Last results 9 Jun 2026
Donaldson Company Inc
I · AI Analysis
The brief
Donaldson makes filters and filtration systems for machinery, vehicles, and industrial processes across three segments: Mobile Solutions (air/fuel/hydraulic filters for construction and transportation equipment), Industrial Solutions (dust collectors, compressed air purification, aerospace/defense filtration), and Life Sciences (bioprocessing equipment and specialized filtration for food, beverage, semiconductor, and hard disk drive manufacturing) [Yahoo Finance]. The company sells replacement filters and systems to equipment manufacturers, distributors, and end-users in industries ranging from agriculture to defense [Yahoo Finance].
Donaldson Company is a 109-year-old industrial filtration manufacturer headquartered in Bloomington, Minnesota, with $3.7B in annual revenue [Yahoo Finance]. The company sells air, liquid, and gas filtration systems to construction, mining, agriculture, aerospace, and life sciences customers worldwide [Yahoo Finance]. Recent market declines dragged shares lower due to broader economic concerns over oil prices and bond yields, not company-specific issues [Yahoo Finance].
Donaldson is financially healthy with strong profitability metrics and minimal leverage [Yahoo Finance].
Sentinellis health
8.4/10
Financially healthy
Market capitalisation
$9.4B
Revenue (TTM)
$3.7B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
2 stories · ranked by relevance
- Macro2026-05-19
Boeing, EVgo, Standex, Donaldson, and Flowserve Shares Are Falling, What You Need To Know
Yahoo Finance
- Macro2026-05-18
Donaldson Company dividend preview: 30-year growth streak set to continue
Seeking Alpha
Premium · Free with any account
Donaldson's 2.9% revenue growth trails the pace needed to justify a 25.5x P/E ratio, raising questions about whether the valuation reflects realistic near-term expansion [Yahoo Finance]
Risks
4
Opportunities
4
Red flags
1
Leadership
10
8 more findings in the full report — free with any account.
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