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Donaldson Company DCI Mobile Solutions Segment — Equity earnings in unconsolidated affiliates

Other segment segments

Industrial Solutions Segment
$0
Life Sciences Segment
$0

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DUKTotal Reportable Segments — Equity in earnings of unconsolidated affiliates
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KBRCorporate — Equity in earnings of unconsolidated affiliates
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KBRMTS — Equity in earnings of unconsolidated affiliates
$10M+42.9%
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KBRSTS — Equity in earnings of unconsolidated affiliates
$41M+17.1%
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ETMidstream — Equity in earnings of unconsolidated affiliates
$3M0.0%
Fidelity National Financial logo
FNFTitle — Equity in (losses) earnings of unconsolidated affiliates
-$2M-300%

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:IncomeLossFromEquityMethodInvestments.

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
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
Other segment items (2)250.1195.380.9

Item 1. Financial Statements

FAQ

What is Donaldson Company's mobile solutions segment — equity earnings in unconsolidated affiliates?
Donaldson Company (DCI) reported mobile solutions segment — equity earnings in unconsolidated affiliates of $3.5M in Q1 2026.
How has Donaldson Company's mobile solutions segment — equity earnings in unconsolidated affiliates changed year-over-year?
Donaldson Company's mobile solutions segment — equity earnings in unconsolidated affiliates increased by 40.0% year-over-year, from $2.5M to $3.5M.
What is the long-term trend for Donaldson Company's mobile solutions segment — equity earnings in unconsolidated affiliates?
Over 3 years (2022 to 2025), Donaldson Company's mobile solutions segment — equity earnings in unconsolidated affiliates has grown at a 69.0% compound annual growth rate (CAGR), from $1.7M to $8.2M.
What does mobile solutions segment — equity earnings in unconsolidated affiliates mean?
Represents the segment's proportional share of net income from investments in entities where the company exercises significant influence but does not have a controlling interest. This reflects the performance of joint ventures or strategic partnerships that support the segment's broader business objectives. It provides insight into the value generated by collaborative business models.

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