DCI — DONALDSON Co INC

NYSE · Industrials · Machinery · CIK 29644 ·
Last close
$86.43
Market Cap
$10.02B
52W High
$90.73
52W Low
$79.61
ADV30
718,421
Next earnings
2026-08-27
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. 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; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. 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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Apr 2026
Jan 2026 896,300,000 299,800,000 118,700,000 92,500,000 3,060,400,000 194,400,000 1,485,300,000
Oct 2025 935,400,000 328,800,000 140,000,000 113,900,000 3,026,800,000 210,700,000 1,510,200,000
Jul 2025 980,700,000 338,800,000 151,700,000 114,300,000 2,977,200,000 180,400,000 1,523,700,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$461,600,000
Investing CF
$-62,800,000
Financing CF
$-378,600,000
CapEx
$-72,800,000
Dividends Paid
$-139,000,000
Buybacks
$-170,500,000
EPS Diluted TTM
$3.72
As of
2026-06-07

Balance + Analyst (yfinance extras)

Retained Earnings
$2,865,300,000
Inventory
$535,900,000
Receivables
$702,100,000
ST Investments
EBIT TTM
$597,000,000
Pretax Income TTM
$568,600,000
Interest Exp TTM
$28,400,000
Analysts
5

Yahoo Snapshot (yfinance, live)

Total Revenue
$3,807,500,032
EBITDA
$682,899,968
Free Cash Flow
$302,387,488
Enterprise Value
$10,422,392,832
Total Cash
$204,100,000
Total Debt
$608,300,032
Shares Out
115,911,056
Trailing EPS
$3.71
Book Value
$14.63
ROE
27.8%
ROA
12.0%
Div Yield
1.41%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Jul 2025 3,690,900,000 557,400,000 367,000,000 2,977,200,000 1,523,700,000 418,800,000
Jul 2024 3,586,300,000 544,100,000 414,000,000 2,914,300,000 1,425,200,000 492,500,000
Jul 2023 3,430,800,000 480,200,000 358,800,000 2,770,500,000 1,449,800,000 544,500,000
Jul 2022 3,306,600,000 443,500,000 332,800,000 2,600,300,000 1,467,100,000 252,800,000

TTM Snapshot

Revenues TTM
$3,526,800,000
NetIncome TTM
$386,100,000
OpCashFlow TTM
$0
Assets (Latest)
$2,977,200,000
Forward EPS
$4.38

Max Pain — expiry 2026-08-21 (volume-derived — Yahoo OI feed degraded)

max pain strike: $75.00 · spot: $87.25 · call volume: 122 · put volume: 33
Expected Move to 2026-08-21: ±$7.92 (9.08%) — implied range $79.32$95.17 · ATM straddle on $85.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
FLS FLOWSERVE CORP $10.22B $79.99
TKR TIMKEN CO $9.67B $139.12
AAON AAON, INC. $10.75B $131.26
MOG-A MOOG INC. $11.32B $398.03
ZBRA ZEBRA TECHNOLOGIES CORP $11.43B $240.05

News headlines (Yahoo Finance, 1h cache)

1 Profitable Stock to Consider Right Now and 2 That Underwhelm
2026-06-16 08:44 · Yahoo
3 Dividend Increases Investors Can Actually Trust
2026-06-15 14:25 · Yahoo
Stifel Lowers Donaldson (DCI) Target as Company Tightens Organic Growth Guidance
2026-06-15 05:39 · Yahoo
5 Must-Read Analyst Questions From Donaldson’s Q1 Earnings Call
2026-06-09 07:42 · Yahoo
How The Investment Story Is Shifting For Donaldson Company (DCI) After Fresh Analyst Resets
2026-06-06 09:08 · Yahoo
The Zacks Analyst Blog Highlights UnitedHealth, Donaldson, Lowe's and ePlus
2026-06-05 08:33 · Yahoo
Donaldson's Q3 Earnings & Revenues Top Estimates, Increase Y/Y
2026-06-04 16:44 · Yahoo
5 Stocks to Watch on Their Recent Dividend Hikes in a Volatile Market
2026-06-04 12:47 · Yahoo
Company News for Jun 3, 2026
2026-06-03 13:08 · Yahoo
DCI Q1 Deep Dive: Aftermarket Strength and Cost Initiatives Drive Margin Expansion
2026-06-03 11:43 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.