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Side-by-side financial comparison of DONALDSON Co INC (DCI) and StoneX Group Inc. (SNEX). Click either name above to swap in a different company.
StoneX Group Inc. is the larger business by last-quarter revenue ($1.2B vs $935.4M, roughly 1.3× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs 11.6%, a 0.6% gap on every dollar of revenue. On growth, StoneX Group Inc. posted the faster year-over-year revenue change (81.0% vs 3.9%). DONALDSON Co INC produced more free cash flow last quarter ($111.2M vs $-1.3B). Over the past eight quarters, StoneX Group Inc.'s revenue compounded faster (53.5% 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.
StoneX Group Inc. is an American financial services company. The company operates in six areas: commercial hedging, global payments, securities, physical commodities, foreign exchange and clearing and execution services (CES).
DCI vs SNEX — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.2B |
| Net Profit | $113.9M | $139.0M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 15.4% |
| Net Margin | 12.2% | 11.6% |
| Revenue YoY | 3.9% | 81.0% |
| Net Profit YoY | 15.1% | 63.3% |
| EPS (diluted) | $0.97 | $2.50 |
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 | $1.2B | ||
| Q3 25 | $980.7M | $32.7B | ||
| Q2 25 | $940.1M | $851.2M | ||
| Q1 25 | $870.0M | $820.4M | ||
| Q4 24 | $900.1M | $663.1M | ||
| Q3 24 | $935.4M | $31.1B | ||
| Q2 24 | $927.9M | $571.8M | ||
| Q1 24 | $876.7M | $509.2M |
| Q4 25 | $113.9M | $139.0M | ||
| Q3 25 | $114.3M | $85.7M | ||
| Q2 25 | $57.8M | $63.4M | ||
| Q1 25 | $95.9M | $71.7M | ||
| Q4 24 | $99.0M | $85.1M | ||
| Q3 24 | $109.7M | $76.7M | ||
| Q2 24 | $113.5M | $61.9M | ||
| Q1 24 | $98.7M | $53.1M |
| Q4 25 | 35.2% | — | ||
| Q3 25 | 34.5% | 3.7% | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 35.5% | — | ||
| Q3 24 | 35.8% | 3.0% | ||
| Q2 24 | 35.6% | — | ||
| Q1 24 | 35.2% | — |
| Q4 25 | 16.0% | 15.4% | ||
| Q3 25 | 15.5% | 0.3% | ||
| Q2 25 | 9.3% | -1.3% | ||
| Q1 25 | 14.4% | -1.0% | ||
| Q4 24 | 14.5% | -3.2% | ||
| Q3 24 | 15.6% | -0.0% | ||
| Q2 24 | 15.5% | -4.7% | ||
| Q1 24 | 14.8% | -2.5% |
| Q4 25 | 12.2% | 11.6% | ||
| Q3 25 | 11.7% | 0.3% | ||
| Q2 25 | 6.1% | 7.4% | ||
| Q1 25 | 11.0% | 8.7% | ||
| Q4 24 | 11.0% | 12.8% | ||
| Q3 24 | 11.7% | 0.2% | ||
| Q2 24 | 12.2% | 10.8% | ||
| Q1 24 | 11.3% | 10.4% |
| Q4 25 | $0.97 | $2.50 | ||
| Q3 25 | $0.97 | $0.72 | ||
| Q2 25 | $0.48 | $1.22 | ||
| Q1 25 | $0.79 | $1.41 | ||
| Q4 24 | $0.81 | $1.69 | ||
| Q3 24 | $0.90 | $2.32 | ||
| Q2 24 | $0.92 | $1.25 | ||
| Q1 24 | $0.81 | $1.09 |
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 | $1.6B |
| Total DebtLower is stronger | $671.5M | — |
| Stockholders' EquityBook value | $1.5B | $2.5B |
| Total Assets | $3.0B | $47.8B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $1.6B | ||
| Q3 25 | $180.4M | $1.6B | ||
| Q2 25 | $178.5M | $1.3B | ||
| Q1 25 | $189.1M | $1.3B | ||
| Q4 24 | $221.2M | $1.4B | ||
| Q3 24 | $232.7M | $1.3B | ||
| Q2 24 | $223.7M | $1.2B | ||
| Q1 24 | $193.8M | $1.3B |
| 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 | $2.5B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.4B | $1.5B |
| Q4 25 | $3.0B | $47.8B | ||
| Q3 25 | $3.0B | $45.3B | ||
| Q2 25 | $3.0B | $34.3B | ||
| Q1 25 | $3.0B | $31.3B | ||
| Q4 24 | $3.0B | $29.6B | ||
| Q3 24 | $2.9B | $27.5B | ||
| Q2 24 | $2.9B | $25.9B | ||
| Q1 24 | $2.8B | $25.7B |
| 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 | $-1.3B |
| Free Cash FlowOCF − Capex | $111.2M | $-1.3B |
| FCF MarginFCF / Revenue | 11.9% | -106.4% |
| Capex IntensityCapex / Revenue | 1.5% | 1.3% |
| Cash ConversionOCF / Net Profit | 1.10× | -9.08× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $3.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $-1.3B | ||
| Q3 25 | $167.8M | $3.5B | ||
| Q2 25 | $87.7M | $1.5B | ||
| Q1 25 | $90.4M | $-154.5M | ||
| Q4 24 | $72.9M | $-477.8M | ||
| Q3 24 | $126.0M | $192.6M | ||
| Q2 24 | $141.5M | $-622.1M | ||
| Q1 24 | $87.0M | $784.0M |
| Q4 25 | $111.2M | $-1.3B | ||
| Q3 25 | $147.5M | $3.5B | ||
| Q2 25 | $73.0M | $1.5B | ||
| Q1 25 | $71.5M | $-169.8M | ||
| Q4 24 | $47.9M | $-491.4M | ||
| Q3 24 | $106.2M | $175.9M | ||
| Q2 24 | $120.2M | $-640.5M | ||
| Q1 24 | $65.7M | $766.6M |
| Q4 25 | 11.9% | -106.4% | ||
| Q3 25 | 15.0% | 10.7% | ||
| Q2 25 | 7.8% | 173.3% | ||
| Q1 25 | 8.2% | -20.7% | ||
| Q4 24 | 5.3% | -74.1% | ||
| Q3 24 | 11.4% | 0.6% | ||
| Q2 24 | 13.0% | -112.0% | ||
| Q1 24 | 7.5% | 150.5% |
| Q4 25 | 1.5% | 1.3% | ||
| Q3 25 | 2.1% | 0.1% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 2.2% | 1.9% | ||
| Q4 24 | 2.8% | 2.1% | ||
| Q3 24 | 2.1% | 0.1% | ||
| Q2 24 | 2.3% | 3.2% | ||
| Q1 24 | 2.4% | 3.4% |
| Q4 25 | 1.10× | -9.08× | ||
| Q3 25 | 1.47× | 41.18× | ||
| Q2 25 | 1.52× | 23.52× | ||
| Q1 25 | 0.94× | -2.15× | ||
| Q4 24 | 0.74× | -5.61× | ||
| Q3 24 | 1.15× | 2.51× | ||
| Q2 24 | 1.25× | -10.05× | ||
| Q1 24 | 0.88× | 14.76× |
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% |
SNEX
Segment breakdown not available.
