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Donaldson Company DCI Aerospace and Defense — Net Sales

Other product segments

Aftermarket
$497.6M+8.2%
Industrial Filtration Solutions
$237.1M+2.3%
Off-Road
$104M+8.8%
On-Road
$28.3M+5.2%

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Other financials

Income statement

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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

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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

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Operating cash flow$135.4M+54.4%
CapEx$23.3M+42.9%
Free cash flow$112.1M+57.0%

Valuation

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Market cap$11.27B+34.1%
Enterprise value$11.67B+30.4%
P/E25.7×+2.8×
P/S+0.7×

Profitability

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Gross margin34.2%-1.0pp
Operating margin15.1%+1.7pp
Net margin11.5%+1.6pp
FCF margin10.3%+2.1pp

Returns & leverage

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Return on equity27.8%+3.2pp
Debt / equity0.4×-0.1×
Current ratio2.4×+0.4×

Where this comes from

Reported directly by Donaldson Company in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The source filing: Donaldson Company’s 10-Q, filed June 2, 2026.

Filed
Jun 2, 2026, 11:28 AM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0000029644-26-000052
Line itemThree Months Ended April 30, 2026Three Months Ended April 30, 2025Nine Months Ended April 30, 2026Nine Months Ended April 30, 2025
Total Mobile Solutions segment629.9582.61,784.81,702.6
Industrial Solutions segment
Industrial Filtration Solutions237.1231.8675.4651.8
Aerospace and Defense44.651.5123.8142.8
Total Industrial Solutions segment281.7283.3799.2794.6
Life Sciences segment
Total Life Sciences segment83.574.2242.8213.0
Total Company$995.1$940.1$2,826.8$2,710.2

Item 1. Financial Statements

FAQ

What is Donaldson Company's aerospace and defense — net sales?
Donaldson Company (DCI) reported aerospace and defense — net sales of $44.6M in Q1 2026.
How has Donaldson Company's aerospace and defense — net sales changed year-over-year?
Donaldson Company's aerospace and defense — net sales decreased by 13.4% year-over-year, from $51.5M to $44.6M.
What is the long-term trend for Donaldson Company's aerospace and defense — net sales?
Over 4 years (2021 to 2025), Donaldson Company's aerospace and defense — net sales has grown at a 18.6% compound annual growth rate (CAGR), from $96.2M to $190.3M.
What does aerospace and defense — net sales mean?
This metric represents the total revenue generated from the sale of filtration systems, components, and aftermarket parts specifically designed for aerospace and defense applications. It reflects the company's market penetration and demand within the aviation, military, and defense sectors, which often operate under long-term contracts and specialized regulatory requirements. Growth in this segment indicates successful expansion into high-barrier-to-entry markets and the ability to capture value from specialized technical filtration needs.

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