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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Essex Property Trust (ESS). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $479.6M, roughly 2.0× Essex Property Trust). Essex Property Trust runs the higher net margin — 17.9% vs 12.2%, a 5.7% gap on every dollar of revenue. On growth, Essex Property Trust posted the faster year-over-year revenue change (5.5% vs 3.9%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% 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.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
DCI vs ESS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $479.6M |
| Net Profit | $113.9M | $85.7M |
| Gross Margin | 35.2% | 70.0% |
| Operating Margin | 16.0% | 31.7% |
| Net Margin | 12.2% | 17.9% |
| Revenue YoY | 3.9% | 5.5% |
| Net Profit YoY | 15.1% | -71.6% |
| EPS (diluted) | $0.97 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $980.7M | $473.3M | ||
| Q2 25 | $940.1M | $469.8M | ||
| Q1 25 | $870.0M | $464.6M | ||
| Q4 24 | $900.1M | $454.5M | ||
| Q3 24 | $935.4M | $450.7M | ||
| Q2 24 | $927.9M | $442.4M | ||
| Q1 24 | $876.7M | $426.9M |
| Q4 25 | $113.9M | $85.7M | ||
| Q3 25 | $114.3M | $172.7M | ||
| Q2 25 | $57.8M | $231.5M | ||
| Q1 25 | $95.9M | $212.8M | ||
| Q4 24 | $99.0M | $301.7M | ||
| Q3 24 | $109.7M | $125.5M | ||
| Q2 24 | $113.5M | $99.0M | ||
| Q1 24 | $98.7M | $285.1M |
| Q4 25 | 35.2% | 70.0% | ||
| Q3 25 | 34.5% | 69.2% | ||
| Q2 25 | 34.2% | 70.7% | ||
| Q1 25 | 35.2% | 69.6% | ||
| Q4 24 | 35.5% | 70.0% | ||
| Q3 24 | 35.8% | 69.5% | ||
| Q2 24 | 35.6% | 70.8% | ||
| Q1 24 | 35.2% | 69.7% |
| Q4 25 | 16.0% | 31.7% | ||
| Q3 25 | 15.5% | 44.5% | ||
| Q2 25 | 9.3% | 59.5% | ||
| Q1 25 | 14.4% | 55.3% | ||
| Q4 24 | 14.5% | 67.0% | ||
| Q3 24 | 15.6% | 28.6% | ||
| Q2 24 | 15.5% | 31.1% | ||
| Q1 24 | 14.8% | 31.0% |
| Q4 25 | 12.2% | 17.9% | ||
| Q3 25 | 11.7% | 36.5% | ||
| Q2 25 | 6.1% | 49.3% | ||
| Q1 25 | 11.0% | 45.8% | ||
| Q4 24 | 11.0% | 66.4% | ||
| Q3 24 | 11.7% | 27.8% | ||
| Q2 24 | 12.2% | 22.4% | ||
| Q1 24 | 11.3% | 66.8% |
| Q4 25 | $0.97 | $1.24 | ||
| Q3 25 | $0.97 | $2.56 | ||
| Q2 25 | $0.48 | $3.44 | ||
| Q1 25 | $0.79 | $3.16 | ||
| Q4 24 | $0.81 | $4.00 | ||
| Q3 24 | $0.90 | $1.84 | ||
| Q2 24 | $0.92 | $1.45 | ||
| Q1 24 | $0.81 | $4.25 |
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 | $76.2M |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $5.5B |
| Total Assets | $3.0B | $13.2B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $76.2M | ||
| Q3 25 | $180.4M | $66.0M | ||
| Q2 25 | $178.5M | $58.7M | ||
| Q1 25 | $189.1M | $98.7M | ||
| Q4 24 | $221.2M | $66.8M | ||
| Q3 24 | $232.7M | $71.3M | ||
| Q2 24 | $223.7M | $55.2M | ||
| Q1 24 | $193.8M | $499.0M |
| Q4 25 | $671.5M | — | ||
| Q3 25 | $630.4M | $6.4B | ||
| Q2 25 | $638.8M | $6.4B | ||
| Q1 25 | $514.7M | $6.8B | ||
| Q4 24 | $538.6M | — | ||
| Q3 24 | $483.4M | $6.4B | ||
| Q2 24 | $481.8M | $6.2B | ||
| Q1 24 | $352.0M | $6.6B |
| Q4 25 | $1.5B | $5.5B | ||
| Q3 25 | $1.5B | $5.6B | ||
| Q2 25 | $1.5B | $5.6B | ||
| Q1 25 | $1.5B | $5.6B | ||
| Q4 24 | $1.5B | $5.5B | ||
| Q3 24 | $1.5B | $5.4B | ||
| Q2 24 | $1.5B | $5.5B | ||
| Q1 24 | $1.4B | $5.5B |
| Q4 25 | $3.0B | $13.2B | ||
| Q3 25 | $3.0B | $13.2B | ||
| Q2 25 | $3.0B | $13.2B | ||
| Q1 25 | $3.0B | $13.2B | ||
| Q4 24 | $3.0B | $12.9B | ||
| Q3 24 | $2.9B | $12.6B | ||
| Q2 24 | $2.9B | $12.5B | ||
| Q1 24 | $2.8B | $12.9B |
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.43× | 1.15× | ||
| Q2 25 | 0.44× | 1.14× | ||
| Q1 25 | 0.33× | 1.22× | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.32× | 1.18× | ||
| Q2 24 | 0.32× | 1.13× | ||
| Q1 24 | 0.26× | 1.19× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $111.2M | — |
| FCF MarginFCF / Revenue | 11.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.10× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $1.1B | ||
| Q3 25 | $167.8M | $342.6M | ||
| Q2 25 | $87.7M | $216.1M | ||
| Q1 25 | $90.4M | $281.5M | ||
| Q4 24 | $72.9M | $1.1B | ||
| Q3 24 | $126.0M | $316.2M | ||
| Q2 24 | $141.5M | $218.9M | ||
| Q1 24 | $87.0M | $314.9M |
| 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× | 12.53× | ||
| Q3 25 | 1.47× | 1.98× | ||
| Q2 25 | 1.52× | 0.93× | ||
| Q1 25 | 0.94× | 1.32× | ||
| Q4 24 | 0.74× | 3.54× | ||
| Q3 24 | 1.15× | 2.52× | ||
| Q2 24 | 1.25× | 2.21× | ||
| Q1 24 | 0.88× | 1.10× |
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% |
ESS
Segment breakdown not available.
