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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $622.0M, roughly 1.5× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 12.2%, a 22.3% gap on every dollar of revenue. On growth, Royalty Pharma plc posted the faster year-over-year revenue change (4.8% vs 3.9%). Over the past eight quarters, Royalty Pharma plc's revenue compounded faster (4.6% 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.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
DCI vs RPRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $622.0M |
| Net Profit | $113.9M | $214.2M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 62.4% |
| Net Margin | 12.2% | 34.4% |
| Revenue YoY | 3.9% | 4.8% |
| Net Profit YoY | 15.1% | 2.9% |
| EPS (diluted) | $0.97 | $0.49 |
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 | $622.0M | ||
| Q3 25 | $980.7M | $609.3M | ||
| Q2 25 | $940.1M | $578.7M | ||
| Q1 25 | $870.0M | $568.2M | ||
| Q4 24 | $900.1M | $593.6M | ||
| Q3 24 | $935.4M | $564.7M | ||
| Q2 24 | $927.9M | $537.3M | ||
| Q1 24 | $876.7M | $568.0M |
| Q4 25 | $113.9M | $214.2M | ||
| Q3 25 | $114.3M | $288.2M | ||
| Q2 25 | $57.8M | $30.2M | ||
| Q1 25 | $95.9M | $238.3M | ||
| Q4 24 | $99.0M | $208.2M | ||
| Q3 24 | $109.7M | $544.0M | ||
| Q2 24 | $113.5M | $102.0M | ||
| Q1 24 | $98.7M | $4.8M |
| 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% | — | ||
| Q1 24 | 35.2% | — |
| Q4 25 | 16.0% | 62.4% | ||
| Q3 25 | 15.5% | 70.1% | ||
| Q2 25 | 9.3% | 36.3% | ||
| Q1 25 | 14.4% | 94.0% | ||
| Q4 24 | 14.5% | 60.9% | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 15.5% | 50.2% | ||
| Q1 24 | 14.8% | -13.0% |
| Q4 25 | 12.2% | 34.4% | ||
| Q3 25 | 11.7% | 47.3% | ||
| Q2 25 | 6.1% | 5.2% | ||
| Q1 25 | 11.0% | 41.9% | ||
| Q4 24 | 11.0% | 35.1% | ||
| Q3 24 | 11.7% | 96.3% | ||
| Q2 24 | 12.2% | 19.0% | ||
| Q1 24 | 11.3% | 0.8% |
| Q4 25 | $0.97 | $0.49 | ||
| Q3 25 | $0.97 | $0.67 | ||
| Q2 25 | $0.48 | $0.07 | ||
| Q1 25 | $0.79 | $0.55 | ||
| Q4 24 | $0.81 | $0.46 | ||
| Q3 24 | $0.90 | $1.21 | ||
| Q2 24 | $0.92 | $0.23 | ||
| Q1 24 | $0.81 | $0.01 |
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 | $618.7M |
| Total DebtLower is stronger | $671.5M | $9.0B |
| Stockholders' EquityBook value | $1.5B | $9.7B |
| Total Assets | $3.0B | $19.6B |
| Debt / EquityLower = less leverage | 0.44× | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $618.7M | ||
| Q3 25 | $180.4M | $938.9M | ||
| Q2 25 | $178.5M | $631.9M | ||
| Q1 25 | $189.1M | $1.1B | ||
| Q4 24 | $221.2M | $929.0M | ||
| Q3 24 | $232.7M | $950.1M | ||
| Q2 24 | $223.7M | $1.8B | ||
| Q1 24 | $193.8M | $843.0M |
| Q4 25 | $671.5M | $9.0B | ||
| Q3 25 | $630.4M | $8.9B | ||
| Q2 25 | $638.8M | $8.0B | ||
| Q1 25 | $514.7M | $7.6B | ||
| Q4 24 | $538.6M | $7.6B | ||
| Q3 24 | $483.4M | $7.6B | ||
| Q2 24 | $481.8M | $7.6B | ||
| Q1 24 | $352.0M | $6.1B |
| Q4 25 | $1.5B | $9.7B | ||
| Q3 25 | $1.5B | $9.6B | ||
| Q2 25 | $1.5B | $9.5B | ||
| Q1 25 | $1.5B | $9.8B | ||
| Q4 24 | $1.5B | $10.3B | ||
| Q3 24 | $1.5B | $10.3B | ||
| Q2 24 | $1.5B | $9.8B | ||
| Q1 24 | $1.4B | $9.9B |
| Q4 25 | $3.0B | $19.6B | ||
| Q3 25 | $3.0B | $19.3B | ||
| Q2 25 | $3.0B | $18.3B | ||
| Q1 25 | $3.0B | $17.6B | ||
| Q4 24 | $3.0B | $18.2B | ||
| Q3 24 | $2.9B | $18.0B | ||
| Q2 24 | $2.9B | $17.7B | ||
| Q1 24 | $2.8B | $16.1B |
| Q4 25 | 0.44× | 0.92× | ||
| Q3 25 | 0.43× | 0.93× | ||
| Q2 25 | 0.44× | 0.84× | ||
| Q1 25 | 0.33× | 0.78× | ||
| Q4 24 | 0.35× | 0.74× | ||
| Q3 24 | 0.32× | 0.74× | ||
| Q2 24 | 0.32× | 0.78× | ||
| Q1 24 | 0.26× | 0.62× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | $111.2M | — |
| FCF MarginFCF / Revenue | 11.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.10× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $827.1M | ||
| Q3 25 | $167.8M | $702.6M | ||
| Q2 25 | $87.7M | $364.0M | ||
| Q1 25 | $90.4M | $596.1M | ||
| Q4 24 | $72.9M | $742.5M | ||
| Q3 24 | $126.0M | $703.6M | ||
| Q2 24 | $141.5M | $658.2M | ||
| Q1 24 | $87.0M | $664.6M |
| 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× | 3.86× | ||
| Q3 25 | 1.47× | 2.44× | ||
| Q2 25 | 1.52× | 12.06× | ||
| Q1 25 | 0.94× | 2.50× | ||
| Q4 24 | 0.74× | 3.57× | ||
| Q3 24 | 1.15× | 1.29× | ||
| Q2 24 | 1.25× | 6.45× | ||
| Q1 24 | 0.88× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
