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Side-by-side financial comparison of DONALDSON Co INC (DCI) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.9B vs $935.4M, roughly 2.0× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs 7.5%, a 4.6% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs 3.9%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $41.1M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% 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.
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
DCI vs SGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.9B |
| Net Profit | $113.9M | $140.8M |
| Gross Margin | 35.2% | 44.0% |
| Operating Margin | 16.0% | 13.2% |
| Net Margin | 12.2% | 7.5% |
| Revenue YoY | 3.9% | 54.7% |
| Net Profit YoY | 15.1% | 95.8% |
| EPS (diluted) | $0.97 | $0.71 |
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 | $1.9B | ||
| Q3 25 | $980.7M | $2.1B | ||
| Q2 25 | $940.1M | $1.9B | ||
| Q1 25 | $870.0M | $1.6B | ||
| Q4 24 | $900.1M | $1.2B | ||
| Q3 24 | $935.4M | $1.3B | ||
| Q2 24 | $927.9M | $1.2B | ||
| Q1 24 | $876.7M | $1.2B |
| Q4 25 | $113.9M | $140.8M | ||
| Q3 25 | $114.3M | $177.4M | ||
| Q2 25 | $57.8M | $99.0M | ||
| Q1 25 | $95.9M | $-33.1M | ||
| Q4 24 | $99.0M | $71.9M | ||
| Q3 24 | $109.7M | $130.0M | ||
| Q2 24 | $113.5M | $106.1M | ||
| Q1 24 | $98.7M | $76.3M |
| Q4 25 | 35.2% | 44.0% | ||
| Q3 25 | 34.5% | 44.9% | ||
| Q2 25 | 34.2% | 44.0% | ||
| Q1 25 | 35.2% | 36.2% | ||
| Q4 24 | 35.5% | 43.3% | ||
| Q3 24 | 35.8% | 45.4% | ||
| Q2 24 | 35.6% | 44.9% | ||
| Q1 24 | 35.2% | 43.1% |
| Q4 25 | 16.0% | 13.2% | ||
| Q3 25 | 15.5% | 14.8% | ||
| Q2 25 | 9.3% | 9.6% | ||
| Q1 25 | 14.4% | 0.8% | ||
| Q4 24 | 14.5% | 10.6% | ||
| Q3 24 | 15.6% | 15.5% | ||
| Q2 24 | 15.5% | 14.0% | ||
| Q1 24 | 14.8% | 11.1% |
| Q4 25 | 12.2% | 7.5% | ||
| Q3 25 | 11.7% | 8.4% | ||
| Q2 25 | 6.1% | 5.3% | ||
| Q1 25 | 11.0% | -2.1% | ||
| Q4 24 | 11.0% | 6.0% | ||
| Q3 24 | 11.7% | 10.0% | ||
| Q2 24 | 12.2% | 8.6% | ||
| Q1 24 | 11.3% | 6.4% |
| Q4 25 | $0.97 | $0.71 | ||
| Q3 25 | $0.97 | $0.83 | ||
| Q2 25 | $0.48 | $0.47 | ||
| Q1 25 | $0.79 | $-0.17 | ||
| Q4 24 | $0.81 | $0.40 | ||
| Q3 24 | $0.90 | $0.73 | ||
| Q2 24 | $0.92 | $0.60 | ||
| Q1 24 | $0.81 | $0.43 |
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 | $4.6B |
| Stockholders' EquityBook value | $1.5B | $3.1B |
| Total Assets | $3.0B | $11.6B |
| Debt / EquityLower = less leverage | 0.44× | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | — | ||
| Q3 25 | $180.4M | — | ||
| Q2 25 | $178.5M | — | ||
| Q1 25 | $189.1M | — | ||
