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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $745.1M, roughly 1.3× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 12.2%, a 4.3% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 3.9%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% 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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
DCI vs LTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $745.1M |
| Net Profit | $113.9M | $123.0M |
| Gross Margin | 35.2% | 49.1% |
| Operating Margin | 16.0% | 17.4% |
| Net Margin | 12.2% | 16.5% |
| Revenue YoY | 3.9% | 12.3% |
| Net Profit YoY | 15.1% | 231.0% |
| EPS (diluted) | $0.97 | $0.55 |
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 | $745.1M | ||
| Q3 25 | $980.7M | $782.6M | ||
| Q2 25 | $940.1M | $761.5M | ||
| Q1 25 | $870.0M | $706.0M | ||
| Q4 24 | $900.1M | $663.3M | ||
| Q3 24 | $935.4M | $693.2M | ||
| Q2 24 | $927.9M | $667.8M | ||
| Q1 24 | $876.7M | $596.7M |
| Q4 25 | $113.9M | $123.0M | ||
| Q3 25 | $114.3M | $102.4M | ||
| Q2 25 | $57.8M | $72.1M | ||
| Q1 25 | $95.9M | $76.1M | ||
| Q4 24 | $99.0M | $37.2M | ||
| Q3 24 | $109.7M | $41.4M | ||
| Q2 24 | $113.5M | $52.8M | ||
| Q1 24 | $98.7M | $24.9M |
| Q4 25 | 35.2% | 49.1% | ||
| Q3 25 | 34.5% | 47.1% | ||
| Q2 25 | 34.2% | 47.0% | ||
| Q1 25 | 35.2% | 47.5% | ||
| Q4 24 | 35.5% | 48.2% | ||
| Q3 24 | 35.8% | 46.5% | ||
| Q2 24 | 35.6% | 46.8% | ||
| Q1 24 | 35.2% | 46.1% |
| Q4 25 | 16.0% | 17.4% | ||
| Q3 25 | 15.5% | 17.3% | ||
| Q2 25 | 9.3% | 14.2% | ||
| Q1 25 | 14.4% | 15.2% | ||
| Q4 24 | 14.5% | 13.1% | ||
| Q3 24 | 15.6% | 13.5% | ||
| Q2 24 | 15.5% | 15.7% | ||
| Q1 24 | 14.8% | 12.1% |
| Q4 25 | 12.2% | 16.5% | ||
| Q3 25 | 11.7% | 13.1% | ||
| Q2 25 | 6.1% | 9.5% | ||
| Q1 25 | 11.0% | 10.8% | ||
| Q4 24 | 11.0% | 5.6% | ||
| Q3 24 | 11.7% | 6.0% | ||
| Q2 24 | 12.2% | 7.9% | ||
| Q1 24 | 11.3% | 4.2% |
| Q4 25 | $0.97 | $0.55 | ||
| Q3 25 | $0.97 | $0.45 | ||
| Q2 25 | $0.48 | $0.32 | ||
| Q1 25 | $0.79 | $0.34 | ||
| Q4 24 | $0.81 | $0.17 | ||
| Q3 24 | $0.90 | $0.19 | ||
| Q2 24 | $0.92 | $0.26 | ||
| Q1 24 | $0.81 | $0.12 |
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 | $204.8M |
| Total DebtLower is stronger | $671.5M | $1.5B |
| Stockholders' EquityBook value | $1.5B | $3.1B |
| Total Assets | $3.0B | $8.0B |
| Debt / EquityLower = less leverage | 0.44× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $204.8M | ||
| Q3 25 | $180.4M | $218.9M | ||
