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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Fidelity National Financial, Inc. (FNF). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $544.0M, roughly 1.7× Fidelity National Financial, Inc.). DONALDSON Co INC runs the higher net margin — 12.2% vs -21.5%, a 33.7% gap on every dollar of revenue. On growth, Fidelity National Financial, Inc. posted the faster year-over-year revenue change (10.3% vs 3.9%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% 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.
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
DCI vs FNF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $544.0M |
| Net Profit | $113.9M | $-117.0M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 82.9% |
| Net Margin | 12.2% | -21.5% |
| Revenue YoY | 3.9% | 10.3% |
| Net Profit YoY | 15.1% | -126.0% |
| EPS (diluted) | $0.97 | $-0.44 |
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 | $544.0M | ||
| Q3 25 | $980.7M | $553.0M | ||
| Q2 25 | $940.1M | $547.0M | ||
| Q1 25 | $870.0M | $455.0M | ||
| Q4 24 | $900.1M | $493.0M | ||
| Q3 24 | $935.4M | $506.0M | ||
| Q2 24 | $927.9M | $504.0M | ||
| Q1 24 | $876.7M | $421.0M |
| Q4 25 | $113.9M | $-117.0M | ||
| Q3 25 | $114.3M | $358.0M | ||
| Q2 25 | $57.8M | $278.0M | ||
| Q1 25 | $95.9M | $83.0M | ||
| Q4 24 | $99.0M | $450.0M | ||
| Q3 24 | $109.7M | $266.0M | ||
| Q2 24 | $113.5M | $306.0M | ||
| Q1 24 | $98.7M | $248.0M |
| 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 24 | 35.2% | — |
| Q4 25 | 16.0% | 82.9% | ||
| Q3 25 | 15.5% | 81.9% | ||
| Q2 25 | 9.3% | 69.8% | ||
| Q1 25 | 14.4% | 24.4% | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 15.6% | 61.9% | ||
| Q2 24 | 15.5% | 90.9% | ||
| Q1 24 | 14.8% | 78.6% |
| Q4 25 | 12.2% | -21.5% | ||
| Q3 25 | 11.7% | 64.7% | ||
| Q2 25 | 6.1% | 50.8% | ||
| Q1 25 | 11.0% | 18.2% | ||
| Q4 24 | 11.0% | 91.3% | ||
| Q3 24 | 11.7% | 52.6% | ||
| Q2 24 | 12.2% | 60.7% | ||
| Q1 24 | 11.3% | 58.9% |
| Q4 25 | $0.97 | $-0.44 | ||
| Q3 25 | $0.97 | $1.33 | ||
| Q2 25 | $0.48 | $1.02 | ||
| Q1 25 | $0.79 | $0.30 | ||
| Q4 24 | $0.81 | $1.65 | ||
| Q3 24 | $0.90 | $0.97 | ||
| Q2 24 | $0.92 | $1.12 | ||
| Q1 24 | $0.81 | $0.91 |
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 | $2.6B |
| Total DebtLower is stronger | $671.5M | $4.4B |
| Stockholders' EquityBook value | $1.5B | $7.4B |
| Total Assets | $3.0B | $109.0B |
| Debt / EquityLower = less leverage | 0.44× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $2.6B | ||
| Q3 25 | $180.4M | $3.5B | ||
| Q2 25 | $178.5M | $3.3B | ||
| Q1 25 | $189.1M | $4.5B | ||
| Q4 24 | $221.2M | $3.5B | ||
| Q3 24 | $232.7M | $5.0B | ||
| Q2 24 | $223.7M | $4.9B | ||
| Q1 24 | $193.8M | $3.5B |
| Q4 25 | $671.5M | $4.4B | ||
| Q3 25 | $630.4M | $4.4B | ||
| Q2 25 | $638.8M | $4.4B | ||
| Q1 25 | $514.7M | $4.4B | ||
| Q4 24 | $538.6M | $4.3B | ||
| Q3 24 | $483.4M | $4.2B | ||
| Q2 24 | $481.8M | $4.2B | ||
| Q1 24 | $352.0M | $3.9B |
| Q4 25 | $1.5B | $7.4B | ||
| Q3 25 | $1.5B | $8.4B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | $1.5B | $7.9B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.5B | $8.1B | ||
| Q2 24 | $1.5B | $7.3B | ||
| Q1 24 | $1.4B | $7.1B |
| Q4 25 | $3.0B | $109.0B | ||
| Q3 25 | $3.0B | $106.6B | ||
| Q2 25 | $3.0B | $102.3B | ||
| Q1 25 | $3.0B | $98.2B | ||
| Q4 24 | $3.0B | $95.4B | ||
| Q3 24 | $2.9B | $94.7B | ||
| Q2 24 | $2.9B | $88.8B | ||
| Q1 24 | $2.8B | $84.5B |
| Q4 25 | 0.44× | 0.59× | ||
| Q3 25 | 0.43× | 0.53× | ||
| Q2 25 | 0.44× | 0.56× | ||
| Q1 25 | 0.33× | 0.56× | ||
| Q4 24 | 0.35× | 0.56× | ||
| Q3 24 | 0.32× | 0.52× | ||
| Q2 24 | 0.32× | 0.58× | ||
| Q1 24 | 0.26× | 0.55× |
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 | $1.5B |
| 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.
| Q4 25 | $125.4M | $1.5B | ||
| Q3 25 | $167.8M | $1.3B | ||
| Q2 25 | $87.7M | $1.9B | ||
| Q1 25 | $90.4M | $1.1B | ||
| Q4 24 | $72.9M | $1.5B | ||
| Q3 24 | $126.0M | $2.4B | ||
| Q2 24 | $141.5M | $1.4B | ||
| Q1 24 | $87.0M | $1.6B |
| 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× | — | ||
| Q3 25 | 1.47× | 3.66× | ||
| Q2 25 | 1.52× | 6.82× | ||
| Q1 25 | 0.94× | 13.43× | ||
| Q4 24 | 0.74× | 3.32× | ||
| Q3 24 | 1.15× | 8.89× | ||
| Q2 24 | 1.25× | 4.45× | ||
| Q1 24 | 0.88× | 6.42× |
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% |
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
