Donaldson Company, Inc. logo

Donaldson Company, Inc.

DCI

NYSEIndustrialsIndustrial - Machinery

Previous close

$93.25

+$0.81 · +0.88%

Aug 21, 4:00 PM ET

Pre-market

$93.25

$0.00 · 0.00%

Aug 24, 8:05 AM ET

DCI company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

87

Deep Value

Momentum

41

Neutral

Sentiment

66

Bullish

Risk resilience

68

Moderate Risk

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Company profile

Company website

Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.

Industry
Industrial - Machinery
Sector
Industrials
Headquarters
US
CEO
Richard Lewis
Listed since
Mar 17, 1980
Employees
15,000

Market position

Day range

Current $93.25

52-week range

Current $93.25

Open
$93.275
Previous close
$92.44
Volume
530.46K
0.74× average
Average volume
721.25K
Average daily volume
Market cap
10.81B USD
Beta
0.93
Market reference 1
50-day average
$91.2366
+2.21% above average
200-day average
$91.1479
+2.31% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
9.03B USD
P/E (TTM)
24.67×
P/B (TTM)
6.38×
P/S (TTM)
2.84×
EV / EBITDA
14.66×
Earnings yield
4.30%
Free cash flow yield
3.98%
Dividend yield
1.33%

Profitability & efficiency

Gross margin
34.16%
Operating margin
14.95%
Net margin
11.52%
Return on equity
25.25%
Return on assets
12.33%
Return on invested capital
18.41%

Financial health

Debt / equity
0.36×
Current ratio
1.93×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends38%28%18%7%Gross margin, FY2021: 34.05%Gross margin, FY2022: 32.28%Gross margin, FY2023: 33.83%Gross margin, FY2024: 35.54%Gross margin, FY2025: 34.85%Operating margin, FY2021: 13.48%Operating margin, FY2022: 13.41%Operating margin, FY2023: 14.00%Operating margin, FY2024: 15.17%Operating margin, FY2025: 15.10%Net margin, FY2021: 10.05%Net margin, FY2022: 10.06%Net margin, FY2023: 10.46%Net margin, FY2024: 11.54%Net margin, FY2025: 9.94%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 34.05%. Gross margin FY2022 32.28%. Gross margin FY2023 33.83%. Gross margin FY2024 35.54%. Gross margin FY2025 34.85%. Operating margin FY2021 13.48%. Operating margin FY2022 13.41%. Operating margin FY2023 14.00%. Operating margin FY2024 15.17%. Operating margin FY2025 15.10%. Net margin FY2021 10.05%. Net margin FY2022 10.06%. Net margin FY2023 10.46%. Net margin FY2024 11.54%. Net margin FY2025 9.94%.

Income trends

Revenue

3.69B USD+2.92%

Operating income

557.4M USD+2.44%

Net income

367M USD-11.35%
Income trends across reported periods4.03B USD2.67B USD1.31B USD−53.5M USDRevenue, FY2021: 2.85B USDRevenue, FY2022: 3.31B USDRevenue, FY2023: 3.43B USDRevenue, FY2024: 3.59B USDRevenue, FY2025: 3.69B USDOperating income, FY2021: 384.7M USDOperating income, FY2022: 443.5M USDOperating income, FY2023: 480.2M USDOperating income, FY2024: 544.1M USDOperating income, FY2025: 557.4M USDNet income, FY2021: 286.9M USDNet income, FY2022: 332.8M USDNet income, FY2023: 358.8M USDNet income, FY2024: 414M USDNet income, FY2025: 367M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 2.85B USD. Revenue FY2022 3.31B USD. Revenue FY2023 3.43B USD. Revenue FY2024 3.59B USD. Revenue FY2025 3.69B USD. Operating income FY2021 384.7M USD. Operating income FY2022 443.5M USD. Operating income FY2023 480.2M USD. Operating income FY2024 544.1M USD. Operating income FY2025 557.4M USD. Net income FY2021 286.9M USD. Net income FY2022 332.8M USD. Net income FY2023 358.8M USD. Net income FY2024 414M USD. Net income FY2025 367M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue3.69B USD3.59B USD3.43B USD3.31B USD2.85B USD
Cost of goods sold2.4B USD2.31B USD2.27B USD2.24B USD1.88B USD
Gross profit1.29B USD1.27B USD1.16B USD1.07B USD971.7M USD
Research and development87.8M USD93.6M USD78.1M USD69.1M USD67.8M USD
Selling, general, and administrative641M USD636.7M USD602.3M USD554.8M USD519.2M USD
Operating expenses728.8M USD730.3M USD680.4M USD623.9M USD587M USD
Interest expense24.2M USD21.4M USD19.2M USD14.9M USD13M USD
Depreciation and amortization99.5M USD98.4M USD92.3M USD94.3M USD95.3M USD
Operating income557.4M USD544.1M USD480.2M USD443.5M USD384.7M USD
Net income367M USD414M USD358.8M USD332.8M USD286.9M USD

Company facts updated Aug 24, 2026.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

14 ratings
Strong buy00%
Buy536%
Hold643%
Sell321%
Strong sell00%

DCI peers

ETFs holding DCI

Funds reporting this stock among their holdings, ordered by reported position size.

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