Donaldson Company, Inc. DCI R3K
Company Overview
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.
Why Investors Should Care
Generates a return on equity of 28.2%, reflecting efficient use of shareholder capital.
Return on capital employed stands at 22.3%.
Trades at a P/E of 23.6, below the sector median of 26.0.
Operating margin of 17.1% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Jul 2025 Revenue of $3.69B (+2.9% YoY); net profit $367.00M.
- Trailing 12 Months Year-on-year growth — revenue +8.0%, earnings +14.0%.
- 5-Year Trend Long-term compounding — revenue CAGR 4.3%, profit CAGR 6.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 4.35% |
| 1 Year: | 8.00% |
Compounded Profit Growth
| 5 Years: | 6.60% |
| 1 Year: | 14.00% |
Stock Price Performance
| 1 Year: | +15.71% |
| 6 Months: | +3.02% |
| 3 Months: | +9.11% |
| 1 Month: | -7.42% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)44.15 · Neutral
P/E of 23.63 is below the sector median of 26.00 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 28.2%.
- Healthy ROCE of 22.3%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCI Donaldson Company, Inc. R3K | 90.99 | 23.63 | $10.55B | 1.36% | 22.32% | 28.21% | 4.35% | 6.60% |
| 2 | SPCX Space Exploration Technologies Corp. R3KAIDEFENCE | 153.47 | -139.52 | $1.16T | 0.00% | -3.22% | -11.95% | 34.08% | -3.34% |
| 3 | CAT Caterpillar Inc. SPXR3K | 822.48 | 35.47 | $378.07B | 0.79% | 17.98% | 56.97% | 2.29% | 5.24% |
| 4 | GE GE Aerospace SPXR3KDEFENCE | 334.91 | 39.40 | $347.49B | 0.60% | 9.52% | 48.23% | -7.42% | -5.36% |
| 5 | RTX RTX Corporation SPXR3KDEFENCE | 198.81 | 35.06 | $267.95B | 1.51% | 8.28% | 12.27% | 2.61% | 2.62% |
| 6 | GEV GE Vernova Inc. SPXR3KAI | 971.31 | 27.86 | $258.69B | 0.22% | 6.30% | 82.58% | 8.68% | - |
| 7 | DE Deere & Company SPXR3K | 680.73 | 37.88 | $183.54B | 0.95% | 12.53% | 18.24% | 3.43% | 5.10% |
| 8 | UNP Union Pacific Corporation SPXR3K | 288.45 | 23.38 | $171.36B | 2.01% | 15.22% | 39.70% | 2.30% | 7.77% |
| 9 | BA The Boeing Company SPXR3KDEFENCE | 210.73 | 75.80 | $166.43B | 0.00% | -9.01% | - | 1.67% | -3.28% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Apr 2015 | Jul 2015 | Oct 2015 | Jan 2016 | Apr 2016 | Jul 2016 | Oct 2016 | Jan 2017 | Apr 2017 | Jul 2017 | Oct 2017 | Jan 2018 | Apr 2018 | Jul 2018 | Oct 2018 | Jan 2019 | Apr 2019 | Jul 2019 | Oct 2019 | Jan 2020 | Apr 2020 | Jul 2020 | Oct 2020 | Jan 2021 | Apr 2021 | Oct 2021 | Jan 2022 | Apr 2022 | Oct 2022 | Jan 2023 | Apr 2023 | Oct 2023 | Jan 2024 | Apr 2024 | Oct 2024 | Jan 2025 | Apr 2025 | Oct 2025 | Jan 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | 553.00M | 550.60M | 608.20M | 660.10M | 644.80M | 664.70M | 700.00M | 724.70M | 701.40M | 703.70M | 712.80M | 