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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $935.4M, roughly 1.6× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs -13.6%, a 25.8% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -5.3%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $96.0M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -3.6%).
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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
DCI vs OGN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.5B |
| Net Profit | $113.9M | $-205.0M |
| Gross Margin | 35.2% | 49.2% |
| Operating Margin | 16.0% | -9.8% |
| Net Margin | 12.2% | -13.6% |
| Revenue YoY | 3.9% | -5.3% |
| Net Profit YoY | 15.1% | -288.1% |
| EPS (diluted) | $0.97 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $980.7M | $1.6B | ||
| Q2 25 | $940.1M | $1.6B | ||
| Q1 25 | $870.0M | $1.5B | ||
| Q4 24 | $900.1M | $1.6B | ||
| Q3 24 | $935.4M | $1.6B | ||
| Q2 24 | $927.9M | $1.6B | ||
| Q1 24 | $876.7M | $1.6B |
| Q4 25 | $113.9M | $-205.0M | ||
| Q3 25 | $114.3M | $160.0M | ||
| Q2 25 | $57.8M | $145.0M | ||
| Q1 25 | $95.9M | $87.0M | ||
| Q4 24 | $99.0M | $109.0M | ||
| Q3 24 | $109.7M | $359.0M | ||
| Q2 24 | $113.5M | $195.0M | ||
| Q1 24 | $98.7M | $201.0M |
| Q4 25 | 35.2% | 49.2% | ||
| Q3 25 | 34.5% | 53.5% | ||
| Q2 25 | 34.2% | 54.8% | ||
| Q1 25 | 35.2% | 55.6% | ||
| Q4 24 | 35.5% | 56.3% | ||
| Q3 24 | 35.8% | 58.3% | ||
| Q2 24 | 35.6% | 58.4% | ||
| Q1 24 | 35.2% | 59.0% |
| Q4 25 | 16.0% | -9.8% | ||
| Q3 25 | 15.5% | 15.2% | ||
| Q2 25 | 9.3% | 14.4% | ||
| Q1 25 | 14.4% | 6.7% | ||
| Q4 24 | 14.5% | 8.1% | ||
| Q3 24 | 15.6% | 13.1% | ||
| Q2 24 | 15.5% | 14.6% | ||
| Q1 24 | 14.8% | 14.5% |
| Q4 25 | 12.2% | -13.6% | ||
| Q3 25 | 11.7% | 10.0% | ||
| Q2 25 | 6.1% | 9.1% | ||
| Q1 25 | 11.0% | 5.8% | ||
| Q4 24 | 11.0% | 6.8% | ||
| Q3 24 | 11.7% | 22.7% | ||
| Q2 24 | 12.2% | 12.1% | ||
| Q1 24 | 11.3% | 12.4% |
| Q4 25 | $0.97 | $-0.78 | ||
| Q3 25 | $0.97 | $0.61 | ||
| Q2 25 | $0.48 | $0.56 | ||
| Q1 25 | $0.79 | $0.33 | ||
| Q4 24 | $0.81 | $0.42 | ||
| Q3 24 | $0.90 | $1.38 | ||
| Q2 24 | $0.92 | $0.75 | ||
| Q1 24 | $0.81 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | $671.5M | $8.6B |
| Stockholders' EquityBook value | $1.5B | $752.0M |
| Total Assets | $3.0B | $12.9B |
| Debt / EquityLower = less leverage | 0.44× | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $574.0M | ||
| Q3 25 | $180.4M | $672.0M | ||
| Q2 25 | $178.5M | $599.0M | ||
| Q1 25 | $189.1M | $547.0M | ||
