Donaldson vs ITT
ITT reported revenue of $3.9 billion in fiscal 2025, about the same as Donaldson's $3.9 billion in fiscal 2026. Donaldson's revenue grew 5.3% in its latest year, and ITT's grew 8.5%. Donaldson had an operating margin of 15.4%, against 17.4% at ITT. Free cash flow was $426 million at Donaldson and $548 million at ITT. Their fiscal years end in different months (July 31 and December 31), so the periods don't line up exactly.
Side by side
| Donaldson | ITT | |
|---|---|---|
| Latest fiscal year | FY2026, Jul 31, 2026 | FY2025, Dec 31, 2025 |
| Revenue | $3.9B | $3.9B |
| Revenue growth | 5.3% | 8.5% |
| Revenue growth a year, last 5 years | 6.4% | 9.7% |
| Gross margin | 34.6% | 35.4% |
| Operating margin | 15.4% | 17.4% |
| Net margin | 11.7% | 12.4% |
| Free cash flow | $426M | $548M |
| Free cash flow margin | 11.0% | 13.9% |
| Return on capital | 19.4% | 16.8% |
| Net debt to EBITDA | 1.5x | −1.2x |
| Dividends and buybacks | $252M | $632M |
| Change in diluted share count | −2.1% | −2.9% |
| Last close | $85.51 | $190.79 |
| P/E at the last close | 22.2× | 37.3× |
| Insider trades, last 12 months | sold $8.6 million | bought $1.0 million, sold $14.8 million |
| Piotroski F-score | 7 of 9 | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
DonaldsonITT
Operating margin
Percent of revenue
DonaldsonITT
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
DonaldsonITT