726.90M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | 196.60M | 209.30M | 194.20M | 187.90M | 211.50M | 229.50M | 194.20M | 187.90M | 211.50M | 229.50M | 224.30M | 218.90M | 239.80M | 252.80M | 238.40M | 225.40M | 240.70M | 243.80M | 231.30M | 223.20M | 209.20M | 207.90M | 222.70M | 225.30M | 258.00M | 257.00M | 249.80M | 269.00M | 287.20M | 284.40M | 288.80M | 300.90M | 308.60M | 330.10M | 319.60M | 305.90M | 321.90M | 328.80M | 299.80M | 333.40M |
| Operating Income | 67.10M | - | 55.50M | 53.70M | 74.90M | - | 76.40M | 69.40M | 88.50M | - | 89.10M | 80.10M | 99.60M | - | 98.70M | 85.10M | 100.00M | - | 88.70M | 84.50M | 84.50M | - | 87.20M | 76.10M | 109.40M | 107.50M | 95.70M | 111.00M | 119.30M | 116.30M | 124.00M | 124.60M | 129.70M | 143.60M | 130.80M | 125.50M | 87.40M | 149.30M | 118.70M | 155.30M |
| Net Income | 54.80M | 59.50M | 58.00M | 46.50M | 60.10M | 68.20M | 58.00M | 46.50M | 60.10M | 68.20M | 60.90M | -52.90M | 69.90M | 102.40M | 73.80M | 60.10M | 75.20M | 58.00M | 65.00M | 64.40M | 63.40M | - | 61.90M | 56.20M | 84.40M | 77.10M | 71.80M | 83.00M | 87.20M | 86.00M | 93.70M | 92.10M | 98.70M | 113.50M | 99.00M | 95.90M | 57.80M | 113.90M | 92.50M | 118.10M |
| Diluted EPS | 0.41 | 0.44 | 0.43 | 0.35 | 0.45 | 0.51 | 0.43 | 0.35 | 0.45 | 0.51 | 0.46 | -0.40 | 0.53 | 0.78 | 0.56 | 0.46 | 0.58 | 0.45 | 0.51 | 0.50 | 0.50 | 0.50 | 0.48 | 0.44 | 0.66 | 0.61 | 0.57 | 0.67 | 0.70 | 0.70 | 0.76 | 0.75 | 0.81 | 0.92 | 0.81 | 0.79 | 0.48 | 0.97 | 0.78 | 1.00 |
| R&D Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 16.50M | 16.60M | 17.40M | 18.70M | 18.50M | 19.00M | 21.30M | 22.10M | 24.80M | 22.70M | 21.20M | 21.40M | 19.20M | 18.60M | 19.20M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Jul 2009 | Jul 2010 | Jul 2011 | Jul 2012 | Jul 2013 | Jul 2014 | Jul 2015 | Jul 2016 | Jul 2017 | Jul 2018 | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.87B | 1.88B | 2.29B | 2.49B | 2.44B | 2.47B | 2.37B | 2.22B | 2.37B | 2.73B | 2.84B | 2.58B | 2.85B | 3.31B | 3.43B | 3.59B | 3.69B |
| Gross Profit | 589.71M | 658.75M | 813.80M | 873.76M | 847.13M | 877.80M | 808.60M | 754.80M | 820.90M | 935.80M | 948.30M | 871.60M | 971.70M | 1.07B | 1.16B | 1.27B | 1.29B |
| Operating Income | 169.96M | 238.24M | 315.28M | 363.02M | 343.33M | 355.70M | 288.30M | 274.20M | 323.60M | 377.00M | 388.20M | 340.10M | 384.70M | 443.50M | 480.20M | 544.10M | 495.40M |
| Net Income | 131.91M | 166.16M | 225.29M | 264.30M | 247.38M | 260.20M | 208.10M | 190.80M | 232.80M | 180.30M | 267.20M | 257.00M | 286.90M | 332.80M | 358.80M | 414.00M | 367.00M |
| Diluted EPS | 1.67 | 1.05 | 1.43 | 1.73 | 1.64 | 1.76 | 1.49 | 1.42 | 1.74 | 1.36 | 2.05 | 2.00 | 2.24 | 2.66 | 2.90 | 3.38 | 3.05 |
