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DCI

Donaldson Company, Inc.

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Donaldson Company, Inc. operates in the Industrial & Commercial Fans & Blowers & Air Purifing Equip industry.

$89.19+0.61%

Oct 5 close · 1D EOD · Databento

IndustrialsIndustrial & Commercial Fans & Blowers & Air Purifing EquipLarge-capSEC EDGAR FY 2026-07-31

What happened

Daily closes · dots are Wire stories

What’s next

Expected around late November, going by its own filing history. The company has not announced a date yet. Its matching report came Dec 3, 2025 and Dec 2, 2024, after the close.

Last report

Aug 25, 2026+2.12%

after the close

Last 4, next close

median 6.10% either way

up 3 of 4

Every report since 2022 →Earnings calendar →

DateEventSourceNext close

Aug 25Earnings release, after the close · 8-KSEC EDGARSEC EDGAR ↗+2.12%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

15 big days in a year, and what we hold on each

A big day is a close more than 2.61% from the one before, three times DCI’s median day (0.87%). On 7 of the 15, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±2.61%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayDCIWhat we hold that dayGroup (median of 3) · each

1 Nov 21, 2025+3.19%
Before our storiesgroup +4.4%, moved with DCI
1Nov 21, 2025+3.19%
Before our stories
+4.4% moved with DCIFTEK +6.9 · PPIH +4.4 · CECO +1.0
2 Dec 4, 2025+7.49%
Resultsgroup −2.2%, did not move with it
2Dec 4, 2025+7.49%
ResultsFirst close after the Dec 3 results filing
−2.2% did not move with itCECO +2.1 · FTEK −2.2 · PPIH −3.0
3 Feb 4, 2026+3.75%
Before our storiesgroup −3.2%, did not move with it
3Feb 4, 2026+3.75%
Before our stories
−3.2% did not move with itCECO −2.8 · PPIH −3.2 · FTEK −5.0
4 Feb 26, 2026−11.73%
Resultsgroup −1.9%, did not move with it
4Feb 26, 2026−11.73%
ResultsFirst close after the Feb 25 results filing
−1.9% did not move with itCECO −2.3 · PPIH −1.9 · FTEK −1.4
5 Mar 2, 2026+3.19%
Before our storiesgroup −0.3%, did not move with it
5Mar 2, 2026+3.19%
Before our stories
−0.3% did not move with itFTEK +4.9 · PPIH −0.3 · CECO −4.4
6 Mar 3, 2026−2.85%
Before our storiesgroup −6.3%, moved with DCI
6Mar 3, 2026−2.85%
Before our stories
−6.3% moved with DCIFTEK −7.4 · CECO −6.3 · PPIH −2.0
7 Mar 6, 2026−3.23%
Before our storiesgroup −3.7%, moved with DCI
7Mar 6, 2026−3.23%
Before our stories
−3.7% moved with DCIPPIH −7.8 · CECO −3.7 · FTEK −1.6
8 Mar 26, 2026−2.73%
Before our storiesgroup −1.6%, moved with DCI
8Mar 26, 2026−2.73%
Before our stories
−1.6% moved with DCIPPIH −4.2 · CECO −1.6 · FTEK −1.6
9 Mar 31, 2026+2.74%
Before our storiesgroup +4.5%, moved with DCI
9Mar 31, 2026+2.74%
Before our stories
+4.5% moved with DCIPPIH +5.7 · CECO +4.5 · FTEK +2.5
10 Apr 8, 2026+4.44%
Before our storiesgroup +4.7%, moved with DCI
10Apr 8, 2026+4.44%
Before our stories
+4.7% moved with DCICECO +6.3 · PPIH +4.7 · FTEK +1.6
11 Jun 2, 2026+4.71%
Resultsgroup −0.7%, did not move with it
11Jun 2, 2026+4.71%
ResultsFirst close after the Jun 1 results filing
−0.7% did not move with itPPIH +5.0 · FTEK −0.7 · CECO −0.7
12 Jun 10, 2026−3.02%
Nothing on DCIgroup −0.8%, did not move with it
12Jun 10, 2026−3.02%
Nothing on DCINo DCI story, brief or results filing in our record that day
−0.8% did not move with itCECO −3.3 · FTEK −0.8 · PPIH +1.5
13 Jun 25, 2026+3.53%
Nothing on DCIgroup −0.4%, did not move with it
13Jun 25, 2026+3.53%
Nothing on DCINo DCI story, brief or results filing in our record that day
−0.4% did not move with itCECO −0.3 · PPIH −0.4 · FTEK −1.0
14 Jul 29, 2026−3.00%
Nothing on DCIgroup −8.6%, moved with DCI
14Jul 29, 2026−3.00%
Nothing on DCINo DCI story, brief or results filing in our record that day
−8.6% moved with DCICECO −11.3 · PPIH −8.6 · FTEK −4.8
15 Aug 27, 2026−2.97%
Nothing on DCIgroup +2.1%, did not move with it
15Aug 27, 2026−2.97%
Nothing on DCINo DCI story, brief or results filing in our record that day
+2.1% did not move with itPPIH +0.3 · FTEK +2.1 · CECO +2.6

