Business Description

Donaldson Company Inc., founded in 1915 and headquartered in Bloomington, Minnesota, provides engineered filtration solutions for industrial, aerospace, and automotive markets. The company’s revenue is primarily driven by advanced air, liquid, and gas filtration products, backed by comprehensive aftermarket services. Under CEO Kirk Kennedy, Donaldson maintains a strong market position with an estimated 10-15% share in its niche, while actively pursuing digital initiatives and strategic acquisitions for future growth.

Everything on Donaldson Company Inc.

Revenue (FY2025) $3.69B
YoY growth +2.9%
Operating margin 13.4%
Direction Expanding
Gross margin 34.8%
Net margin 9.9%

Earnings Transcripts

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Leadership & board

View leadership ↗
Tod E. Carpenter — Chairman, President and Chief Executive Officer View full profile ↗ Douglas A. Milroy — Director (departing, effective July 31, 2026) View full profile ↗ Richard M. Olson — Director View full profile ↗ Daniel P. Shine — Director Nominee View full profile ↗ Jacinth C. Smiley — Director View full profile ↗ Pilar Cruz — Director View full profile ↗ Ajita G. Rajendra — Director View full profile ↗ Christopher M. Hilger — Lead Director View full profile ↗ James J. Owens — Director View full profile ↗ Trudy A. Rautio — Director View full profile ↗ Willard D. Oberton — Director View full profile ↗ Amy C. Becker — Chief Legal Officer and Corporate Secretary View full profile ↗ Guillermo Briseno — President, Industrial Solutions View full profile ↗ Darcy D. DeVincke — Chief Human Resources Officer View full profile ↗ Richard B. Lewis — Chief Operating Officer View full profile ↗ Bradley J. Pogalz — Chief Financial Officer View full profile ↗

Share Repurchase Program

Total authorized
12.0 million shares
Remaining (Authorized in November 2023; effective until terminated by the Board of Directors)
5.9 million shares
Latest FY repurchased
$331.5 million (fiscal year ended July 31, 2025)

Customer Concentration

No customer accounted for 10% or more of our net sales in fiscal 2025, 2024 or 2023. However, a number of our customers are concentrated in similar cyclical industries (e.g., construction, agriculture, mining, oil and gas, transportation, power generation and disk drive).

Recent SEC Filings

2026-06-02 Reported quarterly results View filing ↗
2026-04-10 Entered a material agreement (+1 more) View filing ↗
2026-02-26 Reported quarterly results View filing ↗
2026-02-02 Entered a material agreement (+1 more) View filing ↗
2026-01-29 Leadership change (directors/officers) (+1 more) View filing ↗
2025-12-04 Reported quarterly results View filing ↗
2025-11-24 Shareholder vote results View filing ↗
2025-08-27 Reported quarterly results View filing ↗
2025-06-17 Entered a material agreement (+1 more) View filing ↗
2025-06-03 Reported quarterly results (+2 more) View filing ↗
2025-05-15 Leadership change (directors/officers) View filing ↗
2025-02-27 Reported quarterly results View filing ↗

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