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Donaldson Company DCI APAC — Net Sales

Other geography segments

U.S. and Canada
$427.1M+1.5%
EMEA
$289.3M+11.5%
LATAM
$105.9M+4.4%

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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
U.S. and Canada$427.1$420.9$1,207.2$1,221.7
Europe, Middle East and Africa (EMEA)289.3259.5816.9728.8
Asia Pacific (APAC)172.8158.3503.3465.3
Latin America (LATAM)105.9101.4299.4294.4
Total net sales$995.1$940.1$2,826.8$2,710.2

Item 1. Financial Statements

FAQ

What is Donaldson Company's APAC — net sales?
Donaldson Company (DCI) reported APAC — net sales of $172.8M in Q1 2026.
How has Donaldson Company's APAC — net sales changed year-over-year?
Donaldson Company's APAC — net sales increased by 9.2% year-over-year, from $158.3M to $172.8M.
What is the long-term trend for Donaldson Company's APAC — net sales?
Over 4 years (2021 to 2025), Donaldson Company's APAC — net sales has grown at a -0.5% compound annual growth rate (CAGR), from $649.2M to $635.8M.
What does APAC — net sales mean?
This metric represents the total revenue generated from the sale of filtration systems and replacement parts within the Asia-Pacific geographic region. It reflects the company's market penetration and demand for industrial and mobile filtration solutions in these specific markets. Changes in this figure indicate shifts in regional economic activity, industrial output, and the company's competitive positioning within the APAC territory.

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