What is Donaldson Company's market cap?

Donaldson Company (DCI) has a market capitalization of $10.6B and trades on NYSE.

What is Donaldson Company's revenue and profitability?

Donaldson Company generated $3.8B in trailing twelve-month revenue with net income of $438.8M, representing a net margin of 11.5%. Gross margin stands at 34.2%, with free cash flow of $390.5M. These figures are based on the Q2 2026 filing.

Who are Donaldson Company's competitors?

Donaldson Company's key competitors include Cummins Inc., Pall Corporation, Parker-Hannifin Corporation, and others. These companies compete in similar markets and product categories.

What subsidiaries does Donaldson Company have?

Donaldson Company's subsidiaries include Torit, Ultrafilter.

Where is Donaldson Company headquartered?

Donaldson Company is headquartered in United States of America and employs approximately 13,000 people. It has been publicly traded since 1972.

Donaldson Company

DCI

Donaldson Company is a global leader in technology-led filtration products and solutions, serving a broad range of industrial and advanced markets.

Market cap

$10.56B+25.9%

Revenue$3.8B+4.4%

Net income$438.8M+21.1%

Free cash flow$390.5M+31.5%

EPS (diluted)$3.71+24.5%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q3 2026 report

June 2, 2026

Revenue$995.1MBeat by $21.5M EPS$1.06Beat by $0.01

Read the full report

Next report

Aug 26, 2026 (in a month)

Revenue estimate$1.0B

EPS estimate$1.12

Financials

Q3 2026

Income statement

See full

Revenue$995.1M+5.9%

Gross profit$333.4M+3.6%

Operating income$155.3M+77.7%

Net income$118.1M+104%

EPS (diluted)$1.00+108%

Balance sheet

See full

Cash & equivalents$204.1M+14.3%

Total debt$601.9M-16.7%

Total equity$1.7B+15.8%

Total assets$3.1B+3.0%

Cash flow

See full

Operating cash flow$135.4M+54.4%

CapEx$23.3M+42.9%

Free cash flow$112.1M+57.0%

Valuation & ratios

Valuation

See full

Market cap$10.56B+25.9%

Enterprise value$10.96B+23.9%

P/E24.1×+1.2×

P/S2.8×+0.5×

Profitability

See full

Gross margin34.2%-1.0pp

Operating margin15.1%+1.7pp

Net margin11.5%+1.6pp

FCF margin10.3%+2.1pp

Returns & leverage

See full

Return on equity27.8%+3.2pp

Debt / equity0.4×-0.1×

Current ratio2.4×+0.4×

Segments

By product

See full

Aftermarket$497.6M+8.2%

Industrial Filtration Solutions$237.1M+2.3%

Off-Road$104.0M+8.8%

Aerospace and Defense$44.6M-13.4%

On-Road$28.3M+5.2%

By geography

See full

U.S. and Canada$427.1M+1.5%

EMEA$289.3M+11.5%

APAC$172.8M+9.2%

LATAM$105.9M+4.4%

By segment

See full

Mobile Solutions Segment$629.9M+8.1%

Industrial Solutions Segment$281.7M-0.6%

Life Sciences Segment$83.5M+12.5%

Competitors

By market cap

Danaher$135.32B-6.8%

Parker-Hannifin$124.26B+33.3%

Cummins$91.8B+82.4%

Nordson$16.3B+31.4%

Donaldson Company$10.6B+27.2%

Ceco Environmental$4.6B+289%

Atmus Filtration Technologies$4.3B+37.9%

LiqTech International$21.4M-9.1%

By revenue growth

Atmus Filtration Technologies+10.0%

Nordson+7.4%

Parker-Hannifin+6.0%

Danaher+4.6%

Donaldson Company+4.4%

Cummins+0.1%

Ceco Environmental-65.4%

By net margin

Nordson18.19%+1.7pp

Parker-Hannifin16.58%-0.6pp

Danaher15.95%+1.7pp

Atmus Filtration Technologies11.57%+0.4pp

Donaldson Company11.52%+1.6pp

Cummins8.22%-0.3pp

Ceco Environmental2.23%-0.4pp

Profile

Donaldson Company is a global leader in technology-led filtration products and solutions, serving a broad range of industrial and advanced markets. The company leverages its proprietary media and design capabilities to solve complex filtration challenges for customers ranging from small businesses to large global brands. Its value proposition centers on meeting stringent technical performance requirements and providing high-reliability solutions across the entire product lifecycle.

Competitive position

A global leader in filtration technology with a significant manufacturing footprint across six continents and a strong emphasis on proprietary technology-led solutions.

GeographiesUnited States, Canada, Europe, Middle East, Africa, Asia Pacific, Latin America

Customer segmentsOriginal Equipment Manufacturers, Industrial manufacturing facilities, Biopharmaceutical companies, Agricultural and construction fleets

Business modelManufacturing, Aftermarket parts and services, B2B Engineering

SuppliersRaw material suppliers (steel, media, chemicals), Specialized media manufacturers, Logistics and freight providers

CustomersHeavy-duty equipment OEMs, Independent aftermarket distributors, Industrial end-users, Healthcare and life science laboratories

CountryUnited States of America

Listed1972

Employees13.0K

CEORichard Lewis

SectorIndustrials

IndustryIndustrial - Machinery

Websiteir.donaldson.com

FilingsSEC EDGAR

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Questions, answered.

What is Donaldson Company's market cap?: Donaldson Company (DCI) has a market capitalization of $10.6B and trades on NYSE.
What is Donaldson Company's revenue and profitability?: Donaldson Company generated $3.8B in trailing twelve-month revenue with net income of $438.8M, representing a net margin of 11.5%. Gross margin stands at 34.2%, with free cash flow of $390.5M. These figures are based on the Q2 2026 filing.
Who are Donaldson Company's competitors?: Donaldson Company's key competitors include Cummins Inc., Pall Corporation, Parker-Hannifin Corporation, and others. These companies compete in similar markets and product categories.
What subsidiaries does Donaldson Company have?: Donaldson Company's subsidiaries include Torit, Ultrafilter.
Where is Donaldson Company headquartered?: Donaldson Company is headquartered in United States of America and employs approximately 13,000 people. It has been publicly traded since 1972.