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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Reynolds Consumer Products Inc. (REYN). Click either name above to swap in a different company.
Reynolds Consumer Products Inc. is the larger business by last-quarter revenue ($1.0B vs $935.4M, roughly 1.1× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs 11.4%, a 0.8% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs 1.2%). Reynolds Consumer Products Inc. produced more free cash flow last quarter ($200.0M vs $111.2M). Over the past eight quarters, Reynolds Consumer Products Inc.'s revenue compounded faster (11.4% 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.
The Rival Company is an American manufacturer of small appliances that produces products under the Bionaire, Crock-Pot, Fasco, Patton, Pollenex, Rival, Simer, and White Mountain brands. It became a wholly owned subsidiary of Holmes Products Corp. in 1999, and later became a brand of Sunbeam Products, a subsidiary of Jarden Corporation, which purchased Holmes in 2005. Jarden, in turn, merged with Newell Rubbermaid in 2016. It is now part of the Newell Brands company.
DCI vs REYN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.0B |
| Net Profit | $113.9M | $118.0M |
| Gross Margin | 35.2% | 25.7% |
| Operating Margin | 16.0% | 14.8% |
| Net Margin | 12.2% | 11.4% |
| Revenue YoY | 3.9% | 1.2% |
| Net Profit YoY | 15.1% | -1.7% |
| 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 | $1.0B | ||
| Q3 25 | $980.7M | $931.0M | ||
| Q2 25 | $940.1M | $938.0M | ||
| Q1 25 | $870.0M | $818.0M | ||
| Q4 24 | $900.1M | $1.0B | ||
| Q3 24 | $935.4M | $910.0M | ||
| Q2 24 | $927.9M | $930.0M | ||
| Q1 24 | $876.7M | $833.0M |
| Q4 25 | $113.9M | $118.0M | ||
| Q3 25 | $114.3M | $79.0M | ||
| Q2 25 | $57.8M | $73.0M | ||
| Q1 25 | $95.9M | $31.0M | ||
| Q4 24 | $99.0M | $120.0M | ||
| Q3 24 | $109.7M | $86.0M | ||
| Q2 24 | $113.5M | $97.0M | ||
| Q1 24 | $98.7M | $49.0M |
| Q4 25 | 35.2% | 25.7% | ||
| Q3 25 | 34.5% | 25.0% | ||
| Q2 25 | 34.2% | 24.1% | ||
| Q1 25 | 35.2% | 23.1% | ||
| Q4 24 | 35.5% | 27.6% | ||
| Q3 24 | 35.8% | 26.3% | ||
| Q2 24 | 35.6% | 27.5% | ||
| Q1 24 | 35.2% | 24.1% |
| Q4 25 | 16.0% | 14.8% | ||
| Q3 25 | 15.5% | 11.0% | ||
| Q2 25 | 9.3% | 10.2% | ||
| Q1 25 | 14.4% | 5.1% | ||
| Q4 24 | 14.5% | 15.5% | ||
| Q3 24 | 15.6% | 12.4% | ||
| Q2 24 | 15.5% | 12.4% | ||
| Q1 24 | 14.8% | 7.8% |
| Q4 25 | 12.2% | 11.4% | ||
| Q3 25 | 11.7% | 8.5% | ||
| Q2 25 | 6.1% | 7.8% | ||
| Q1 25 | 11.0% | 3.8% | ||
| Q4 24 | 11.0% | 11.7% | ||
| Q3 24 | 11.7% | 9.5% | ||
| Q2 24 | 12.2% | 10.4% | ||
| Q1 24 | 11.3% | 5.9% |
| Q4 25 | $0.97 | $0.55 | ||
| Q3 25 | $0.97 | $0.38 | ||
| Q2 25 | $0.48 | $0.35 | ||
| Q1 25 | $0.79 | $0.15 | ||
| Q4 24 | $0.81 | $0.57 | ||
| Q3 24 | $0.90 | $0.41 | ||
| Q2 24 | $0.92 | $0.46 | ||
| Q1 24 | $0.81 | $0.23 |
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 | $147.0M |
