FY2026 · ended Jul 31, 2026 · Revenue $3.89B, +5.3% YoY · Filed Sep 25, 2026
Donaldson Company, Inc. (DCI) files with the SEC under industry code 3564, Industrial & Commercial Fans & Blowers & Air Purifing Equip. In fiscal 2026, which ended Jul 31, 2026, it reported revenue of $3.9 billion and net income of $453.8 million. Free cash flow was $426.3 million. As of Jul 31, 2026 it held $250.4 million in cash and investments and $1.4 billion in total debt.
Revenue
$3.89B
+5.3% vs prior year
Net income
$453.80M
+23.7% vs prior year
Operating cash flow
$493.70M
+17.9% vs prior year
Free cash flow
$426.30M
+25.4% vs prior year
EPS
$3.85
+26.2% vs prior year
Dividend per share
$1.24
+8.8% vs prior year
Shares outstanding
115.91M
+0.0% vs prior year
Net cash
$-1.13B
FY 2026
Operating margin
15.4%
FY 2026
Company profile
- Industry
- Industrial & Commercial Fans & Blowers & Air Purifing Equip (SIC 3564)
- Listed as
- DCI (NYSE)
- Fiscal year ends
- July 31
- Incorporated in
- DE
- Headquarters
- Bloomington, MN
- SEC filer status
- Large accelerated filer
- SEC CIK
- 29644
Other Industrial & Commercial Fans & Blowers & Air Purifing Equip companies
- Madison Air Solutions Corp MAIR
- Ceco Environmental Corp CECO
- Perma-Pipe International Holdings, Inc. PPIH
- Fuel Tech, Inc. FTEK
- Kronos Advanced Technologies Inc KNOS
All 6 Industrial & Commercial Fans & Blowers & Air Purifing Equip companies
Key figures
Fiscal-year totals from the annual reports. Balance sheet lines are as of each year end.
| Line | FY 2026 Jul 31, 2026 |
FY 2025 Jul 31, 2025 |
FY 2024 Jul 31, 2024 |
FY 2023 Jul 31, 2023 |
FY 2022 Jul 31, 2022 |
|---|---|---|---|---|---|
| Revenue | $3.9B | $3.7B | $3.6B | $3.4B | $3.3B |
| Operating income | $599.9M | $495.4M | $544.1M | $480.2M | $443.5M |
| Net income | $453.8M | $367.0M | $414.0M | $358.8M | $332.8M |
| Diluted EPS | $3.85 | $3.05 | $3.38 | $2.90 | $2.66 |
| Operating cash flow | $493.7M | $418.8M | $492.5M | $544.5M | $252.8M |
| Free cash flow | $426.3M | $339.9M | $406.9M | $426.0M | $167.3M |
| Total assets | $4.0B | $3.0B | $2.9B | $2.8B | $2.6B |
| Total liabilities | $2.2B | $1.5B | $1.4B | $1.4B | $1.5B |
| Stockholders' equity | $1.8B | $1.5B | $1.5B | $1.3B | $1.1B |
| Cash and investments | $250.4M | $180.4M | $232.7M | $187.1M | $193.3M |
| Total debt | $1.4B | $730.2M | $598.2M | $715.9M | $692.8M |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 8-K |
Current report
Material agreement, New debt
|
Oct 29, 2026 | Oct 27, 2026 |
| 10-K | Annual report | Sep 25, 2026 | Jul 31, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 26, 2026 | Aug 26, 2026 |
| 8-K |
Current report
Officer or director change
|
Jul 24, 2026 | Jul 23, 2026 |
| 10-Q | Quarterly report | Jun 2, 2026 | Apr 30, 2026 |
| 8-K |
Current report
Results of operations
|
Jun 2, 2026 | Jun 2, 2026 |
All 1000 Donaldson Company, Inc. SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.