Donaldson
Filtration products and service solutions for mobile equipment, industrial processes, and Life Sciences.
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Profile
Filtration technologies and service solutions support mobile equipment, industrial processes, and bioprocessing applications through Mobile Solutions, Industrial Solutions, and Life Sciences. The business combines an engine-filtration heritage with acquisition-built Life Sciences capabilities and operations across six continents.
Filtration products and service solutions support critical equipment and process control through Mobile Solutions, Industrial Solutions, and Life Sciences.
The portfolio traces back to engine air cleaners and now addresses mobile equipment, industrial processes, and bioprocessing applications. Operations span six continents, linking equipment uptime with performance needs across international markets.
Life Sciences was built through acquisitions including Purilogics, Isolere Bio, Solaris Biotech, and Univercells Technologies. Its upstream bioprocessing businesses face weak capital spending, longer drug-development timelines, and softer industrial-bioreactor demand; Industrial Solutions has also expanded through the Facet Filtration acquisition.
Company facts
Categories
Key statistics
Year to date +2.2% · Average volume (30d) 666.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Stifel Nicolaus | Target | $91 | $95 | ||
| Aug 19, 2026 | Robert W. Baird | Target | $110 | $105 | ||
| Jun 4, 2026 | Stifel Nicolaus | Target | $96 | $91 | ||
| Jun 4, 2026 | Wells Fargo | Target | $91 | |||
| Mar 9, 2026 | Morgan Stanley | Reiterate | Equal Weight | $84 | $91 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q4 FY26 | $1.13 | $1.15 | +1.8% | $1.04B | $1.06B | +1.5% | +2.12% |
| Jun 2, 2026Q3 FY26 | $1.05 | $1.06 | +1.0% | $973.6M | $995.1M | +2.2% | −0.47% |
| Feb 26, 2026Q2 FY26 | $0.90 | $0.83 | −7.8% | $898.7M | $896.3M | −0.3% | +0.64% |
| Dec 4, 2025Q1 FY26 | $0.92 | $0.94 | +1.8% | $922.9M | $935.4M | +1.3% | −1.83% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $940.1M | $980.7M | $935.4M | $896.3M | $995.1M | $1.06B | |
| Gross profit | $321.9M | $338.8M | $328.8M | $299.8M | $333.4M | $383.9M | |
| Operating income | $87.4M | $151.7M | $143.4M | $118.7M | $155.3M | $182.5M | |
| Net income | $57.8M | $114.3M | $113.9M | $92.5M | $118.1M | $129.3M | |
| Diluted EPS | $0.48 | $0.97 | $0.97 | $0.78 | $1.00 | $1.10 | |
| Gross margin | 34.2% | 34.5% | 35.2% | 33.4% | 33.5% | 36.3% | |
| Operating margin | 9.3% | 15.5% | 15.3% | 13.2% | 15.6% | 17.2% |
Fiscal years (4-quarter sums)FY22 $3.31B · FY23 $3.43B · FY24 $3.59B · FY25 $3.69B · FY26 $3.89B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jul 31, 2026Cash & short-term investments $250.4M · Total debt $1.32B · Total assets $3.99B · Shareholders' equity $1.76B
Dividends
Raised for 38 straight years — most recently to $0.32 from $0.30 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 17, 2026 | Aug 17 | Aug 31 | $0.32 | |
| Jun 15, 2026 | Jun 15 | Jun 30 | $0.32 | raised from $0.30 |
| Feb 12, 2026 | Feb 12 | Feb 27 | $0.30 | |
| Dec 5, 2025 | Dec 5 | Dec 22 | $0.30 | |
| Aug 12, 2025 | Aug 12 | Aug 27 | $0.30 | |
| Jun 16, 2025 | Jun 16 | Jun 30 | $0.30 | raised from $0.27 |
| Feb 13, 2025 | Feb 13 | Feb 28 | $0.27 | |
| Dec 9, 2024 | Dec 9 | Dec 23 | $0.27 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 115.91M · Float 115.13M · 99.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.94M | 10.30% | 13F | Aug 7, 2026 |
| State Farm Mutual Automobile Insurance Co | 9.14M | 7.89% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 6.52M | 5.63% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.25M | 4.53% | 13F | Aug 13, 2026 |
| State Street Corp | 5.03M | 4.34% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 10, 2026 | James Owens | director | −126 | $88.82 |
| Apr 13, 2026 | James Owens | director | −5,921 | $89.02 |
| Apr 14, 2026 | James Owens | director | −6,600 | $89.21 |
| Mar 26, 2026 | Guillermo Briseno | officer: President | −8,600 | $84.97 |
| Dec 9, 2025 | Bradley J. Pogalz | officer: Chief Financial Officer | −566 | $91.57 |
Peers
- Atmus Filtration Technologies
Fleetguard and Koch Filter span mobile and industrial filtration
- Parker-Hannifin
Broad industrial filtration portfolio with direct stated overlap
- Danaher
Pall filtration and purification for life-science and industrial use
- Repligen
Bioprocess filtration and chromatography for biologic-drug production
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Donaldson | $91.89 | −0.01% | $10.65B | 23.9 | 21.0 | 2.7 | +8.0% |
| Atmus Filtration Technologies | $47.73 | 0.00% | $3.90B | 18.3 | 15.2 | 2.1 | +16.4% |
| Parker-Hannifin | $996.00 | +0.11% | $125.46B | 34.9 | 28.3 | 5.8 | +9.8% |
| Danaher | $215.50 | −0.25% | $151.89B | 38.4 | 24.3 | 6.0 | +5.5% |
| Repligen | $181.00 | +2.72% | $9.95B | 241.5 | 78.1 | 12.7 | +11.9% |
| Median | 36.7 | 26.3 | 5.9 | +10.9% |