| R&D Expense | 40.64M | 44.49M | 55.29M | 59.59M | 62.63M | 61.80M | 60.20M | 55.50M | 54.70M | 59.90M | 62.30M | 61.20M | 67.80M | 69.10M | 78.10M | 93.60M | 87.80M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Jul 2008 | Jul 2009 | Jul 2010 | Jul 2011 | Jul 2012 | Jul 2013 | Jul 2014 | Jul 2015 | Jul 2016 | Jul 2017 | Jul 2018 | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 1.33B | 1.50B | 1.73B | 1.73B | 1.74B | 1.94B | 1.81B | 1.79B | 1.98B | 1.98B | 2.14B | 2.24B | 2.40B | 2.60B | 2.77B | 2.91B | 2.98B |
| Total Equity | 740.03M | 688.62M | 746.63M | 934.71M | 910.01M | 1.09B | 1.00B | 778.70M | 771.40M | 854.50M | 857.80M | 892.70M | 992.90M | 1.14B | 1.13B | 1.32B | 1.49B | 1.45B |
| Cash & Equivalents | 83.36M | 143.69M | 232.00M | 273.49M | 225.79M | 224.10M | 296.40M | 189.90M | 243.20M | 308.40M | 204.70M | 177.80M | 236.60M | 222.80M | 193.30M | 187.10M | 232.70M | 180.40M |
| Long Term Debt | - | - | 261.73M | 253.62M | 205.83M | 201.44M | 245.46M | 391.00M | 403.00M | 587.90M | 514.90M | 634.60M | 625.00M | 463.30M | 646.70M | 623.40M | 510.00M | 640.00M |
| Total Liabilities | - | - | 752.87M | 791.38M | 820.07M | 658.37M | 939.93M | 1.03B | 1.02B | 1.13B | 1.12B | 1.24B | 1.24B | 1.26B | 1.47B | 1.45B | 1.43B | 1.52B |
| Current Liabilities | - | - | 389.26M | 496.24M | 498.52M | 476.44M | 609.58M | 560.60M | 543.80M | 484.10M | 469.40M | 482.90M | 406.80M | 606.60M | 629.60M | 756.40M | 782.50M | 757.20M |
Cash Flows (Annual)
Figures in USD.
| Metric | Jul 2009 | Jul 2010 | Jul 2011 | Jul 2012 | Jul 2013 | Jul 2014 | Jul 2015 | Jul 2016 | Jul 2017 | Jul 2018 | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 276.93M | 203.00M | 246.06M | 259.71M | 315.92M | - | - | 291.30M | 317.80M | 262.90M | 345.80M | 387.00M | 401.90M | 252.80M | 544.50M | 492.50M | 418.80M |
| Investing Cash Flow | -119.89M | -42.91M | -56.36M | -176.47M | -96.31M | - | - | -55.60M | -95.70M | -95.40M | -246.40M | -128.90M | -58.30M | -154.00M | -327.30M | -86.90M | -150.40M |
| Financing Cash Flow | -91.77M | -69.52M | -167.35M | -103.40M | -223.97M | - | - | -180.20M | -165.20M | -268.80M | -123.30M | -199.50M | -363.30M | -114.20M | -222.20M | -355.90M | -321.70M |
| Capital Expenditure | -46.08M | -43.15M | -60.63M | -78.14M | -94.89M | -97.20M | -93.80M | -72.90M | -65.90M | -97.50M | -150.70M | -124.40M | -59.00M | -85.50M | -118.50M | -85.60M | -78.90M |
| Free Cash Flow | 230.85M | 159.86M | 185.42M | 181.57M | 221.03M | - | - | 218.40M | 251.90M | 165.40M | 195.10M | 262.60M | 342.90M | 167.30M | 426.00M | 406.90M | 339.90M |
| Share Buybacks | 32.77M | 66.70M | 108.93M | 130.23M | 102.57M | 279.40M | 256.30M | 84.30M | 140.40M | 122.00M | 129.20M | 94.30M | 142.20M | 170.60M | 141.80M | 162.70M | 331.50M |
Ratios (Annual)
Figures in %.
