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Side-by-side financial comparison of DONALDSON Co INC (DCI) and SERVICE CORP INTERNATIONAL (SCI). Click either name above to swap in a different company.
SERVICE CORP INTERNATIONAL is the larger business by last-quarter revenue ($1.1B vs $935.4M, roughly 1.2× DONALDSON Co INC). SERVICE CORP INTERNATIONAL runs the higher net margin — 14.3% vs 12.2%, a 2.2% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs 1.7%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $87.2M). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% CAGR vs 3.1%).
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.
International Distribution Services Limited is a British company providing postal and courier services. IDS was created in 2013 by the UK government as a new holding company of Royal Mail, and a majority of its shares were then sold on the London Stock Exchange, with the government initially retaining a 30 per cent at the time. As of April 2025, IDS is owned and operated by Czech-based EP Group, owned by Daniel Křetínský.
DCI vs SCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.1B |
| Net Profit | $113.9M | $159.4M |
| Gross Margin | 35.2% | 28.0% |
| Operating Margin | 16.0% | 24.8% |
| Net Margin | 12.2% | 14.3% |
| Revenue YoY | 3.9% | 1.7% |
| Net Profit YoY | 15.1% | 5.3% |
| EPS (diluted) | $0.97 | $1.13 |
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 | $1.1B | ||
| Q3 25 | $980.7M | $1.1B | ||
| Q2 25 | $940.1M | $1.1B | ||
| Q1 25 | $870.0M | $1.1B | ||
| Q4 24 | $900.1M | $1.1B | ||
| Q3 24 | $935.4M | $1.0B | ||
| Q2 24 | $927.9M | $1.0B | ||
| Q1 24 | $876.7M | $1.0B |
| Q4 25 | $113.9M | $159.4M | ||
| Q3 25 | $114.3M | $117.5M | ||
| Q2 25 | $57.8M | $122.9M | ||
| Q1 25 | $95.9M | $142.9M | ||
| Q4 24 | $99.0M | $151.4M | ||
| Q3 24 | $109.7M | $117.8M | ||
| Q2 24 | $113.5M | $118.2M | ||
| Q1 24 | $98.7M | $131.3M |
| Q4 25 | 35.2% | 28.0% | ||
| Q3 25 | 34.5% | 25.1% | ||
| Q2 25 | 34.2% | 25.5% | ||
| Q1 25 | 35.2% | 27.1% | ||
| Q4 24 | 35.5% | 28.0% | ||
| Q3 24 | 35.8% | 24.9% | ||
| Q2 24 | 35.6% | 24.9% | ||
| Q1 24 | 35.2% | 26.2% |
| Q4 25 | 16.0% | 24.8% | ||
| Q3 25 | 15.5% | 21.4% | ||
| Q2 25 | 9.3% | 21.1% | ||
| Q1 25 | 14.4% | 23.4% | ||
| Q4 24 | 14.5% | 24.0% | ||
| Q3 24 | 15.6% | 20.9% | ||
| Q2 24 | 15.5% | 21.4% | ||
| Q1 24 | 14.8% | 22.2% |
| Q4 25 | 12.2% | 14.3% | ||
| Q3 25 | 11.7% | 11.1% | ||
| Q2 25 | 6.1% | 11.5% | ||
| Q1 25 | 11.0% | 13.3% | ||
| Q4 24 | 11.0% | 13.8% | ||
| Q3 24 | 11.7% | 11.6% | ||
| Q2 24 | 12.2% | 11.4% | ||
| Q1 24 | 11.3% | 12.6% |
| Q4 25 | $0.97 | $1.13 | ||
| Q3 25 | $0.97 | $0.83 | ||
| Q2 25 | $0.48 | $0.86 | ||
| Q1 25 | $0.79 | $0.98 | ||
| Q4 24 | $0.81 | $1.02 | ||
| Q3 24 | $0.90 | $0.81 | ||
| Q2 24 | $0.92 | $0.81 | ||
| Q1 24 | $0.81 | $0.89 |
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 | $243.6M |