| Q4 24 | $221.2M | $675.0M | ||
| Q3 24 | $232.7M | $763.0M | ||
| Q2 24 | $223.7M | $704.0M | ||
| Q1 24 | $193.8M | $575.0M |
| Q4 25 | $671.5M | $8.6B | ||
| Q3 25 | $630.4M | $8.8B | ||
| Q2 25 | $638.8M | $8.9B | ||
| Q1 25 | $514.7M | $9.0B | ||
| Q4 24 | $538.6M | $8.9B | ||
| Q3 24 | $483.4M | $8.7B | ||
| Q2 24 | $481.8M | $8.7B | ||
| Q1 24 | $352.0M | $8.7B |
| Q4 25 | $1.5B | $752.0M | ||
| Q3 25 | $1.5B | $906.0M | ||
| Q2 25 | $1.5B | $733.0M | ||
| Q1 25 | $1.5B | $542.0M | ||
| Q4 24 | $1.5B | $472.0M | ||
| Q3 24 | $1.5B | $493.0M | ||
| Q2 24 | $1.5B | $144.0M | ||
| Q1 24 | $1.4B | $48.0M |
| Q4 25 | $3.0B | $12.9B | ||
| Q3 25 | $3.0B | $13.6B | ||
| Q2 25 | $3.0B | $13.5B | ||
| Q1 25 | $3.0B | $13.2B | ||
| Q4 24 | $3.0B | $13.1B | ||
| Q3 24 | $2.9B | $12.8B | ||
| Q2 24 | $2.9B | $12.2B | ||
| Q1 24 | $2.8B | $11.9B |
| Q4 25 | 0.44× | 11.49× | ||
| Q3 25 | 0.43× | 9.74× | ||
| Q2 25 | 0.44× | 12.14× | ||
| Q1 25 | 0.33× | 16.52× | ||
| Q4 24 | 0.35× | 18.81× | ||
| Q3 24 | 0.32× | 17.75× | ||
| Q2 24 | 0.32× | 60.11× | ||
| Q1 24 | 0.26× | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | $111.2M | $96.0M |
| FCF MarginFCF / Revenue | 11.9% | 6.4% |
| Capex IntensityCapex / Revenue | 1.5% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $141.0M | ||
| Q3 25 | $167.8M | $264.0M | ||
| Q2 25 | $87.7M | $220.0M | ||
| Q1 25 | $90.4M | $75.0M | ||
| Q4 24 | $72.9M | $390.0M | ||
| Q3 24 | $126.0M | $141.0M | ||
| Q2 24 | $141.5M | $332.0M | ||
| Q1 24 | $87.0M | $76.0M |
| Q4 25 | $111.2M | $96.0M | ||
| Q3 25 | $147.5M | $218.0M | ||
| Q2 25 | $73.0M | $181.0M | ||
| Q1 25 | $71.5M | $43.0M | ||
| Q4 24 | $47.9M | $335.0M | ||
| Q3 24 | $106.2M | $99.0M | ||
| Q2 24 | $120.2M | $300.0M | ||
| Q1 24 | $65.7M | $30.0M |
| Q4 25 | 11.9% | 6.4% | ||
| Q3 25 | 15.0% | 13.6% | ||
| Q2 25 | 7.8% | 11.4% | ||
| Q1 25 | 8.2% | 2.8% | ||
| Q4 24 | 5.3% | 21.0% | ||
| Q3 24 | 11.4% | 6.3% | ||
| Q2 24 | 13.0% | 18.7% | ||
| Q1 24 | 7.5% | 1.8% |
| Q4 25 | 1.5% | 3.0% | ||
| Q3 25 | 2.1% | 2.9% | ||
| Q2 25 | 1.6% | 2.4% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 2.8% | 3.5% | ||
| Q3 24 | 2.1% | 2.7% | ||
| Q2 24 | 2.3% | 2.0% | ||
| Q1 24 | 2.4% | 2.8% |
| Q4 25 | 1.10× | — | ||
| Q3 25 | 1.47× | 1.65× | ||
| Q2 25 | 1.52× | 1.52× | ||
| Q1 25 | 0.94× | 0.86× | ||
| Q4 24 | 0.74× | 3.58× | ||
| Q3 24 | 1.15× | 0.39× | ||
| Q2 24 | 1.25× | 1.70× | ||
| Q1 24 | 0.88× | 0.38× |
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% |
OGN
Segment breakdown not available.
