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Donaldson Company DCI Shipping and Handling — 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-K, filed September 26, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Donaldson Company's shipping and handling — cost of sales?
Donaldson Company (DCI) reported shipping and handling — cost of sales of $23.83M in Q2 2025.
How has Donaldson Company's shipping and handling — cost of sales changed year-over-year?
Donaldson Company's shipping and handling — cost of sales increased by 4.2% year-over-year, from $22.88M to $23.83M.
What is the long-term trend for Donaldson Company's shipping and handling — cost of sales?
Over 4 years (2021 to 2025), Donaldson Company's shipping and handling — cost of sales has grown at a 4.7% compound annual growth rate (CAGR), from $79.2M to $95.3M.
What does shipping and handling — cost of sales mean?
The total direct costs incurred by a business segment to transport and deliver products to customers.
How do you interpret shipping and handling — cost of sales?
An increase in these costs relative to revenue may indicate rising freight rates, fuel surcharges, or supply chain inefficiencies, while a decrease suggests improved logistics management or favorable shipping contract renegotiations.
How does shipping and handling — cost of sales compare across companies?
Peers in the industrial manufacturing and filtration sectors typically report these costs within their broader cost of goods sold, often benchmarking them against total segment revenue to assess logistics margin pressure.