Donaldson Company, Inc.: Business Overview, Financials & Competitive Analysis
Donaldson Company, Inc. scores 7/10 on the AskCyborg Cyborg Score (Strong). Donaldson benefits from recurring aftermarket revenue and cyclical recovery but faces EV-related headwinds in traditional engine segments. DCI stock has shown 58.23% increase over the last year, and the company is executing strategic acquisitions while maintaining solid aftermarket revenue. However, the advent of electric powertrains poses a threat to.
What is Donaldson Company, Inc.'s industry? Donaldson Company, Inc. (donaldson.com) operates in Industrial Filtration & Environmental Control Equipment Manufacturing. AskCyborg classifies Donaldson Company, Inc. under Industrial Filtration & Environmental Control Equipment Manufacturing in its company registry.
Donaldson Company manufactures and sells filtration systems and replacement parts worldwide, operating through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The company generates healthy recurrin...
Cyborg Score thesis
Donaldson benefits from recurring aftermarket revenue and cyclical recovery but faces EV-related headwinds in traditional engine...
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Get Current Report FreeDonaldson Company, Inc. Overview
Pro stress-test →Donaldson Company manufactures and sells filtration systems and replacement parts worldwide, operating through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The company generates healthy recurring revenue as aftermarket parts and consumables account for over 60% of sales.
Strategic Profile
Pro stress-test →Founded in 1915, Donaldson is a global leader in technology-led filtration products and solutions serving a broad range of industries and advanced markets. The company maintains competitive advantages through diversified end-markets spanning construction, mining, agriculture, aerospace, and semiconductor manufacturing, with strong aftermarket revenue streams.
Competitive Landscape
Pro stress-test →Donaldson competes in the industrial filtration market against manufacturers of air and liquid filtration products. Key competitors include Parker Hannifin, Pall Corporation (part of Danaher), and specialized filtration companies serving similar end markets. Donaldson's competitive advantages lie in its diversified segment portfolio, global distribution network, and recurring aftermarket revenue model.
Industry Context
Donaldson Company, Inc. operates in Industrial Filtration & Environmental Control Equipment Manufacturing.
Key facts
Founded: 1915 · Headquarters: Minneapolis, US · Employees: 6,000+ · Revenue: $3.7B · Market cap: $12.6B