| Metric | Jul 2009 | Jul 2010 | Jul 2011 | Jul 2012 | Jul 2013 | Jul 2014 | Jul 2015 | Jul 2016 | Jul 2017 | Jul 2018 | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 31.6% | 35.1% | 35.5% | 35.0% | 34.8% | 35.5% | 34.1% | 34.0% | 34.6% | 34.2% | 33.3% | 33.8% | 34.0% | 32.3% | 33.8% | 35.5% | 34.8% |
| Operating Margin % | 9.1% | 12.7% | 13.7% | 14.6% | 14.1% | 14.4% | 12.2% | 12.3% | 13.6% | 13.8% | 13.6% | 13.2% | 13.5% | 13.4% | 14.0% | 15.2% | 13.4% |
| Net Margin % | 7.1% | 8.9% | 9.8% | 10.6% | 10.2% | 10.5% | 8.8% | 8.6% | 9.8% | 6.6% | 9.4% | 10.0% | 10.1% | 10.1% | 10.5% | 11.5% | 9.9% |
| ROE % | 19.2% | 22.3% | 24.1% | 29.0% | 22.8% | 26.0% | 26.7% | 24.7% | 27.2% | 21.0% | 29.9% | 25.9% | 25.2% | 29.4% | 27.2% | 27.8% | 25.2% |
| ROCE % | - | 21.5% | 25.6% | 29.5% | 27.1% | 26.7% | 23.1% | 22.1% | 21.6% | 25.0% | 23.4% | 18.5% | 21.4% | 22.5% | 23.8% | 25.5% | 22.3% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 10.30% | 11.94M | $1.03B |
| 2 | State Farm Mutual Automobile Insurance Co | 7.89% | 9.14M | $790.29M |
| 3 | Vanguard Portfolio Management LLC | 5.63% | 6.52M | $563.87M |
| 4 | Vanguard Capital Management LLC | 4.53% | 5.25M | $453.77M |
| 5 | State Street Corporation | 4.34% | 5.03M | $434.89M |
| 6 | FMR, LLC | 3.39% | 3.93M | $339.90M |
| 7 | Geode Capital Management, LLC | 2.69% | 3.12M | $269.72M |
| 8 | Kayne Anderson Rudnick Investment Management LLC | 2.40% | 2.78M | $240.55M |
| 9 | Morgan Stanley | 2.16% | 2.51M | $216.59M |
| 10 | Pictet Asset Management Holding SA | 1.99% | 2.31M | $199.31M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for DCI
(DCI) Price Dynamics and Execution-Aware Positioning - Stock Traders Daily
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Donaldson (DCI) Stock Looks Reasonable On Earnings But Rich On Cash Flow - finance.yahoo.com
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The Bull Case For Donaldson Company (DCI) Could Change Following Strong 2026 Results And Raised 2027 Guidance - simplywall.st
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AXQ Capital LP Takes $3.36 Million Position in Donaldson Company, Inc. $DCI - marketbeat.com
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DCI — Frequently Asked Questions
What is the current share price of Donaldson Company, Inc. (DCI)?
As of 2026-09-19 21:16 PDT, Donaldson Company, Inc. (DCI) trades at $90.99 on NYSE. Its 52-week range is $78.59 to $109.50.
What is the market capitalisation of DCI?
Donaldson Company, Inc. (DCI) has a market capitalisation of $10.55B on NYSE.
What is the P/E ratio of DCI?
DCI trades at a trailing price-to-earnings (P/E) ratio of 23.63. The industry average P/E is 26.00. Its price-to-book (P/B) ratio is 5.90.
Does DCI pay a dividend?
Donaldson Company, Inc. (DCI) currently offers a dividend yield of 1.36%.
What is the return on equity (ROE) of DCI?
DCI has a return on equity (ROE) of 28.21%. Its return on capital employed (ROCE) is 22.32%.
Is DCI a good stock to buy?
This page provides a data-driven analysis of Donaldson Company, Inc. (DCI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.