Donaldson Company Inc.
Donaldson Company Inc., founded in 1915 and headquartered in Bloomington, Minnesota, provides engineered filtration solutions for industrial, aerospace, and automotive markets.
Snapshot
Donaldson Company Inc. is a machinery company that has completed 10 disclosed acquisitions and reported $3.69B in latest-year revenue.
- Sector
- Machinery
- Ticker
- DCI
- Revenue (LTM)
- $3.69B
- Acquisitions
- 10
- Operating margin
- 13.4%
- Latest call
- Q3 2026
Business description
Donaldson Company Inc., founded in 1915 and headquartered in Bloomington, Minnesota, provides engineered filtration solutions for industrial, aerospace, and automotive markets. The company’s revenue is primarily driven by advanced air, liquid, and gas filtration products, backed by comprehensive aftermarket services. Under CEO Kirk Kennedy, Donaldson maintains a strong market position with an estimated 10-15% share in its niche, while actively pursuing digital initiatives and strategic acquisitions for future growth.
Everything on Donaldson Company Inc.
Financials
Leadership & board
Share repurchases
In November 2023 the Board authorized the repurchase of up to 12.0 million shares (replacing the May 2019 plan), with 5.9 million shares remaining and $331.5 million of cash spent on repurchases in fiscal 2025.
Competition & customers
No customer accounted for 10% or more of our net sales in fiscal 2025, 2024 or 2023. However, a number of our customers are concentrated in similar cyclical industries (e.g., construction, agriculture, mining, oil and gas, transportation, power generation and disk drive).