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Donaldson Company DCI Industrial Solutions Segment — Cost of Sales

Other segment segments

Mobile Solutions Segment
$422.6M+6.6%
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$49.2M+7.9%

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NDSNIndustrial Precision Solutions — Adjusted cost of 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$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:CostOfRevenue.

The official record: Donaldson Company’s 10-Q, filed June 2, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Donaldson Company's industrial solutions segment — cost of sales?
Donaldson Company (DCI) reported industrial solutions segment — cost of sales of $179.2M in Q1 2026.
How has Donaldson Company's industrial solutions segment — cost of sales changed year-over-year?
Donaldson Company's industrial solutions segment — cost of sales increased by 5.7% year-over-year, from $169.6M to $179.2M.
What is the long-term trend for Donaldson Company's industrial solutions segment — cost of sales?
Over 2 years (2023 to 2025), Donaldson Company's industrial solutions segment — cost of sales has grown at a 5.0% compound annual growth rate (CAGR), from $594.3M to $654.9M.
What does industrial solutions segment — cost of sales mean?
The direct costs incurred to manufacture and deliver the products sold by the Industrial Solutions segment.
How do you interpret industrial solutions segment — cost of sales?
Lower costs relative to sales indicate improved manufacturing efficiency or better supply chain management.
How does industrial solutions segment — cost of sales compare across companies?
Standard cost of goods sold (COGS) metric for industrial manufacturing segments.