vs
Side-by-side financial comparison of DONALDSON Co INC (DCI) and SS&C Technologies Holdings Inc (SSNC). Click either name above to swap in a different company.
SS&C Technologies Holdings Inc is the larger business by last-quarter revenue ($1.6B vs $935.4M, roughly 1.8× DONALDSON Co INC). SS&C Technologies Holdings Inc runs the higher net margin — 13.7% vs 12.2%, a 1.6% gap on every dollar of revenue. On growth, SS&C Technologies Holdings Inc posted the faster year-over-year revenue change (8.8% vs 3.9%). Over the past eight quarters, SS&C Technologies Holdings Inc's revenue compounded faster (6.5% 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.
SS&C Technologies Holdings, Inc. is an American multinational holding company headquartered in Windsor, Connecticut, that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia.
DCI vs SSNC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $1.6B |
| Net Profit | $113.9M | $226.1M |
| Gross Margin | 35.2% | 48.7% |
| Operating Margin | 16.0% | 24.2% |
| Net Margin | 12.2% | 13.7% |
| Revenue YoY | 3.9% | 8.8% |
| Net Profit YoY | 15.1% | 6.2% |
| EPS (diluted) | $0.97 | $0.91 |
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 | — | $1.6B | ||
| Q4 25 | $935.4M | $1.7B | ||
| Q3 25 | $980.7M | $1.6B | ||
| Q2 25 | $940.1M | $1.5B | ||
| Q1 25 | $870.0M | $1.5B | ||
| Q4 24 | $900.1M | $1.5B | ||
| Q3 24 | $935.4M | $1.5B | ||
| Q2 24 | $927.9M | $1.5B |
| Q1 26 | — | $226.1M | ||
| Q4 25 | $113.9M | $193.1M | ||
| Q3 25 | $114.3M | $210.0M | ||
| Q2 25 | $57.8M | $180.8M | ||
| Q1 25 | $95.9M | $213.0M | ||
| Q4 24 | $99.0M | $248.2M | ||
| Q3 24 | $109.7M | $164.4M | ||
| Q2 24 | $113.5M | $190.3M |
| Q1 26 | — | 48.7% | ||
| Q4 25 | 35.2% | 47.8% | ||
| Q3 25 | 34.5% | 47.7% | ||
| Q2 25 | 34.2% | 48.0% | ||
| Q1 25 | 35.2% | 49.3% | ||
| Q4 24 | 35.5% | 49.3% | ||
| Q3 24 | 35.8% | 48.0% | ||
| Q2 24 | 35.6% | 48.1% |
| Q1 26 | — | 24.2% | ||
| Q4 25 | 16.0% | 22.3% | ||
| Q3 25 | 15.5% | 23.3% | ||
| Q2 25 | 9.3% | 22.4% | ||
| Q1 25 | 14.4% | 23.6% | ||
| Q4 24 | 14.5% | 23.4% | ||
| Q3 24 | 15.6% | 22.2% | ||
| Q2 24 | 15.5% | 22.6% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 12.2% | 11.7% | ||
| Q3 25 | 11.7% | 13.4% | ||
| Q2 25 | 6.1% | 11.8% | ||
| Q1 25 | 11.0% | 14.1% | ||
| Q4 24 | 11.0% | 16.2% | ||
| Q3 24 | 11.7% | 11.2% | ||
| Q2 24 | 12.2% | 13.1% |
| Q1 26 | — | $0.91 | ||
| Q4 25 | $0.97 | $0.76 | ||
| Q3 25 | $0.97 | $0.83 | ||
| Q2 25 | $0.48 | $0.72 | ||
| Q1 25 | $0.79 | $0.84 | ||
| Q4 24 | $0.81 | $0.98 | ||
| Q3 24 | $0.90 | $0.65 | ||
| Q2 24 | $0.92 | $0.75 |
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 | $420.9M |
| Total DebtLower is stronger | $671.5M | $7.4B |
