Donaldson Company, Inc.
donaldson.comWhat Do They Do?
Sells air and liquid replacement filters, filtration systems and emissions products to equipment makers, distributors and dealer networks serving construction, mining, agriculture and transportation.
10-K for FY2026, filed Sep 25, 2026The Mobile Solutions segment, which represents 62.3% of net sales in fiscal 2026, is organized based on a combination of customers and…View ↗
How Do They Make Money?
Customers mainly pay for manufactured filtration systems and replacement parts when products ship or are delivered, and pay for services when completed. Some contracts are paid as work progresses.
10-K for FY2026, filed Sep 25, 2026For most customer contracts, the Company recognizes revenue at a point in time when control of the goods or services is transferred to the…View ↗
The Company has some contracts with customers where the performance obligations are satisfied over time. Certain customer contracts provide…View ↗
The Company recognizes revenue on a wide range of filtration solutions sold to customers in many industries around the globe. Most of the…View ↗
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10-K for FY2026, filed Sep 25, 2026
FY2026 revenue by reportable segment ↗
$3.9B
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10-K for FY2026, filed Sep 25, 2026
$3.9B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Mobile Solutions Segment
Sold outright
10-K for FY2026, filed Sep 25, 2026 |
62%
FY2023: 63%
|
Mobile Solutions Segment, FY2026
$2.4B Sources
|
Sold outright |
|
Industrial Solutions Segment
Sold outright
10-K for FY2026, filed Sep 25, 2026 |
29%
FY2023: 30%
|
Industrial Solutions Segment, FY2026
$1.1B Sources
|
Sold outright |
|
Life Sciences Segment
Sold outright
|
8.6%
FY2023: 7.0%
|
Life Sciences Segment, FY2026
$333.2M Sources
|
Sold outright |
Who Are Their Customers?
Mobile sells to manufacturers serving construction, mining, agriculture and transportation, as well as independent distributors and equipment dealer networks. Industrial products go through manufacturers and distributors or direct sales; Life Sciences sells mainly to large manufacturers and directly to end users.
10-K for FY2026, filed Sep 25, 2026The Mobile Solutions segment, which represents 62.3% of net sales in fiscal 2026, is organized based on a combination of customers and…View ↗
The Industrial Solutions segment, which represents 29.1% of net sales in fiscal 2026, is organized based on product type and consists of…View ↗
The Life Sciences segment, which represents 8.6% of net sales in fiscal 2026, is organized by end market and consists of the Food and…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 12 cents of every revenue dollar as net income in FY2026 and turned 11 cents into free cash flow.
10-K for FY2026, filed Sep 25, 2026
$599.9MView ↗
10-K for FY2026, filed Sep 25, 2026
$453.8MView ↗
10-K for FY2026, filed Sep 25, 2026
$426.3MView ↗
How Are They Changing?
Growing. Revenue grew 18% in 4 years, from $3.3B in FY2022 to $3.9B in FY2026, about 4% a year.
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