AI-extracted from the 10-K filed 2026-09-25 — FY2026 (year ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Donaldson reported $3,885.6B revenue (+5.3% YoY) with net earnings of $453.8M (+23.7% YoY), driven by favorable foreign currency, net pricing, and the Facet Filtration acquisition; gross margin slightly declined 0.2pp to 34.6% due to manufacturing inefficiencies.
Biggest Revenue Drivers
Mobile Solutions$2,419.7B+5.6% YoY
Higher sales driven by volume increase of $46.8M, pricing benefits of $39.9M, and foreign currency translation impact of $42.0M
Industrial Solutions$1,132.7B+2.6% YoY
Facet acquisition added $30.3M; pricing benefits of $28.8M offset volume decrease of $46.3M
Biggest Revenue Drivers
Total revenue: $3,885.6B+5.3% YoY
Mobile Solutions$2,419.7B+5.6% YoY
Higher sales driven by volume increase of $46.8M, pricing benefits of $39.9M, and foreign currency translation impact of $42.0M
Industrial Solutions$1,132.7B+2.6% YoY
Facet acquisition added $30.3M; pricing benefits of $28.8M offset volume decrease of $46.3M
Life Sciences$333.2B+12.8% YoY
Strong volume growth of $29.0M in Food and Beverage and Disk Drive, partially offset by $1.4M pricing decrease
Largest Expense Items
Cost of sales$2,539.7B+5.6% YoY
Operational inefficiencies from Power Generation equipment production relocation and footprint optimization efforts partially offset by favorable mix and net pricing
Selling, general and administrative$679.2B+5.8% YoY
Increase driven by $8.9M amortization expense from Facet acquisition and inflation effects, partially offset by disciplined expense management
Margins: Gross margin declined 0.2pp to 34.6% due to operational inefficiencies related to Power Generation equipment production relocation and footprint optimization efforts, partially offset by favorable mix, net pricing benefits, and volume leverage. Operating income improved to 15.4% of sales from 13.4% in prior year, benefiting from higher earnings despite restructuring activities.
Watch Items from the Filing
Facet Filtration acquisition of $830.2M in May 2026 increased long-term debt to $1.28B and added $587.4M goodwill; represents significant integration risk and 42.9% debt-to-capitalization ratio
Industrial Solutions segment earnings before taxes declined 21.3% to $155.6M despite revenue growth, driven by manufacturing inefficiencies and footprint optimization costs; margin compression from 17.9% to 13.7%
Tariff environment remains uncertain; company conducting analysis and may need to utilize global manufacturing footprint to mitigate costs if new U.S. or retaliatory tariffs are implemented
Life Sciences segment showed strong recovery with earnings before taxes of $32.3M vs. $4.4M prior year, driven by volume growth and favorable mix; no impairment charges in FY2026 vs. $62.0M impairment in FY2025
Mobile Solutions segment achieved 19.3% earnings margin (+1.1pp) driven by leverage from higher volume, favorable mix and strong operational performance; Aftermarket revenue grew 6.4% with market share gains
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
About DONALDSON Co INC (DCI): stock profile, AI score and financials
DONALDSON Co INC (DCI) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores DCI at 60.8/100 on a composite quality score built from its SEC filings, placing it at rank #835 of 2,925 stocks — the top half of the AI-ranked universe. DCI scores in the top quartile across balance sheet strength (90.5). Areas of concern include earnings quality (38.8) and revenue growth (39.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), DONALDSON Co INC reports quarterly revenue of $1.1B, net income of $129.3M, an operating margin of 16.7%. Top institutional holders of DCI by reported 13-F value include BlackRock, STATE FARM MUTUAL AUTOMOBILE INSURANCE, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DCI trades on the NYSE exchange and files with the SEC under CIK 29644. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DCI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DONALDSON Co INC directly from SEC EDGAR.