Donaldson Company DCI Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Industrial Solutions Segment | $281.7M+8.5% | $259.7M+0.7% | $257.8M-16.8% | $309.8M+9.4% | $283.3M+11.7% | |
| Life Sciences Segment | $83.5M+4.4% | $80M+0.9% | $79.3M-3.9% | $82.5M+11.2% | $74.2M+7.8% | |
| Mobile Solutions Segment | $629.9M+13.2% | $556.6M-7.0% | $598.3M+1.7% | $588.4M+1.0% | $582.6M+6.4% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Industrial Solutions Segment | $37.7M+21.6% | $31M-3.7% | $32.2M-50.2% | $64.6M+26.2% | $51.2M+25.2% | |
| Life Sciences Segment | $6.8M-8.1% | $7.4M+1.4% | $7.3M+65.9% | $4.4M-24.1% | $5.8M+1,260% | |
| Mobile Solutions Segment | $127M+35.5% | $93.7M-15.8% | $111.3M-0.7% | $112.1M+6.5% | $105.3M+10.3% | |
| Cost of Sales by Business | ||||||
| Industrial Solutions Segment | $179.2M+8.0% | $165.9M+5.1% | $157.8M-13.4% | $182.3M+7.5% | $169.6M+11.9% | |
| Life Sciences Segment | $49.2M+8.8% | $45.2M-1.7% | $46M-5.7% | $48.8M+7.0% | $45.6M+14.0% | |
| Mobile Solutions Segment | $422.6M+10.8% | $381.3M-4.4% | $398.9M+1.2% | $394.2M-0.5% | $396.3M+6.7% | |
| Equity earnings in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $0-100% | $100K— | $0-100% | $100K— | $0— | |
| Life Sciences Segment | $0— | $0— | $0— | $0— | $0— | |
| Mobile Solutions Segment | $3.5M+106% | $1.7M-10.5% | $1.9M+18.8% | $1.6M-36.0% | $2.5M+19.0% | |
| Other segment items by Business | ||||||
| Industrial Solutions Segment | $64.8M+3.2% | $62.8M-7.4% | $67.8M+7.8% | $62.9M+0.6% | $62.5M+2.0% | |
| Life Sciences Segment | $27.5M+0.4% | $27.4M+5.4% | $26M-11.3% | $29.3M+28.5% | $22.8M-22.2% | |
| Mobile Solutions Segment | $80.3M-1.6% | $81.6M-7.4% | $88.1M+7.3% | $82.1M+1.4% | $81M+0.5% | |
| Goodwill by Business | ||||||
| Industrial Solutions Segment | $301M-0.8% | $303.3M+1.8% | $298M-0.1% | $298.2M+1.0% | $295.3M+3.3% | |
| Life Sciences Segment | $172.8M-1.4% | $175.2M+2.3% | $171.3M+0.8% | $170M+0.5% | $169.1M+7.0% | |
| Mobile Solutions Segment | $25.6M0.0% | $25.6M+0.4% | $25.5M+0.4% | $25.4M0.0% | $25.4M+0.4% | |
| Equity investments in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $700K0.0% | $700K+16.7% | $600K+20.0% | $500K— | —— | |
| Life Sciences Segment | $0— | $0— | $0— | $0— | —— | |
| Mobile Solutions Segment | $37.8M+7.1% | $35.3M+2.6% | $34.4M+2.7% | $33.5M— | —— | |
| Net Sales by Product | ||||||
| Aerospace and Defense | $44.6M+20.2% | $37.1M-11.9% | $42.1M-11.2% | $47.4M-8.0% | $51.5M+11.5% | |
| Aftermarket | $497.6M+11.3% | $447.1M-6.9% | $480.3M+2.7% | $467.5M+1.6% | $460.1M+4.1% | |
| Industrial Filtration Solutions | $237.1M+6.5% | $222.6M+3.2% | $215.7M-17.8% | $262.4M+13.2% | $231.8M+11.7% | |
| Off-Road | $104M+20.2% | $86.5M-8.6% | $94.6M0.0% | $94.6M-1.0% | $95.6M+19.2% | |
| On-Road | $28.3M+23.0% | $23M-1.7% | $23.4M-11.0% | $26.3M-2.2% | $26.9M+6.3% | |
| Net Sales by Geography | ||||||
| APAC | $172.8M+4.7% | $165.1M-0.2% | $165.4M-2.9% | $170.4M+7.6% | $158.3M+4.2% | |
| EMEA | $289.3M+9.3% | $264.8M+0.8% | $262.8M-11.9% | $298.4M+15.0% | $259.5M+13.7% | |
| LATAM | $105.9M+13.0% | $93.7M-6.1% | $99.8M-1.5% | $101.3M-0.1% | $101.4M+2.6% | |
| U.S. and Canada | $427.1M+14.6% | $372.7M-8.5% | $407.4M-0.8% | $410.6M-2.4% | $420.9M+7.6% | |
| Property, Plant and Equipment, Net by Geography | ||||||
| APAC | $74.7M-1.6% | $75.9M+0.8% | $75.3M-1.2% | $76.2M— | —— | |
| EMEA | $190.8M-2.8% | $196.2M+1.2% | $193.8M-0.7% | $195.2M— | —— | |
| LATAM | $140.3M-2.4% | $143.8M-0.8% | $144.9M-1.7% | $147.4M— | —— | |
| U.S. and Canada | $231.4M+0.9% | $229.4M+2.0% | $224.9M-0.4% | $225.7M— | —— | |
| Right-of-use lease assets by Geography | ||||||
| APAC | $11.4M-6.6% | $12.2M+20.8% | $10.1M-8.2% | $11M— | —— | |
| EMEA | $18.5M-7.0% | $19.9M+13.1% | $17.6M+6.7% | $16.5M— | —— | |
| LATAM | $5.3M-8.6% | $5.8M-3.3% | $6M-3.2% | $6.2M— | —— | |
| U.S. and Canada | $18M-25.3% | $24.1M-2.4% | $24.7M-7.8% | $26.8M— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Donaldson Company break its business down?
- Donaldson Company (DCI) reports net sales by business across 3 parts — Industrial Solutions Segment, Life Sciences Segment and Mobile Solutions Segment. Each is extracted from the segment footnotes and tracked over time.
- Where does Donaldson Company's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Donaldson Company's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
