Equity Brief · Industrials2026-05-20
DCI·Industrials

Donaldson Company Inc

I · AI-analyse

In het kort

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].

In het kort AI analysisBetrouwbaarheid 8/10

Sentinellis-score

8.4/10

Financially healthy

Marktkapitalisatie

$9.4B

Omzet (12 maanden)

$3.7B

II · Recent nieuws

Wat de koers bewoog

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

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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]

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