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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Gen Digital (GEN). Click either name above to swap in a different company.
Gen Digital is the larger business by last-quarter revenue ($1.2B vs $935.4M, roughly 1.3× DONALDSON Co INC). Gen Digital runs the higher net margin — 15.5% vs 12.2%, a 3.3% gap on every dollar of revenue. On growth, Gen Digital posted the faster year-over-year revenue change (28.5% vs 3.9%). Over the past eight quarters, Gen Digital's revenue compounded faster (13.2% 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.
Gen Digital Inc. is a multinational software company co-headquartered in both Tempe, Arizona (USA) and Prague, Czech Republic (EU). The company provides cybersecurity software, financial technology, and services. Gen is a Fortune 500 company and a member of the S&P 500 stock-market index. It is listed at both NASDAQ and Prague Stock Exchange. Its portfolio includes Norton, Avast, LifeLock, Avira, AVG, ReputationDefender, MoneyLion and CCleaner.
DCI vs GEN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.2B |
| Net Profit | $113.9M | $192.0M |
| Gross Margin | 35.2% | 78.4% |
| Operating Margin | 16.0% | 34.9% |
| Net Margin | 12.2% | 15.5% |
| Revenue YoY | 3.9% | 28.5% |
| Net Profit YoY | 15.1% | 6.1% |
| EPS (diluted) | $0.97 | $0.31 |
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 | — | $1.2B | ||
| Q4 25 | $935.4M | $1.2B | ||
| Q3 25 | $980.7M | $1.3B | ||
| Q2 25 | $940.1M | — | ||
| Q1 25 | $870.0M | $1.0B | ||
| Q4 24 | $900.1M | $986.0M | ||
| Q3 24 | $935.4M | $974.0M | ||
| Q2 24 | $927.9M | $965.0M |
| Q1 26 | — | $192.0M | ||
| Q4 25 | $113.9M | $134.0M | ||
| Q3 25 | $114.3M | $135.0M | ||
| Q2 25 | $57.8M | — | ||
| Q1 25 | $95.9M | $142.0M | ||
| Q4 24 | $99.0M | $159.0M | ||
| Q3 24 | $109.7M | $161.0M | ||
| Q2 24 | $113.5M | $181.0M |
| Q1 26 | — | 78.4% | ||
| Q4 25 | 35.2% | 78.2% | ||
| Q3 25 | 34.5% | 78.8% | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 35.2% | 80.3% | ||
| Q4 24 | 35.5% | 80.4% | ||
| Q3 24 | 35.8% | 80.1% | ||
| Q2 24 | 35.6% | 80.3% |
| Q1 26 | — | 34.9% | ||
| Q4 25 | 16.0% | 35.9% | ||
| Q3 25 | 15.5% | 35.5% | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 14.4% | 41.3% | ||
| Q4 24 | 14.5% | 37.9% | ||
| Q3 24 | 15.6% | 41.3% | ||
| Q2 24 | 15.5% | 43.2% |
| Q1 26 | — | 15.5% | ||
| Q4 25 | 12.2% | 11.0% | ||
| Q3 25 | 11.7% | 10.7% | ||
| Q2 25 | 6.1% | — | ||
| Q1 25 | 11.0% | 14.1% | ||
| Q4 24 | 11.0% | 16.1% | ||
| Q3 24 | 11.7% | 16.5% | ||
| Q2 24 | 12.2% | 18.8% |
| Q1 26 | — | $0.31 | ||
| Q4 25 | $0.97 | $0.21 | ||
| Q3 25 | $0.97 | $0.22 | ||
| Q2 25 | $0.48 | — | ||
| Q1 25 | $0.79 | $0.22 | ||
| Q4 24 | $0.81 | $0.26 | ||
| Q3 24 | $0.90 | $0.26 | ||
| Q2 24 | $0.92 | $0.29 |
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 | $8.4B |
| Stockholders' EquityBook value | $1.5B | $2.3B |
| Total Assets | $3.0B | $15.8B |
| Debt / EquityLower = less leverage | 0.44× | 3.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | — | ||
| Q3 25 | $180.4M | — | ||
| Q2 25 | $178.5M | — | ||
| Q1 25 | $189.1M | $1.0B | ||
| Q4 24 | $221.2M | $883.0M | ||
| Q3 24 | $232.7M | $737.0M | ||
| Q2 24 | $223.7M | $644.0M |
| Q1 26 | — | $8.4B | ||
| Q4 25 | $671.5M | $8.7B | ||
| Q3 25 | $630.4M | $8.9B | ||
| Q2 25 | $638.8M | — | ||
| Q1 25 | $514.7M | $8.3B | ||
| Q4 24 | $538.6M | $8.5B | ||
| Q3 24 | $483.4M | $8.5B | ||
| Q2 24 | $481.8M | $8.5B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.5B | $2.0B |
| Q1 26 | — | $15.8B | ||
| Q4 25 | $3.0B | $16.1B | ||
| Q3 25 | $3.0B | $16.4B | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | $15.5B | ||
| Q4 24 | $3.0B | $15.4B | ||
| Q3 24 | $2.9B | $15.5B | ||
| Q2 24 | $2.9B | $15.4B |
| Q1 26 | — | 3.61× | ||
| Q4 25 | 0.44× | 3.54× | ||
| Q3 25 | 0.43× | 3.75× | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.33× | 3.64× | ||
| Q4 24 | 0.35× | 3.94× | ||
| Q3 24 | 0.32× | 4.06× | ||
| Q2 24 | 0.32× | 4.33× |
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 | $541.0M | ||
| Q3 25 | $167.8M | $409.0M | ||
| Q2 25 | $87.7M | — | ||
| Q1 25 | $90.4M | $473.0M | ||
| Q4 24 | $72.9M | $326.0M | ||
| Q3 24 | $126.0M | $158.0M | ||
| Q2 24 | $141.5M | $264.0M |
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $535.0M | ||
| Q3 25 | $147.5M | $405.0M | ||
| Q2 25 | $73.0M | — | ||
| Q1 25 | $71.5M | $470.0M | ||
| Q4 24 | $47.9M | $318.0M | ||
| Q3 24 | $106.2M | $156.0M | ||
| Q2 24 | $120.2M | $262.0M |
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 43.9% | ||
| Q3 25 | 15.0% | 32.2% | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | 46.5% | ||
| Q4 24 | 5.3% | 32.3% | ||
| Q3 24 | 11.4% | 16.0% | ||
| Q2 24 | 13.0% | 27.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.5% | ||
| Q3 25 | 2.1% | 0.3% | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 2.2% | 0.3% | ||
| Q4 24 | 2.8% | 0.8% | ||
| Q3 24 | 2.1% | 0.2% | ||
| Q2 24 | 2.3% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 4.04× | ||
| Q3 25 | 1.47× | 3.03× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 0.94× | 3.33× | ||
| Q4 24 | 0.74× | 2.05× | ||
| Q3 24 | 1.15× | 0.98× | ||
| Q2 24 | 1.25× | 1.46× |
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% |
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
