Donaldson Company, Inc. (DCI)

From the record

Donaldson Company, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Donaldson Company, Inc.'s 10 filed years say what it did: revenue went from $2.4 billion in fiscal 2017 to $3.9 billion in fiscal 2026, up 5.6% a year; it rose in 8 of 9 years; the deepest fall was 9% from fiscal 2019 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-07-31, Donaldson Company, Inc.'s diluted share count shrank about 1.6% a year, and dividends and buybacks returned about 71% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 11 sales and 0 purchases of their own stock on the open market in the year to 2026-10-05 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-07-31, Donaldson Company, Inc. earned about 26 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 34 cents per dollar of everything the company owns. Leverage: it owed about 56 cents per dollar of assets, and net share issuance: its share count shrank 2.1% over the year (the filed statements).

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Donaldson Company, Inc.'s standing among 63 graded names in its industry family: revenue of $3.9 billion in fiscal 2026 ranks in the top 40% by size; a net margin of 11.7% ranks in the top 29%; revenue growth of 4.2% a year over the last 3 filed years ranks in the top 42% (its annual reports).

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Donaldson Company, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Carpenter, Tod E. (Chairman, President and CEO, as filed), filing under that title since 2015-06-22, 11.4 years (top 6% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 4.8 years (bottom 40%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 46%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Donaldson Company, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $250 million against debt of $1.3 billion leaves -25.9% of its assets as net cash, bottom 19% of its family; cash from operations less capital spending is 11% of revenue (top 36%); a gross margin of 34.6% (bottom 43%); research spending of 2% of revenue (bottom 23%) (its annual report).

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Donaldson Company, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 4.2% a year over the last three filed years against 5.6% over all 10, slowing (bottom 44% of its family); the newest year grew 5.3% (bottom 48%); research spending grew -0.9% a year (bottom 22%); capital spending grew -17.1% a year (bottom 17%) (its annual reports). Donaldson Company, Inc. reported 3 lines of business in fiscal 2025: Mobile Solutions at $2.3 billion, Industrial Solutions at $1.1 billion, Life Sciences at $296 million. 3 of 3 grew in the latest filed year, and the largest line is 62% of revenue (its annual report).

From the record

Donaldson Company, Inc.'s newest year against its own record: revenue of $3.9 billion in fiscal 2026 came in 1.5% above the $3.8 billion its prior three years' pace pointed to (bottom 36% of its family); net income of $454 million against a prior three-year average of $380 million (top 45%); a net margin of 11.7% against 10.6% before (top 43%) (its annual reports).