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Companies / Industrials / DONALDSON Co INC
DCI

DONALDSON Co INC

IndustrialsIndustrial Machinery
Ticker DCIBLOOMINGTON, MNFiscal year ends JulyBook value per share $14.38Diluted shares 117.9M

Donaldson Company, Inc. (NYSE: DCI) is a global leader in technology-led filtration products and solutions founded in 1915. The company operates through more than 150 locations across six continents, including 77 manufacturing and distribution centers, and employs approximately 15,000 full-time employees. Donaldson's… From the company’s description.

Fiscal year 2025 · ends 07-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-04-30
Sales & profitability
$3.69B
+2.9% year over year
Last 12 mo $3.81B
13.42%
−1.7 percentage points
Last 12 mo 15.10%
$367.00M
−11.4% year over year
Last 12 mo $438.80M
27.99%
+0.2 percentage points
Last 12 mo 25.88%
Cash & financing
$418.80M
−15.0% year over year
Last 12 mo $461.60M
$339.90M
−16.5% year over year
Last 12 mo $388.80M
0.46
Was 0.36× a year earlier
Last 12 mo 0.36
120.4M
−1.8% year over year
Last 12 mo 117.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What DONALDSON Co INC does

In the company’s own words

Donaldson Company, Inc. (NYSE: DCI) is a global leader in technology-led filtration products and solutions founded in 1915. The company operates through more than 150 locations across six continents, including 77 manufacturing and distribution centers, and employs approximately 15,000 full-time employees. Donaldson's website is located at ir.donaldson.com.

The company serves a broad range of industries through three reportable segments. Mobile Solutions represents 62.1% of net sales and includes Off-Road, On-Road, and Aftermarket business units providing replacement filters for air and liquid filtration applications, filtration housings, and emissions systems for construction, mining, agriculture, and transportation end markets. Industrial Solutions comprises 29.9% of net sales and encompasses Industrial Air Filtration, Industrial Gases, Industrial Hydraulics, Power Generation, and Aerospace and Defense products serving manufacturing, power generation, and defense applications. Life Sciences accounts for 8.0% of net sales and includes Food and Beverage, Disk Drive, Vehicle Electrification, Medical Device, Microelectronics, and Bioprocessing Equipment and Consumables markets.

Donaldson's geographic revenue distribution spans the U.S. and Canada at 44.2%, Europe, Middle East and Africa at 27.8%, Asia Pacific at 17.2%, and Latin America at 10.8%. The company owns a portfolio of over 3,100 issued patents and maintains valuable trademarks including Donaldson, PowerCore, Ultra-Web, Synteq XP, iCue, and IsoTag, among others.

The company's business model emphasizes innovation and customer partnerships, with research and development spending at approximately 2.4% of net sales. Recent strategic acquisitions in the bioprocessing sector include Isolere Bio, Univercells Technologies, Solaris Biotechnology, and Purilogics, strengthening the company's presence in cell and gene therapy manufacturing. Donaldson's competitive advantages derive from its technological capabilities, extensive product portfolio, global distribution network, and service offerings that address complex filtration challenges across diverse industrial applications and end markets.

Company details
Sector
Industrials
Industry
Industrial Machinery
Headquarters
BLOOMINGTON, MN
Fiscal year end
July
CIK
29644
SIC
3564

Financial performance, year by year

Fiscal 2013–2025 · USD
$-380.75M$761.50M$1.90B$3.05B$4.19B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns DONALDSON Co INC — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

447
funds hold it
0 of 35
superinvestors hold it
$4.11B
held by funds, at market
40.1%
of shares held by funds

Largest fund holders · DONALDSON Co INC’s weight in each

iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.29%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.13%of fund net assets
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
FTHNX · Capitol Series Trust
1.55%of fund net assets
VANGUARD SMALL-CAP VALUE INDEX FUND
VBR · VANGUARD INDEX FUNDS
0.22%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

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