Donaldson Company, Inc. (DCI)

Donaldson Co., Inc. (DCI) stock has experienced notable movements in the past six months. The share price increased by 42.36% from April 7, 2025, to April 2, 2026, and by 39.80% over the last 12 months. On February 26, 2026, the stock dropped 12% after the company reported fiscal Q2 results with a slight revenue miss. In February 2026, Donaldson announced the $820 million acquisition of the Facet filtration business and also launched its ArmorSeal next-generation air filtration technology.

The provided information does not explicitly detail specific quarterly or monthly demand seasonality for Donaldson's products and services. The company serves diverse end markets such as construction, mining, agriculture, truck, and industrial, which can be subject to cyclical trends. The company's business model is built around recurring revenue from replacement parts, suggesting a degree of stability, but overall demand can fluctuate with economic cycles.

Donaldson Company, Inc. (DCI) is a global leader in technology-led filtration products and solutions, operating within the Industrials sector. The company specializes in designing and manufacturing filtration systems for a wide range of engine and industrial applications. Donaldson's business is organized into three primary segments: Mobile Solutions, which provides replacement filters and systems for various applications; Industrial Solutions, which includes dust, fume, and mist collectors, and air filtration systems; and Life Sciences, which focuses on bioprocessing, food and beverage, and medical device business units.

Donaldson is a multinational company with a significant global presence, operating in over 40 countries across six continents. It maintains approximately 140 to 150 sales, manufacturing, and distribution locations worldwide. In fiscal year 2016, 20.3% of sales came from the Asia-Pacific region, 28.5% from Europe, and 42.2% from the US. Roughly 60% of total sales were generated outside of the US in fiscal year 2015.

Donaldson has a strong brand reputation as a global leader in filtration solutions with over a century of experience. The company is known for its commitment to technology and innovation, particularly in air filter technology. Donaldson is often described as a "durable filtration leader" and a "steady eddy of revenue growth and fat margins" in the industrial filtration space.

Institutional investors are the dominant owners of Donaldson Co., Inc. stock, holding between 82.81% and 86% of the company's shares. The general public holds approximately a 13% stake, and insider ownership is reported to be under 1% of the company.