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Donaldson Company, Inc.: Business Overview, Financials & Competitive Analysis

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...

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What's in This Report
Donaldson Company, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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7/ 10Strong

Cyborg Score thesis

Donaldson benefits from recurring aftermarket revenue and cyclical recovery but faces EV-related headwinds in traditional engine...

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Industry Industrial Filtration & Environmental Control Equipment Manufacturing
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 22, 2026
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Donaldson Company, Inc. Overview

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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

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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

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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

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

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Parker HannifinDiversified filtration and fluid transfer solutionsPall CorporationLife sciences and industrial filtration productsClarcorIndustrial air filtration systems

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Industry context

Donaldson Company, Inc. operates in Industrial Filtration & Environmental Control Equipment Manufacturing. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Donaldson Company, Inc. do?+
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...
What is Donaldson Company, Inc.'s Cyborg Score?+
Donaldson Company, Inc. has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Donaldson Company, Inc.'s main competitors?+
Named competitors include Parker Hannifin, Pall Corporation, Clarcor. The full competitive landscape is in the AskCyborg report.
How can I get the full Donaldson Company, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Donaldson Company, Inc. research?+
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