vs
Side-by-side financial comparison of DONALDSON Co INC (DCI) and OLIN Corp (OLN). Click either name above to swap in a different company.
OLIN Corp is the larger business by last-quarter revenue ($1.7B vs $935.4M, roughly 1.8× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs -8.6%, a 20.8% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -0.4%). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs 0.9%).
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.
Olin Corporation is an American manufacturer of ammunition, chlorine, and sodium hydroxide. The company traces its roots to two companies, both founded in 1892: Franklin W. Olin's Equitable Powder Company and the Mathieson Alkali Works. Accidents at Olin chemical plants have exposed employees and nearby residents to health hazards.
DCI vs OLN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.7B |
| Net Profit | $113.9M | $-143.2M |
| Gross Margin | 35.2% | 1.9% |
| Operating Margin | 16.0% | -9.4% |
| Net Margin | 12.2% | -8.6% |
| Revenue YoY | 3.9% | -0.4% |
| Net Profit YoY | 15.1% | -1517.8% |
| EPS (diluted) | $0.97 | $-1.25 |
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 | $1.7B | ||
| Q3 25 | $980.7M | $1.7B | ||
| Q2 25 | $940.1M | $1.8B | ||
| Q1 25 | $870.0M | $1.6B | ||
| Q4 24 | $900.1M | $1.7B | ||
| Q3 24 | $935.4M | $1.6B | ||
| Q2 24 | $927.9M | $1.6B | ||
| Q1 24 | $876.7M | $1.6B |
| Q4 25 | $113.9M | $-143.2M | ||
| Q3 25 | $114.3M | $43.7M | ||
| Q2 25 | $57.8M | $-2.8M | ||
| Q1 25 | $95.9M | $1.2M | ||
| Q4 24 | $99.0M | $10.1M | ||
| Q3 24 | $109.7M | $-25.2M | ||
| Q2 24 | $113.5M | $72.3M | ||
| Q1 24 | $98.7M | $47.8M |
| Q4 25 | 35.2% | 1.9% | ||
| Q3 25 | 34.5% | 10.7% | ||
| Q2 25 | 34.2% | 7.9% | ||
| Q1 25 | 35.2% | 9.0% | ||
| Q4 24 | 35.5% | 9.4% | ||
| Q3 24 | 35.8% | 8.5% | ||
| Q2 24 | 35.6% | 14.5% | ||
| Q1 24 | 35.2% | 12.7% |
| Q4 25 | 16.0% | -9.4% | ||
| Q3 25 | 15.5% | 4.8% | ||
| Q2 25 | 9.3% | 2.0% | ||
| Q1 25 | 14.4% | 2.7% | ||
| Q4 24 | 14.5% | 2.8% | ||
| Q3 24 | 15.6% | 1.0% | ||
| Q2 24 | 15.5% | 8.3% | ||
| Q1 24 | 14.8% | 5.9% |
| Q4 25 | 12.2% | -8.6% | ||
| Q3 25 | 11.7% | 2.6% | ||
| Q2 25 | 6.1% | -0.2% | ||
| Q1 25 | 11.0% | 0.1% | ||
| Q4 24 | 11.0% | 0.6% | ||
| Q3 24 | 11.7% | -1.6% | ||
| Q2 24 | 12.2% | 4.4% | ||
| Q1 24 | 11.3% | 2.9% |
| Q4 25 | $0.97 | $-1.25 | ||
| Q3 25 | $0.97 | $0.37 | ||
| Q2 25 | $0.48 | $-0.01 | ||
| Q1 25 | $0.79 | $0.01 | ||
| Q4 24 | $0.81 | $0.10 | ||
| Q3 24 | $0.90 | $-0.21 | ||
| Q2 24 | $0.92 | $0.62 | ||
| Q1 24 | $0.81 | $0.40 |
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 | $167.6M |
| Total DebtLower is stronger | $671.5M | $2.8B |
| Stockholders' EquityBook value | $1.5B | $1.8B |
| Total Assets | $3.0B | $7.3B |
