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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $608.1M, roughly 1.5× Hims & Hers Health, Inc.). On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs 3.8%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $53.0M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (38.8% 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.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
DCI vs HIMS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $608.1M |
| Net Profit | $113.9M | — |
| Gross Margin | 35.2% | 65.2% |
| Operating Margin | 16.0% | 21.9% |
| Net Margin | 12.2% | — |
| Revenue YoY | 3.9% | 3.8% |
| Net Profit YoY | 15.1% | — |
| EPS (diluted) | $0.97 | $-0.40 |
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 | — | $608.1M | ||
| Q4 25 | $935.4M | $617.8M | ||
| Q3 25 | $980.7M | $599.0M | ||
| Q2 25 | $940.1M | $544.8M | ||
| Q1 25 | $870.0M | $586.0M | ||
| Q4 24 | $900.1M | $481.1M | ||
| Q3 24 | $935.4M | $401.6M | ||
| Q2 24 | $927.9M | $315.6M |
| Q1 26 | — | — | ||
| Q4 25 | $113.9M | $20.6M | ||
| Q3 25 | $114.3M | $15.8M | ||
| Q2 25 | $57.8M | $42.5M | ||
| Q1 25 | $95.9M | $49.5M | ||
| Q4 24 | $99.0M | $26.0M | ||
| Q3 24 | $109.7M | $75.6M | ||
| Q2 24 | $113.5M | $13.3M |
| Q1 26 | — | 65.2% | ||
| Q4 25 | 35.2% | 71.9% | ||
| Q3 25 | 34.5% | 73.8% | ||
| Q2 25 | 34.2% | 76.4% | ||
| Q1 25 | 35.2% | 73.5% | ||
| Q4 24 | 35.5% | 76.8% | ||
| Q3 24 | 35.8% | 79.2% | ||
| Q2 24 | 35.6% | 81.3% |
| Q1 26 | — | 21.9% | ||
| Q4 25 | 16.0% | 1.5% | ||
| Q3 25 | 15.5% | 2.0% | ||
| Q2 25 | 9.3% | 4.9% | ||
| Q1 25 | 14.4% | 9.9% | ||
| Q4 24 | 14.5% | 3.9% | ||
| Q3 24 | 15.6% | 5.6% | ||
| Q2 24 | 15.5% | 3.5% |
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 3.3% | ||
| Q3 25 | 11.7% | 2.6% | ||
| Q2 25 | 6.1% | 7.8% | ||
| Q1 25 | 11.0% | 8.4% | ||
| Q4 24 | 11.0% | 5.4% | ||
| Q3 24 | 11.7% | 18.8% | ||
| Q2 24 | 12.2% | 4.2% |
| Q1 26 | — | $-0.40 | ||
| Q4 25 | $0.97 | $0.08 | ||
| Q3 25 | $0.97 | $0.06 | ||
| Q2 25 | $0.48 | $0.17 | ||
| Q1 25 | $0.79 | $0.20 | ||
| Q4 24 | $0.81 | $0.10 | ||
| Q3 24 | $0.90 | $0.32 | ||
| Q2 24 | $0.92 | $0.06 |
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 | $222.3M |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $446.2M |
| Total Assets | $3.0B | $2.3B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $222.3M | ||
| Q4 25 | $210.7M | $228.6M | ||
| Q3 25 | $180.4M | $345.8M | ||
| Q2 25 | $178.5M | $1.1B | ||
| Q1 25 | $189.1M | $273.7M | ||
| Q4 24 | $221.2M | $220.6M | ||
| Q3 24 | $232.7M | $165.5M | ||
| Q2 24 | $223.7M | $129.3M |
| 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 | — | $446.2M | ||
| Q4 25 | $1.5B | $540.9M | ||
| Q3 25 | $1.5B | $581.0M | ||
| Q2 25 | $1.5B | $562.7M | ||
| Q1 25 | $1.5B | $549.3M | ||
| Q4 24 | $1.5B | $476.7M | ||
| Q3 24 | $1.5B | $440.1M | ||
| Q2 24 | $1.5B | $362.0M |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.0B | $2.2B | ||
| Q3 25 | $3.0B | $2.2B | ||
| Q2 25 | $3.0B | $1.9B | ||
| Q1 25 | $3.0B | $891.7M | ||
| Q4 24 | $3.0B | $707.5M | ||
| Q3 24 | $2.9B | $602.3M | ||
| Q2 24 | $2.9B | $480.5M |
| 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 | $89.4M |
| Free Cash FlowOCF − Capex | $111.2M | $53.0M |
| FCF MarginFCF / Revenue | 11.9% | 8.7% |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $60.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $89.4M | ||
| Q4 25 | $125.4M | $61.3M | ||
| Q3 25 | $167.8M | $148.7M | ||
| Q2 25 | $87.7M | $-19.1M | ||
| Q1 25 | $90.4M | $109.1M | ||
| Q4 24 | $72.9M | $86.4M | ||
| Q3 24 | $126.0M | $85.3M | ||
| Q2 24 | $141.5M | $53.6M |
| Q1 26 | — | $53.0M | ||
| Q4 25 | $111.2M | $-2.5M | ||
| Q3 25 | $147.5M | $79.3M | ||
| Q2 25 | $73.0M | $-69.5M | ||
| Q1 25 | $71.5M | $50.1M | ||
| Q4 24 | $47.9M | $59.5M | ||
| Q3 24 | $106.2M | $79.4M | ||
| Q2 24 | $120.2M | $47.6M |
| Q1 26 | — | 8.7% | ||
| Q4 25 | 11.9% | -0.4% | ||
| Q3 25 | 15.0% | 13.2% | ||
| Q2 25 | 7.8% | -12.8% | ||
| Q1 25 | 8.2% | 8.5% | ||
| Q4 24 | 5.3% | 12.4% | ||
| Q3 24 | 11.4% | 19.8% | ||
| Q2 24 | 13.0% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 10.3% | ||
| Q3 25 | 2.1% | 11.6% | ||
| Q2 25 | 1.6% | 9.3% | ||
| Q1 25 | 2.2% | 10.1% | ||
| Q4 24 | 2.8% | 5.6% | ||
| Q3 24 | 2.1% | 1.5% | ||
| Q2 24 | 2.3% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.98× | ||
| Q3 25 | 1.47× | 9.43× | ||
| Q2 25 | 1.52× | -0.45× | ||
| Q1 25 | 0.94× | 2.20× | ||
| Q4 24 | 0.74× | 3.32× | ||
| Q3 24 | 1.15× | 1.13× | ||
| Q2 24 | 1.25× | 4.03× |
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% |
HIMS
| United States Revenue | $529.9M | 87% |
| Rest of the World Revenue | $78.2M | 13% |
