DCIDonaldson Company, Inc.
Price
+8.3%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
Founded in 1915, Donaldson Company, Inc. (the Company or Donaldson) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Donaldson’s diverse and skilled employees at more than 150 locations on six continents, 77 of which are manufacturing and/or distribution centers, partner with customers — from small business owners to the world’s largest original equipment manufacturer (OEM) brands — to solve complex filtration challenges.
In the company’s own words · 10-K filed Sep 26, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Donaldson Company, Inc. (DCI) reported revenue of $1.06B in Q4 2026 (quarter ended Jul 31, 2026), up 8.0% from the same quarter a year earlier. That came with a gross margin of 36% and net income of $129M (12% of revenue). For the full year FY2026, revenue was $3.89B (+5.3% year on year) and net income $454M. Its largest product in Q3 2026 (quarter ended Apr 30, 2026) was Aftermarket Products at $498M, 55% of the disclosed total, well ahead of Industrial Filtration Solutions Products at 26%. The next results filing is expected around Dec 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 24, 2026On July 23, 2026, Douglas A. Milroy notified the Board of Directors of Donaldson Company, Inc. of his decision to resign from the Board, effective July 31, 2026.Director or officer change · Form 8-K
- Jun 2, 2026Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings.Earnings release · press release
- Apr 10, 2026On April 8, 2026, Donaldson Company, Inc. (the “Company”) entered into a Term Loan Credit Agreement (the “Agreement”), among the Company, certain lenders from time to time party to the Agreement (the “Lenders”), and Wells Fargo Bank, National Association, as administrative agent for the Lenders.Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $911.6MThe company’s own SEC segment disclosure.
- Aftermarket Products$497.6M55%
- Industrial Filtration Solutions Products$237.1M26%
- Off Road Products$104.0M11%
- Aerospace And Defense Products$44.6M5%
- On Road Products$28.3M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Specialty Industrial Machinery
Ranks #8 of 33 by RyuScore