| Total DebtLower is stronger | $671.5M | $5.1B |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $3.0B | $18.7B |
| Debt / EquityLower = less leverage | 0.44× | 3.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $243.6M | ||
| Q3 25 | $180.4M | $241.3M | ||
| Q2 25 | $178.5M | $255.4M | ||
| Q1 25 | $189.1M | $227.2M | ||
| Q4 24 | $221.2M | $218.8M | ||
| Q3 24 | $232.7M | $185.4M | ||
| Q2 24 | $223.7M | $184.4M | ||
| Q1 24 | $193.8M | $205.6M |
| Q4 25 | $671.5M | $5.1B | ||
| Q3 25 | $630.4M | $5.0B | ||
| Q2 25 | $638.8M | $5.0B | ||
| Q1 25 | $514.7M | $4.7B | ||
| Q4 24 | $538.6M | $4.8B | ||
| Q3 24 | $483.4M | $4.7B | ||
| Q2 24 | $481.8M | $4.7B | ||
| Q1 24 | $352.0M | $4.6B |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.5B | $1.7B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.5B | ||
| Q1 24 | $1.4B | $1.6B |
| Q4 25 | $3.0B | $18.7B | ||
| Q3 25 | $3.0B | $18.4B | ||
| Q2 25 | $3.0B | $18.0B | ||
| Q1 25 | $3.0B | $17.3B | ||
| Q4 24 | $3.0B | $17.4B | ||
| Q3 24 | $2.9B | $17.4B | ||
| Q2 24 | $2.9B | $16.8B | ||
| Q1 24 | $2.8B | $16.7B |
| Q4 25 | 0.44× | 3.10× | ||
| Q3 25 | 0.43× | 3.17× | ||
| Q2 25 | 0.44× | 3.19× | ||
| Q1 25 | 0.33× | 2.87× | ||
| Q4 24 | 0.35× | 2.83× | ||
| Q3 24 | 0.32× | 2.92× | ||
| Q2 24 | 0.32× | 3.05× | ||
| Q1 24 | 0.26× | 2.90× |
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 | $212.9M |
| Free Cash FlowOCF − Capex | $111.2M | $87.2M |
| FCF MarginFCF / Revenue | 11.9% | 7.8% |
| Capex IntensityCapex / Revenue | 1.5% | 11.3% |
| Cash ConversionOCF / Net Profit | 1.10× | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $554.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $212.9M | ||
| Q3 25 | $167.8M | $252.3M | ||
| Q2 25 | $87.7M | $166.4M | ||
| Q1 25 | $90.4M | $311.1M | ||
| Q4 24 | $72.9M | $264.1M | ||
| Q3 24 | $126.0M | $263.8M | ||
| Q2 24 | $141.5M | $196.9M | ||
| Q1 24 | $87.0M | $220.1M |
| Q4 25 | $111.2M | $87.2M | ||
| Q3 25 | $147.5M | $150.7M | ||
| Q2 25 | $73.0M | $83.4M | ||
| Q1 25 | $71.5M | $233.0M | ||
| Q4 24 | $47.9M | $151.8M | ||
| Q3 24 | $106.2M | $162.8M | ||
| Q2 24 | $120.2M | $100.8M | ||
| Q1 24 | $65.7M | $140.3M |
| Q4 25 | 11.9% | 7.8% | ||
| Q3 25 | 15.0% | 14.2% | ||
| Q2 25 | 7.8% | 7.8% | ||
| Q1 25 | 8.2% | 21.7% | ||
| Q4 24 | 5.3% | 13.9% | ||
| Q3 24 | 11.4% | 16.1% | ||
| Q2 24 | 13.0% | 9.7% | ||
| Q1 24 | 7.5% | 13.4% |
| Q4 25 | 1.5% | 11.3% | ||
| Q3 25 | 2.1% | 9.6% | ||
| Q2 25 | 1.6% | 7.8% | ||
| Q1 25 | 2.2% | 7.3% | ||
| Q4 24 | 2.8% | 10.3% | ||
| Q3 24 | 2.1% | 10.0% | ||
| Q2 24 | 2.3% | 9.3% | ||
| Q1 24 | 2.4% | 7.6% |
| Q4 25 | 1.10× | 1.34× | ||
| Q3 25 | 1.47× | 2.15× | ||
| Q2 25 | 1.52× | 1.35× | ||
| Q1 25 | 0.94× | 2.18× | ||
| Q4 24 | 0.74× | 1.75× | ||
| Q3 24 | 1.15× | 2.24× | ||
| Q2 24 | 1.25× | 1.67× | ||
| Q1 24 | 0.88× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
