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Donaldson Company DCI Industrial Filtration Solutions — Net Sales

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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
Aftermarket497.6460.11,425.01,353.4
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

Item 1. Financial Statements

FAQ

What is Donaldson Company's industrial filtration solutions — net sales?
Donaldson Company (DCI) reported industrial filtration solutions — net sales of $237.1M in Q1 2026.
How has Donaldson Company's industrial filtration solutions — net sales changed year-over-year?
Donaldson Company's industrial filtration solutions — net sales increased by 2.3% year-over-year, from $231.8M to $237.1M.
What is the long-term trend for Donaldson Company's industrial filtration solutions — net sales?
Over 4 years (2021 to 2025), Donaldson Company's industrial filtration solutions — net sales has grown at a 7.5% compound annual growth rate (CAGR), from $684.7M to $914.1M.
What does industrial filtration solutions — net sales mean?
This metric represents the total revenue generated from the sale of industrial filtration products, including dust, fume, and mist collection systems. It reflects the demand for filtration technology across manufacturing, processing, and industrial end-markets. Growth in this segment indicates successful market penetration and demand for equipment maintenance and environmental compliance solutions.

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