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Donaldson Company, Inc.

NYSE•DCI
CEO: Mr. Tod E. Carpenter
Sector: Industrials
Industry: Industrial - Machinery
Listing Date: 1980-03-17
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment, that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.
Contact Information
1400 West 94th Street, Bloomington, MN, 55431, United States
952-887-3131
www.donaldson.com
Market Cap
$10.62B
P/E (TTM)
28.0
42
Dividend Yield
1.3%
52W High
$112.84
52W Low
$57.45
52W Range
62%
Rank11Top 1.4%
7.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q2 2026 Data

Revenue

$896.30M+0.00%
4-Quarter Trend

EPS

$0.80+0.00%
4-Quarter Trend

FCF

$18.00M+0.00%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Six Month Sales Growth Six months net sales reached $1,831.7M, up 3.5% from $1,770.1M prior period, driven by currency benefits.
Net Earnings Increased Six months net earnings increased 5.9% to $206.4M versus $194.9M last year, showing profitability gains.
Life Sciences Segment Leads Life Sciences segment sales grew 14.6% year-to-date, reaching $159.3M, driven by strong global Food and Beverage demand.
Diluted EPS Rises Diluted EPS for six months improved 9.3% to $1.75 compared to $1.60 previously reported, reflecting better bottom line.

Risk Factors

Gross Margin Compression Gross margin percentage fell to 34.3% due to operational inefficiencies and footprint optimization costs in Industrial Solutions.
Rising Interest Expense Interest expense rose 30.4% for six months, reflecting higher variable debt proportion and overall increased debt levels.
Pending Acquisition Integration Integration risks loom for the pending $820M Facet acquisition, potentially causing operational disruptions and increased costs.
Trade Policy Uncertainty Ongoing global trade policy and tariffs pose risks to supply chain costs and could exacerbate impacts on future results.

Outlook

Facet Acquisition Closing Expecting to close the Filtration Group Facet acquisition in approximately six months, subject to customary regulatory approvals.
R&D Prioritization Focus Research and development expenses decreased 13.7% for six months, driven by focused project prioritization across segments.
Strong Liquidity Position Liquidity remains sufficient to fund operations, dividends, and the pending acquisition through the next twelve months and beyond.
Share Repurchase Authority $4.5M shares remain authorized for repurchase under the existing November 2023 plan as of January 31, 2026.

Peer Comparison

Revenue (TTM)

CNM stock ticker logoCNM
$7.76B
+8.1%
PSN stock ticker logoPSN
$6.36B
-5.7%
RRX stock ticker logoRRX
$5.93B
-1.6%

Gross Margin (Latest Quarter)

WTS stock ticker logoWTS
49.5%
+1.5pp
AOS stock ticker logoAOS
38.4%
+1.3pp
RRX stock ticker logoRRX
37.5%
-0.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
RRX$13.23B47.24.2%36.3%
GNRC$12.84B79.96.2%23.9%
DCI$10.62B28.025.2%22.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.6%
Flat Growth
4Q Net Income CAGR
17.0%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Jun 1, 2026
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