M | ||
| Q2 25 | $57.8M | $2.6M | ||
| Q1 25 | $95.9M | $24.6M | ||
| Q4 24 | $99.0M | $45.6M | ||
| Q3 24 | $109.7M | $51.7M | ||
| Q2 24 | $113.5M | $43.8M | ||
| Q1 24 | $98.7M | $42.6M |
| Q4 25 | 35.2% | 80.4% | ||
| Q3 25 | 34.5% | 80.1% | ||
| Q2 25 | 34.2% | 79.9% | ||
| Q1 25 | 35.2% | 79.3% | ||
| Q4 24 | 35.5% | 80.5% | ||
| Q3 24 | 35.8% | 80.0% | ||
| Q2 24 | 35.6% | 80.9% | ||
| Q1 24 | 35.2% | 82.0% |
| Q4 25 | 16.0% | 1.0% | ||
| Q3 25 | 15.5% | -0.7% | ||
| Q2 25 | 9.3% | -4.3% | ||
| Q1 25 | 14.4% | -1.6% | ||
| Q4 24 | 14.5% | 1.3% | ||
| Q3 24 | 15.6% | 2.9% | ||
| Q2 24 | 15.5% | 2.0% | ||
| Q1 24 | 14.8% | 2.0% |
| Q4 25 | 12.2% | 4.9% | ||
| Q3 25 | 11.7% | 3.8% | ||
| Q2 25 | 6.1% | 0.3% | ||
| Q1 25 | 11.0% | 3.2% | ||
| Q4 24 | 11.0% | 6.2% | ||
| Q3 24 | 11.7% | 7.5% | ||
| Q2 24 | 12.2% | 6.8% | ||
| Q1 24 | 11.3% | 7.0% |
| Q4 25 | $0.97 | $0.13 | ||
| Q3 25 | $0.97 | $0.10 | ||
| Q2 25 | $0.48 | $0.01 | ||
| Q1 25 | $0.79 | $0.07 | ||
| Q4 24 | $0.81 | $0.14 | ||
| Q3 24 | $0.90 | $0.14 | ||
| Q2 24 | $0.92 | $0.12 | ||
| Q1 24 | $0.81 | $0.12 |
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 | $401.3M |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $3.7B |
| Total Assets | $3.0B | $6.6B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $401.3M | ||
| Q3 25 | $180.4M | $540.6M | ||
| Q2 25 | $178.5M | $489.0M | ||
| Q1 25 | $189.1M | $1.1B | ||
| Q4 24 | $221.2M | $1.2B | ||
| Q3 24 | $232.7M | $337.4M | ||
| Q2 24 | $223.7M | $411.0M | ||
| Q1 24 | $193.8M | $282.2M |
| 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 | $1.5B | $3.7B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $2.9B | ||
| Q4 24 | $1.5B | $2.7B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.5B | $2.4B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | $3.0B | $6.6B | ||
| Q3 25 | $3.0B | $6.1B | ||
| Q2 25 | $3.0B | $5.8B | ||
| Q1 25 | $3.0B | $6.0B | ||
| Q4 24 | $3.0B | $5.8B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.9B | $4.4B | ||
| Q1 24 | $2.8B | $4.1B |
| 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 | $125.4M | $327.1M |
| Free Cash FlowOCF − Capex | $111.2M | $318.2M |
| FCF MarginFCF / Revenue | 11.9% | 33.4% |
| Capex IntensityCapex / Revenue | 1.5% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.10× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $327.1M | ||
| Q3 25 | $167.8M | $251.5M | ||
| Q2 25 | $87.7M | $200.1M | ||
| Q1 25 | $90.4M | $271.5M | ||
| Q4 24 | $72.9M | $265.2M | ||
| Q3 24 | $126.0M | $228.7M | ||
| Q2 24 | $141.5M | $164.4M | ||
| Q1 24 | $87.0M | $212.3M |
| Q4 25 | $111.2M | $318.2M | ||
| Q3 25 | $147.5M | $234.7M | ||
| Q2 25 | $73.0M | $184.9M | ||
| Q1 25 | $71.5M | $262.8M | ||
| Q4 24 | $47.9M | $257.5M | ||
| Q3 24 | $106.2M | $220.3M | ||
| Q2 24 | $120.2M | $160.0M | ||
| Q1 24 | $65.7M | $198.1M |
| Q4 25 | 11.9% | 33.4% | ||
| Q3 25 | 15.0% | 26.5% | ||
| Q2 25 | 7.8% | 22.4% | ||
| Q1 25 | 8.2% | 34.5% | ||
| Q4 24 | 5.3% | 34.9% | ||
| Q3 24 | 11.4% | 31.9% | ||
| Q2 24 | 13.0% | 24.8% | ||
| Q1 24 | 7.5% | 32.4% |
| Q4 25 | 1.5% | 0.9% | ||
| Q3 25 | 2.1% | 1.9% | ||
| Q2 25 | 1.6% | 1.8% | ||
| Q1 25 | 2.2% | 1.1% | ||
| Q4 24 | 2.8% | 1.1% | ||
| Q3 24 | 2.1% | 1.2% | ||
| Q2 24 | 2.3% | 0.7% | ||
| Q1 24 | 2.4% | 2.3% |
| Q4 25 | 1.10× | 7.02× | ||
| Q3 25 | 1.47× | 7.42× | ||
| Q2 25 | 1.52× | 75.58× | ||
| Q1 25 | 0.94× | 11.02× | ||
| Q4 24 | 0.74× | 5.82× | ||
| Q3 24 | 1.15× | 4.42× | ||
| Q2 24 | 1.25× | 3.75× | ||
| Q1 24 | 0.88× | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
