Donaldson Company DCI Business Segments
| TTM Q3 '26 | TTM Q2 '26 | TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Industrial Solutions Segment | $1.11B-0.1% | $1.11B+0.5% | $1.1B0.0% | $1.1B+4.1% | $1.06B+1.6% | |
| Life Sciences Segment | $325.3M+2.9% | $316M+3.7% | $304.8M+3.1% | $295.6M+3.6% | $285.4M+0.2% | |
| Mobile Solutions Segment | $2.37B+2.0% | $2.33B+0.4% | $2.32B+1.1% | $2.29B+1.1% | $2.27B+0.9% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Industrial Solutions Segment | $165.5M-7.5% | $179M-5.2% | $188.9M-4.5% | $197.7M+8.2% | $182.8M+0.8% | |
| Life Sciences Segment | $25.9M+4.0% | $24.9M+46.5% | $17M+286% | $4.4M+589% | -$900K+85.5% | |
| Mobile Solutions Segment | $444.1M+5.1% | $422.4M-0.4% | $424.2M+1.6% | $417.6M+2.7% | $406.63M+1.0% | |
| Cost of Sales by Business | ||||||
| Industrial Solutions Segment | $685.2M+1.4% | $675.6M+2.2% | $661.2M+1.0% | $654.9M+4.2% | $628.6M+2.2% | |
| Life Sciences Segment | $189.2M+1.9% | $185.6M+2.9% | $180.4M+1.3% | $178.1M+5.7% | $168.43M+4.0% | |
| Mobile Solutions Segment | $1.6B+1.7% | $1.57B+0.6% | $1.56B+1.1% | $1.54B+0.9% | $1.53B+1.0% | |
| Equity earnings in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $200K0.0% | $200K+100% | $100K0.0% | $100K+300% | $25K-50.0% | |
| Life Sciences Segment | $0— | $0— | $0— | $0— | $0— | |
| Mobile Solutions Segment | $8.7M+13.0% | $7.7M-4.9% | $8.1M-1.2% | $8.2M-2.7% | $8.43M+8.7% | |
| Other segment items by Business | ||||||
| Industrial Solutions Segment | $258.3M+0.9% | $256M+0.6% | $254.5M+1.1% | $251.8M+0.8% | $249.83M+0.6% | |
| Life Sciences Segment | $110.2M+4.5% | $105.5M-1.8% | $107.4M-5.0% | $113.1M-1.2% | $114.53M-6.5% | |
| Mobile Solutions Segment | $332.1M-0.2% | $332.8M+0.3% | $331.8M+0.8% | $329.3M+0.5% | $327.63M+0.2% | |
| Goodwill by Business | ||||||
| Industrial Solutions Segment | $1.2B+0.5% | $1.19B+1.5% | $1.18B+0.6% | $1.17B+0.7% | $1.16B+0.6% | |
| Life Sciences Segment | $689.3M+0.5% | $685.6M+2.6% | $668.5M+1.2% | $660.7M+1.1% | $653.8M+1.1% | |
| Mobile Solutions Segment | $102.1M+0.2% | $101.9M+0.3% | $101.6M+0.1% | $101.5M0.0% | $101.5M0.0% | |
| Equity investments in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $2.5M— | —— | —— | —— | —— | |
| Life Sciences Segment | $0— | —— | —— | —— | —— | |
| Mobile Solutions Segment | $141M— | —— | —— | —— | —— | |
| Net Sales by Product | ||||||
| Aerospace and Defense | $171.2M-3.9% | $178.1M-4.9% | $187.2M-1.6% | $190.3M-1.6% | $193.3M+6.0% | |
| Aftermarket | $1.89B+2.0% | $1.86B+0.3% | $1.85B+1.6% | $1.82B+0.8% | $1.81B+0.8% | |
| Industrial Filtration Solutions | $937.8M+0.6% | $932.5M+1.6% | $917.4M+0.4% | $914.1M+2.8% | $889.1M+0.4% | |
| Off-Road | $379.7M+2.3% | $371.3M+1.7% | $365M+1.5% | $359.5M+1.3% | $354.8M-2.4% | |
| On-Road | $101M+1.4% | $99.6M-2.3% | $101.9M-7.9% | $110.6M-5.6% | $117.2M-7.0% | |
| Net Sales by Geography | ||||||
| APAC | $673.7M+2.2% | $659.2M+2.0% | $646M+1.6% | $635.8M+1.7% | $625.3M+1.2% | |
| EMEA | $1.12B+2.7% | $1.09B+3.5% | $1.05B+2.1% | $1.03B+3.3% | $994.5M-0.2% | |
| LATAM | $400.7M+1.1% | $396.2M-1.3% | $401.3M+1.4% | $395.7M-0.2% | $396.5M+0.6% | |
| U.S. and Canada | $1.62B+0.4% | $1.61B-1.1% | $1.63B-0.1% | $1.63B+0.2% | $1.63B+0.2% | |
| Property, Plant and Equipment, Net by Geography | ||||||
| APAC | $302.1M— | —— | —— | —— | —— | |
| EMEA | $776M— | —— | —— | —— | —— | |
| LATAM | $576.4M— | —— | —— | —— | —— | |
| U.S. and Canada | $911.4M— | —— | —— | —— | —— | |
| Right-of-use lease assets by Geography | ||||||
| APAC | $44.7M— | —— | —— | —— | —— | |
| EMEA | $72.5M— | —— | —— | —— | —— | |
| LATAM | $23.3M— | —— | —— | —— | —— | |
| U.S. and Canada | $93.6M— | —— | —— | —— | —— |
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.
