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- $10.0BMarket Cap
- 26.07%1-Year Change
- Specialty Industrial MachineryIndustry
Donaldson (DCI)
Key Performance
More- Earnings Score: 45
- Momentum Score: 74
- True Yield: 49
- Financial Health Score: 71
Latest Research & News
Donaldson Shrugs Off Global Uncertainty, Posts Record Sales Near $1 Billion
Donaldson Company reported strong third-quarter fiscal 2026 results with record sales of $995.1 million, exceeding analyst expectations. The company raised its full-year earnings and revenue guidance, driven by strength in Mobile Solutions and Life Sciences segments. Shares gained 2.32% on the news.
06/02/2026, 1:52 PM • Benzinga
The midstream oil & gas filtration market is projected to grow from USD 2.80 billion in 2025 to USD 3.73 billion by 2030, at a CAGR of 5.9%. Coalescer filters and fiberglass media are the fastest-growing segments, while pipeline transportation and Asia Pacific represent major market opportunities. Key drivers include LNG capacity buildout, aging infrastructure, and stricter emissions regulations.
03/03/2026, 4:57 AM • GlobeNewswire
Ten large-cap stocks experienced significant declines during the week of February 23-27, 2026. Notable losers include First Solar (down 18.59% due to worse-than-expected Q4 results and below-estimate FY26 guidance), Zoom Communications (down 17.38% following mixed Q4 results and weak forward guidance), and Novo Nordisk (down 6.59% after announcing Chinese trial results and potential price cuts for Ozempic and Wegovy). Other major decliners include Donaldson, TopBuild, Corebridge Financial, Nu Holdings, KKR, Korea Electric Power, and Pure Storage.
03/01/2026, 12:31 PM • Benzinga
Why Donaldson Stock Sank This Week, But You Shouldn't Sell in Panic
Donaldson Company's stock dropped 18.2% after missing earnings estimates despite posting record Q2 results. The company trimmed its fiscal 2026 EPS guidance due to weakness in trucking and aerospace/defense sectors. However, the planned $820 million acquisition of Facet, a filtration solutions company serving aerospace, defense, and power generation, positions the company for significant growth in 2026, making the current dip potentially a buying opportunity.
02/27/2026, 2:07 PM • The Motley Fool
Donaldson Starts The Year Strong, Raises Annual Outlook
Donaldson Company reported Q1 fiscal 2026 results with sales rising 3.9% to $935.4 million, beating consensus estimates. The company raised its annual guidance and saw growth across multiple business segments, particularly in Mobile Solutions and Life Sciences.
12/04/2025, 8:34 AM • Benzinga
Donaldson Sets Q4 Sales and EPS Records
Donaldson reported strong Q4 and fiscal 2025 results with record revenue of $3.7 billion, 16.4% operating margin, and plans for continued growth in fiscal 2026 through operational efficiency and aftermarket expansion.
08/27/2025, 11:01 AM • The Motley Fool
Donaldson Company Reports Strong 4th Quarter, Sets Record Fiscal Year 2025
Donaldson Company reported record sales of $981 million in Q4 fiscal 2025, with a 4.8% revenue increase and 9.6% adjusted EPS growth. The company projects continued growth in fiscal 2026, targeting $3.8 billion in sales and an EPS around $4.00.
08/27/2025, 8:17 AM • Investing
Donaldson Posts 5% Revenue Gain in Q4
Donaldson reported record quarterly sales of $980.7 million, a 4.8% year-over-year increase, with strong performance in Life Sciences and Industrial Solutions segments. The company expects 1-5% sales growth in FY2026 and projects EPS between $3.92 and $4.08.
08/27/2025, 6:30 AM • The Motley Fool
The global semiconductor filter market is experiencing growth, driven by advancements in 5G, AI, and IoT technologies. Key players like Entegris and Pall Corporation are leading innovations in filtration solutions, with the market expected to expand from $1.98 billion in 2025 to $3.89 billion by 2034.
07/14/2025, 4:58 AM • GlobeNewswire
Peers
Statistics
MoreInformation as of 06/22/2026
Company Profile
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.
Key Executives
- Tod E. Carpenter
- Bradley J. Pogalz
- Richard Lewis
- Amy C. Becker
- Darcy D. Devincke
Current Ownership Distribution
- Institutions1.8B (77.35%)
- Mutual Funds533.3M (22.52%)
- Insiders3.1M (0.13%)
- Other0 (0.00%)