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Donaldson Company DCI Industrial Solutions Segment — Net Sales

Other segment segments

Mobile Solutions Segment
$629.9M+8.1%
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$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
Three Months Ended April 30, 2026Mobile Solutions SegmentIndustrial Solutions SegmentLife Sciences SegmentTotal SegmentCorporate and Unallocated (1)Total Company
Net sales$629.9$281.7$83.5$995.1$995.1
Cost of sales422.6179.249.2
Other segment items (2)80.364.827.5
Earnings (loss) before income taxes$127.0$37.7$6.8$171.5$(16.7)$154.8
Equity earnings in unconsolidated affiliates$3.5$3.5
Nine Months Ended April 30, 2026
Net sales$1,784.8$799.2$242.8$2,826.8$2,826.8
Cost of sales1,202.7503.0140.4

Item 1. Financial Statements

FAQ

What is Donaldson Company's industrial solutions segment — net sales?
Donaldson Company (DCI) reported industrial solutions segment — net sales of $281.7M in Q1 2026.
How has Donaldson Company's industrial solutions segment — net sales changed year-over-year?
Donaldson Company's industrial solutions segment — net sales decreased by 0.6% year-over-year, from $283.3M to $281.7M.
What is the long-term trend for Donaldson Company's industrial solutions segment — net sales?
Over 3 years (2022 to 2025), Donaldson Company's industrial solutions segment — net sales has grown at a 7.0% compound annual growth rate (CAGR), from $901M to $1.1B.
What does industrial solutions segment — net sales mean?
The total revenue generated by the Industrial Solutions segment from the sale of filtration systems and replacement parts, net of returns, allowances, and discounts. This is the primary indicator of the segment's market demand and top-line growth performance.

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