Donaldson Company, Inc.

DCI Industrials Specialty Industrial Machinery

Donaldson Company, Inc.’s revenue for fiscal 2026 (year ended July 2026) was $3.9 billion, up 5.28% from fiscal 2025.

Revenue
+7.96%
EPS
+13.3%
Free cash flow
+23.8%
Total debt
+100.9%

Quarter to July 2026, against a year earlier

83.27 2.25 −2.63%
Market cap
$9.6B
P/E
21.3×
Fwd P/E
19.3×
Dividend yield
1.49%
F-score
6/9
Altman Z
5.70
Beneish M
−2.21
Dividend safety
92/100

Donaldson Company, Inc. (DCI) revenue by segment, product and region

Where the money comes from and where it goes

Fiscal 2026: revenue by segment, and margins
Mobile Solutions Segment 2,420 62.27%
Industrial Solutions Segment 1,133 29.15%
Life Sciences Segment 333 8.58%
Gross margin 34.64%
Operating margin 15.44%
Pre-tax margin 15.08%

Revenue by segment $m

Line FY2026 FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016
Mobile Solutions Segment 2,420 2,291 2,251 2,175 2,127 1,818 1,728 1,926 1,849 1,553 1,391
Industrial Solutions Segment 1,133 1,104 1,067 1,015 901 — — — — — —
Life Sciences Segment 333 296 269 241 279 255 — — — — —
Industrial Solutions segment — — — — — 781 854 919 885 819 829
Revenue 3,886 3,691 3,586 3,431 3,307 2,854 2,582 2,845 2,734 2,372 2,220

Gross profit by segment $m, and margin

Revenue by region $m

Line FY2026 FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016
U.S. and Canada 1,652 1,632 1,583 1,465 1,337 1,084 1,060 1,193 1,121 990 938
EMEA 1,136 1,027 1,013 1,008 964 866 760 827 792 679 666
APAC 690 636 602 609 669 649 553 598 599 501 450
LATAM 408 396 389 350 337 255 209 228 223 202 167
Revenue 3,886 3,691 3,586 3,431 3,307 2,854 2,582 2,845 2,734 2,372 2,220

As each company reports them in its 10-K and 10-Q filings, in US dollars. Where a later filing recast a year's segments, the year is shown as recast; a period whose breakdown does not add up to the company's revenue is left out.