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Side-by-side financial comparison of DONALDSON Co INC (DCI) and RH (RH). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $883.8M, roughly 1.1× RH). DONALDSON Co INC runs the higher net margin — 12.2% vs 4.1%, a 8.1% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 3.9%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $83.0M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
DCI vs RH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $883.8M |
| Net Profit | $113.9M | $36.3M |
| Gross Margin | 35.2% | 44.1% |
| Operating Margin | 16.0% | 12.0% |
| Net Margin | 12.2% | 4.1% |
| Revenue YoY | 3.9% | 8.9% |
| Net Profit YoY | 15.1% | 9.3% |
| EPS (diluted) | $0.97 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $980.7M | $899.2M | ||
| Q2 25 | $940.1M | $814.0M | ||
| Q1 25 | $870.0M | $812.4M | ||
| Q4 24 | $900.1M | $811.7M | ||
| Q3 24 | $935.4M | $829.7M | ||
| Q2 24 | $927.9M | $727.0M | ||
| Q1 24 | $876.7M | $738.3M |
| Q4 25 | $113.9M | $36.3M | ||
| Q3 25 | $114.3M | $51.7M | ||
| Q2 25 | $57.8M | $8.0M | ||
| Q1 25 | $95.9M | $13.9M | ||
| Q4 24 | $99.0M | $33.2M | ||
| Q3 24 | $109.7M | $29.0M | ||
| Q2 24 | $113.5M | $-3.6M | ||
| Q1 24 | $98.7M | $11.4M |
| Q4 25 | 35.2% | 44.1% | ||
| Q3 25 | 34.5% | 45.5% | ||
| Q2 25 | 34.2% | 43.7% | ||
| Q1 25 | 35.2% | 44.7% | ||
| Q4 24 | 35.5% | 44.5% | ||
| Q3 24 | 35.8% | 45.2% | ||
| Q2 24 | 35.6% | 43.5% | ||
| Q1 24 | 35.2% | 43.5% |
| Q4 25 | 16.0% | 12.0% | ||
| Q3 25 | 15.5% | 14.3% | ||
| Q2 25 | 9.3% | 6.9% | ||
| Q1 25 | 14.4% | 8.7% | ||
| Q4 24 | 14.5% | 12.5% | ||
| Q3 24 | 15.6% | 11.6% | ||
| Q2 24 | 15.5% | 7.5% | ||
| Q1 24 | 14.8% | 8.7% |
| Q4 25 | 12.2% | 4.1% | ||
| Q3 25 | 11.7% | 5.8% | ||
| Q2 25 | 6.1% | 1.0% | ||
| Q1 25 | 11.0% | 1.7% | ||
| Q4 24 | 11.0% | 4.1% | ||
| Q3 24 | 11.7% | 3.5% | ||
| Q2 24 | 12.2% | -0.5% | ||
| Q1 24 | 11.3% | 1.5% |
| Q4 25 | $0.97 | $1.83 | ||
| Q3 25 | $0.97 | $2.62 | ||
| Q2 25 | $0.48 | $0.40 | ||
| Q1 25 | $0.79 | $0.71 | ||
| Q4 24 | $0.81 | $1.66 | ||
| Q3 24 | $0.90 | $1.45 | ||
| Q2 24 | $0.92 | $-0.20 | ||
| Q1 24 | $0.81 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $3.3M |
| Total Assets | $3.0B | $4.8B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $43.1M | ||
| Q3 25 | $180.4M | $34.6M | ||
| Q2 25 | $178.5M | $46.1M | ||
| Q1 25 | $189.1M | $30.4M | ||
| Q4 24 | $221.2M | $87.0M | ||
| Q3 24 | $232.7M | $78.3M | ||
| Q2 24 | $223.7M | $101.8M | ||
| Q1 24 | $193.8M | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $1.5B | $-40.9M | ||
| Q2 25 | $1.5B | $-110.8M | ||
| Q1 25 | $1.5B | $-163.6M | ||
| Q4 24 | $1.5B | $-183.0M | ||
| Q3 24 | $1.5B | $-234.7M | ||
| Q2 24 | $1.5B | $-289.9M | ||
| Q1 24 | $1.4B | $-297.4M |
| Q4 25 | $3.0B | $4.8B | ||
| Q3 25 | $3.0B | $4.7B | ||
| Q2 25 | $3.0B | $4.7B | ||
| Q1 25 | $3.0B | $4.6B | ||
| Q4 24 | $3.0B | $4.5B | ||
| Q3 24 | $2.9B | $4.4B | ||
| Q2 24 | $2.9B | $4.2B | ||
| Q1 24 | $2.8B | $4.1B |
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $111.2M | $83.0M |
| FCF MarginFCF / Revenue | 11.9% | 9.4% |
| Capex IntensityCapex / Revenue | 1.5% | 5.5% |
| Cash ConversionOCF / Net Profit | 1.10× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $131.9M | ||
| Q3 25 | $167.8M | $137.7M | ||
| Q2 25 | $87.7M | $86.6M | ||
| Q1 25 | $90.4M | $-18.8M | ||
| Q4 24 | $72.9M | $-31.4M | ||
| Q3 24 | $126.0M | $11.2M | ||
| Q2 24 | $141.5M | $56.1M | ||
| Q1 24 | $87.0M | $-114.0M |
| Q4 25 | $111.2M | $83.0M | ||
| Q3 25 | $147.5M | $80.7M | ||
| Q2 25 | $73.0M | $34.1M | ||
| Q1 25 | $71.5M | $-69.7M | ||
| Q4 24 | $47.9M | $-96.0M | ||
| Q3 24 | $106.2M | $-37.9M | ||
| Q2 24 | $120.2M | $-10.1M | ||
| Q1 24 | $65.7M | $-251.5M |
| Q4 25 | 11.9% | 9.4% | ||
| Q3 25 | 15.0% | 9.0% | ||
| Q2 25 | 7.8% | 4.2% | ||
| Q1 25 | 8.2% | -8.6% | ||
| Q4 24 | 5.3% | -11.8% | ||
| Q3 24 | 11.4% | -4.6% | ||
| Q2 24 | 13.0% | -1.4% | ||
| Q1 24 | 7.5% | -34.1% |
| Q4 25 | 1.5% | 5.5% | ||
| Q3 25 | 2.1% | 6.3% | ||
| Q2 25 | 1.6% | 6.5% | ||
| Q1 25 | 2.2% | 6.3% | ||
| Q4 24 | 2.8% | 8.0% | ||
| Q3 24 | 2.1% | 5.9% | ||
| Q2 24 | 2.3% | 9.1% | ||
| Q1 24 | 2.4% | 18.6% |
| Q4 25 | 1.10× | 3.64× | ||
| Q3 25 | 1.47× | 2.66× | ||
| Q2 25 | 1.52× | 10.78× | ||
| Q1 25 | 0.94× | -1.35× | ||
| Q4 24 | 0.74× | -0.95× | ||
| Q3 24 | 1.15× | 0.39× | ||
| Q2 24 | 1.25× | — | ||
| Q1 24 | 0.88× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
