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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Donaldson Company (DCI) investor relations material
Donaldson Company 49th Annual Automotive Symposium summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.49th Annual Automotive Symposium summary3 Nov, 2025
Strategic direction and business model
Focused on being a technology leader in filtration, maintaining global presence, and building deep customer relationships.
Shifted from a regional to a vertically-oriented business structure for agility and faster decision-making.
Razor-and-blades model drives high aftermarket retention, with 68% of products as replacement parts.
Four consecutive years of record revenue and EPS, with continued growth expected.
Manufacturing 75% of products in the region of consumption, minimizing tariff exposure and increasing flexibility.
Financial performance and guidance
Fiscal year revenue guidance set at $3.8 billion, with record operating margin of 16.4% and EPS of $4.
Dividend increased by 11% last year, marking 30 consecutive years of increases.
Strong balance sheet with net debt-to-EBITDA ratio at 0.7 and $700 million in available liquidity.
Opportunistic share repurchases, with 4% bought back last year due to favorable stock price.
Consistent approach to buybacks, typically offsetting dilution at 1% per year.
Segment performance and growth opportunities
Mobile and industrial solutions segments prioritized for growth, especially in aftermarket due to current OE market headwinds.
Life sciences segment faces elongated bioprocessing cycles but performs well in food and beverage.
Aerospace and defense segment has above-average margins, with ongoing cost optimization and new program wins.
Industrial segment benefits from digitization and telematics, increasing aftermarket share and customer engagement.
Aftermarket demand remains strong, with broad-based improvement across regions.
Life Sciences strategy with bioprocessing delays?
Impact of plant closures on operating margin?
Capitalizing on future OE market recovery?
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Next Donaldson Company earnings date
Q1 20264 Dec, 2025
Next Donaldson Company earnings date
Q1 20264 Dec, 2025
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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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