| Total DebtLower is stronger | $671.5M | $1.6B |
| Stockholders' EquityBook value | $1.5B | $2.3B |
| Total Assets | $3.0B | $4.9B |
| Debt / EquityLower = less leverage | 0.44× | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $147.0M | ||
| Q3 25 | $180.4M | $53.0M | ||
| Q2 25 | $178.5M | $57.0M | ||
| Q1 25 | $189.1M | $58.0M | ||
| Q4 24 | $221.2M | $137.0M | ||
| Q3 24 | $232.7M | $96.0M | ||
| Q2 24 | $223.7M | $101.0M | ||
| Q1 24 | $193.8M | $135.0M |
| Q4 25 | $671.5M | $1.6B | ||
| Q3 25 | $630.4M | $1.6B | ||
| Q2 25 | $638.8M | $1.6B | ||
| Q1 25 | $514.7M | $1.6B | ||
| Q4 24 | $538.6M | $1.7B | ||
| Q3 24 | $483.4M | $1.7B | ||
| Q2 24 | $481.8M | $1.8B | ||
| Q1 24 | $352.0M | $1.8B |
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.5B | $2.0B | ||
| Q1 24 | $1.4B | $2.0B |
| Q4 25 | $3.0B | $4.9B | ||
| Q3 25 | $3.0B | $4.9B | ||
| Q2 25 | $3.0B | $4.9B | ||
| Q1 25 | $3.0B | $4.8B | ||
| Q4 24 | $3.0B | $4.9B | ||
| Q3 24 | $2.9B | $4.8B | ||
| Q2 24 | $2.9B | $4.9B | ||
| Q1 24 | $2.8B | $4.9B |
| Q4 25 | 0.44× | 0.70× | ||
| Q3 25 | 0.43× | 0.75× | ||
| Q2 25 | 0.44× | 0.76× | ||
| Q1 25 | 0.33× | 0.77× | ||
| Q4 24 | 0.35× | 0.79× | ||
| Q3 24 | 0.32× | 0.84× | ||
| Q2 24 | 0.32× | 0.87× | ||
| Q1 24 | 0.26× | 0.92× |
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 | $237.0M |
| Free Cash FlowOCF − Capex | $111.2M | $200.0M |
| FCF MarginFCF / Revenue | 11.9% | 19.3% |
| Capex IntensityCapex / Revenue | 1.5% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.10× | 2.01× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $316.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $237.0M | ||
| Q3 25 | $167.8M | $93.0M | ||
| Q2 25 | $87.7M | $91.0M | ||
| Q1 25 | $90.4M | $56.0M | ||
| Q4 24 | $72.9M | $182.0M | ||
| Q3 24 | $126.0M | $124.0M | ||
| Q2 24 | $141.5M | $84.0M | ||
| Q1 24 | $87.0M | $99.0M |
| Q4 25 | $111.2M | $200.0M | ||
| Q3 25 | $147.5M | $48.0M | ||
| Q2 25 | $73.0M | $51.0M | ||
| Q1 25 | $71.5M | $17.0M | ||
| Q4 24 | $47.9M | $141.0M | ||
| Q3 24 | $106.2M | $93.0M | ||
| Q2 24 | $120.2M | $65.0M | ||
| Q1 24 | $65.7M | $70.0M |
| Q4 25 | 11.9% | 19.3% | ||
| Q3 25 | 15.0% | 5.2% | ||
| Q2 25 | 7.8% | 5.4% | ||
| Q1 25 | 8.2% | 2.1% | ||
| Q4 24 | 5.3% | 13.8% | ||
| Q3 24 | 11.4% | 10.2% | ||
| Q2 24 | 13.0% | 7.0% | ||
| Q1 24 | 7.5% | 8.4% |
| Q4 25 | 1.5% | 3.6% | ||
| Q3 25 | 2.1% | 4.8% | ||
| Q2 25 | 1.6% | 4.3% | ||
| Q1 25 | 2.2% | 4.8% | ||
| Q4 24 | 2.8% | 4.0% | ||
| Q3 24 | 2.1% | 3.4% | ||
| Q2 24 | 2.3% | 2.0% | ||
| Q1 24 | 2.4% | 3.5% |
| Q4 25 | 1.10× | 2.01× | ||
| Q3 25 | 1.47× | 1.18× | ||
| Q2 25 | 1.52× | 1.25× | ||
| Q1 25 | 0.94× | 1.81× | ||
| Q4 24 | 0.74× | 1.52× | ||
| Q3 24 | 1.15× | 1.44× | ||
| Q2 24 | 1.25× | 0.87× | ||
| Q1 24 | 0.88× | 2.02× |
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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
