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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Evercore Inc. (EVR). Click either name above to swap in a different company.
Evercore Inc. is the larger business by last-quarter revenue ($1.4B vs $935.4M, roughly 1.5× DONALDSON Co INC). Evercore Inc. runs the higher net margin — 23.0% vs 12.2%, a 10.8% gap on every dollar of revenue. On growth, Evercore Inc. posted the faster year-over-year revenue change (100.3% vs 3.9%). Over the past eight quarters, Evercore Inc.'s revenue compounded faster (42.2% 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.
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding.
DCI vs EVR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.4B |
| Net Profit | $113.9M | $322.7M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | — |
| Net Margin | 12.2% | 23.0% |
| Revenue YoY | 3.9% | 100.3% |
| Net Profit YoY | 15.1% | 106.1% |
| EPS (diluted) | $0.97 | $7.20 |
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 | — | $1.4B | ||
| Q4 25 | $935.4M | $1.3B | ||
| Q3 25 | $980.7M | $1.0B | ||
| Q2 25 | $940.1M | $838.0M | ||
| Q1 25 | $870.0M | $699.0M | ||
| Q4 24 | $900.1M | $979.5M | ||
| Q3 24 | $935.4M | $738.4M | ||
| Q2 24 | $927.9M | $693.4M |
| Q1 26 | — | $322.7M | ||
| Q4 25 | $113.9M | $204.0M | ||
| Q3 25 | $114.3M | $144.6M | ||
| Q2 25 | $57.8M | $97.2M | ||
| Q1 25 | $95.9M | $146.2M | ||
| Q4 24 | $99.0M | $140.4M | ||
| Q3 24 | $109.7M | $78.4M | ||
| Q2 24 | $113.5M | $73.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 16.0% | 24.2% | ||
| Q3 25 | 15.5% | 20.8% | ||
| Q2 25 | 9.3% | 18.0% | ||
| Q1 25 | 14.4% | 16.0% | ||
| Q4 24 | 14.5% | 21.8% | ||
| Q3 24 | 15.6% | 16.7% | ||
| Q2 24 | 15.5% | 15.9% |
| Q1 26 | — | 23.0% | ||
| Q4 25 | 12.2% | 15.7% | ||
| Q3 25 | 11.7% | 13.8% | ||
| Q2 25 | 6.1% | 11.6% | ||
| Q1 25 | 11.0% | 20.9% | ||
| Q4 24 | 11.0% | 14.3% | ||
| Q3 24 | 11.7% | 10.6% | ||
| Q2 24 | 12.2% | 10.6% |
| Q1 26 | — | $7.20 | ||
| Q4 25 | $0.97 | $4.80 | ||
| Q3 25 | $0.97 | $3.41 | ||
| Q2 25 | $0.48 | $2.36 | ||
| Q1 25 | $0.79 | $3.48 | ||
| Q4 24 | $0.81 | $3.32 | ||
| Q3 24 | $0.90 | $1.86 | ||
| Q2 24 | $0.92 | $1.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $210.7M | — |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | — |
| Total Assets | $3.0B | — |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $3.0B | ||
| Q3 25 | $180.4M | $2.4B | ||
| Q2 25 | $178.5M | $1.7B | ||
| Q1 25 | $189.1M | $1.4B | ||
| Q4 24 | $221.2M | $2.4B | ||
| Q3 24 | $232.7M | $1.8B | ||
| Q2 24 | $223.7M | $1.7B |
| 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 | — | — | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $5.4B | ||
| Q3 25 | $3.0B | $4.4B | ||
| Q2 25 | $3.0B | $3.7B | ||
| Q1 25 | $3.0B | $3.3B | ||
| Q4 24 | $3.0B | $4.2B | ||
| Q3 24 | $2.9B | $3.6B | ||
| Q2 24 | $2.9B | $3.3B |
| 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 | $807.5M | ||
| Q3 25 | $167.8M | $560.9M | ||
| Q2 25 | $87.7M | $437.7M | ||
| Q1 25 | $90.4M | $-549.7M | ||
| Q4 24 | $72.9M | $686.4M | ||
| Q3 24 | $126.0M | $234.5M | ||
| Q2 24 | $141.5M | $348.5M |
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $798.6M | ||
| Q3 25 | $147.5M | $541.5M | ||
| Q2 25 | $73.0M | $411.7M | ||
| Q1 25 | $71.5M | $-569.3M | ||
| Q4 24 | $47.9M | $673.1M | ||
| Q3 24 | $106.2M | $226.6M | ||
| Q2 24 | $120.2M | $340.7M |
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 61.6% | ||
| Q3 25 | 15.0% | 51.8% | ||
| Q2 25 | 7.8% | 49.1% | ||
| Q1 25 | 8.2% | -81.4% | ||
| Q4 24 | 5.3% | 68.7% | ||
| Q3 24 | 11.4% | 30.7% | ||
| Q2 24 | 13.0% | 49.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.7% | ||
| Q3 25 | 2.1% | 1.9% | ||
| Q2 25 | 1.6% | 3.1% | ||
| Q1 25 | 2.2% | 2.8% | ||
| Q4 24 | 2.8% | 1.4% | ||
| Q3 24 | 2.1% | 1.1% | ||
| Q2 24 | 2.3% | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 3.96× | ||
| Q3 25 | 1.47× | 3.88× | ||
| Q2 25 | 1.52× | 4.50× | ||
| Q1 25 | 0.94× | -3.76× | ||
| Q4 24 | 0.74× | 4.89× | ||
| Q3 24 | 1.15× | 2.99× | ||
| Q2 24 | 1.25× | 4.72× |
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% |
EVR
| Advisory Fees (1) | $1.2B | 89% |
| Commissions and Related Revenue | $62.7M | 4% |
| Underwriting Fees | $55.1M | 4% |
| Asset Management and Administration Fees (2) | $23.7M | 2% |
| Other Revenue, net | $15.4M | 1% |
