Donaldson vs ITT
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The short version
- ITT is the larger business, with $3.9B of revenue in fiscal 2025 against $3.9B for Donaldson.
- ITT grew revenue faster (8.5%, against 5.3%).
- ITT kept more of each dollar of sales as operating profit (17.4% operating margin, against 15.4%).
- ITT turned more of its sales into free cash flow (13.9% FCF margin, against 11.0%).
- Donaldson earned a higher return on the capital invested in it (19.4%, against 16.8%).
| Latest fiscal year | DCI · FY26 | ITT · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.0B | $17.1B |
| Revenue | $3.9B | $3.9B |
| Free cash flow | $426M | $548M |
| Net income | $454M | $488M |
| Growth | ||
| Revenue growth | 5.3% | 8.5% |
| 5-year growth | 6.4% | 9.7% |
| Share count change | −2.1% | −2.9% |
| Profitability | ||
| Gross margin | 34.6% | 35.4% |
| Operating margin | 15.4% | 17.4% |
| Net margin | 11.7% | 12.4% |
| FCF margin | 11.0% | 13.9% |
| Return on capital | 19.4% | 16.8% |
| Return on equity | 28.2% | 14.2% |
| Balance sheet | ||
| Net debt | $1.1B | −$957M |
| Net debt / EBITDA | 1.5x | −1.2x |
| Dividends and buybacks | $252M | $632M |
| Valuation & quality | ||
| P/E | — | 37.2x |
| Piotroski F-score | 7 | 7 |
FY17
DCI $2.4B
ITT $2.6B
FY18
DCI $2.7B
ITT $2.7B
FY19
DCI $2.8B
ITT $2.8B
FY20
DCI $2.6B
ITT $2.5B
FY21
DCI $2.9B
ITT $2.8B
FY22
DCI $3.3B
ITT $3.0B
FY23
DCI $3.4B
ITT $3.3B
FY24
DCI $3.6B
ITT $3.6B
FY25
DCI $3.7B
ITT $3.9B
FY26
DCI $3.9B
ITT —
DCI
ITT
FY17
DCI 13.6%
ITT 12.4%
FY18
DCI 13.8%
ITT 14.5%
FY19
DCI 13.7%
ITT 14.5%
FY20
DCI 13.2%
ITT 9.1%
FY21
DCI 13.5%
ITT 18.2%
FY22
DCI 13.4%
ITT 15.7%
FY23
DCI 14.0%
ITT 16.2%
FY24
DCI 15.2%
ITT 18.7%
FY25
DCI 13.4%
ITT 17.4%
FY26
DCI 15.4%
ITT —
DCI
ITT
FY17
DCI $252M
ITT $134M
FY18
DCI $165M
ITT $276M
FY19
DCI $195M
ITT $266M
FY20
DCI $263M
ITT $372M
FY21
DCI $343M
ITT −$96.8M
FY22
DCI $167M
ITT $174M
FY23
DCI $426M
ITT $430M
FY24
DCI $407M
ITT $439M
FY25
DCI $340M
ITT $548M
FY26
DCI $426M
ITT —
DCI
ITT
FY17
DCI 20.8%
ITT 12.5%
FY18
DCI 16.0%
ITT 24.4%
FY19
DCI 21.7%
ITT 21.8%
FY20
DCI 19.1%
ITT 12.6%
FY21
DCI 20.6%
ITT 19.9%
FY22
DCI 22.3%
ITT 19.0%
FY23
DCI 21.7%
ITT 19.1%
FY24
DCI 23.5%
ITT 20.7%
FY25
DCI 19.8%
ITT 16.8%
FY26
DCI 19.4%
ITT —
DCI
ITT
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.