DONALDSON Co INC
DCINYSE
$90.40
↓ -0.8%Jul 17 close · end-of-day
Price
1Y↑ +31.0%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$10.7B
Enterprise Value
$11.1B
P/E
24.3
P/S
2.8
P/B
6.3
EV/EBITDA
16.5
PEG
5.2
FCF Yield
3.7%
Dividend Yield
1.3%
Revenue (TTM)
$3.8B
Net Income (TTM)
$438.8M
Free Cash Flow (TTM)
$390.5M
Gross Margin
34.2%
Operating Margin
15.1%
Net Margin
11.5%
ROE
25.9%
ROIC
21.2%
Debt / Equity
0.4
Net Cash
-$393.9M
Return 1Y
+29.4%
Company profile
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts. The company operates through two segments, Engine Products and Industrial Products. Donaldson sells its products to original equipment manufacturers in the construction, mining, agriculture, aerospace, defense, and transportation markets. The Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems.
- CEO
- Tod E. Carpenter
- Sector
- Manufacturing
- Industry
- Machinery
- Employees
- 14,000
- Headquarters
- Minnesota
- Website
- donaldson.com
Management & directors
- Briseno GuillermoPresident
- Pogalz Bradley J.Chief Financial Officer
- Lewis Richard BrentPresident
- Becker Amy CChief Legal Officer
- Carpenter Tod E.Chairman, President and CEO
- Dahlgren Andrew CPresident
Roles derived from SEC Form 4 filings.
Earnings
DCI Q3 2026 Earnings
Period ends 2026-04-30
MetricActualYoY
Revenue$995.1M↑ +5.9%
Diluted EPS$1.00↑ +108.3%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $2.6B | $2.9B | $3.3B | $3.4B | $3.6B | $3.7B |
| Gross profit | $871.6M | $971.7M | $1.1B | $1.2B | $1.3B | $1.3B |
| Operating income | $340.1M | $384.7M | $443.5M | $480.2M | $544.1M | $495.4M |
| Net income | $257.0M | $286.9M | $332.8M | $358.8M | $414.0M | $367.0M |
| Diluted EPS | $2.00 | $2.24 | $2.66 | $2.90 | $3.38 | $3.05 |
| Operating cash flow | $387.0M | $401.9M | $252.8M | $544.5M | $492.5M | $418.8M |
| Free cash flow | $262.6M | $342.9M | $167.3M | $426.0M | $406.9M | $339.9M |
| Gross margin | 33.8% | 34.0% | 32.3% | 33.8% | 35.5% | 34.8% |
| Operating margin | 13.2% | 13.5% | 13.4% | 14.0% | 15.2% | 13.4% |
| Net margin | 10.0% | 10.1% | 10.1% | 10.5% | 11.5% | 9.9% |
| Line item | Q4 '24 | Q1 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '25 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $935.4M | $900.1M | $870.0M | $940.1M | $980.7M | $935.4M | $896.3M | $995.1M |
| Gross profit | $334.8M | $319.6M | $305.9M | $321.9M | $338.8M | $328.8M | $299.8M | $333.4M |
| Operating income | $146.2M | $130.8M | $125.5M | $87.4M | $151.7M | $149.3M | $118.7M | $155.3M |
| Net income | $109.7M | $99.0M | $95.9M | $57.8M | $114.3M | $113.9M | $92.5M | $118.1M |
| Diluted EPS | $0.90 | $0.81 | $0.79 | $0.48 | $0.97 | $0.97 | $0.78 | $1.00 |
| Operating cash flow | $126.0M | $72.9M | $90.4M | $87.7M | $167.8M | $125.4M | $33.0M | $135.4M |
| Free cash flow | $106.2M | $47.8M | $71.5M | $71.4M | $149.2M | $111.2M | $18.0M | $112.1M |
| Gross margin | 35.8% | 35.5% | 35.2% | 34.2% | 34.5% | 35.2% | 33.4% | 33.5% |
| Operating margin | 15.6% | 14.5% | 14.4% | 9.3% | 15.5% | 16.0% | 13.2% | 15.6% |
| Net margin | 11.7% | 11.0% | 11.0% | 6.1% | 11.7% | 12.2% | 10.3% | 11.9% |
Company news
Jul 2, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-03 | Hilger Christopher M. | Award | 400 | $89.09 | $35,636.00 | filing |
| 2026-07-03 | Rautio Trudy A. | Award | 334 | $89.09 | $29,756.06 | filing |
| 2026-07-03 | Owens James | Award | 267 | $89.09 | $23,787.03 | filing |
| 2026-07-03 | Smiley Jacinth C | Award | 267 | $89.09 | $23,787.03 | filing |
| 2026-04-14 | Owens James | Sale | 7,153 | $89.21 | $638,119.13 | filing |
| 2026-04-14 | Owens James | Sale | 6,600 | $89.21 | $588,786.00 | filing |
| 2026-04-14 | Owens James | Option exercise | 6,600 | $48.96 | $323,136.00 | filing |
| 2026-04-14 | Owens James | Option exercise | 7,153 | $42.26 | $302,285.78 | filing |
| 2026-04-13 | Owens James | Sale | 5,921 | $89.02 | $527,087.42 | filing |
| 2026-04-13 | Owens James | Option exercise | 5,921 | $42.26 | $250,221.46 | filing |
| 2026-04-10 | Owens James | Sale | 126 | $88.82 | $11,191.32 | filing |
| 2026-04-10 | Owens James | Option exercise | 126 | $42.26 | $5,324.76 | filing |
| 2026-04-03 | Hilger Christopher M. | Award | 418 | $85.23 | $35,626.14 | filing |
| 2026-04-03 | Rautio Trudy A. | Award | 349 | $85.23 | $29,745.27 | filing |
| 2026-04-03 | Smiley Jacinth C | Award | 279 | $85.23 | $23,779.17 | filing |
| 2026-04-03 | Owens James | Award | 279 | $85.23 | $23,779.17 | filing |
| 2026-03-26 | Briseno Guillermo· President | Sale | 12,000 | $84.97 | $1.0M | filing |
| 2026-03-26 | Briseno Guillermo· President | Sale | 8,600 | $84.97 | $730,742.00 | filing |
| 2026-03-26 | Briseno Guillermo· President | Option exercise | 12,000 | $42.72 | $512,640.00 | filing |
| 2026-03-26 | Briseno Guillermo· President | Option exercise | 8,600 | $45.43 | $390,698.00 | filing |
| 2026-01-02 | Hilger Christopher M. | Award | 375 | $89.93 | $33,723.75 | filing |
| 2026-01-02 | Rautio Trudy A. | Award | 311 | $89.93 | $27,968.23 | filing |
| 2026-01-02 | Smiley Jacinth C | Award | 250 | $89.93 | $22,482.50 | filing |
| 2026-01-02 | Owens James | Award | 250 | $89.93 | $22,482.50 | filing |
| 2026-01-02 | Owens James | Award | 900 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.