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+4.5% | $1.11B+6.3% | $1.1B+4.5% | $1.1B+3.6% | $1.06B+0.7% | |
| Life Sciences Segment | $325.3M+14.0% | $316M+11.0% | $304.8M+9.2% | $295.6M+9.9% | $285.4M+11.2% | |
| Mobile Solutions Segment | $2.37B+4.8% | $2.33B+3.6% | $2.32B+2.5% | $2.29B+1.8% | $2.27B+1.5% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Industrial Solutions Segment | $165.5M-9.5% | $179M-1.3% | $188.9M-0.6% | $197.7M-0.6% | $182.8M-6.6% | |
| Life Sciences Segment | $25.9M+2,978% | $24.9M+502% | $17M+248% | $4.4M+142% | -$900K— | |
| Mobile Solutions Segment | $444.1M+9.2% | $422.4M+5.0% | $424.2M+4.0% | $417.6M+3.2% | $406.63M+5.4% | |
| Cost of Sales by Business | ||||||
| Industrial Solutions Segment | $685.2M+9.0% | $675.6M+9.9% | $661.2M+6.7% | $654.9M+5.0% | $628.6M+2.0% | |
| Life Sciences Segment | $189.2M+12.3% | $185.6M+14.6% | $180.4M+12.0% | $178.1M+13.8% | $168.43M+11.1% | |
| Mobile Solutions Segment | $1.6B+4.3% | $1.57B+3.6% | $1.56B+2.3% | $1.54B+1.3% | $1.53B+0.2% | |
| Equity earnings in unconsolidated affiliates by Business | ||||||
| Industrial Solutions Segment | $200K+700% | $200K+300% | $100K+33.3% | $100K0.0% | $25K-66.7% | |
| Life Sciences Segment | $0— | $0— | $0— | $0— | $0— | |
| Mobile Solutions Segment | $8.7M+3.3% | $7.7M-0.6% | $8.1M+8.4% | $8.2M+12.3% | $8.43M+32.2% | |
| Other segment items by Business | ||||||
| Industrial Solutions Segment | $258.3M+3.4% | $256M+3.1% | $254.5M+2.7% | $251.8M+3.3% | $249.83M+3.5% | |
| Life Sciences Segment | $110.2M-3.8% | $105.5M-13.8% | $107.4M-13.3% | $113.1M-8.0% | $114.53M-1.1% | |
| Mobile Solutions Segment | $332.1M+1.4% | $332.8M+1.8% | $331.8M+1.5% | $329.3M+2.4% | $327.63M+2.9% | |
| Goodwill by Business | ||||||
| Industrial Solutions Segment | $1.2B+3.3% | $1.19B+3.5% | $1.18B+1.8% | $1.17B+1.9% | $1.16B+1.2% | |
| Life Sciences Segment | $689.3M+5.4% | $685.6M+6.0% | $668.5M+2.6% | $660.7M+1.9% | $653.8M+0.3% | |
| Mobile Solutions Segment | $102.1M+0.6% | $101.9M+0.4% | $101.6M0.0% | $101.5M-0.1% | $101.5M-0.2% | |
| 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-11.4% | $178.1M-2.3% | $187.2M+7.0% | $190.3M+15.1% | $193.3M+28.0% | |
| Aftermarket | $1.89B+4.8% | $1.86B+3.6% | $1.85B+4.3% | $1.82B+5.2% | $1.81B+7.5% | |
| Industrial Filtration Solutions | $937.8M+5.5% | $932.5M+5.3% | $917.4M+1.6% | $914.1M+1.4% | $889.1M-1.7% | |
| Off-Road | $379.7M+7.0% | $371.3M+2.2% | $365M-2.7% | $359.5M-5.6% | $354.8M-10.0% | |
| On-Road | $101M-13.8% | $99.6M-21.0% | $101.9M-24.1% | $110.6M-20.9% | $117.2M-18.8% | |
| Net Sales by Geography | ||||||
| APAC | $673.7M+7.7% | $659.2M+6.7% | $646M+4.8% | $635.8M+5.7% | $625.3M+4.8% | |
| EMEA | $1.12B+12.1% | $1.09B+9.0% | $1.05B+2.9% | $1.03B+1.4% | $994.5M-2.5% | |
| LATAM | $400.7M+1.1% | $396.2M+0.5% | $401.3M+2.2% | $395.7M+1.8% | $396.5M+6.5% | |
| U.S. and Canada | $1.62B-0.7% | $1.61B-0.8% | $1.63B+1.2% | $1.63B+3.1% | $1.63B+5.7% | |
| 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.
