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Donaldson Company DCI Industrial Solutions — Net Sales

Discontinued — last reported Q1 '26

Other segment segments

Mobile Solutions Segment
$629.9M+8.1%
Industrial Solutions Segment
$281.7M-0.6%
Life Sciences Segment
$83.5M+12.5%

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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$9.91B+29.8%
Enterprise value$10.31B+26.2%
P/E22.6×+1.5×
P/S2.6×+0.5×

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 official record: Donaldson Company’s 10-Q, filed December 4, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Donaldson Company's industrial solutions — net sales?
Donaldson Company (DCI) reported industrial solutions — net sales of $257.8M in Q3 2025.
How has Donaldson Company's industrial solutions — net sales changed year-over-year?
Donaldson Company's industrial solutions — net sales increased by 0.1% year-over-year, from $257.6M to $257.8M.
What is the long-term trend for Donaldson Company's industrial solutions — net sales?
Over 2 years (2021 to 2023), Donaldson Company's industrial solutions — net sales has grown at a 14.0% compound annual growth rate (CAGR), from $780.9M to $1.01B.
What does industrial solutions — net sales mean?
The total revenue earned from the company's industrial filtration business segment.
How do you interpret industrial solutions — net sales?
An increase suggests higher demand for industrial filtration solutions and potential market share gains, while a decrease may indicate cyclical downturns in industrial manufacturing activity.
How does industrial solutions — net sales compare across companies?
Comparable to industrial segment revenue reported by diversified manufacturing peers in the filtration or capital equipment industries.