A story on the same day is not a cause, and a group move is not proof either. Group: the median of CECO, PPIH and FTEK that day, the largest companies in DCI’s SEC industry; “moved with DCI” means the same direction and at least half the size.

What’s next · results

Before the next report: what the first day after the last four did

Six trading days after each results filing (SEC 8-K, Item 2.02). DCI reports after the close, so day 1 is the next close. 3 of 4 times, day 6 ended on the same side as day 1.

Reported Dec 3, 2025

day 1+7.49%day 6+6.24%

Reported Feb 25, 2026

day 1−11.73%day 6−12.19%

Reported Jun 1, 2026

day 1+4.71%day 6+5.34%

Reported Aug 25, 2026

day 1+2.12%day 6−3.59%

Next report: expected late November to early DecemberEstimated from the dates of its last four results filings. Not announced. Since the Aug 25 report: −4.94%. Four reports is a small sample.

Every report since 2022 →

Each line is DCI’s close against its close before the filing, on licensed end-of-day closes. What happened after each report, not a forecast; a move on the day is not a cause.

The numbers · FY2026, filed

SEC EDGAR

Market cap$10.3B

Revenue$3.9B+5.30%

Net income$453.8M

EPS, diluted$3.85+26.20%

Gross margin34.6%

Operating margin15.4%

Return on equity25.7%

Debt / equity0.76

All filed figures

Snapshot

SEC EDGAR · FY 2026-07-31

SectorIndustrials

Market Cap$10.3B

Enterprise Value$11.4B

Income$453.8M

Sales$3.9B

Book/sh$15.22

Cash/sh$2.16

Dividend TTM$1.24

Payout31%

Employees—

IPO—

Quick Ratio1.41

Current Ratio2.08

Debt/Eq0.76

EPS (ttm)$3.85

EPS this Y26.2%

EPS past 3/5Y9.9%

Sales past 3/5Y4.2%

EPS Y/Y TTM26.2%

Sales Y/Y TTM5.3%

Shs Outstand115.91M

ROA11.4%

ROE25.7%

ROIC16.3%

Gross Margin34.6%

Oper. Margin15.4%

Profit Margin11.7%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$3.3B

FY22

$3.4B

FY23

$3.6B

FY24

$3.7B

FY25

$3.9B

FY26

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$3.3B	$3.4B	$3.6B	$3.7B	$3.9B
Gross Profit	$1.1B	$1.2B	$1.3B	$1.3B	$1.3B
Operating Income	$443.5M	$480.2M	$544.1M	$495.4M	$599.9M
Net Income	$332.8M	$358.8M	$414.0M	$367.0M	$453.8M
Diluted EPS	$2.66	$2.90	$3.38	$3.05	$3.85
Operating Cash Flow	$252.8M	$544.5M	$492.5M	$418.8M	$493.7M
Free Cash Flow	$167.3M	$426.0M	$406.9M	$339.9M	$426.3M

Same industry

DCI against three same-industry peers, a year at 100

DCI is up 7.3% in a year. Ceco Environmental is up 46.5% and Perma-Pipe International 42.0%. Of these three, only Fuel Tech (−44.3%) did less. Weekly closes, Oct 3, 2025 = 100, on a log scale, so the same percentage move is the same height on every line.

Share this chart

DCI +7.3%. Ceco Environmental +46.5%, Perma-Pipe International +42.0%, Fuel Tech −44.3%. Weekly closes, Oct 3, 2025 = 100, log scale.

Share this chart

End-of-day closes (Databento EOD), the last close of each week. The three peers are the largest US-listed companies by market value in DCI’s SEC industry (Industrial & Commercial Fans & Blowers & Air Purifing Equip) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

CECO$4.3B PPIH$259M FTEK$52M

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.