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DCI US​
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DONALDSON Co INC(DCI US)

$85.06-0.340.40%Ext:$83.19-1.872.19%(After Hours · 21:18:02 UTC)
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Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

DONALDSON Co INC — Company Profile

Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.

Sector
Industrials
Industry
Machinery
Exchange
UN
CEO
Richard Lewis
Headquarters
Bloomington, MN, US
IPO Date
Mar 17, 1980
Employees
15,500
Website
www.donaldson.com

Key Metrics

Price
$88.65
Market Cap
$10.28B
Revenue (TTM)
$3.89B
Net Income (TTM)
$453.80M
EPS (TTM)
3.92
P/E (TTM)
22.64
P/B (TTM)
5.82
Dividend Yield
109.15%
ROE (TTM)
25.72%
ROA (TTM)
11.38%
Operating Margin
15.44%
Beta
0.84

Dividends

Last Dividend
$0.30
Last Yield
1.09%

Summary

Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.

Website
www.donaldson.com
Location
Bloomington, MN, US
Phone952 887 3131
Employees15,500
CEORichard Lewis
Sector
Industrials
Industry
Machinery
IPO DateMar 17, 1980

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Latest Documents

SEC Filings(3.9K)

Expand
  • DEFA14ADefinitive additional materials6 Oct
  • DEF 14ADefinitive proxy statement6 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership5 Oct
  • 4Statement of changes in beneficial ownership28 Sep
  • 4Statement of changes in beneficial ownership28 Sep
  • 4Statement of changes in beneficial ownership28 Sep
  • 4Statement of changes in beneficial ownership28 Sep
  • 10-KFY 2026ended 31 Jul 202625 Sep
  • 4Statement of changes in beneficial ownership10 Sep
  • 144Carpenter Tod E.4 Sep
  • 4Statement of changes in beneficial ownership1 Sep

News

  • Donaldson Appoints Jeff Stierman President of Industrial Solutions20 Oct
  • Donaldson Appoints Jeff Stierman President of Industrial Solutions20 Oct
  • 4 Pollution Control Stocks to Watch on Robust Industry Trends16 Oct
  • Donaldson: The Replacement Filter Business Has A Second Engine11 Oct
  • Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?25 Sep
  • Head-To-Head Comparison: Donaldson (NYSE:DCI) and GEA Group (OTCMKTS:GEAGF)24 Sep
  • 14,280 Shares in Donaldson Company, Inc. $DCI Acquired by Engineers Gate Manager LP18 Sep
  • Baird Financial Group Inc. Sells 7,244 Shares of Donaldson Company, Inc. $DCI18 Sep
  • Donaldson Company, Inc. $DCI Shares Purchased by Corient Private Wealth LP17 Sep
  • Karus Mining Announces Appointment of Chris Donaldson as Chief Executive Officer and Director16 Sep
  • Donaldson Company, Inc. (DCI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript15 Sep
  • VIRGINIA RETIREMENT SYSTEMS ET Al Purchases New Shares in Donaldson Company, Inc. $DCI15 Sep
  • Graco Inc. Appoints Richard B. Lewis to the Board of Directors11 Sep
  • Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript9 Sep
  • Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences4 Sep
  • Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences4 Sep
  • AXQ Capital LP Takes $3.36 Million Position in Donaldson Company, Inc. $DCI4 Sep
  • Donaldson Company: Continued Execution Can Validate Valuation26 Aug
  • Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript26 Aug
  • Donaldson Q4 Earnings Call Highlights26 Aug

