DONALDSON Co INC (DCI) Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.
Sector: Industrial & Commercial Fans & Blowers & Air Purifing Equip
Industry: Industrial - Machinery
Donaldson Company, Inc. NYSE:DCI Industrials · Industrial - Machinery
Mkt Cap $9.83B
Div Yield 1.46%
AH Close $84.79 +0.00% vs close
AH Close $84.79 +0.00% vs close
Mkt Cap $9.83B
Div Yield 1.46%
All Press Release SEC Filings News
Press Release ⚠ 1
Donaldson Appoints Jeff Stierman President of Industrial Solutions
Donaldson Company appointed Jeff Stierman as president of its Industrial Solutions segment, effective November 2, 2026.
Stierman is a Donaldson veteran currently serving as SVP of Business Operations, with prior general manager roles at Parker Hannifin and across multiple Donaldson businesses; he will continue reporting to CEO Rich Lewis.
He will oversee Business Operations until a successor is named, leaving a temporary open item on the operational side.
• 5d ago AI analysis › SEC Filing
DCI: DEF 14A · proxy statement
Donaldson Company filed its DEF 14A for the November 20, 2026 annual meeting, with 115,820,533 shares outstanding as of the September 21 record date. Proposals include the standard non-binding say-on-pay vote, for which the Board unanimously recommends FOR, and ratification of the independent auditor for fiscal 2027.
The proxy discloses fiscal 2026 was a record year: sales of approximately $3.9 billion and record adjusted diluted EPS of $3.98, plus completion of the Facet Filtration acquisition, the largest in company history. The company returned roughly $250 million to shareholders via $141 million in dividends and $108 million in buybacks.
Governance highlights include the CEO transition completed March 2, 2026, with Richard Lewis becoming President and CEO and Tod Carpenter moving to Executive Chairman. Fiscal 2026 CEO (Carpenter) total compensation was $8.87 million; new CEO Lewis received $5.20 million.
SEC DEF 14A • 19d ago News
Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?
zacks.com • 0mo ago SEC Filing ⚠ 4
DCI: 10-K · periodic report
Donaldson reported fiscal 2026 net sales of $3,885.6 million, up 5.3% from $3,690.9 million, with net earnings of $453.8 million (up 23.7%) and diluted EPS of $3.85 versus $3.05 in fiscal 2025. Growth was led by Mobile Solutions (+5.6%) and Life Sciences (+12.8%), while Industrial Solutions grew only 2.6% with segment earnings down 21.3% on Power Generation production transition costs.
The company completed the acquisition of Filtration Group's Facet Filtration business for $822.6 million in the fourth quarter, funded with cash and approximately $820 million of new debt, lifting total debt to $1,324.8 million and debt-to-capitalization to 42.9% from 31.5% a year ago. Interest expense rose 48.8% to $36.0 million.
Balance sheet and cash generation remain solid: operating cash flow rose to $493.7 million, cash was $250.4 million, and $494.5 million of credit facility capacity remains available. The company paid $141.2 million in dividends and repurchased $111.2 million of stock during the year, with 4.5 million shares remaining under the repurchase authorization.
SEC 10-K • 0mo ago AI analysis › News
Head-To-Head Comparison: Donaldson (NYSE:DCI) and GEA Group (OTCMKTS:GEAGF)
defenseworld.net • 1mo ago News
Donaldson Company, Inc. (DCI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
seekingalpha.com • 1mo ago Press Release
Graco Inc. Appoints Richard B. Lewis to the Board of Directors
Graco Inc. has appointed Donaldson CEO Richard B. Lewis to its Board of Directors, effective December 3, 2026, with service on Graco's Audit Committee.
Lewis has been Donaldson's President and CEO since March 2026 and sits on Donaldson's board; he previously served as Donaldson's COO and led global operations plus the Mobile Solutions and Life Sciences businesses.
For Donaldson shareholders, the move is routine external governance recognition for its CEO with no direct operational or financial read-through.
• 1mo ago AI analysis › News
Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript
seekingalpha.com • 1mo ago Press Release
Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences
Donaldson Company (NYSE: DCI) announced that CEO Rich Lewis will present at the Jefferies 2026 Global Industrials Conference on Tuesday, September 9, 2026, at 9:30 a.m. ET.
CFO Brad Pogalz will present at the Morgan Stanley 14th Annual Laguna Conference on Tuesday, September 15, 2026, at 1:00 p.m. ET.
Both presentations will be webcast live and replayed for roughly 90 days via Donaldson's investor relations website; the release contains no new financial or operational disclosures.
• 1mo ago AI analysis › News
Donaldson Company: Continued Execution Can Validate Valuation
seekingalpha.com • 1mo ago News
Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript
seekingalpha.com • 1mo ago News
Donaldson Q4 Earnings Call Highlights
marketbeat.com • 1mo ago News
Donaldson (DCI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
zacks.com • 1mo ago News
Donaldson (DCI) Tops Q4 Earnings and Revenue Estimates
zacks.com • 1mo ago Press Release ● Major ⚠ 2
Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
Donaldson reported record fiscal 2026 sales of $3.9 billion, up 5.3% year-over-year, with full-year GAAP EPS increasing 26.2% to $3.85.
