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Donaldson vs Ceco Environmental: DCI and CECO compared

Donaldson is the larger company: $1.1B of revenue in its latest quarter (Q4 FY26) against $285M for Ceco Environmental (Q2 2026). Ceco Environmental is growing faster (+54% against +8% a year earlier). Donaldson is more profitable, with an operating margin of 16.7% against -11.6%.

Donaldson vs Ceco Environmental, latest quarterDonaldson vs Ceco Environmental, latest quarterDonaldson (DCI)Ceco Environmental (CECO)Revenue$1.1B$285MRevenue growth, Y/Y+8%+54%Operating margin16.7%-11.6%Net margin12.2%-12.1%

Where the money goes: DCI and CECO

Donaldson (DCI) · Q4 FY26

Donaldson, Q4 FY26: revenue $1.1B (+8% year over year), operating margin 16.7%, net earnings $129M, operating cash flow $200M. The chart follows the revenue to costs, profit and cash.

Ceco Environmental (CECO) · Q2 2026

Ceco Environmental, Q2 2026: revenue $285M (+54% year over year), operating margin -11.6%, net loss $34.5M, operating cash flow −$19.3M. The chart follows the revenue to costs, profit and cash.

Donaldson (DCI)Ceco Environmental (CECO)
Latest quarterQ4 FY26Q2 2026
Revenue$1.1B$285M
Revenue growth, Y/Y+8%+54%
Gross margin36.3%—
Operating margin16.7%-11.6%
Net earnings$129M−$34.5M
Net margin12.2%-12.1%
Operating cash flow$200M−$19.3M
Free cash flow$185M—
Market value$10.0B—
P/E21.9×—
Analysts’ mean target$100.40—

Questions

Which is bigger, Donaldson or Ceco Environmental?

Donaldson is the larger company: $1.1B of revenue in its latest quarter (Q4 FY26) against $285M for Ceco Environmental (Q2 2026).

Is Donaldson or Ceco Environmental growing faster?

Ceco Environmental is growing faster (+54% against +8% a year earlier).

Which is more profitable, Donaldson or Ceco Environmental?

Donaldson is more profitable, with an operating margin of 16.7% against -11.6%.

More: Donaldson earnings · how Donaldson makes money · Ceco Environmental earnings · how Ceco Environmental makes money

From the companies' latest 10-Q, 10-K or earnings release (10-K filed Sep 25, 2026; 10-Q filed Aug 10, 2026). Fiscal quarters can end on different dates. Not investment advice.