| Debt / EquityLower = less leverage | 0.44× | 1.55× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $167.6M | ||
| Q3 25 | $180.4M | — | ||
| Q2 25 | $178.5M | — | ||
| Q1 25 | $189.1M | — | ||
| Q4 24 | $221.2M | $175.6M | ||
| Q3 24 | $232.7M | — | ||
| Q2 24 | $223.7M | — | ||
| Q1 24 | $193.8M | — |
| Q4 25 | $671.5M | $2.8B | ||
| Q3 25 | $630.4M | $3.0B | ||
| Q2 25 | $638.8M | $3.0B | ||
| Q1 25 | $514.7M | $3.0B | ||
| Q4 24 | $538.6M | $2.7B | ||
| Q3 24 | $483.4M | $2.8B | ||
| Q2 24 | $481.8M | $2.8B | ||
| Q1 24 | $352.0M | $2.7B |
| Q4 25 | $1.5B | $1.8B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.5B | $2.1B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | $3.0B | $7.3B | ||
| Q3 25 | $3.0B | $7.6B | ||
| Q2 25 | $3.0B | $7.7B | ||
| Q1 25 | $3.0B | $7.7B | ||
| Q4 24 | $3.0B | $7.6B | ||
| Q3 24 | $2.9B | $7.5B | ||
| Q2 24 | $2.9B | $7.7B | ||
| Q1 24 | $2.8B | $7.6B |
| Q4 25 | 0.44× | 1.55× | ||
| Q3 25 | 0.43× | 1.52× | ||
| Q2 25 | 0.44× | 1.52× | ||
| Q1 25 | 0.33× | 1.50× | ||
| Q4 24 | 0.35× | 1.34× | ||
| Q3 24 | 0.32× | 1.34× | ||
| Q2 24 | 0.32× | 1.31× | ||
| Q1 24 | 0.26× | 1.24× |
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 | $321.2M |
| 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.
| Q4 25 | $125.4M | $321.2M | ||
| Q3 25 | $167.8M | $26.7M | ||
| Q2 25 | $87.7M | $212.3M | ||
| Q1 25 | $90.4M | $-86.0M | ||
| Q4 24 | $72.9M | $141.7M | ||
| Q3 24 | $126.0M | $189.9M | ||
| Q2 24 | $141.5M | $90.6M | ||
| Q1 24 | $87.0M | $81.0M |
| Q4 25 | $111.2M | — | ||
| Q3 25 | $147.5M | $-44.4M | ||
| Q2 25 | $73.0M | — | ||
| Q1 25 | $71.5M | $-147.4M | ||
| Q4 24 | $47.9M | $90.7M | ||
| Q3 24 | $106.2M | $146.6M | ||
| Q2 24 | $120.2M | $34.1M | ||
| Q1 24 | $65.7M | $36.7M |
| Q4 25 | 11.9% | — | ||
| Q3 25 | 15.0% | -2.6% | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | -9.0% | ||
| Q4 24 | 5.3% | 5.4% | ||
| Q3 24 | 11.4% | 9.2% | ||
| Q2 24 | 13.0% | 2.1% | ||
| Q1 24 | 7.5% | 2.2% |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 2.1% | 4.2% | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 2.2% | 3.7% | ||
| Q4 24 | 2.8% | 3.1% | ||
| Q3 24 | 2.1% | 2.7% | ||
| Q2 24 | 2.3% | 3.4% | ||
| Q1 24 | 2.4% | 2.7% |
| Q4 25 | 1.10× | — | ||
| Q3 25 | 1.47× | 0.61× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 0.94× | -71.67× | ||
| Q4 24 | 0.74× | 14.03× | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.25× | 1.25× | ||
| Q1 24 | 0.88× | 1.69× |
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% |
OLN
| Chlorinechlorinederivativesandothercoproducts | $456.2M | 27% |
| Causticsoda | $400.2M | 24% |
| Militaryandlawenforcement | $304.6M | 18% |
| Epoxyresins | $194.9M | 12% |
| Aromaticsandallylics | $164.4M | 10% |
| Commercial | $144.8M | 9% |
