Stocks Industrials DCI
NYSE · IndustrialsDONALDSON Co INC (DCI)
DONALDSON Co INC reported revenue of $3.9B in fiscal 2026, up 5.3% from a year earlier. Net income was $453.8M, a net margin of 11.7%. Operating cash flow minus capital spending left $426.3M of free cash flow in fiscal 2026. At July 31, 2026 it held $250.4M in cash against $1.3B of debt. Its latest periodic report to the SEC is the annual report (10-K) filed on September 25, 2026.
Key facts about DONALDSON Co INC
- Net worth
- DONALDSON Co INC has a market value (market cap) of $10.1B at the latest share price, and shareholders' equity of $1.8B on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $3.9B (+5.3% year on year), with net income of $453.8M.
- Cash flow
- In fiscal 2026 operations brought in $493.7M of cash; after $67.4M of capital spending, free cash flow was $426.3M.
- Latest report
- The latest periodic report (annual report, 10-K) was filed with the SEC on September 25, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
- Next earnings report
- DONALDSON Co INC's next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- DONALDSON Co INC declared dividends of $1.24 per share in fiscal 2026, a yield of 1.42% at the current price.
What DONALDSON Co INC does
DONALDSON Co INC is registered with the SEC under industry code SIC 3564 (Industrial & Commercial Fans & Blowers & Air Purifing Equip). Its shares trade on NYSE under the ticker DCI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $3.9B | $453.8M | $3.85 | $426.3M |
| 2025 | $3.7B | $367M | $3.05 | $339.9M |
| 2024 | $3.6B | $414M | $3.38 | $406.9M |
| 2023 | $3.4B | $358.8M | $2.90 | $426M |
| 2022 | $3.3B | $332.8M | $2.66 | $167.3M |
| 2021 | $2.9B | $286.9M | $2.24 | $342.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where DCI ranks in Industrials
Dividends
DONALDSON Co INC declared $1.24 per share in fiscal 2026. At the current price that is a yield of 1.42%. It paid out $141.2M in cash dividends, 31% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2026 | $1.24 | $141.2M | 31% |
| 2025 | $1.14 | $131.9M | 36% |
| 2024 | $1.04 | $122.8M | 30% |
| 2023 | $0.96 | $114.4M | 32% |
| 2022 | $0.90 | $110.1M | 33% |
| 2021 | $0.86 | $107.2M | 37% |
Latest SEC filings
What DONALDSON Co INC has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 29, 2026
- October 6, 2026Additional proxy material DEFA14A
- October 6, 2026Proxy statement DEF 14A
- September 25, 2026Annual report10-K · period to July 31, 2026Donaldson Company reported higher net sales and net earnings for fiscal 2026, driven by pricing gains, currency benefits, and the acquisition of Facet.Revenue rose 5.3% to $3.9B versus the prior year; diluted EPS $3.85 versus $3.05.
- August 26, 2026
- July 24, 2026
- June 18, 2026
- June 2, 2026Quarterly report 10-Q · period to April 30, 2026Revenue rose 5.9% to $995.1M versus the same quarter last year; diluted EPS $1.00 versus $0.48.
- June 2, 2026
- May 28, 2026
What is DCI worth? A DCF from its reported cash flow
Insider trades
What the people running DONALDSON Co INC did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $3.2M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 2, 2026 | Hilger Christopher M.Director | Received as pay | 402 | $35.6K |
| October 2, 2026 | Owens JamesDirector | Received as pay | 268 | $23.8K |
| October 2, 2026 | Rautio Trudy A.Director | Received as pay | 336 | $29.8K |
| October 2, 2026 | Smiley Jacinth CDirector | Received as pay | 268 | $23.8K |
| September 24, 2026 | Becker Amy CChief Legal Officer | Received as pay | 5,983 | - |
| September 24, 2026 | Becker Amy CChief Legal Officer | Shares withheld for tax | 2,944 | $255K |
| September 24, 2026 | Carpenter Tod E.Chairman, President and CEO, Director | Received as pay | 38,131 | - |
| September 24, 2026 | Carpenter Tod E.Chairman, President and CEO, Director | Shares withheld for tax | 18,761 | $1.6M |
Who owns DCI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 5.64% | April 29, 2026 |
| Vanguard Capital Management13G, passive | 5.23% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 629 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 11,941,762 | +724,694 |
| State Farm Mutual Automobile Insurance Co | 9,142,617 | 0 |
| Vanguard Portfolio Management LLC | 6,523,217 | +5,068 |
| Vanguard Capital Management LLC | 5,249,585 | +66,251 |
| State Street Corp | 5,031,135 | +262,227 |
| Fmr LLC | 3,932,243 | +103,238 |
| Geode Capital Management, LLC | 3,120,304 | -211,570 |
| Kayne Anderson Rudnick Investment Management LLC | 2,782,815 | -141,379 |
| Morgan Stanley | 2,505,649 | +96,084 |
| Pictet Asset Management Holding SA | 2,305,723 | +504,242 |
| Fuller & Thaler Asset Management, Inc. | 2,298,083 | +186,470 |
| Dimensional Fund Advisors LP | 2,041,534 | +52,746 |
| Invesco Ltd. | 1,910,328 | -383,178 |
| Boston Trust Walden Corp | 1,846,607 | -53,809 |
| Massachusetts Financial Services Co | 1,635,889 | +973,531 |
| Fiduciary Management Inc | 1,279,144 | -147,283 |
| American Century Companies Inc | 1,267,162 | -386,692 |
| Northern Trust Corp | 1,163,233 | +6,760 |
| First Trust Advisors LP | 1,084,103 | +51,805 |
| Bank of New York Mellon Corp | 1,064,301 | -158,403 |
Insiders
15 insiders reported holding 610,218 shares in total, about $53.3M at the last price.
| Holder | Shares |
|---|---|
| Carpenter Tod E.Chairman, President and CEO, Director | 318,069 |
| Lewis Richard BrentPresident | 50,817 |
| Becker Amy CChief Legal Officer | 50,503 |
| Rajendra Ajita GDirector | 44,997 |
| Briseno GuillermoPresident | 29,267 |
| Rautio Trudy A.Director | 28,541 |
| Owens JamesDirector | 23,261 |
| Cruz PilarDirector | 16,747 |
| Hilger Christopher M.Director | 16,692 |
| Driesen Bart C.President | 11,916 |
Questions about DCI
What does DONALDSON Co INC do?
DONALDSON Co INC is a company in the Industrials sector, listed on NYSE as DCI. Its shares trade on NYSE under the ticker DCI.
What is DONALDSON Co INC's net worth?
DONALDSON Co INC has a market value (market cap) of $10.1B at the latest share price, and shareholders' equity of $1.8B on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is DONALDSON Co INC profitable?
Yes. In fiscal 2026 it reported net income of $453.8M on revenue of $3.9B, a net margin of 11.7%.
How much revenue does DONALDSON Co INC make?
In fiscal 2026 DONALDSON Co INC reported revenue of $3.9B. That is 5.3% more than a year earlier.
When did DONALDSON Co INC last report?
Its most recent periodic report is the annual report (10-K) filed on September 25, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the new insider holdings from November 5, 2026.
When is DONALDSON Co INC's next earnings report?
DONALDSON Co INC's next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
Does DONALDSON Co INC pay a dividend?
Yes. DONALDSON Co INC declared dividends of $1.24 per share in fiscal 2026, a yield of 1.42% at the current price.
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Where the numbers come from
Financial figures are the values DONALDSON Co INC tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.