DCI — DONALDSON Co INC

—
NYSE · Industrials · Machinery · CIK 29644 ·
Last close
—
Market Cap
—
52W High
—
52W Low
—
ADV30
—
Next earnings
2026-08-26
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 platforms, missile systems, and ground defense vehicles and naval platforms. This segment sells its products to various distributors, OEMs, and direct-to-consumer. 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)

PeriodRevenuesGross profitOp incomeNet incomeAssetsCashLiabilities
Jul 2026 — — — — — — —
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

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
$3.85
As of
2026-09-27

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
$3,885,600,000
EBITDA
$713,600,000
Free Cash Flow
$321,849,984
Enterprise Value
$11,264,004,096
Total Cash
$250,400,000
Total Debt
$1,382,700,032
Shares Out
115,910,129
Trailing EPS
$3.85
Book Value
$15.21
ROE
28.2%
ROA
10.9%
Div Yield
1.42%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOp incomeNet incomeAssetsLiabilitiesEquityOp cash flow
Jul 2025 3,690,900,000 557,400,000 367,000,000 2,977,200,000 1,523,700,000 1,453,500,000 418,800,000
Jul 2024 3,586,300,000 544,100,000 414,000,000 2,914,300,000 1,425,200,000 1,489,100,000 492,500,000
Jul 2023 3,430,800,000 480,200,000 358,800,000 2,770,500,000 1,449,800,000 1,320,700,000 544,500,000
Jul 2022 3,306,600,000 443,500,000 332,800,000 2,600,300,000 1,467,100,000 1,133,200,000 252,800,000

TTM Snapshot

Revenues TTM
$3,596,900,000
NetIncome TTM
$348,000,000
OpCashFlow TTM
$0
Assets (Latest)
$2,977,200,000
Forward EPS
$4.85

Max Pain — expiry 2027-02-19 (volume-derived — Yahoo OI feed degraded)

max pain strike: $85.00 · spot: $87.60 · call volume: 139 · put volume: 93

Peers — same industry

TickerNameMarket CapLastDaily %
ASML ASML HOLDING NV $669.85B $1743.94 —
LRCX LAM RESEARCH CORP $394.43B $315.21 —
CAT CATERPILLAR INC $377.66B $821.58 —
DE DEERE & CO $186.17B $690.46 —
ETN Eaton Corp plc $170.89B $439.98 —

News headlines (Yahoo Finance, 1h cache)

Donaldson (DCI) Stock Could Be 16% Undervalued On Durable Cash Flow
2026-09-27 18:07 · Yahoo
How Investors Are Reacting To Donaldson Company (DCI) Earnings Beat And New Buyback Plan
2026-09-27 14:07 · Yahoo
Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?
2026-09-25 14:30 · Yahoo
Should You Buy Donaldson Stock While Its Share Count Stops Shrinking?
2026-09-16 01:19 · Yahoo
3 Reasons DCI is Risky and 1 Stock to Buy Instead
2026-09-15 17:59 · Yahoo
Graco Inc. Appoints Richard B. Lewis to the Board of Directors
2026-09-11 18:27 · Yahoo
Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences
2026-09-04 14:03 · Yahoo
Donaldson’s (DCI) Billion-Dollar Quarter Hides A Costlier Bet Ahead
2026-08-28 21:12 · Yahoo
Donaldson (DCI) Stock Looks Reasonable On Earnings But Rich On Cash Flow
2026-08-27 10:16 · Yahoo
Donaldson (DCI) Q4 2026 Earnings Call Transcript
2026-08-27 00:42 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.