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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Dexcom (DXCM). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $935.4M, roughly 1.3× DONALDSON Co INC). Dexcom runs the higher net margin — 21.2% vs 12.2%, a 9.0% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 3.9%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% 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.
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
DCI vs DXCM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.3B |
| Net Profit | $113.9M | $267.3M |
| Gross Margin | 35.2% | 62.9% |
| Operating Margin | 16.0% | 25.6% |
| Net Margin | 12.2% | 21.2% |
| Revenue YoY | 3.9% | 21.6% |
| Net Profit YoY | 15.1% | 153.6% |
| EPS (diluted) | $0.97 | $0.67 |
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.
| Q1 26 | — | $1.3B | ||
| Q4 25 | $935.4M | $1.3B | ||
| Q3 25 | $980.7M | $1.2B | ||
| Q2 25 | $940.1M | $1.2B | ||
| Q1 25 | $870.0M | $1.0B | ||
| Q4 24 | $900.1M | $1.1B | ||
| Q3 24 | $935.4M | $994.2M | ||
| Q2 24 | $927.9M | $1.0B |
| Q1 26 | — | $267.3M | ||
| Q4 25 | $113.9M | $267.3M | ||
| Q3 25 | $114.3M | $283.8M | ||
| Q2 25 | $57.8M | $179.8M | ||
| Q1 25 | $95.9M | $105.4M | ||
| Q4 24 | $99.0M | $151.7M | ||
| Q3 24 | $109.7M | $134.6M | ||
| Q2 24 | $113.5M | $143.5M |
| Q1 26 | — | 62.9% | ||
| Q4 25 | 35.2% | 62.9% | ||
| Q3 25 | 34.5% | 60.5% | ||
| Q2 25 | 34.2% | 59.5% | ||
| Q1 25 | 35.2% | 56.9% | ||
| Q4 24 | 35.5% | 58.9% | ||
| Q3 24 | 35.8% | 59.7% | ||
| Q2 24 | 35.6% | 62.4% |
| Q1 26 | — | 25.6% | ||
| Q4 25 | 16.0% | 25.6% | ||
| Q3 25 | 15.5% | 20.1% | ||
| Q2 25 | 9.3% | 18.4% | ||
| Q1 25 | 14.4% | 12.9% | ||
| Q4 24 | 14.5% | 17.0% | ||
| Q3 24 | 15.6% | 15.3% | ||
| Q2 24 | 15.5% | 15.7% |
| Q1 26 | — | 21.2% | ||
| Q4 25 | 12.2% | 21.2% | ||
| Q3 25 | 11.7% | 23.5% | ||
| Q2 25 | 6.1% | 15.5% | ||
| Q1 25 | 11.0% | 10.2% | ||
| Q4 24 | 11.0% | 13.6% | ||
| Q3 24 | 11.7% | 13.5% | ||
| Q2 24 | 12.2% | 14.3% |
| Q1 26 | — | $0.67 | ||
| Q4 25 | $0.97 | $0.67 | ||
| Q3 25 | $0.97 | $0.70 | ||
| Q2 25 | $0.48 | $0.45 | ||
| Q1 25 | $0.79 | $0.27 | ||
| Q4 24 | $0.81 | $0.37 | ||
| Q3 24 | $0.90 | $0.34 | ||
| Q2 24 | $0.92 | $0.35 |
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 | $917.7M |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $2.7B |
| Total Assets | $3.0B | $6.3B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $917.7M | ||
| Q4 25 | $210.7M | $917.7M | ||
| Q3 25 | $180.4M | $1.8B | ||
| Q2 25 | $178.5M | $1.2B | ||
| Q1 25 | $189.1M | $904.9M | ||
| Q4 24 | $221.2M | $606.1M | ||
| Q3 24 | $232.7M | $621.2M | ||
| Q2 24 | $223.7M | $939.2M |
| Q1 26 | — | — | ||
| 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 26 | — | $2.7B | ||
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $2.4B |
| Q1 26 | — | $6.3B | ||
| Q4 25 | $3.0B | $6.3B | ||
| Q3 25 | $3.0B | $7.5B | ||
| Q2 25 | $3.0B | $7.3B | ||
| Q1 25 | $3.0B | $6.8B | ||
| Q4 24 | $3.0B | $6.5B | ||
| Q3 24 | $2.9B | $6.4B | ||
| Q2 24 | $2.9B | $6.8B |
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| Free Cash FlowOCF − Capex | $111.2M | — |
| FCF MarginFCF / Revenue | 11.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $125.4M | $294.0M | ||
| Q3 25 | $167.8M | $659.9M | ||
| Q2 25 | $87.7M | $303.0M | ||
| Q1 25 | $90.4M | $183.8M | ||
| Q4 24 | $72.9M | $301.4M | ||
| Q3 24 | $126.0M | $199.5M | ||
| Q2 24 | $141.5M | $279.4M |
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $192.1M | ||
| Q3 25 | $147.5M | $579.4M | ||
| Q2 25 | $73.0M | $208.9M | ||
| Q1 25 | $71.5M | $96.8M | ||
| Q4 24 | $47.9M | $176.8M | ||
| Q3 24 | $106.2M | $88.3M | ||
| Q2 24 | $120.2M | $213.3M |
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 15.3% | ||
| Q3 25 | 15.0% | 47.9% | ||
| Q2 25 | 7.8% | 18.1% | ||
| Q1 25 | 8.2% | 9.3% | ||
| Q4 24 | 5.3% | 15.9% | ||
| Q3 24 | 11.4% | 8.9% | ||
| Q2 24 | 13.0% | 21.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 8.1% | ||
| Q3 25 | 2.1% | 6.7% | ||
| Q2 25 | 1.6% | 8.1% | ||
| Q1 25 | 2.2% | 8.4% | ||
| Q4 24 | 2.8% | 11.2% | ||
| Q3 24 | 2.1% | 11.2% | ||
| Q2 24 | 2.3% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.10× | ||
| Q3 25 | 1.47× | 2.33× | ||
| Q2 25 | 1.52× | 1.69× | ||
| Q1 25 | 0.94× | 1.74× | ||
| Q4 24 | 0.74× | 1.99× | ||
| Q3 24 | 1.15× | 1.48× | ||
| Q2 24 | 1.25× | 1.95× |
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% |
DXCM
Segment breakdown not available.
