Company Dossier · Industrials
Donaldson Company
- Russell 1000
- MidCap 400
What Donaldson Company is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $3.89 billion, up 5.4% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $0.43 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.07 billion, down 12% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to July 31, 2026: $0.11 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to July 31, 2026: $0.86 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 26, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.85 of 1.Palanor Discourse
- Latest annual report (filed September 25, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $3.2 million on the open market.SEC Form 4
- 630 institutional managers reported a position at June 30, 2026 (+19 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1 (2 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 2 — latest OSHA inspection, Aug 18, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Donaldson Company yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Donaldson Company, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralDonaldson Stock: The Replacement Filter Business Has A Second Engine (NYSE:DCI)
seekingalpha.com · via Marketaux · Oct 11, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Sep 29, 2026Patent
- Sep 29, 2026PatentPatent granted: SUBSTRATE TREATMENTSUS 12746490
- Sep 25, 202610-KAnnual report (10-K)2 risk factors added, 0 removed
- Aug 18, 2026Risk event
- Jul 24, 20268-KDirector or officer changeItem 5.02
- Apr 10, 20268-KMaterial agreement signedItem 1.01
- Feb 17, 2026Risk event
- Feb 2, 20268-KMaterial agreement signedItem 1.01
- Jan 29, 20268-KDirector or officer changeItem 5.02
- Nov 24, 20258-KShareholder vote resultsItem 5.07
- Oct 3, 2025Trademark
- Sep 26, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Sep 17, 2025Trademark
- Aug 27, 2025Trademark
- Jun 17, 20258-KMaterial agreement signedItem 1.01
- Jun 3, 20258-KDirector or officer changeItem 5.02
- May 15, 20258-KDirector or officer changeItem 5.02
- Nov 26, 20248-KShareholder vote resultsItem 5.07
- Oct 29, 20248-KDirector or officer changeItem 5.02
- Sep 27, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Pentair PNR | $4.2B | $0.7B | Mar 31, 2026 |
| IDEX Corporation IEX | $3.6B | $0.6B | Jun 30, 2026 |
| Valmont Industries VMI | $4.2B | $0.3B | Jun 27, 2026 |
| Fortive FTV | $4.2B | $1.0B | Apr 3, 2026 |
| Middleby MIDD | $3.4B | $0.6B | Jul 4, 2026 |
| Lincoln Electric LECO | $4.5B | $0.5B | Jun 30, 2026 |
| Flowserve FLS | $4.6B | $0.4B | Jun 30, 2026 |
| ITT Inc. ITT | $4.7B | $0.5B | Jul 4, 2026 |