Donaldson Company DCI Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Industrial Solutions Segment | $281.7M-0.6% | $259.7M+2.4% | $257.8M+0.1% | $309.8M+16.2% | $283.3M+6.3% | |
| Life Sciences Segment | $83.5M+12.5% | $80M+16.3% | $79.3M+13.1% | $82.5M+14.1% | $74.2M+0.8% | |
| Mobile Solutions Segment | $629.9M+8.1% | $556.6M+1.7% | $598.3M+4.5% | $588.4M+4.6% | $582.6M+3.5% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Industrial Solutions Segment | $37.7M-26.4% | $31M-24.2% | $32.2M-21.5% | $64.6M+30.0% | $51.2M+3.0% | |
| Life Sciences Segment | $6.8M+17.2% | $7.4M+1,580% | $7.3M+238% | $4.4M+589% | $5.8M+1,060% | |
| Mobile Solutions Segment | $127M+20.6% | $93.7M-1.9% | $111.3M+6.3% | $112.1M+10.9% | $105.3M+4.1% | |
| Cost of Sales by Business | ||||||
| Industrial Solutions Segment | $179.2M+5.7% | $165.9M+9.5% | $157.8M+4.2% | $182.3M+16.9% | $169.6M+8.7% | |
| Life Sciences Segment | $49.2M+7.9% | $45.2M+13.0% | $46M+5.3% | $48.8M+24.7% | $45.6M+16.5% | |
| Mobile Solutions Segment | $422.6M+6.6% | $381.3M+2.7% | $398.9M+4.4% | $394.2M+3.4% | $396.3M+4.0% | |
| Equity earnings in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $0— | $100K— | $0— | $100K+300% | $0-100% | |
| Life Sciences Segment | $0— | $0— | $0— | $0— | $0— | |
| Mobile Solutions Segment | $3.5M+40.0% | $1.7M-19.0% | $1.9M-5.0% | $1.6M-12.3% | $2.5M+37.0% | |
| Other segment items by Business | ||||||
| Industrial Solutions Segment | $64.8M+3.7% | $62.8M+2.4% | $67.8M+4.1% | $62.9M+3.2% | $62.5M+2.6% | |
| Life Sciences Segment | $27.5M+20.6% | $27.4M-6.5% | $26M-18.0% | $29.3M-4.6% | $22.8M-25.8% | |
| Mobile Solutions Segment | $80.3M-0.9% | $81.6M+1.2% | $88.1M+2.9% | $82.1M+2.1% | $81M+0.7% | |
| Goodwill by Business | ||||||
| Industrial Solutions Segment | $301M+1.9% | $303.3M+6.1% | $298M+2.4% | $298.2M+2.9% | $295.3M+2.5% | |
| Life Sciences Segment | $172.8M+2.2% | $175.2M+10.8% | $171.3M+4.8% | $170M+4.2% | $169.1M+4.4% | |
| Mobile Solutions Segment | $25.6M+0.8% | $25.6M+1.2% | $25.5M+0.4% | $25.4M0.0% | $25.4M0.0% | |
| Equity investments in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $700K— | $700K— | $600K— | $500K+400% | —— | |
| Life Sciences Segment | $0— | $0— | $0— | $0— | —— | |
| Mobile Solutions Segment | $37.8M— | $35.3M— | $34.4M— | $33.5M+25.0% | —— | |
| Net Sales by Product | ||||||
| Aerospace and Defense | $44.6M-13.4% | $37.1M-19.7% | $42.1M-6.9% | $47.4M-6.0% | $51.5M+27.2% | |
| Aftermarket | $497.6M+8.2% | $447.1M+1.2% | $480.3M+6.4% | $467.5M+3.3% | $460.1M+3.3% | |
| Industrial Filtration Solutions | $237.1M+2.3% | $222.6M+7.3% | $215.7M+1.6% | $262.4M+10.5% | $231.8M+1.4% | |
| Off-Road | $104M+8.8% | $86.5M+7.9% | $94.6M+6.2% | $94.6M+5.2% | $95.6M-8.3% | |
| On-Road | $28.3M+5.2% | $23M-9.1% | $23.4M-27.1% | $26.3M-20.1% | $26.9M-24.6% | |
| Net Sales by Geography | ||||||
| APAC | $172.8M+9.2% | $165.1M+8.7% | $165.4M+6.6% | $170.4M+6.6% | $158.3M+5.1% | |
| EMEA | $289.3M+11.5% | $264.8M+16.0% | $262.8M+9.1% | $298.4M+12.3% | $259.5M-0.7% | |
| LATAM | $105.9M+4.4% | $93.7M-5.2% | $99.8M+5.9% | $101.3M-0.8% | $101.4M+2.3% | |
| U.S. and Canada | $427.1M+1.5% | $372.7M-4.7% | $407.4M-0.6% | $410.6M+0.7% | $420.9M+0.9% | |
| Property, Plant and Equipment, Net by Geography | ||||||
| APAC | $74.7M— | $75.9M— | $75.3M— | $76.2M+0.9% | —— | |
| EMEA | $190.8M— | $196.2M— | $193.8M— | $195.2M-2.2% | —— | |
| LATAM | $140.3M— | $143.8M— | $144.9M— | $147.4M-8.3% | —— | |
| U.S. and Canada | $231.4M— | $229.4M— | $224.9M— | $225.7M+7.6% | —— | |
| Right-of-use lease assets by Geography | ||||||
| APAC | $11.4M— | $12.2M— | $10.1M— | $11M+3.8% | —— | |
| EMEA | $18.5M— | $19.9M— | $17.6M— | $16.5M-13.6% | —— | |
| LATAM | $5.3M— | $5.8M— | $6M— | $6.2M-7.5% | —— | |
| U.S. and Canada | $18M— | $24.1M— | $24.7M— | $26.8M+15.0% | —— |
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.
