Donaldson Company, Inc.
Rank #125HypergrowthDCI · NYSE · Industrials
Donaldson Company, Inc. (DCI) — Rank #125 by gross profitability (GP/assets 0.42) · ROE 21.6% · Piotroski F-Score 7 / 9.
As-of 2026-09-15 · CIK 0000029644 · all metrics point-in-time as of the filing date.
About
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide.
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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.
- Industry
- Specialty Industrial Machinery
- Sector
- Industrials
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- July 31
- Website
- donaldson.com
Financials
Stable
Direction over 5 fiscal years
- Free cash flowimproving
- Gross marginstable
- Gross profitabilitydeteriorating
- Net cashstable
- Operating marginstable
- Return on equityimproving
- Share count (dilution)improving
Red flags: fcf_ni_divergence_unfavorable — rating capped at Stable
Monitoring diagnostic of business direction — not a prediction of returns.
Each fiscal year is read as-of that year’s own 10-K filing, so nothing restated after the fact leaks backwards. Line items this filer never tagged are omitted. Hover or tap a badge for the diagnostic behind it.
| Fiscal year end | 2021-07-31filed 2021-09-24 | 2020-07-31filed 2020-09-25 | 2019-07-31filed 2019-09-27 | 2018-07-31filed 2018-10-01 |
|---|---|---|---|---|
| Income statement | ||||
| Revenue | 2,853.9 | 2,581.8 | 2,844.9 | 2,734.2 |
| Revenue growth (YoY) | 4.4% | -5.6% | 4.0% | 15.3% |
| Gross profit | 971.7 | 871.6 | 948.3 | 935.5 |
| Gross margin | 34.0% | 33.8% | 33.3% | 34.2% |
| Net income | 286.9 | 257.0 | 267.2 | 180.3 |
| Net margin | 10.1% | 10.0% | 9.4% | 6.6% |
| EPS (diluted) | $2.24 | $2.00 | $2.05 | $1.36 |
| EPS growth (YoY) | 12.0% | -2.4% | 50.7% | — |
| Cash flow | ||||
| Operating cash flow | 401.9 | 387.0 | 345.8 | 262.9 |
| Capital expenditures | 59.0 | 124.4 | 150.7 | 97.5 |
| Free cash flow | 342.9 | 262.6 | 195.1 | 165.4 |
Figures are as originally filed with the SEC (point-in-time), not restated, so they can differ slightly from sites that show later-restated numbers. Why point-in-time?