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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Sinclair, Inc. (SBGI). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $807.0M, roughly 1.2× Sinclair, Inc.). DONALDSON Co INC runs the higher net margin — 12.2% vs 2.5%, a 9.7% gap on every dollar of revenue. On growth, Sinclair, Inc. posted the faster year-over-year revenue change (4.0% vs 3.9%). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs -1.3%).
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.
Sinclair, Inc., doing business as Sinclair Broadcast Group, is a publicly traded American telecommunications conglomerate that is controlled by the descendants of company founder Julian Sinclair Smith. Headquartered in the Baltimore suburb of Cockeysville, Maryland, the company is the second-largest television station operator in the United States by number of stations after Nexstar Media Group, owning or operating 193 stations across the country in over 100 markets, covering 40% of American ...
DCI vs SBGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $935.4M | $807.0M |
| Net Profit | $113.9M | $20.0M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 0.0% |
| Net Margin | 12.2% | 2.5% |
| Revenue YoY | 3.9% | 4.0% |
| Net Profit YoY | 15.1% | — |
| EPS (diluted) | $0.97 | $0.28 |
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.
| Q1 26 | — | $807.0M | ||
| Q4 25 | $935.4M | $836.0M | ||
| Q3 25 | $980.7M | $773.0M | ||
| Q2 25 | $940.1M | $784.0M | ||
| Q1 25 | $870.0M | $776.0M | ||
| Q4 24 | $900.1M | $1.0B | ||
| Q3 24 | $935.4M | $917.0M | ||
| Q2 24 | $927.9M | $829.0M |
| Q1 26 | — | $20.0M | ||
| Q4 25 | $113.9M | $109.0M | ||
| Q3 25 | $114.3M | $-1.0M | ||
| Q2 25 | $57.8M | $-64.0M | ||
| Q1 25 | $95.9M | $-156.0M | ||
| Q4 24 | $99.0M | $176.0M | ||
| Q3 24 | $109.7M | $94.0M | ||
| Q2 24 | $113.5M | $17.0M |
| Q1 26 | — | — | ||
| 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 26 | — | 0.0% | ||
| Q4 25 | 16.0% | 9.6% | ||
| Q3 25 | 15.5% | 7.5% | ||
| Q2 25 | 9.3% | 2.7% | ||
| Q1 25 | 14.4% | 1.8% | ||
| Q4 24 | 14.5% | 26.5% | ||
| Q3 24 | 15.6% | 19.5% | ||
| Q2 24 | 15.5% | 7.7% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 12.2% | 13.0% | ||
| Q3 25 | 11.7% | -0.1% | ||
| Q2 25 | 6.1% | -8.2% | ||
| Q1 25 | 11.0% | -20.1% | ||
| Q4 24 | 11.0% | 17.5% | ||
| Q3 24 | 11.7% | 10.3% | ||
| Q2 24 | 12.2% | 2.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.97 | $1.62 | ||
| Q3 25 | $0.97 | $-0.02 | ||
| Q2 25 | $0.48 | $-0.91 | ||
| Q1 25 | $0.79 | $-2.30 | ||
| Q4 24 | $0.81 | $2.64 | ||
| Q3 24 | $0.90 | $1.43 | ||
| Q2 24 | $0.92 | $0.27 |
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 | — |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | — |
| Total Assets | $3.0B | — |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $866.0M | ||
| Q3 25 | $180.4M | $526.0M | ||
| Q2 25 | $178.5M | $616.0M | ||
| Q1 25 | $189.1M | $631.0M | ||
| Q4 24 | $221.2M | $697.0M | ||
| Q3 24 | $232.7M | $536.0M | ||
| Q2 24 | $223.7M | $378.0M |
| Q1 26 | — | — | ||
| Q4 25 | $671.5M | $4.4B | ||
| Q3 25 | $630.4M | $4.1B | ||
| Q2 25 | $638.8M | $4.1B | ||
| Q1 25 | $514.7M | $4.2B | ||
| Q4 24 | $538.6M | $4.1B | ||
| Q3 24 | $483.4M | $4.1B | ||
| Q2 24 | $481.8M | $4.1B |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $443.0M | ||
| Q3 25 | $1.5B | $347.0M | ||
| Q2 25 | $1.5B | $361.0M | ||
| Q1 25 | $1.5B | $436.0M | ||
| Q4 24 | $1.5B | $583.0M | ||
| Q3 24 | $1.5B | $415.0M | ||
| Q2 24 | $1.5B | $340.0M |
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $5.9B | ||
| Q3 25 | $3.0B | $5.6B | ||
| Q2 25 | $3.0B | $5.7B | ||
| 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 26 | — | — | ||
| Q4 25 | 0.44× | 9.84× | ||
| Q3 25 | 0.43× | 11.75× | ||
| Q2 25 | 0.44× | 11.30× | ||
| Q1 25 | 0.33× | 9.56× | ||
| Q4 24 | 0.35× | 7.02× | ||
| Q3 24 | 0.32× | 9.86× | ||
| Q2 24 | 0.32× | 12.08× |
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 | — |
| Free Cash FlowOCF − Capex | $111.2M | — |
| FCF MarginFCF / Revenue | 11.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $125.4M | $98.0M | ||
| Q3 25 | $167.8M | $-36.0M | ||
| Q2 25 | $87.7M | $122.0M | ||
| Q1 25 | $90.4M | $5.0M | ||
| Q4 24 | $72.9M | $198.0M | ||
| Q3 24 | $126.0M | $210.0M | ||
| Q2 24 | $141.5M | $-306.0M |
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $79.0M | ||
| Q3 25 | $147.5M | $-58.0M | ||
| Q2 25 | $73.0M | $105.0M | ||
| Q1 25 | $71.5M | $-11.0M | ||
| Q4 24 | $47.9M | $175.0M | ||
| Q3 24 | $106.2M | $193.0M | ||
| Q2 24 | $120.2M | $-329.0M |
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 9.4% | ||
| Q3 25 | 15.0% | -7.5% | ||
| Q2 25 | 7.8% | 13.4% | ||
| Q1 25 | 8.2% | -1.4% | ||
| Q4 24 | 5.3% | 17.4% | ||
| Q3 24 | 11.4% | 21.0% | ||
| Q2 24 | 13.0% | -39.7% |
| Q1 26 | — | 1.7% | ||
| Q4 25 | 1.5% | 2.3% | ||
| Q3 25 | 2.1% | 2.8% | ||
| Q2 25 | 1.6% | 2.2% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 2.8% | 2.3% | ||
| Q3 24 | 2.1% | 1.9% | ||
| Q2 24 | 2.3% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.90× | ||
| Q3 25 | 1.47× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 0.74× | 1.13× | ||
| Q3 24 | 1.15× | 2.23× | ||
| Q2 24 | 1.25× | -18.00× |
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% |
SBGI
| Media revenue | $701.0M | 87% |
| Other | $82.0M | 10% |
| Political advertising revenue | $18.0M | 2% |
| Non-media revenue | $6.0M | 1% |