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Stocks Industrials DCI

NYSE · Industrials

DONALDSON 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.

Price
$87.41
+0.94% on the day · September 25, 2026
52-week range $79.42 to $112.84
Market cap
$10.1B
Revenue (FY2026)
$3.9B
+5.3% year on year
Net margin
11.7%
P/E
22.7
on FY2026 diluted EPS

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

Revenue
FY19: $2.8B $2.8B FY19FY20: $2.6B $2.6B FY20FY21: $2.9B $2.9B FY21FY22: $3.3B $3.3B FY22FY23: $3.4B $3.4B FY23FY24: $3.6B $3.6B FY24FY25: $3.7B $3.7B FY25FY26: $3.9B $3.9B FY26
Net income
FY19: $267.2M $267.2M FY19FY20: $257M $257M FY20FY21: $286.9M $286.9M FY21FY22: $332.8M $332.8M FY22FY23: $358.8M $358.8M FY23FY24: $414M $414M FY24FY25: $367M $367M FY25FY26: $453.8M $453.8M FY26

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2026$3.9B$599.9M$453.8M$3.85$426.3M
2025$3.7B$495.4M$367M$3.05$339.9M
2024$3.6B$544.1M$414M$3.38$406.9M
2023$3.4B$480.2M$358.8M$2.90$426M
2022$3.3B$443.5M$332.8M$2.66$167.3M
2021$2.9B$384.7M$286.9M$2.24$342.9M
Next report expected around December 3, 2026.

Estimated from its filing rhythm: 52 weeks after its report of December 4, 2025. Not a date the company has announced. See the report calendar

Where DCI ranks in Industrials

Revenue$3.9B
#147 of 451 in Industrials · Top 32%
Revenue growth+5.3%
#205 of 441 in Industrials · Top 46%
Net margin11.7%
#99 of 441 in Industrials · Top 22%
Free cash flow margin11.0%
#118 of 417 in Industrials · Top 28%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. 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 yearPer sharePaid outOf profit
2026$1.24$141.2M31%
2025$1.14$131.9M36%
2024$1.04$122.8M30%
2023$0.96$114.4M32%
2022$0.90$110.1M33%
2021$0.86$107.2M37%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What DONALDSON Co INC has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. September 25, 2026
    Annual report 10-K · period to July 31, 2026
  2. August 26, 2026
  3. July 24, 2026
  4. June 18, 2026
  5. June 2, 2026
    Quarterly report 10-Q · period to April 30, 2026
  6. June 2, 2026
  7. May 28, 2026
  8. April 29, 2026
  9. April 29, 2026
  10. April 10, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 10, 2026. Insider transactions on SEC

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.

Bought (open market)
$0
last 90 days
Sold
$3.2M
last 90 days
Net sold
35,000
$3.2M
DateInsiderWhatSharesPriceValueFiling
September 4, 2026 Carpenter Tod E.Chairman, President and CEO, Director Exercised options 31,968 $42.72 $1.4M Form 4
September 4, 2026 Carpenter Tod E.Chairman, President and CEO, Director Sold 31,968 $91.10 $2.9M Form 4
August 31, 2026 Carpenter Tod E.Chairman, President and CEO, Director Exercised options 3,032 $42.72 $129.5K Form 4
August 31, 2026 Carpenter Tod E.Chairman, President and CEO, Director Sold 3,032 $91.00 $275.9K Form 4
August 27, 2026 Pogalz Bradley J.Chief Financial Officer Exercised options 3,000 $42.72 $128.2K Form 4
August 27, 2026 Pogalz Bradley J.Chief Financial Officer Shares withheld for tax 2,129 $91.84 $195.5K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

All filings on SEC EDGAR

Questions about DCI

What does DONALDSON Co INC do?

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.

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.

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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.