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DCI DONALDSON Co INC

Trailing twelve months to 2026-04-30 · as filed 2026-06-02, not restated
Industrials

Scale

Market cap
$10.7bn
Revenue TTM
$3.8bn
Net income TTM
$439m
Free cash flow
$389m
Composite score
61.0
Sector rank
#685

Valuation

P / E
24.3
EV / EBITDA
15.6
EV / sales
2.8
FCF yield
3.64%
Earnings yield vs 10-yr
-0.62pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% 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
11.5%
EBITDA margin
17.7%
ROE
25.9%
ROIC
38.3%
Revenue growth
4.4%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

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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