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Donaldson Company, Inc.
DCI · NYSEIndustrials
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$8.4B
P/E ratio
23×
Div yield
1.5%
EPS (FY25)
$3.05
Profit margin
10%
Rev. growth
+2.9%
Revenue
$3.69B
Free cash flow
$342M
In plain English
Donaldson is a 110-year-old filtration specialist — it makes the air, fuel, oil and hydraulic filters that keep engines, factories and now biopharma processes clean. Its moat is the razor-and-blade aftermarket: it sells filters onto OEM equipment, then earns high-margin recurring revenue every time those filters are replaced (~half of sales). It is pushing that filtration know-how into bioprocessing via a fast-growing Life Sciences arm.
In simple terms
What Donaldson Company, Inc. really sells
Donaldson is a 110-year-old filtration specialist — it makes the air, fuel, oil and hydraulic filters that keep engines, factories and now biopharma processes clean. Its moat is the razor-and-blade aftermarket: it sells filters onto OEM equipment, then earns high-margin recurring revenue every time those filters are replaced (~half of sales). It is pushing that filtration know-how into bioprocessing via a fast-growing Life Sciences arm.
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Risk read
SteadierMore speculative
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