Business
The Company Founded in 1915, Donaldson Company, Inc. (the Company or Donaldson) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets.
DONALDSON Co INC: Revenue grew 2.9% to $3.691B from $3.586B. Net income declined 11.4% to $367M from $414M. Free cash flow declined 16.5% to $339.9M from $406.9M. Operating margin contracted 175 bps to 13.42%. DONALDSON Co INC's annual comparison also shows free cash flow declined despite revenue growth; stock compensation grew faster than revenue; inventory grew faster than revenue.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 2.9%OK
- Profitability — Net income declined 11.4% to $367M from $414MWatch
- Cash flow — Free cash flow declined 16.5% to $339.9M from $406.9MWatch
- Margins — Operating margin contracted 175 bps to 13.42%Watch
- Accounting — No overriding statistical warningNote
- Insiders — 0 purchases and 11 salesWatch
Where the revenue comes from
Fiscal 2025, as DONALDSON Co INC reports it. History and quarterly detail are in the app.
- Mobile Solutions$2.3B
- Industrial Solutions$1.1B
- Life Sciences$295.5M
Leadership changes
From DONALDSON Co INC's own filings, the day they're filed.
- Richard B. Lewis · President · appointmenteff. 2026-03-02
- Tod E. Carpenter · Chief Executive Officer · departureeff. 2026-03-02
- Thomas R. Scalf · President · departureeff. 2025-05-14
Latest filings
- 8-K · Company announcement2026-08-26
- 8-K · Company announcement2026-07-24
- 8-K · Company announcement2026-06-02
- 10-Q · Quarterly report2026-06-02
- 8-K · Company announcement2026-04-10
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about DONALDSON Co INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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