Donaldson (DCI)
Filtration products and service solutions for mobile equipment, industrial processes, and Life Sciences.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 28, 2026 | Stifel Nicolaus | Target | Target: $91 | Target: $95 |
| Aug 19, 2026 | Robert W. Baird | Target | Target: $110 | Target: $105 |
| Jun 4, 2026 | Stifel Nicolaus | Target | Target: $96 | Target: $91 |
| Jun 4, 2026 | Wells Fargo | Target | Target: — | Target: $91 |
| Mar 9, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $84 | Target: $91 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $250.4M · Total debt $1.32B · Total assets $3.99B · Shareholders' equity $1.76B
- Revenue
- $1.06B
- Operating income
- $182.5M
- Net income
- $129.3M
HistoryDividendAnnual yield
| Institutions | 91.39% | 105.94M shares | |
|---|---|---|---|
| 638 holders · as of Jun 30, 2026 | |||
| Insiders | 0.63% | 732.9K shares | |
| 22 holders · as of Sep 10, 2026 | |||
| Other | 7.98% | 9.24M shares | |
| remainder | |||
115.91M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.30% | 11.94M | as of Jun 30, 2026 |
State Farm Mutual Automobile Insurance CoInstitution | 7.89% | 9.14M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.63% | 6.52M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 5.25M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.34% | 5.03M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Tod E. Carpenter | director, officer: Chairman, President and CEO | −31,968 | $91.10 |
| Aug 31, 2026 | Tod E. Carpenter | director, officer: Chairman, President and CEO | −3,032 | $91.00 |
| 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Donaldson | $86.74 | +0.80% | $9.97B | 22.4 | 20.0 | 2.6 | +8.0% |
| Atmus Filtration Technologies | $45.08 | −0.72% | $3.71B | 17.4 | 14.4 | 2.0 | +16.4% |
| Parker-Hannifin | $974.76 | +1.03% | $121.65B | 33.9 | 27.7 | 5.7 | +9.8% |
| Danaher | $220.66 | −0.19% | $155.44B | 39.3 | 24.9 | 6.2 | +5.5% |
| Repligen | $182.05 | −2.52% | $10.54B | 255.8 | 80.6 | 13.4 | +11.9% |
| Median | 36.6 | 26.3 | 5.9 | +10.9% |