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Side-by-side financial comparison of DONALDSON Co INC (DCI) and Virtu Financial, Inc. (VIRT). Click either name above to swap in a different company.
Virtu Financial, Inc. is the larger business by last-quarter revenue ($969.9M vs $935.4M, roughly 1.0× DONALDSON Co INC). Virtu Financial, Inc. runs the higher net margin — 14.4% vs 12.2%, a 2.2% gap on every dollar of revenue. On growth, Virtu Financial, Inc. posted the faster year-over-year revenue change (16.3% vs 3.9%). Virtu Financial, Inc. produced more free cash flow last quarter ($495.6M vs $111.2M). Over the past eight quarters, Virtu Financial, Inc.'s revenue compounded faster (22.8% 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.
Virtu Financial, Inc. is an American high-frequency trading company. The company went public on the Nasdaq in 2015.
DCI vs VIRT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $935.4M | $969.9M |
| Net Profit | $113.9M | $139.9M |
| Gross Margin | 35.2% | — |
| Operating Margin | 16.0% | 35.4% |
| Net Margin | 12.2% | 14.4% |
| Revenue YoY | 3.9% | 16.3% |
| Net Profit YoY | 15.1% | 48.7% |
| EPS (diluted) | $0.97 | $1.54 |
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 | $969.9M | ||
| Q3 25 | $980.7M | $824.8M | ||
| Q2 25 | $940.1M | $999.6M | ||
| Q1 25 | $870.0M | $837.9M | ||
| Q4 24 | $900.1M | $834.3M | ||
| Q3 24 | $935.4M | $706.8M | ||
| Q2 24 | $927.9M | $693.0M | ||
| Q1 24 | $876.7M | $642.8M |
| Q4 25 | $113.9M | $139.9M | ||
| Q3 25 | $114.3M | $77.6M | ||
| Q2 25 | $57.8M | $151.2M | ||
| Q1 25 | $95.9M | $99.7M | ||
| Q4 24 | $99.0M | $94.1M | ||
| Q3 24 | $109.7M | $60.0M | ||
| Q2 24 | $113.5M | $66.6M | ||
| Q1 24 | $98.7M | $55.8M |
| 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 24 | 35.2% | — |
| Q4 25 | 16.0% | 35.4% | ||
| Q3 25 | 15.5% | 21.8% | ||
| Q2 25 | 9.3% | 34.7% | ||
| Q1 25 | 14.4% | 26.7% | ||
| Q4 24 | 14.5% | 24.3% | ||
| Q3 24 | 15.6% | 20.8% | ||
| Q2 24 | 15.5% | 22.4% | ||
| Q1 24 | 14.8% | 21.8% |
| Q4 25 | 12.2% | 14.4% | ||
| Q3 25 | 11.7% | 9.4% | ||
| Q2 25 | 6.1% | 15.1% | ||
| Q1 25 | 11.0% | 11.9% | ||
| Q4 24 | 11.0% | 11.3% | ||
| Q3 24 | 11.7% | 8.5% | ||
| Q2 24 | 12.2% | 9.6% | ||
| Q1 24 | 11.3% | 8.7% |
| Q4 25 | $0.97 | $1.54 | ||
| Q3 25 | $0.97 | $0.86 | ||
| Q2 25 | $0.48 | $1.65 | ||
| Q1 25 | $0.79 | $1.08 | ||
| Q4 24 | $0.81 | $1.03 | ||
| Q3 24 | $0.90 | $0.64 | ||
| Q2 24 | $0.92 | $0.71 | ||
| Q1 24 | $0.81 | $0.59 |
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 | $1.1B |
| Total DebtLower is stronger | $671.5M | $2.0B |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $3.0B | $20.2B |
