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Donaldson Company (DCI) investor relations material

Donaldson Company Morgan Stanley’s 13th Annual Laguna Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025

Business performance and market positioning

  • Achieved record sales and profits despite challenging macro conditions, with guidance for another record year in fiscal 2026.

  • Growth is driven by a strong R&D function, a diverse product portfolio, and a high percentage of revenue from replacement parts.

  • Profits have historically grown faster than sales, with reliable incremental margins.

  • Market share gains are achieved through technology, intellectual property, and strategic investments in inventory and demand planning.

  • Most markets have natural growth tailwinds, and operational strategies have enabled consistent outperformance.

Aftermarket and mobile solutions

  • Aftermarket growth is supported by unique IP, broad product coverage, and strong OEM and independent channels.

  • Share gains are driven by technology, availability, and investments in global inventory management.

  • Market share expansion is incremental, with consolidation expected in fragmented segments.

  • Content per vehicle varies by technology, with higher content in fuel cell applications and lower in battery-powered vehicles.

  • Regulatory changes, such as emissions standards, typically benefit the business by increasing technology requirements.

Industrial solutions and connected products

  • Power generation demand is strong, driven by data center growth and increased natural gas usage.

  • High utilization rates and engineered-to-order products create barriers to entry for competitors.

  • Connected parts strategy focuses on increasing attachment rates and retrofitting existing equipment, enhancing customer retention.

  • Service offerings and connected solutions are used to deepen customer relationships and drive demand.

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Frequently asked questions

Donaldson Company, Inc., together with its subsidiaries, manufactures and sells filtration systems and replacement parts. The company operates through Engine Products and Industrial Products segments. Its products include air filters for compressed air, gas turbine air intake, dust collection, power generation, onboard and off-board engine and cabin air, as well as gas turbine inlet system applications; liquid filters to remove contaminants from fuel, lube oil, hydraulic fluid, and other fluids; exhaust and emissions systems that capture contaminants in the engine exhaust stream or combustion gases generated by diesel engines or stationary diesel, natural gas, and coal powered reciprocating engines; and other industrial filtration products comprising vacuum pumps or blowers.

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