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Companies / Industrials / DONALDSON Co INC
DCI

DONALDSON Co INC

IndustrialsIndustrial Machinery
Ticker DCIBLOOMINGTON, MNFiscal year ends JulyBook value per share $14.97Diluted shares 117.9M

Donaldson Company, Inc. (NYSE: DCI) develops and sells filtration products and solutions to customers ranging from small businesses to global original equipment manufacturers. Its Mobile Solutions segment, 62.3% of fiscal 2026 net sales, supplies filters, housings and emissions systems for construction, mining,… From the company’s description.

In fiscal 2026, DONALDSON Co INC reported revenue of $3.89B, up 5.3% from fiscal 2025, and net income of $453.80M. Its operating margin was 15.4%, and operations generated $493.70M in cash.

Fiscal year 2026 · ends 07-31Changes are against fiscal 2025
Sales & profitability
$3.89BFY2026
+5.3% year over year
15.44%FY2026
+2 percentage points
$453.80MFY2026
+23.7% year over year
25.72%FY2026
−2.7 percentage points
Cash & financing
$493.70MFY2026
+17.9% year over year
$426.30MFY2026
+25.4% year over year
0.75FY2026
Was 0.46× a year earlier
117.9MFY2026
−2.1% year over year

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.

What DONALDSON Co INC does

In the company’s own words

Donaldson Company, Inc. (NYSE: DCI) develops and sells filtration products and solutions to customers ranging from small businesses to global original equipment manufacturers. Its Mobile Solutions segment, 62.3% of fiscal 2026 net sales, supplies filters, housings and emissions systems for construction, mining, agriculture and transportation equipment, as well as replacement products through distributors and dealer networks. Industrial Solutions, 29.1%, serves industrial customers with filtration equipment, replacement parts, monitoring and services, including products for manufacturing, power generation, aerospace and defense. Life Sciences, 8.6%, sells filtration and bioprocessing products to OEMs and end users in food and beverage, microelectronics, data storage and biopharmaceutical markets. The company was founded in 1915 and operates more than 150 locations across six continents, including 79 manufacturing or distribution centers. Its portfolio includes brands such as PowerCore, Ultra-Web, Synteq, Torit, iCue and Facet. Its website is ir.donaldson.com.

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

Financial performance, year by year

Fiscal 2012–2026 · USD
$-388.56M$777.12M$1.94B$3.11B$4.27B201220132014201520162017201820192020202120222023202420252026

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

Put this business in context.

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