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Donaldson Company DCI On-Road — Net Sales

Other product segments

Aftermarket
$497.6M+8.2%
Industrial Filtration Solutions
$237.1M+2.3%
Off-Road
$104M+8.8%
Aerospace and Defense
$44.6M-13.4%

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MODOn Highway Applications — Revenue
$179.1M-0.6%
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LFUSCommercial Vehicle Products — Net Sales
$78.88M+1.4%
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ALSNGlobal Off-Highway — Revenue
$12M-25.0%
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ALSNOutside North America On Highway — Revenue
$110M-1.8%
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ALSNNorth America On Highway — Revenue
$375M-13.8%

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 June 2, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Donaldson Company's on-road — net sales?
Donaldson Company (DCI) reported on-road — net sales of $28.3M in Q1 2026.
How has Donaldson Company's on-road — net sales changed year-over-year?
Donaldson Company's on-road — net sales increased by 5.2% year-over-year, from $26.9M to $28.3M.
What is the long-term trend for Donaldson Company's on-road — net sales?
Over 4 years (2021 to 2025), Donaldson Company's on-road — net sales has grown at a -5.5% compound annual growth rate (CAGR), from $138.9M to $110.6M.
What does on-road — net sales mean?
The total revenue earned from selling filtration products for on-road commercial vehicles.
How do you interpret on-road — net sales?
An increase indicates growing demand for commercial vehicle filtration or successful market share expansion in the transportation sector, while a decrease may signal a cyclical downturn in truck production or reduced fleet maintenance activity.
How does on-road — net sales compare across companies?
Peers in the automotive and industrial filtration space report similar metrics under 'Commercial Vehicle' or 'Transportation' segments, often correlated with global heavy-duty truck build rates.