Donaldson Company, Inc. (DCI)

In the past six months, Donaldson Co., Inc. stock has experienced some notable events. The stock decreased by 3.0% to $85.9550 by May 9, 2026, from $88.58 at the beginning of the year. Over the past 12 months, DCI's stock price has increased by 29.87%. A significant event impacting the stock price was a 12% drop on February 26, 2026, following the reporting of fiscal Q2 results, where the company posted Q2 sales of $896.3 million, a slight miss compared to estimates, despite a 3% year-over-year revenue increase. Around the same time, Donaldson announced an $820 million acquisition of the Facet Filtration business and launched its ArmorSeal™ next-generation air filtration technology.

Donaldson's business model is characterized by predictable revenue, partly due to its "razor-and-blade" strategy, where it sells original equipment and then generates recurring, high-margin revenue from replacement filters and consumables. Aftermarket sales provide consistent insights into future demand, and the company boasts high retention rates for OEM replacements. Industrial clients rely on Donaldson for compliance and performance, contributing to predictable revenue. While the company operates in a predictable industry with steady cash flow, specific details regarding seasonal fluctuations in demand for its products and services were not explicitly stated in the provided information.

Donaldson Co., Inc. is a global leader in technology-led filtration products and solutions, operating primarily in the filtration sector, under the Capital Goods and Industrial Machinery and Components industries, and also involved in Auto Parts: OEM. The company's business is structured across three main segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its major products include a diverse range of air and liquid filtration systems, exhaust and emissions systems, and replacement filters. Mobile Solutions focuses on air and liquid filtration systems, fuel and lube systems, hydraulic products, venting solutions, and emission control systems for OEMs in various markets, as well as aftermarket replacement filters. Industrial Solutions offers dust, fume, and mist collectors, compressed air purification systems, air filtration systems for gas turbines, PTFE membrane-based products, and specialized air and gas filtration systems for applications like computer hard disk drives and semiconductor manufacturing. Life Sciences encompasses products for bioprocessing, food and beverage, medical devices, vehicle electrification, microelectronics, and disk drive markets.

Donaldson operates with a significant global reach, with over 140 locations across six continents, including 77 manufacturing and/or distribution centers. In fiscal year 2024, the company's revenue was distributed geographically as follows: 44.1% from the U.S. and Canada, 28.2% from EMEA, 16.8% from APAC, and 10.9% from LATAM.

Donaldson Company has cultivated a strong brand reputation for quality and reliability over more than a century in the filtration business, fostering strong customer loyalty. The company's commitment to continuous innovation and its extensive patent portfolio further bolster its reputation. In April 2026, Donaldson Company released its Fiscal Year 2025 Sustainability Report, which can positively contribute to its brand image. No specific events negatively affecting Donaldson Co., Inc.'s brand reputation in the past year were found in the provided search results.

Donaldson Co., Inc. stock ownership is a mix of institutional, retail, and individual investors. Approximately 57.55% of the company's stock is owned by Institutional Investors, 0.58% by Insiders, and 41.87% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Farm Mutual Automobile Insurance Co, among others. William M. Cook is noted as the largest individual shareholder, owning 1.43 million shares, representing 1.24% of the company.