Bilaal.Raja
Company record

DCI  DONALDSON Co INC

Trailing twelve months to 2026-07-31, as filed 2026-09-25 and not restated since.
Industrials

Scale

Market cap
$10.3bn
Revenue TTM
$3.9bn
Net income TTM
$454m
Free cash flow
$426m
Composite score
52.1
Sector rank
#675

Valuation

P / E
22.6
EV / EBITDA
16.1
EV / sales
2.9
FCF yield
4.15%
Yield vs 10-yr
-0.86pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 5.28% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
11.7%
EBITDA margin
18.2%
ROE
25.7%
ROIC
21.1%
Revenue growth
5.3%

Insider activity, last 90 days

Net open-market
$-3.19m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

As a result of the conflict, prices for these and other impacted commodities have increased sharply, causing volatility in the global economic markets. Net sales by segment (in millions): Net sales for the three months ended April 30, 2026 increased $55.0 million, or 5.8%, from the three months ended April 30, 2025, reflecting higher sales in the Mobile Solutions segment of $47.3 million, or 8.1% growth, and the Life Sciences segment of $9.3 million, or 12.7% growth, partially offset by lower sales in the Industrial Solutions segment of $1.6 million, or a 0.6% decline. …DONALDSON Co INC, 10-Q, period ended 2026-04-30, filed 2026-06-02

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