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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Primerica, Inc. (PRI). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $853.7M, roughly 1.1× Primerica, Inc.). Primerica, Inc. runs the higher net margin — 23.1% vs 12.2%, a 10.9% gap on every dollar of revenue. On growth, Primerica, Inc. posted the faster year-over-year revenue change (11.0% vs 3.9%). Over the past eight quarters, Primerica, Inc.'s revenue compounded faster (7.2% 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.
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
DCI vs PRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $853.7M |
| Net Profit | $113.9M | $197.0M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 28.9% |
| Net Margin | 12.2% | 23.1% |
| Revenue YoY | 3.9% | 11.0% |
| Net Profit YoY | 15.1% | 17.9% |
| EPS (diluted) | $0.97 | $6.11 |
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 | $853.7M | ||
| Q3 25 | $980.7M | $839.9M | ||
| Q2 25 | $940.1M | $793.3M | ||
| Q1 25 | $870.0M | $804.8M | ||
| Q4 24 | $900.1M | $768.8M | ||
| Q3 24 | $935.4M | $774.1M | ||
| Q2 24 | $927.9M | $803.4M | ||
| Q1 24 | $876.7M | $742.8M |
| Q4 25 | $113.9M | $197.0M | ||
| Q3 25 | $114.3M | $206.8M | ||
| Q2 25 | $57.8M | $178.3M | ||
| Q1 25 | $95.9M | $169.1M | ||
| Q4 24 | $99.0M | $167.1M | ||
| Q3 24 | $109.7M | $164.4M | ||
| Q2 24 | $113.5M | $1.2M | ||
| Q1 24 | $98.7M | $137.9M |
| 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% | 98.0% | ||
| Q1 24 | 35.2% | 98.2% |
| Q4 25 | 16.0% | 28.9% | ||
| Q3 25 | 15.5% | 32.3% | ||
| Q2 25 | 9.3% | 29.6% | ||
| Q1 25 | 14.4% | 27.5% | ||
| Q4 24 | 14.5% | 64.7% | ||
| Q3 24 | 15.6% | 32.9% | ||
| Q2 24 | 15.5% | 1.0% | ||
| Q1 24 | 14.8% | 24.1% |
| Q4 25 | 12.2% | 23.1% | ||
| Q3 25 | 11.7% | 24.6% | ||
| Q2 25 | 6.1% | 22.5% | ||
| Q1 25 | 11.0% | 21.0% | ||
| Q4 24 | 11.0% | 21.7% | ||
| Q3 24 | 11.7% | 21.2% | ||
| Q2 24 | 12.2% | 0.1% | ||
| Q1 24 | 11.3% | 18.6% |
| Q4 25 | $0.97 | $6.11 | ||
| Q3 25 | $0.97 | $6.35 | ||
| Q2 25 | $0.48 | $5.40 | ||
| Q1 25 | $0.79 | $5.05 | ||
| Q4 24 | $0.81 | $4.92 | ||
| Q3 24 | $0.90 | $4.83 | ||
| Q2 24 | $0.92 | $0.03 | ||
| Q1 24 | $0.81 | $3.93 |
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 | $756.2M |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $2.4B |
| Total Assets | $3.0B | $15.0B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $756.2M | ||
| Q3 25 | $180.4M | $644.9M | ||
| Q2 25 | $178.5M | $621.2M | ||
| Q1 25 | $189.1M | $625.1M | ||
| Q4 24 | $221.2M | $687.8M | ||
| Q3 24 | $232.7M | $550.1M | ||
| Q2 24 | $223.7M | $627.3M | ||
| Q1 24 | $193.8M | $593.4M |
| Q4 25 | $671.5M | — | ||
| 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 | $2.4B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.5B | $2.1B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | $3.0B | $15.0B | ||
| Q3 25 | $3.0B | $14.8B | ||
| Q2 25 | $3.0B | $14.8B | ||
| Q1 25 | $3.0B | $14.6B | ||
| Q4 24 | $3.0B | $14.6B | ||
| Q3 24 | $2.9B | $14.8B | ||
| Q2 24 | $2.9B | $14.6B | ||
| Q1 24 | $2.8B | $14.9B |
| Q4 25 | 0.44× | — | ||
| 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 | $338.2M |
| Free Cash FlowOCF − Capex | $111.2M | — |
| FCF MarginFCF / Revenue | 11.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.10× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $338.2M | ||
| Q3 25 | $167.8M | $202.9M | ||
| Q2 25 | $87.7M | $162.6M | ||
| Q1 25 | $90.4M | $197.5M | ||
| Q4 24 | $72.9M | $270.6M | ||
| Q3 24 | $126.0M | $207.3M | ||
| Q2 24 | $141.5M | $173.3M | ||
| Q1 24 | $87.0M | $210.9M |
| Q4 25 | $111.2M | — | ||
| Q3 25 | $147.5M | — | ||
| Q2 25 | $73.0M | — | ||
| Q1 25 | $71.5M | — | ||
| Q4 24 | $47.9M | — | ||
| Q3 24 | $106.2M | — | ||
| Q2 24 | $120.2M | — | ||
| Q1 24 | $65.7M | — |
| Q4 25 | 11.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.0% | — | ||
| Q1 24 | 7.5% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.3% | — | ||
| Q1 24 | 2.4% | — |
| Q4 25 | 1.10× | 1.72× | ||
| Q3 25 | 1.47× | 0.98× | ||
| Q2 25 | 1.52× | 0.91× | ||
| Q1 25 | 0.94× | 1.17× | ||
| Q4 24 | 0.74× | 1.62× | ||
| Q3 24 | 1.15× | 1.26× | ||
| Q2 24 | 1.25× | 147.98× | ||
| Q1 24 | 0.88× | 1.53× |
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% |
PRI
| Revenues From Sources Other Than Contracts With Customers | $445.9M | 52% |
| Investment And Savings Products Segment Revenues | $340.3M | 40% |
| Other | $56.5M | 7% |
| Segment Revenues From Contracts With Customers | $11.0M | 1% |