Mentions in Filings

  • … e comprehensive motion and control technologies allowing us to provide the broadest systems capabilities. While our primary global competitors include Bosch Rexroth AG, Copeland, Danaher Corporation, Danfoss A/S, <strong>Donaldson Company, Inc.</strong>, Emerson/ASCO, Festo SE & Co., Freudenberg-NOK, Gates Corporation, IMI/Norgren, SMC Corporation, Swagelok Company, and Trelleborg AB, none of these businesses compete with every group or product in our Diversified …
    Parker-Hannifin CorpDONALDSON Co INC·ARS - Annual report to security holders·FY26·18 Sep
  • … aco Inc. **(NYSE:GGG)** announced today that Richard B. Lewis has been appointed as a member of the company’s Board of Directors, effective December 3, 2026. Mr. Lewis is President and Chief Executive Officer of <strong>Donaldson Company, Inc.</strong> **(NYSE: DCI)**, a leading worldwide provider of innovative filtration products and solutions, a role he has held since March 2026. He also serves on its board of directors. Previously, he was Donaldson’s Chief Op …
    GRACO INCDONALDSON Co INC·EX-99.1 - 8-K - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers·Q3 26·14 Sep
  • … e comprehensive motion and control technologies allowing us to provide the broadest systems capabilities. While our primary global competitors include Bosch Rexroth AG, Copeland, Danaher Corporation, Danfoss A/S, <strong>Donaldson Company, Inc.</strong>, Emerson/ASCO, Festo SE & Co., Freudenberg-NOK, Gates Corporation, IMI/Norgren, SMC Corporation, Swagelok Company, and Trelleborg AB, none of these businesses compete with every group or product in our Diversified …
    Parker-Hannifin CorpDONALDSON Co INC·10-K - Annual report FY 2026·FY26·21 Aug
  • … ecurity. On November 10, 2025, Parker-Hannifin Corporation (“Parker”) entered into an agreement to acquire the majority of the underlying businesses held by an investee of Filtran through a planned merger, while <strong>Donaldson Company, Inc.</strong> entered into an agreement to acquire the remaining business on February 2, 2026. The acquisition agreements contain customary termination rights, require various regulatory approvals, as well as in the case of the …
    SPX Technologies, Inc.DONALDSON Co INC·10-Q - Quarterly report Q2·Q2 26·30 Jul
  • … for fiscal year 2026 was comprised of the following companies: Acuity Brands, Inc. ITT Inc. Advanced Energy Industries Inc. Lincoln Electric Holdings Atkore Littelfuse, Inc. Belden Inc. Regal-Rexnord Corporation <strong>Donaldson Company, Inc.</strong> Sensata Technologies Holding Generac Holdings SPX Technologies Flowserve Corporation Watts Water Technologies, Inc. Hubbell Incorporated Woodward, Inc. The Compensation Committee evaluates our compensation program …
    EnerSysDONALDSON Co INC·ARS - Annual report to security holders·FY26·2 Jul
  • … solutions, since April 2025; Chief Executive Officer of HydrogenPro, Inc., a U.S. subsidiary of Norway based HydrogenPro ASA, from January 2024 through March 2025; Senior Vice President of Industrial Products of <strong>Donaldson Company, Inc.</strong> from April 2016 through October 2023, and held various positions at Donaldson Company since joining the company in 2013; Prior to joining Donaldson, Mr. Spethmann held the positions of General Manager and Presiden …
    HAWKINS INCDONALDSON Co INC·DEF 14A - Definitive proxy statement·Q1 27·18 Jun

Key Stats

Trading

Px/Chg 1D$88.65 / +1.01%
Avg Volume745.28K
Beta0.84
Mkt Cap10.28B
FD Mkt Cap10.52B

Float

Shrs Out/Float115.91M / 115.13M
Short Float0.03%
Days to Cover4.09
Stock Repurchased$0.00

Current Valuation

EV11.35B
EV/EBITDA16.45
EV/Sales2.92
P/B5.82
P/S2.64
FCF Yield4.15%
ROE25.72%
ROA11.38%
Current Ratio2.08

Dividend

Cash$0.30
Yield109.15%
Yield (TTM)109.15%

Estimates

P/E22.64
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgDec '22Dec '23Dec '24Dec '25Oct '26
PRICE-BASED RATIOS
Price / Earnings35.1622.0220.7021.2989.2122.57
Price / Sales3.972.222.172.4610.402.64
Price / Book Value6.176.475.625.927.025.80
Price / Free Cash Flow35.1843.6917.4221.6669.1324.02
ENTERPRISE VALUE METRICS
Enterprise Value9,379.17,826.37,897.29,179.010,677.811,315.1
Enterprise Value / Sales4.212.372.302.5610.892.91
Enterprise Value / EBITDA23.9414.2913.6114.0158.9318.86
Enterprise Value / EBIT23.6117.2716.1916.4968.100.00

Financials

Full Financials
Millions USD5Yr CAGR (%)Jul '22Jul '23Jul '24Jul '25Jul '26
INCOME STATEMENT
Revenue4.1%3,306.63,430.83,586.33,690.93,885.6
Gross Income6%1,067.41,160.61,274.41,286.21,345.9
EBITDA2.3%547.6580.2655.1615.9599.9
EBIT—453.3487.9556.7516.4-
Net Income8.1%332.8358.8414.0367.0453.8
EPS (Diluted)9.7%2.662.903.383.053.85
BALANCE SHEET
Cash & ST Inv6.7%193.3187.1232.7180.4250.4
Total Assets11.3%2,600.32,770.52,914.32,977.23,986.8
Total Liabilities10.9%1,467.11,449.81,425.21,523.72,222.4
Total Shareholder Equity11.7%1,133.21,320.71,489.11,453.51,764.4
CASH FLOW
Net Operating Cash Flow18.2%252.8544.5492.5418.8493.7
Cap Ex-5.7%-85.1-118.1-85.6-78.9-67.4
Free Cash Flow26.3%167.7426.4406.9339.9426.3

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)84.79
Basic Shares115.91
Market Cap9,828.1
Diluted Shares117.90
Fully Diluted Shares Outstanding117.90
Fully Diluted Market Cap9,996.7
+Consolidated Debt1,324.8
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-250.4
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value10,902.5

Segment data

Revenue

by Products and services

  • Mobile Solutions Segment62%
  • Industrial Solutions Segment29%
  • Life Sciences Segment9%

Revenue

by Geography

  • United States And Canada43%
  • Emea29%
  • Asia Pacific18%
  • Latin America11%

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