Donaldson Company (DCI)
Industrials · Advanced filtration and air/gas purification equipment
Global leader in technology-led filtration products serving mobile, industrial, and life sciences markets with proprietary solutions for air, liquid, and gas purification.
What Donaldson Company does
Donaldson Company designs and manufactures advanced filtration products and solutions for a broad range of industries across three main segments. The Mobile Solutions segment provides air and liquid filters, housings, and emissions systems for construction, mining, agriculture, and transportation equipment. The Industrial Solutions segment offers dust collectors, compressed air purification, hydraulic filtration, power generation air systems, and aerospace/defense filtration. The Life Sciences segment delivers bioprocessing equipment, chromatography consumables, and high-purity filtration for food/beverage processing, semiconductor manufacturing, medical devices, and battery systems.
Themes: ["Mobile equipment filtration","Industrial air and gas purification","Aerospace and defense filtration","Bioprocessing and life sciences","Semiconductor and microelectronics filtration","EV battery and powertrain filtration","Emissions control systems","Industrial efficiency and productivity enhancement"]
Fundamentals
- Price$88.52 as of 2026-07-09 close
- Market cap$10.2B as of 2026-07-10
- 1-year return+24.1% as of 2026-07-09 close
- P/E23.22 as of 2026-07-10
- Net margin+11.5% as of 2026-07-10
- Gross margin+34.6% as of 2026-07-10
- ROE+28.1% as of 2026-07-10
- Debt / equity0.36 as of 2026-07-10
- Revenue growth (YoY)+4.4% as of 2026-07-10
- Revenue CAGR (3y)+8.6% SEC XBRL
- Beta0.95 as of 2026-07-10
Dividend: yield +1.5%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Trade tariffs and retaliatory measures pose ongoing risks to global supply chains, potentially increasing costs of goods, straining procurement cycles, and impacting customer demand; recent Supreme Court ruling regarding IEEPA tariff authority may affect tariff exposure and refund timing.","Dependence on cyclical end markets including construction, mining, agriculture, and transportation, where weakness could have significant adverse effects on consolidated operating results despite diversification efforts.","Exposure to geopolitical risks and evolving export controls/sanctions regimes that could disrupt international operations and customer relationships across the company's 150+ global locations."]
Competitors & peers
- Parker Hannifin (PH)
- 3M Company (MMM)
- Xylem Inc. (XYL)
- IDEX Corporation (IEX)
- SPX Corporation (SPXC)
- Graco Inc. (GGG)
- Freudenberg Group
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.