About Donaldson Company, Inc.
https://www.donaldson.comDonaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products.
CEO
Tod E. Carpenter
Compensation Summary
(Year 2025)
Salary $1,095,385
Stock Awards $2,853,630
Option Awards $2,849,945
Incentive Plan Pay $1,325,544
All Other Compensation $94,525
Total Compensation $8,297,471
Industry Industrial - Machinery
Sector Industrials
Went public March 17, 1980
Full time employees 14,000
Split Record
| Date | Type | Ratio |
|---|---|---|
| 2012-03-26 | Forward | 2:1 |
| 2004-03-22 | Forward | 2:1 |
ETFs Holding This Stock
Summary
Total 263
Showing Top 3 of 263
Ratings Snapshot
Rating : B+
Discounted Cash Flow 3
Return On Equity 5
Return On Assets 5
Debt To Equity 2
Price To Earnings 2
Price To Book 1
Overall Score 3
Most Recent Analyst Grades
Grade Summary
Outperform 1
Equal Weight 1
Hold 1
Showing Top 3 of 3
Price Target
Target High $100
Target Low $84
Target Median $96
Target Consensus $93.33
Institutional Ownership
VANGUARD GROUP INC
Shares:12.04M
Value:$1.19B
BLACKROCK INC.
Shares:10.8M
Value:$1.06B
BLACKROCK, INC.
Shares:10.68M
Value:$1.05B
Summary
% Of Shares Owned 75.60%
Total Number Of Holders 728
Showing Top 3 of 728
Market Cap $10.77 B
52w High $98.70
52w Low $57.45
Dividend Yield 1.27%
Frequency Quarterly
P/E 30.69
Volume 449.85K
Outstanding Shares 115.83M
About Donaldson Company, Inc.
https://www.donaldson.comDonaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q1-2026 | $935.4M ▼ | $184.9M ▼ | $113.9M ▼ | 12.18% ▲ | $0.98 | $178.9M ▼ |
| Q4-2025 | $980.7M ▲ | $187.1M ▼ | $114.3M ▲ | 11.65% ▲ | $0.98 ▲ | $181.2M ▲ |
| Q3-2025 | $940.1M ▲ | $234.5M ▲ | $57.8M ▼ | 6.15% ▼ | $0.49 ▼ | $117.3M ▼ |
| Q2-2025 | $870M ▼ | $180.4M ▼ | $95.9M ▼ | 11.02% ▲ | $0.8 ▼ | $155.9M ▼ |
| Q1-2025 | $900.1M | $188.8M | $99M | 11% | $0.83 | $161.5M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q1-2026 | $210.7M ▲ | $3.03B ▲ | $1.51B ▼ | $1.52B ▲ |
| Q4-2025 | $180.4M ▲ | $2.98B ▼ | $1.52B ▼ | $1.45B ▼ |
| Q3-2025 | $178.5M ▼ | $3B ▲ | $1.53B ▲ | $1.46B ▼ |
| Q2-2025 | $189.1M ▼ | $2.96B ▼ | $1.42B ▼ | $1.54B ▲ |
| Q1-2025 | $221.2M | $3.04B | $1.5B | $1.54B |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q1-2026 | $113.9M ▼ | $125.4M ▼ | $-3.4M ▲ | $-93.1M ▲ | $30.3M ▲ | $111.2M ▼ |
| Q4-2025 | $114.3M ▲ | $167.8M ▲ | $-20.6M ▼ | $-146.3M ▼ | $1.9M ▲ | $147.5M ▲ |
| Q3-2025 | $57.8M ▼ | $87.7M ▼ | $-14.7M ▲ | $-86.9M ▲ | $-10.6M ▲ | $73M ▲ |
| Q2-2025 | $95.9M ▼ | $90.4M ▲ | $-19.1M ▲ | $-98.3M ▼ | $-32.1M ▼ | $71.5M ▲ |
| Q1-2025 | $99M | $72.9M | $-96M | $9.8M | $-11.5M | $47.9M |
Revenue by Products
| Product | Q4-2025 | Q3-2025 | Q2-2025 | Q1-2026 |
|---|---|---|---|---|
 Industrial Solutions Segment | $0 ▲ | $0 ▲ | $0 ▲ | $260.00M ▲ |
 Life Sciences Segment | $80.00M ▲ | $70.00M ▼ | $70.00M ▲ | $80.00M ▲ |
 Mobile Solutions Segment | $0 ▲ | $0 ▲ | $0 ▲ | $600.00M ▲ |
 Engine Products Segment | $0 ▲ | $580.00M ▲ | $550.00M ▼ | $0 ▼ |
 Industrial Products | $0 ▲ | $280.00M ▲ | $250.00M ▼ | $0 ▼ |
Revenue by Geography
| Region | Q3-2025 | Q4-2025 | Q2-2025 | Q1-2026 |
|---|---|---|---|---|
 Asia Pacific | $160.00M ▲ | $170.00M ▲ | $150.00M ▼ | $170.00M ▲ |
 EMEA | $260.00M ▲ | $300.00M ▲ | $230.00M ▼ | $260.00M ▲ |
 Latin America | $100.00M ▲ | $100.00M ▲ | $100.00M ▲ | $100.00M ▲ |
 United States And Canada | $420.00M ▲ | $410.00M ▼ | $390.00M ▼ | $410.00M ▲ |
CEO
Tod E. Carpenter
Compensation Summary
(Year 2025)
Salary $1,095,385
Stock Awards $2,853,630
Option Awards $2,849,945
Incentive Plan Pay $1,325,544
All Other Compensation $94,525
Total Compensation $8,297,471
Industry Industrial - Machinery
Sector Industrials
Went public March 17, 1980
Full time employees 14,000
Split Record
| Date | Type | Ratio |
|---|---|---|
| 2012-03-26 | Forward | 2:1 |
| 2004-03-22 | Forward | 2:1 |
ETFs Holding This Stock
Summary
Total 263
Showing Top 3 of 263
Ratings Snapshot
Rating : B+
Discounted Cash Flow 3
Return On Equity 5
Return On Assets 5
Debt To Equity 2
Price To Earnings 2
Price To Book 1
Overall Score 3
Most Recent Analyst Grades
Grade Summary
Outperform 1
Equal Weight 1
Hold 1
Showing Top 3 of 3
Price Target
Target High $100
Target Low $84
Target Median $96
Target Consensus $93.33
Institutional Ownership
VANGUARD GROUP INC
Shares:12.04M
Value:$1.19B
BLACKROCK INC.
Shares:10.8M
Value:$1.06B
BLACKROCK, INC.
Shares:10.68M
Value:$1.05B
Summary
% Of Shares Owned 75.60%
Total Number Of Holders 728
Showing Top 3 of 728