Fourth quarter sales reached $1.1 billion, up 8%, while operating margins expanded to 16.7% driven by higher volume and the Facet acquisition.
The company issued strong FY2027 guidance, projecting sales growth of 5.5% to 9.5% and EPS between $4.22 and $4.38, indicating another record year.
• 1mo ago AI analysis › News
Donaldson Gears Up to Report Q4 Earnings: What's in the Cards?
zacks.com • 2mo ago News
Donaldson Exhibits Strong Prospects Despite Persisting Headwinds
zacks.com • 2mo ago News
Unveiling Donaldson (DCI) Q4 Outlook: Wall Street Estimates for Key Metrics
zacks.com • 2mo ago Press Release
Donaldson to Webcast Fourth Quarter Fiscal 2026 Earnings Conference Call
Donaldson Company, Inc. announced that it will webcast its fourth quarter fiscal 2026 earnings conference call on Wednesday, August 26, 2026.
The live event is scheduled to begin at 9:00 a.m. CT and will be accessible through the Events & Presentations section of the company's Investor Relations website.
A replay of the webcast will be made available later that day starting at approximately 12:00 p.m. CT.
• 2mo ago AI analysis › Press Release
Donaldson Company Declares Quarterly Cash Dividend
Donaldson Company declared a regular cash dividend of 32.0 cents per share, payable on August 31, 2026 to shareholders of record as of August 17, 2026.
The company has maintained a streak of consecutive quarterly dividend payments for 70 years.
Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index, having increased its dividend annually for 30 consecutive years through 2025.
• 2mo ago AI analysis › SEC Filing
DCI: 8-K · leadership change
Director Douglas A. Milroy resigned from the Board of Donaldson Company, Inc., effective July 31, 2026. Mr. Milroy has served on the Board since 2016. The resignation was disclosed via a Form 8-K filed on July 24, 2026.
SEC 8-K • 3mo ago AI analysis › Press Release ● Major ⚠ 1
Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings
Donaldson reported record Q3 fiscal 2026 sales of $995.1 million, up 5.8% year-over-year, with GAAP EPS of $1.00 and adjusted EPS of $1.06.
The company narrowed its full-year guidance, projecting organic adjusted EPS of $3.94-$4.01 (up 7-9% YoY) and organic sales growth of 3-5%, while slightly lowering the adjusted operating margin outlook to 15.8-16.2%.
Donaldson also completed the $829 million acquisition of Facet Filtration, which is expected to add $25-$30 million in sales and cause approximately $0.03 of EPS dilution in fiscal 2026.
• 4mo ago AI analysis › Press Release
Donaldson Company Increases Quarterly Cash Dividend 6.7%
Donaldson Company declared a quarterly cash dividend of $0.32 per share, a 6.7% increase from the previous quarter's $0.30.
The payment is scheduled for June 30, 2026, to shareholders of record on June 15, 2026.
This marks the 30th consecutive annual dividend increase, reinforcing Donaldson's status as an S&P High-Yield Dividend Aristocrat with 70 years of uninterrupted quarterly payments.
• 4mo ago AI analysis › Press Release
Donaldson Honors Patent Recipients and Inventor Award Winners
Donaldson Company recognized 213 employees as patent recipients for 2025, highlighting a portfolio of over 2,800 active U.S. and international patents.
The company also announced its annual Inventor Award winners, recognizing individuals and teams for technical leadership and innovation across five categories.
The awards reinforce the company's focus on filtration technology leadership but contain no specific financial or commercial product launch details.
• 5mo ago AI analysis › Press Release ● Major
Donaldson Completes Acquisition of Facet Filtration
Donaldson has completed its acquisition of Facet Filtration, a specialist in mission-critical fuel and fluid filtration solutions, broadening its reach into aerospace, defense, and power generation markets.
Management stated that Facet brings a complementary portfolio with attractive margins and growth rates, which will enhance the Industrial Solutions segment.
The company intends to provide details on the transaction's impact on fiscal 2026 performance during the Q3 earnings call scheduled for June 2.
• 5mo ago AI analysis › Press Release
Donaldson Company to Present at the Oppenheimer 21st Annual Industrial Growth Conference
Donaldson Company announced that CFO Brad Pogalz will present virtually at the Oppenheimer 21st Annual Industrial Growth Conference on May 4, 2026.
The presentation will begin at 11:15 a.m. ET and will be accessible via webcast on the company's Investor Relations website.
A replay of the webcast will be available for approximately 90 days following the event.
• 5mo ago AI analysis › Press Release
Donaldson to Webcast Third Quarter Fiscal 2026 Earnings Conference Call
businesswire.com • 5mo ago Recent SEC filings with analysis 
