DCIDonaldson Company, Inc.

$91.03

Price

$91.03+24%1Y
1M-7.4%1Y+24%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Above average
7/10
Value60
Quality67
Momentum56
Growth34
Strongest Quality, weakest Growth · ranked vs Industrials peers. The five questions below judge the company on its own terms.
What they do

Founded in 1915, Donaldson Company, Inc. (the Company or Donaldson) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Donaldson’s diverse and skilled employees at more than 150 locations on six continents, 77 of which are manufacturing and/or distribution centers, partner with customers — from small business owners to the world’s largest original equipment manufacturer (OEM) brands — to solve complex filtration challenges.

In the company’s own words · 10-K filed Sep 26, 2025 · SEC EDGAR

P/E (TTM)24.5
Market Cap$10.33B
1Y Return+24%
5Y Return+44%

Business segments

Q3 2026 · $911.6M

The company’s own SEC segment disclosure.

  • Aftermarket Products$497.6M55%
  • Industrial Filtration Solutions Products$237.1M26%
  • Off Road Products$104.0M11%
  • Aerospace And Defense Products$44.6M5%
  • On Road Products$28.3M3%

Donaldson Company, Inc. (DCI) reported revenue of $995M in Q3 2026 (quarter ended Apr 30, 2026), up 5.9% from the same quarter a year earlier. That came with a gross margin of 34% and net income of $118M (12% of revenue). For the full year FY2025, revenue was $3.69B (+2.9% year on year) and net income $367M. Its largest product in Q3 2026 was Aftermarket Products at $498M, 55% of the disclosed total, well ahead of Industrial Filtration Solutions Products at 26%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.