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Company Dossier · Industrials

Donaldson Company

DCINYSEIndustrial Machinery & Supplies & ComponentsWILMINGTON, US-DE, USLarge capWebsite ↗
  • 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 covers S&P 500 companies.

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

Business

Donaldson Company: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.43BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: revenue, trailing twelve months

$ billions, from SEC filings

$3.9BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Donaldson Company: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.11BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: debt maturity schedule, latest annual report

Scheduled repayments of long-term debt principal by year from the fiscal year end, $ billions, from the 10-K

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

16.7Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Donaldson Company: guidance raised minus lowered

Guidance Ledger statements by quarter

3.0Data to Jun 2026
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Donaldson Company: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.70Data 58 days ago
ImageDataPalanor calculation
Business

Donaldson Company: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.85Data 58 days ago
ImageDataPalanor calculation
Business

Donaldson Company: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data 28 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Donaldson Company: H-1B filings certified

Labor Condition Applications by quarter received

1.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Donaldson Company: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$3.2MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Donaldson Company: institutional holders

Managers reporting a position on Form 13F, by quarter

630.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

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.

30 days
1 headlines
0% positive · 0% negative
90 days
1 headlines
0% positive · 0% negative

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.

  1. Oct 20, 2026Patent
  2. Oct 20, 2026Patent
  3. Oct 13, 2026Patent
  4. Sep 29, 2026Patent
  5. Sep 29, 2026Patent
  6. Sep 25, 202610-K
    Annual report (10-K)2 risk factors added, 0 removed
  7. Aug 18, 2026Risk event
  8. Jul 24, 20268-K
  9. Apr 10, 20268-K
  10. Feb 17, 2026Risk event
  11. Feb 2, 20268-K
  12. Jan 29, 20268-K
  13. Nov 24, 20258-K
  14. Oct 3, 2025Trademark
  15. Sep 26, 202510-K
    Annual report (10-K)1 risk factors added, 0 removed
  16. Sep 17, 2025Trademark
  17. Aug 27, 2025Trademark
  18. Jun 17, 20258-K
  19. Jun 3, 20258-K
  20. May 15, 20258-K
  21. Nov 26, 20248-K
  22. Oct 29, 20248-K
  23. Sep 27, 202410-K
    Annual 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.

CompanyRevenueFree cash flowThrough
Pentair PNR$4.2B$0.7BMar 31, 2026
IDEX Corporation IEX$3.6B$0.6BJun 30, 2026
Valmont Industries VMI$4.2B$0.3BJun 27, 2026
Fortive FTV$4.2B$1.0BApr 3, 2026
Middleby MIDD$3.4B$0.6BJul 4, 2026
Lincoln Electric LECO$4.5B$0.5BJun 30, 2026
Flowserve FLS$4.6B$0.4BJun 30, 2026
ITT Inc. ITT$4.7B$0.5BJul 4, 2026

Identity

SEC CIK
29644
Wikidata
Q5295362

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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