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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Kimco Realty (KIM). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $558.0M, roughly 1.7× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 12.2%, a 17.6% gap on every dollar of revenue. On growth, Kimco Realty posted the faster year-over-year revenue change (4.0% vs 3.9%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% 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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
DCI vs KIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $558.0M |
| Net Profit | $113.9M | $166.3M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 37.2% |
| Net Margin | 12.2% | 29.8% |
| Revenue YoY | 3.9% | 4.0% |
| Net Profit YoY | 15.1% | 23.7% |
| EPS (diluted) | $0.97 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $935.4M | $542.5M | ||
| Q3 25 | $980.7M | $535.9M | ||
| Q2 25 | $940.1M | $525.2M | ||
| Q1 25 | $870.0M | $536.6M | ||
| Q4 24 | $900.1M | $525.4M | ||
| Q3 24 | $935.4M | $507.6M | ||
| Q2 24 | $927.9M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $113.9M | $151.2M | ||
| Q3 25 | $114.3M | $137.8M | ||
| Q2 25 | $57.8M | $163.0M | ||
| Q1 25 | $95.9M | $132.8M | ||
| Q4 24 | $99.0M | $166.0M | ||
| Q3 24 | $109.7M | $136.0M | ||
| Q2 24 | $113.5M | $119.7M |
| 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 | — | 37.2% | ||
| Q4 25 | 16.0% | 36.4% | ||
| Q3 25 | 15.5% | 34.9% | ||
| Q2 25 | 9.3% | 39.2% | ||
| Q1 25 | 14.4% | 33.6% | ||
| Q4 24 | 14.5% | 31.7% | ||
| Q3 24 | 15.6% | 33.7% | ||
| Q2 24 | 15.5% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 12.2% | 27.9% | ||
| Q3 25 | 11.7% | 25.7% | ||
| Q2 25 | 6.1% | 31.0% | ||
| Q1 25 | 11.0% | 24.8% | ||
| Q4 24 | 11.0% | 31.6% | ||
| Q3 24 | 11.7% | 26.8% | ||
| Q2 24 | 12.2% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $0.97 | — | ||
| Q3 25 | $0.97 | — | ||
| Q2 25 | $0.48 | — | ||
| Q1 25 | $0.79 | — | ||
| Q4 24 | $0.81 | — | ||
| Q3 24 | $0.90 | — | ||
| Q2 24 | $0.92 | — |
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 | $10.4B |
| Total Assets | $3.0B | $19.6B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $211.6M | ||
| Q3 25 | $180.4M | $159.3M | ||
| Q2 25 | $178.5M | $226.6M | ||
| Q1 25 | $189.1M | $131.3M | ||
| Q4 24 | $221.2M | $688.6M | ||
| Q3 24 | $232.7M | $789.0M | ||
| Q2 24 | $223.7M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $671.5M | $7.7B | ||
| Q3 25 | $630.4M | — | ||
| Q2 25 | $638.8M | — | ||
| Q1 25 | $514.7M | — | ||
| Q4 24 | $538.6M | $8.0B | ||
| Q3 24 | $483.4M | — | ||
| Q2 24 | $481.8M | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $1.5B | $10.4B | ||
| Q3 25 | $1.5B | $10.5B | ||
| Q2 25 | $1.5B | $10.5B | ||
| Q1 25 | $1.5B | $10.6B | ||
| Q4 24 | $1.5B | $10.7B | ||
| Q3 24 | $1.5B | $10.5B | ||
| Q2 24 | $1.5B | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $3.0B | $19.7B | ||
| Q3 25 | $3.0B | $19.9B | ||
| Q2 25 | $3.0B | $19.8B | ||
| Q1 25 | $3.0B | $19.7B | ||
| Q4 24 | $3.0B | $20.3B | ||
| Q3 24 | $2.9B | $20.1B | ||
| Q2 24 | $2.9B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.44× | 0.74× | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.35× | 0.75× | ||
| 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 | $258.4M | ||
| Q3 25 | $167.8M | $332.4M | ||
| Q2 25 | $87.7M | $305.4M | ||
| Q1 25 | $90.4M | $223.8M | ||
| Q4 24 | $72.9M | $239.5M | ||
| Q3 24 | $126.0M | $295.9M | ||
| Q2 24 | $141.5M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | — | ||
| Q3 25 | $147.5M | — | ||
| Q2 25 | $73.0M | — | ||
| Q1 25 | $71.5M | $205.4M | ||
| Q4 24 | $47.9M | — | ||
| Q3 24 | $106.2M | — | ||
| Q2 24 | $120.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | 38.3% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.0% | ||
| Q3 25 | 2.1% | 0.0% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 2.2% | 3.4% | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.71× | ||
| Q3 25 | 1.47× | 2.41× | ||
| Q2 25 | 1.52× | 1.87× | ||
| Q1 25 | 0.94× | 1.69× | ||
| Q4 24 | 0.74× | 1.44× | ||
| Q3 24 | 1.15× | 2.18× | ||
| Q2 24 | 1.25× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
