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Side-by-side financial comparison of DONALDSON Co INC (DCI) and BeOne Medicines Ltd. (ONC). Click either name above to swap in a different company.
BeOne Medicines Ltd. 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 4.4%, a 7.7% gap on every dollar of revenue. On growth, BeOne Medicines Ltd. posted the faster year-over-year revenue change (32.8% vs 3.9%). BeOne Medicines Ltd. produced more free cash flow last quarter ($379.8M vs $111.2M). Over the past eight quarters, BeOne Medicines Ltd.'s revenue compounded faster (41.2% 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.
BeOne Medicines Ltd.ONCEarnings & Financial Report
BeOne Medicines, formerly known as BeiGene, Ltd. is a multinational oncology company. It specializes in the development of drugs for cancer treatment.
DCI vs ONC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.5B |
| Net Profit | $113.9M | $66.5M |
| Gross Margin | 35.2% | 90.5% |
| Operating Margin | 16.0% | 12.4% |
| Net Margin | 12.2% | 4.4% |
| Revenue YoY | 3.9% | 32.8% |
| Net Profit YoY | 15.1% | 143.8% |
| EPS (diluted) | $0.97 | $0.05 |
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 | $1.4B | ||
| Q2 25 | $940.1M | $1.3B | ||
| Q1 25 | $870.0M | $1.1B | ||
| Q4 24 | $900.1M | $1.1B | ||
| Q3 24 | $935.4M | $1.0B | ||
| Q2 24 | $927.9M | $929.2M | ||
| Q1 24 | $876.7M | $751.7M |
| Q4 25 | $113.9M | $66.5M | ||
| Q3 25 | $114.3M | $124.8M | ||
| Q2 25 | $57.8M | $94.3M | ||
| Q1 25 | $95.9M | $1.3M | ||
| Q4 24 | $99.0M | $-151.9M | ||
| Q3 24 | $109.7M | $-121.3M | ||
| Q2 24 | $113.5M | $-120.4M | ||
| Q1 24 | $98.7M | $-251.2M |
| Q4 25 | 35.2% | 90.5% | ||
| Q3 25 | 34.5% | 86.1% | ||
| Q2 25 | 34.2% | 87.5% | ||
| Q1 25 | 35.2% | 85.2% | ||
| Q4 24 | 35.5% | 85.8% | ||
| Q3 24 | 35.8% | 83.0% | ||
| Q2 24 | 35.6% | 85.1% | ||
| Q1 24 | 35.2% | 83.4% |
| Q4 25 | 16.0% | 12.4% | ||
| Q3 25 | 15.5% | 11.5% | ||
| Q2 25 | 9.3% | 6.7% | ||
| Q1 25 | 14.4% | 1.0% | ||
| Q4 24 | 14.5% | -7.0% | ||
| Q3 24 | 15.6% | -12.0% | ||
| Q2 24 | 15.5% | -11.5% | ||
| Q1 24 | 14.8% | -34.8% |
| Q4 25 | 12.2% | 4.4% | ||
| Q3 25 | 11.7% | 8.8% | ||
| Q2 25 | 6.1% | 7.2% | ||
| Q1 25 | 11.0% | 0.1% | ||
| Q4 24 | 11.0% | -13.5% | ||
| Q3 24 | 11.7% | -12.1% | ||
| Q2 24 | 12.2% | -13.0% | ||
| Q1 24 | 11.3% | -33.4% |
| Q4 25 | $0.97 | $0.05 | ||
| Q3 25 | $0.97 | $0.08 | ||
| Q2 25 | $0.48 | $0.06 | ||
| Q1 25 | $0.79 | $0.00 | ||
| Q4 24 | $0.81 | $-0.10 | ||
| Q3 24 | $0.90 | $-0.09 | ||
| Q2 24 | $0.92 | $-0.09 | ||
| Q1 24 | $0.81 | $-0.19 |
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 | $4.5B |
| Total DebtLower is stronger | $671.5M | $836.4M |
| Stockholders' EquityBook value | $1.5B | $4.4B |