| Q2 25 | $178.5M | $175.5M | ||
| Q1 25 | $189.1M | $59.0M | ||
| Q4 24 | $221.2M | $10.9M | ||
| Q3 24 | $232.7M | $120.9M | ||
| Q2 24 | $223.7M | $34.5M | ||
| Q1 24 | $193.8M | $18.6M |
| Q4 25 | $671.5M | $1.5B | ||
| Q3 25 | $630.4M | $1.5B | ||
| Q2 25 | $638.8M | $1.5B | ||
| Q1 25 | $514.7M | $1.5B | ||
| Q4 24 | $538.6M | $1.5B | ||
| Q3 24 | $483.4M | $1.7B | ||
| Q2 24 | $481.8M | $1.8B | ||
| Q1 24 | $352.0M | $2.0B |
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.5B | $2.4B | ||
| Q1 24 | $1.4B | $2.3B |
| Q4 25 | $3.0B | $8.0B | ||
| Q3 25 | $3.0B | $7.8B | ||
| Q2 25 | $3.0B | $7.6B | ||
| Q1 25 | $3.0B | $7.3B | ||
| Q4 24 | $3.0B | $7.2B | ||
| Q3 24 | $2.9B | $7.2B | ||
| Q2 24 | $2.9B | $7.1B | ||
| Q1 24 | $2.8B | $7.1B |
| Q4 25 | 0.44× | 0.48× | ||
| Q3 25 | 0.43× | 0.51× | ||
| Q2 25 | 0.44× | 0.53× | ||
| Q1 25 | 0.33× | 0.56× | ||
| Q4 24 | 0.35× | 0.59× | ||
| Q3 24 | 0.32× | 0.64× | ||
| Q2 24 | 0.32× | 0.78× | ||
| Q1 24 | 0.26× | 0.87× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | $111.2M | $-64.6M |
| FCF MarginFCF / Revenue | 11.9% | -8.7% |
| Capex IntensityCapex / Revenue | 1.5% | 40.9% |
| Cash ConversionOCF / Net Profit | 1.10× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $239.9M | ||
| Q3 25 | $167.8M | $251.1M | ||
| Q2 25 | $87.7M | $195.7M | ||
| Q1 25 | $90.4M | $183.9M | ||
| Q4 24 | $72.9M | $163.1M | ||
| Q3 24 | $126.0M | $151.1M | ||
| Q2 24 | $141.5M | $170.4M | ||
| Q1 24 | $87.0M | $90.4M |
| Q4 25 | $111.2M | $-64.6M | ||
| Q3 25 | $147.5M | $28.6M | ||
| Q2 25 | $73.0M | $-26.3M | ||
| Q1 25 | $71.5M | $41.4M | ||
| Q4 24 | $47.9M | $26.8M | ||
| Q3 24 | $106.2M | $64.0M | ||
| Q2 24 | $120.2M | $26.1M | ||
| Q1 24 | $65.7M | $-66.4M |
| Q4 25 | 11.9% | -8.7% | ||
| Q3 25 | 15.0% | 3.7% | ||
| Q2 25 | 7.8% | -3.5% | ||
| Q1 25 | 8.2% | 5.9% | ||
| Q4 24 | 5.3% | 4.0% | ||
| Q3 24 | 11.4% | 9.2% | ||
| Q2 24 | 13.0% | 3.9% | ||
| Q1 24 | 7.5% | -11.1% |
| Q4 25 | 1.5% | 40.9% | ||
| Q3 25 | 2.1% | 28.4% | ||
| Q2 25 | 1.6% | 29.2% | ||
| Q1 25 | 2.2% | 20.2% | ||
| Q4 24 | 2.8% | 20.6% | ||
| Q3 24 | 2.1% | 12.6% | ||
| Q2 24 | 2.3% | 21.6% | ||
| Q1 24 | 2.4% | 26.3% |
| Q4 25 | 1.10× | 1.95× | ||
| Q3 25 | 1.47× | 2.45× | ||
| Q2 25 | 1.52× | 2.71× | ||
| Q1 25 | 0.94× | 2.41× | ||
| Q4 24 | 0.74× | 4.39× | ||
| Q3 24 | 1.15× | 3.65× | ||
| Q2 24 | 1.25× | 3.23× | ||
| Q1 24 | 0.88× | 3.63× |
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% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
