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Side-by-side financial comparison of DONALDSON Co INC (DCI) and KEMPER Corp (KMPR). Click either name above to swap in a different company.
KEMPER Corp is the larger business by last-quarter revenue ($1.1B vs $935.4M, roughly 1.2× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs -0.7%, a 12.9% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -4.7%). KEMPER Corp produced more free cash flow last quarter ($166.2M vs $111.2M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -0.5%).
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.
Kemper Corporation is an American insurance provider with corporate headquarters located in Chicago, Illinois. With nearly $13 billion in assets, the Kemper family of companies provides insurance to individuals, families, and businesses.
DCI vs KMPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.1B |
| Net Profit | $113.9M | $-8.0M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | — |
| Net Margin | 12.2% | -0.7% |
| Revenue YoY | 3.9% | -4.7% |
| Net Profit YoY | 15.1% | -108.2% |
| EPS (diluted) | $0.97 | $-0.03 |
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 | $1.1B | ||
| Q3 25 | $980.7M | $1.2B | ||
| Q2 25 | $940.1M | $1.2B | ||
| Q1 25 | $870.0M | $1.2B | ||
| Q4 24 | $900.1M | $1.2B | ||
| Q3 24 | $935.4M | $1.2B | ||
| Q2 24 | $927.9M | $1.1B | ||
| Q1 24 | $876.7M | $1.1B |
| Q4 25 | $113.9M | $-8.0M | ||
| Q3 25 | $114.3M | $-21.0M | ||
| Q2 25 | $57.8M | $72.6M | ||
| Q1 25 | $95.9M | $99.7M | ||
| Q4 24 | $99.0M | $97.4M | ||
| Q3 24 | $109.7M | $73.7M | ||
| Q2 24 | $113.5M | $75.4M | ||
| Q1 24 | $98.7M | $71.3M |
| 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% | — | ||
| Q3 25 | 15.5% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 15.6% | 11.2% | ||
| Q2 24 | 15.5% | 10.1% | ||
| Q1 24 | 14.8% | 7.6% |
| Q4 25 | 12.2% | -0.7% | ||
| Q3 25 | 11.7% | -1.7% | ||
| Q2 25 | 6.1% | 5.9% | ||
| Q1 25 | 11.0% | 8.4% | ||
| Q4 24 | 11.0% | 8.2% | ||
| Q3 24 | 11.7% | 6.3% | ||
| Q2 24 | 12.2% | 6.7% | ||
| Q1 24 | 11.3% | 6.2% |
| Q4 25 | $0.97 | $-0.03 | ||
| Q3 25 | $0.97 | $-0.34 | ||
| Q2 25 | $0.48 | $1.12 | ||
| Q1 25 | $0.79 | $1.54 | ||
| Q4 24 | $0.81 | $1.51 | ||
| Q3 24 | $0.90 | $1.14 | ||
| Q2 24 | $0.92 | $1.16 | ||
| Q1 24 | $0.81 | $1.10 |
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 | $943.5M |
| Stockholders' EquityBook value | $1.5B | $2.7B |
| Total Assets | $3.0B | $12.5B |
| Debt / EquityLower = less leverage | 0.44× | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | — | ||
| Q3 25 | $180.4M | $371.2M | ||
| Q2 25 | $178.5M | $407.6M | ||
| Q1 25 | $189.1M | $545.3M | ||
| Q4 24 | $221.2M | $1.0B | ||
| Q3 24 | $232.7M | $696.9M | ||
| Q2 24 | $223.7M | $539.1M | ||
| Q1 24 | $193.8M | $520.7M |
| Q4 25 | $671.5M | $943.5M | ||
| Q3 25 | $630.4M | $943.1M | ||
| Q2 25 | $638.8M | $942.6M | ||
| Q1 25 | $514.7M | $942.1M | ||
| Q4 24 | $538.6M | $1.4B | ||
| Q3 24 | $483.4M | $1.4B | ||
| Q2 24 | $481.8M | $1.4B | ||
| Q1 24 | $352.0M | $1.4B |
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.5B | $370.0M | ||
| Q1 25 | $1.5B | $366.0M | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.5B | $358.0M | ||
| Q1 24 | $1.4B | $2.6B |
| Q4 25 | $3.0B | $12.5B | ||
| Q3 25 | $3.0B | $12.4B | ||
| Q2 25 | $3.0B | $12.6B | ||
| Q1 25 | $3.0B | $12.5B | ||
| Q4 24 | $3.0B | $12.6B | ||
| Q3 24 | $2.9B | $12.6B | ||
| Q2 24 | $2.9B | $12.6B | ||
| Q1 24 | $2.8B | $12.6B |
| Q4 25 | 0.44× | 0.35× | ||
| Q3 25 | 0.43× | 0.35× | ||
| Q2 25 | 0.44× | 2.55× | ||
| Q1 25 | 0.33× | 2.57× | ||
| Q4 24 | 0.35× | 0.50× | ||
| Q3 24 | 0.32× | 0.50× | ||
| Q2 24 | 0.32× | 3.88× | ||
| Q1 24 | 0.26× | 0.54× |
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 | $175.0M |
| Free Cash FlowOCF − Capex | $111.2M | $166.2M |
| FCF MarginFCF / Revenue | 11.9% | 14.7% |
| Capex IntensityCapex / Revenue | 1.5% | 0.8% |
| Cash ConversionOCF / Net Profit | 1.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $553.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $175.0M | ||
| Q3 25 | $167.8M | $139.9M | ||
| Q2 25 | $87.7M | $89.6M | ||
| Q1 25 | $90.4M | $180.0M | ||
| Q4 24 | $72.9M | $175.1M | ||
| Q3 24 | $126.0M | $141.9M | ||
| Q2 24 | $141.5M | $22.9M | ||
| Q1 24 | $87.0M | $43.0M |
| Q4 25 | $111.2M | $166.2M | ||
| Q3 25 | $147.5M | $133.4M | ||
| Q2 25 | $73.0M | $82.0M | ||
| Q1 25 | $71.5M | $172.3M | ||
| Q4 24 | $47.9M | $165.4M | ||
| Q3 24 | $106.2M | $131.4M | ||
| Q2 24 | $120.2M | $5.2M | ||
| Q1 24 | $65.7M | $27.7M |
| Q4 25 | 11.9% | 14.7% | ||
| Q3 25 | 15.0% | 10.8% | ||
| Q2 25 | 7.8% | 6.7% | ||
| Q1 25 | 8.2% | 14.4% | ||
| Q4 24 | 5.3% | 13.9% | ||
| Q3 24 | 11.4% | 11.1% | ||
| Q2 24 | 13.0% | 0.5% | ||
| Q1 24 | 7.5% | 2.4% |
| Q4 25 | 1.5% | 0.8% | ||
| Q3 25 | 2.1% | 0.5% | ||
| Q2 25 | 1.6% | 0.6% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.8% | 0.8% | ||
| Q3 24 | 2.1% | 0.9% | ||
| Q2 24 | 2.3% | 1.6% | ||
| Q1 24 | 2.4% | 1.3% |
| Q4 25 | 1.10× | — | ||
| Q3 25 | 1.47× | — | ||
| Q2 25 | 1.52× | 1.23× | ||
| Q1 25 | 0.94× | 1.81× | ||
| Q4 24 | 0.74× | 1.80× | ||
| Q3 24 | 1.15× | 1.93× | ||
| Q2 24 | 1.25× | 0.30× | ||
| Q1 24 | 0.88× | 0.60× |
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% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