| Total Assets | $3.0B | $8.2B |
| Debt / EquityLower = less leverage | 0.44× | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $4.5B | ||
| Q3 25 | $180.4M | $4.0B | ||
| Q2 25 | $178.5M | $2.8B | ||
| Q1 25 | $189.1M | $2.5B | ||
| Q4 24 | $221.2M | $2.6B | ||
| Q3 24 | $232.7M | $2.7B | ||
| Q2 24 | $223.7M | $2.6B | ||
| Q1 24 | $193.8M | $2.8B |
| Q4 25 | $671.5M | $836.4M | ||
| Q3 25 | $630.4M | — | ||
| Q2 25 | $638.8M | — | ||
| Q1 25 | $514.7M | — | ||
| Q4 24 | $538.6M | — | ||
| Q3 24 | $483.4M | — | ||
| Q2 24 | $481.8M | — | ||
| Q1 24 | $352.0M | — |
| Q4 25 | $1.5B | $4.4B | ||
| Q3 25 | $1.5B | $4.1B | ||
| Q2 25 | $1.5B | $3.8B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.5B | $3.3B | ||
| Q3 24 | $1.5B | $3.4B | ||
| Q2 24 | $1.5B | $3.4B | ||
| Q1 24 | $1.4B | $3.4B |
| Q4 25 | $3.0B | $8.2B | ||
| Q3 25 | $3.0B | $7.6B | ||
| Q2 25 | $3.0B | $6.3B | ||
| Q1 25 | $3.0B | $5.8B | ||
| Q4 24 | $3.0B | $5.9B | ||
| Q3 24 | $2.9B | $5.8B | ||
| Q2 24 | $2.9B | $5.7B | ||
| Q1 24 | $2.8B | $5.7B |
| Q4 25 | 0.44× | 0.19× | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.32× | — | ||
| Q1 24 | 0.26× | — |
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 | $417.3M |
| Free Cash FlowOCF − Capex | $111.2M | $379.8M |
| FCF MarginFCF / Revenue | 11.9% | 25.4% |
| Capex IntensityCapex / Revenue | 1.5% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.10× | 6.28× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $941.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $417.3M | ||
| Q3 25 | $167.8M | $402.6M | ||
| Q2 25 | $87.7M | $263.6M | ||
| Q1 25 | $90.4M | $44.1M | ||
| Q4 24 | $72.9M | $75.2M | ||
| Q3 24 | $126.0M | $188.4M | ||
| Q2 24 | $141.5M | $-95.6M | ||
| Q1 24 | $87.0M | $-308.6M |
| Q4 25 | $111.2M | $379.8M | ||
| Q3 25 | $147.5M | $354.5M | ||
| Q2 25 | $73.0M | $219.8M | ||
| Q1 25 | $71.5M | $-12.3M | ||
| Q4 24 | $47.9M | $-17.3M | ||
| Q3 24 | $106.2M | $54.7M | ||
| Q2 24 | $120.2M | $-205.5M | ||
| Q1 24 | $65.7M | $-465.1M |
| Q4 25 | 11.9% | 25.4% | ||
| Q3 25 | 15.0% | 25.1% | ||
| Q2 25 | 7.8% | 16.7% | ||
| Q1 25 | 8.2% | -1.1% | ||
| Q4 24 | 5.3% | -1.5% | ||
| Q3 24 | 11.4% | 5.5% | ||
| Q2 24 | 13.0% | -22.1% | ||
| Q1 24 | 7.5% | -61.9% |
| Q4 25 | 1.5% | 2.5% | ||
| Q3 25 | 2.1% | 3.4% | ||
| Q2 25 | 1.6% | 3.3% | ||
| Q1 25 | 2.2% | 5.0% | ||
| Q4 24 | 2.8% | 8.2% | ||
| Q3 24 | 2.1% | 13.3% | ||
| Q2 24 | 2.3% | 11.8% | ||
| Q1 24 | 2.4% | 20.8% |
| Q4 25 | 1.10× | 6.28× | ||
| Q3 25 | 1.47× | 3.22× | ||
| Q2 25 | 1.52× | 2.79× | ||
| Q1 25 | 0.94× | 34.71× | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.25× | — | ||
| Q1 24 | 0.88× | — |
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% |
ONC
Segment breakdown not available.