| Stockholders' EquityBook value | $1.5B | $6.9B |
| Total Assets | $3.0B | $20.3B |
| Debt / EquityLower = less leverage | 0.44× | 1.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $420.9M | ||
| Q4 25 | $210.7M | $462.1M | ||
| Q3 25 | $180.4M | $388.3M | ||
| Q2 25 | $178.5M | $480.3M | ||
| Q1 25 | $189.1M | $515.0M | ||
| Q4 24 | $221.2M | $567.1M | ||
| Q3 24 | $232.7M | $694.7M | ||
| Q2 24 | $223.7M | $462.7M |
| Q1 26 | — | $7.4B | ||
| 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 26 | — | $6.9B | ||
| Q4 25 | $1.5B | $6.9B | ||
| Q3 25 | $1.5B | $6.9B | ||
| Q2 25 | $1.5B | $6.9B | ||
| Q1 25 | $1.5B | $6.8B | ||
| Q4 24 | $1.5B | $6.5B | ||
| Q3 24 | $1.5B | $6.8B | ||
| Q2 24 | $1.5B | $6.4B |
| Q1 26 | — | $20.3B | ||
| Q4 25 | $3.0B | $20.7B | ||
| Q3 25 | $3.0B | $19.5B | ||
| Q2 25 | $3.0B | $19.0B | ||
| Q1 25 | $3.0B | $20.4B | ||
| Q4 24 | $3.0B | $19.0B | ||
| Q3 24 | $2.9B | $18.4B | ||
| Q2 24 | $2.9B | $16.9B |
| Q1 26 | — | 1.08× | ||
| 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× | — |
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 | $299.7M |
| Free Cash FlowOCF − Capex | $111.2M | — |
| FCF MarginFCF / Revenue | 11.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | 0.0% |
| Cash ConversionOCF / Net Profit | 1.10× | 1.33× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $299.7M | ||
| Q4 25 | $125.4M | $643.5M | ||
| Q3 25 | $167.8M | $456.2M | ||
| Q2 25 | $87.7M | $372.9M | ||
| Q1 25 | $90.4M | $272.2M | ||
| Q4 24 | $72.9M | $486.6M | ||
| Q3 24 | $126.0M | $336.6M | ||
| Q2 24 | $141.5M | $384.9M |
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $633.0M | ||
| Q3 25 | $147.5M | $421.5M | ||
| Q2 25 | $73.0M | $350.0M | ||
| Q1 25 | $71.5M | $259.5M | ||
| Q4 24 | $47.9M | $466.9M | ||
| Q3 24 | $106.2M | $310.7M | ||
| Q2 24 | $120.2M | $374.9M |
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 38.3% | ||
| Q3 25 | 15.0% | 26.9% | ||
| Q2 25 | 7.8% | 22.8% | ||
| Q1 25 | 8.2% | 17.1% | ||
| Q4 24 | 5.3% | 30.5% | ||
| Q3 24 | 11.4% | 21.2% | ||
| Q2 24 | 13.0% | 25.8% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 1.5% | 0.6% | ||
| Q3 25 | 2.1% | 2.2% | ||
| Q2 25 | 1.6% | 1.5% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.8% | 1.3% | ||
| Q3 24 | 2.1% | 1.8% | ||
| Q2 24 | 2.3% | 0.7% |
| Q1 26 | — | 1.33× | ||
| Q4 25 | 1.10× | 3.33× | ||
| Q3 25 | 1.47× | 2.17× | ||
| Q2 25 | 1.52× | 2.06× | ||
| Q1 25 | 0.94× | 1.28× | ||
| Q4 24 | 0.74× | 1.96× | ||
| Q3 24 | 1.15× | 2.05× | ||
| Q2 24 | 1.25× | 2.02× |
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% |
SSNC
| Technology-enabled services | $1.4B | 85% |
| License, maintenance and related | $239.8M | 15% |