| Debt / EquityLower = less leverage | 0.44× | 1.29× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $210.7M | $1.1B | ||
| Q3 25 | $180.4M | $707.9M | ||
| Q2 25 | $178.5M | $752.1M | ||
| Q1 25 | $189.1M | $723.6M | ||
| Q4 24 | $221.2M | $872.5M | ||
| Q3 24 | $232.7M | $701.4M | ||
| Q2 24 | $223.7M | $684.8M | ||
| Q1 24 | $193.8M | $399.6M |
| Q4 25 | $671.5M | $2.0B | ||
| Q3 25 | $630.4M | $2.0B | ||
| Q2 25 | $638.8M | $1.7B | ||
| Q1 25 | $514.7M | $1.7B | ||
| Q4 24 | $538.6M | $1.7B | ||
| Q3 24 | $483.4M | $1.7B | ||
| Q2 24 | $481.8M | $1.7B | ||
| Q1 24 | $352.0M | $1.7B |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.4B | $1.2B |
| Q4 25 | $3.0B | $20.2B | ||
| Q3 25 | $3.0B | $21.3B | ||
| Q2 25 | $3.0B | $19.3B | ||
| Q1 25 | $3.0B | $17.5B | ||
| Q4 24 | $3.0B | $15.4B | ||
| Q3 24 | $2.9B | $14.4B | ||
| Q2 24 | $2.9B | $13.9B | ||
| Q1 24 | $2.8B | $12.8B |
| Q4 25 | 0.44× | 1.29× | ||
| Q3 25 | 0.43× | 1.40× | ||
| Q2 25 | 0.44× | 1.24× | ||
| Q1 25 | 0.33× | 1.33× | ||
| Q4 24 | 0.35× | 1.39× | ||
| Q3 24 | 0.32× | 1.41× | ||
| Q2 24 | 0.32× | 1.41× | ||
| Q1 24 | 0.26× | 1.42× |
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 | $518.4M |
| Free Cash FlowOCF − Capex | $111.2M | $495.6M |
| FCF MarginFCF / Revenue | 11.9% | 51.1% |
| Capex IntensityCapex / Revenue | 1.5% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.10× | 3.71× |
| TTM Free Cash FlowTrailing 4 quarters | $403.2M | $485.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.4M | $518.4M | ||
| Q3 25 | $167.8M | $-68.7M | ||
| Q2 25 | $87.7M | $62.8M | ||
| Q1 25 | $90.4M | $15.0M | ||
| Q4 24 | $72.9M | $599.0M | ||
| Q3 24 | $126.0M | $112.1M | ||
| Q2 24 | $141.5M | $490.8M | ||
| Q1 24 | $87.0M | $-395.4M |
| Q4 25 | $111.2M | $495.6M | ||
| Q3 25 | $147.5M | $-76.7M | ||
| Q2 25 | $73.0M | $57.6M | ||
| Q1 25 | $71.5M | $9.2M | ||
| Q4 24 | $47.9M | $586.6M | ||
| Q3 24 | $106.2M | $106.2M | ||
| Q2 24 | $120.2M | $486.9M | ||
| Q1 24 | $65.7M | $-398.2M |
| Q4 25 | 11.9% | 51.1% | ||
| Q3 25 | 15.0% | -9.3% | ||
| Q2 25 | 7.8% | 5.8% | ||
| Q1 25 | 8.2% | 1.1% | ||
| Q4 24 | 5.3% | 70.3% | ||
| Q3 24 | 11.4% | 15.0% | ||
| Q2 24 | 13.0% | 70.3% | ||
| Q1 24 | 7.5% | -61.9% |
| Q4 25 | 1.5% | 2.4% | ||
| Q3 25 | 2.1% | 1.0% | ||
| Q2 25 | 1.6% | 0.5% | ||
| Q1 25 | 2.2% | 0.7% | ||
| Q4 24 | 2.8% | 1.5% | ||
| Q3 24 | 2.1% | 0.8% | ||
| Q2 24 | 2.3% | 0.6% | ||
| Q1 24 | 2.4% | 0.4% |
| Q4 25 | 1.10× | 3.71× | ||
| Q3 25 | 1.47× | -0.89× | ||
| Q2 25 | 1.52× | 0.42× | ||
| Q1 25 | 0.94× | 0.15× | ||
| Q4 24 | 0.74× | 6.37× | ||
| Q3 24 | 1.15× | 1.87× | ||
| Q2 24 | 1.25× | 7.37× | ||
| Q1 24 | 0.88× | -7.08× |
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% |
VIRT
Segment breakdown not available.