| Q4 24 | $221.2M | — | ||
| Q3 24 | $232.7M | — | ||
| Q2 24 | $223.7M | — | ||
| Q1 24 | $193.8M | — |
| Q4 25 | $671.5M | $4.6B | ||
| Q3 25 | $630.4M | $4.5B | ||
| Q2 25 | $638.8M | $4.8B | ||
| Q1 25 | $514.7M | $4.9B | ||
| Q4 24 | $538.6M | $3.7B | ||
| Q3 24 | $483.4M | $2.2B | ||
| Q2 24 | $481.8M | $2.4B | ||
| Q1 24 | $352.0M | $2.5B |
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.5B | $2.8B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.5B | $559.0M | ||
| Q3 24 | $1.5B | $564.5M | ||
| Q2 24 | $1.5B | $411.8M | ||
| Q1 24 | $1.4B | $326.6M |
| Q4 25 | $3.0B | $11.6B | ||
| Q3 25 | $3.0B | $11.4B | ||
| Q2 25 | $3.0B | $11.4B | ||
| Q1 25 | $3.0B | $11.3B | ||
| Q4 24 | $3.0B | $6.0B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.9B | $4.6B | ||
| Q1 24 | $2.8B | $4.6B |
| Q4 25 | 0.44× | 1.47× | ||
| Q3 25 | 0.43× | 1.51× | ||
| Q2 25 | 0.44× | 1.69× | ||
| Q1 25 | 0.33× | 1.79× | ||
| Q4 24 | 0.35× | 6.69× | ||
| Q3 24 | 0.32× | 3.95× | ||
| Q2 24 | 0.32× | 5.92× | ||
| Q1 24 | 0.26× | 7.74× |
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 | $99.4M |
| Free Cash FlowOCF − Capex | $111.2M | $41.1M |
| FCF MarginFCF / Revenue | 11.9% | 2.2% |
| Capex IntensityCapex / Revenue | 1.5% | 3.1% |
| Cash ConversionOCF / Net Profit | 1.10× | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $99.4M | ||
| Q3 25 | $167.8M | $408.2M | ||
| Q2 25 | $87.7M | $186.1M | ||
| Q1 25 | $90.4M | $106.4M | ||
| Q4 24 | $72.9M | $129.1M | ||
| Q3 24 | $126.0M | $256.6M | ||
| Q2 24 | $141.5M | $150.6M | ||
| Q1 24 | $87.0M | $130.2M |
| Q4 25 | $111.2M | $41.1M | ||
| Q3 25 | $147.5M | $360.3M | ||
| Q2 25 | $73.0M | $149.4M | ||
| Q1 25 | $71.5M | $82.4M | ||
| Q4 24 | $47.9M | $108.2M | ||
| Q3 24 | $106.2M | $240.2M | ||
| Q2 24 | $120.2M | $122.1M | ||
| Q1 24 | $65.7M | $98.7M |
| Q4 25 | 11.9% | 2.2% | ||
| Q3 25 | 15.0% | 17.0% | ||
| Q2 25 | 7.8% | 7.9% | ||
| Q1 25 | 8.2% | 5.1% | ||
| Q4 24 | 5.3% | 9.0% | ||
| Q3 24 | 11.4% | 18.5% | ||
| Q2 24 | 13.0% | 9.9% | ||
| Q1 24 | 7.5% | 8.3% |
| Q4 25 | 1.5% | 3.1% | ||
| Q3 25 | 2.1% | 2.3% | ||
| Q2 25 | 1.6% | 2.0% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 2.8% | 1.7% | ||
| Q3 24 | 2.1% | 1.3% | ||
| Q2 24 | 2.3% | 2.3% | ||
| Q1 24 | 2.4% | 2.6% |
| Q4 25 | 1.10× | 0.71× | ||
| Q3 25 | 1.47× | 2.30× | ||
| Q2 25 | 1.52× | 1.88× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 0.74× | 1.80× | ||
| Q3 24 | 1.15× | 1.97× | ||
| Q2 24 | 1.25× | 1.42× | ||
| Q1 24 | 0.88× | 1.71× |
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% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
