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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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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
Line itemThree Months Ended April 30, 2026Three Months Ended April 30, 2025Nine Months Ended April 30, 2026Nine Months Ended April 30, 2025
Mobile Solutions segment
Off-Road$104.0$95.6$285.1$264.9
On-Road28.326.974.784.3
Aftermarket497.6460.11,425.01,353.4
Total Mobile Solutions segment629.9582.61,784.81,702.6
Industrial Solutions segment
Industrial Filtration Solutions237.1231.8675.4651.8
Aerospace and Defense44.651.5123.8142.8

Item 1. Financial Statements

FAQ

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?
This metric represents the total revenue generated from the sale of filtration products and systems specifically designed for on-road vehicle applications. It captures the demand for air, fuel, and exhaust filtration solutions within the heavy-duty truck and commercial transportation end markets. This figure reflects the company's market penetration and cyclical exposure to the global commercial vehicle manufacturing and aftermarket sectors.

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