# DONALDSON Co INC: overview

DCI · NYSE · CIK 29644 · [Industrials](/sectors/industrials.md) · fiscal year ends Jul 31

Pages: [Overview](/companies/dci.md) · [Financials](/companies/dci/financials.md) · [Filings](/companies/dci/filings.md) · [Insiders](/companies/dci/insiders.md)

Latest reported revenue: [$1.06bn](/filings/0000029644-26-000085.md) for Q4 FY2026, three months to 2026-07-31, from the 10-K filed Sep 25, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax, accession 0000029644-26-000085).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-10-31) | Q2 FY2025 (2025-01-31) | Q3 FY2025 (2025-04-30) | Q4 FY2025 (2025-07-31) | Q1 FY2026 (2025-10-31) | Q2 FY2026 (2026-01-31) | Q3 FY2026 (2026-04-30) | Q4 FY2026 (2026-07-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [900](/filings/0000029644-25-000147.md) | [870](/filings/0000029644-26-000026.md) | [940](/filings/0000029644-26-000052.md) | [981 d](/filings/0000029644-26-000085.md) | [935](/filings/0000029644-25-000147.md) | [896](/filings/0000029644-26-000026.md) | [995](/filings/0000029644-26-000052.md) | [1,059 d](/filings/0000029644-26-000085.md) |
| Gross margin | % | [35.5%](/filings/0000029644-25-000147.md) | [35.2%](/filings/0000029644-26-000026.md) | [34.2%](/filings/0000029644-26-000052.md) | [34.5% d](/filings/0000029644-26-000085.md) | [35.2%](/filings/0000029644-25-000147.md) | [33.4%](/filings/0000029644-26-000026.md) | [33.5%](/filings/0000029644-26-000052.md) | [36.3% d](/filings/0000029644-26-000085.md) |
| Operating margin | % | [14.5%](/filings/0000029644-25-000147.md) | [14.4%](/filings/0000029644-26-000026.md) | [9.3%](/filings/0000029644-26-000052.md) | [15.5% d](/filings/0000029644-26-000085.md) | [16.0%](/filings/0000029644-25-000147.md) | [13.2%](/filings/0000029644-26-000026.md) | [15.6%](/filings/0000029644-26-000052.md) | [16.7% d](/filings/0000029644-26-000085.md) |
| Net margin | % | [11.0%](/filings/0000029644-25-000147.md) | [11.0%](/filings/0000029644-26-000026.md) | [6.1%](/filings/0000029644-26-000052.md) | [11.7% d](/filings/0000029644-26-000085.md) | [12.2%](/filings/0000029644-25-000147.md) | [10.3%](/filings/0000029644-26-000026.md) | [11.9%](/filings/0000029644-26-000052.md) | [12.2% d](/filings/0000029644-26-000085.md) |
| Diluted EPS | $ per share | [0.81](/filings/0000029644-25-000147.md) | [0.79](/filings/0000029644-26-000026.md) | [0.48](/filings/0000029644-26-000052.md) | not reported | [0.97](/filings/0000029644-25-000147.md) | [0.78](/filings/0000029644-26-000026.md) | [1.00](/filings/0000029644-26-000052.md) | not reported |
| Free cash flow | $m | [47.8](/filings/0000029644-25-000147.md) | [71.5 d](/filings/0000029644-26-000026.md) | [71.4 d](/filings/0000029644-26-000052.md) | [149 d](/filings/0000029644-26-000085.md) | [111](/filings/0000029644-25-000147.md) | [18.0 d](/filings/0000029644-26-000026.md) | [112 d](/filings/0000029644-26-000052.md) | [185 d](/filings/0000029644-26-000085.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-07-31) | FY2023 (2023-07-31) | FY2024 (2024-07-31) | FY2025 (2025-07-31) | FY2026 (2026-07-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [3,307](/filings/0000029644-24-000111.md) | [3,431](/filings/0000029644-25-000098.md) | [3,586](/filings/0000029644-26-000085.md) | [3,691](/filings/0000029644-26-000085.md) | [3,886](/filings/0000029644-26-000085.md) |
| Gross margin | % | [32.3%](/filings/0000029644-24-000111.md) | [33.8%](/filings/0000029644-25-000098.md) | [35.5%](/filings/0000029644-26-000085.md) | [34.8%](/filings/0000029644-26-000085.md) | [34.6%](/filings/0000029644-26-000085.md) |
| Operating margin | % | [13.4%](/filings/0000029644-24-000111.md) | [14.0%](/filings/0000029644-25-000098.md) | [15.2%](/filings/0000029644-26-000085.md) | [13.4%](/filings/0000029644-26-000085.md) | [15.4%](/filings/0000029644-26-000085.md) |
| Net margin | % | [10.1%](/filings/0000029644-24-000111.md) | [10.5%](/filings/0000029644-25-000098.md) | [11.5%](/filings/0000029644-26-000085.md) | [9.9%](/filings/0000029644-26-000085.md) | [11.7%](/filings/0000029644-26-000085.md) |
| Diluted EPS | $ per share | [2.66](/filings/0000029644-24-000111.md) | [2.90](/filings/0000029644-25-000098.md) | [3.38](/filings/0000029644-26-000085.md) | [3.05](/filings/0000029644-26-000085.md) | [3.85](/filings/0000029644-26-000085.md) |
| Free cash flow | $m | [167](/filings/0000029644-24-000111.md) | [426](/filings/0000029644-25-000098.md) | [407](/filings/0000029644-26-000085.md) | [340](/filings/0000029644-26-000085.md) | [426](/filings/0000029644-26-000085.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/dci/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.07bn | 11,941,762 |  | Added +724,694 |
| [STATE FARM MUTUAL AUTOMOBILE INSURANCE CO](/funds/315032.md) | 2026-06-30 | $820.7m | 9,142,617 |  | Unchanged |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $585.6m | 6,523,217 |  | Added +5,068 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $471.3m | 5,249,585 |  | Added +66,251 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $451.6m | 5,031,135 |  | Added +262,227 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $353.0m | 3,932,243 |  | Added +103,238 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $280.2m | 3,120,304 |  | Reduced −211,570 |
| [KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC](/funds/1021223.md) | 2026-06-30 | $249.8m | 2,782,815 |  | Reduced −141,379 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $224.9m | 2,505,649 |  | Added +96,084 |
| [Pictet Asset Management Holding SA](/funds/1993888.md) | 2026-06-30 | $207.0m | 2,305,723 |  | Added +504,242 |

## Recent filings

[All 2,138 filings](/companies/dci/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 16:30 ET | [8-K](/filings/0001193125-26-437867.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001193125-26-437867 |
| 2026-10-06 | 13:34 ET | [DEF 14A](/filings/0000029644-26-000115.md) | Proxy statement, period 2026-10-06 | 0000029644-26-000115 |
| 2026-09-25 | 11:58 ET | [10-K](/filings/0000029644-26-000085.md) | Annual report, period 2026-07-31 | 0000029644-26-000085 |
| 2026-08-26 | 17:35 ET | [8-K](/filings/0000029644-26-000071.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000029644-26-000071 |
| 2026-07-24 | 16:10 ET | [8-K](/filings/0000029644-26-000068.md) | 5.02 Departure or appointment of officers or directors | 0000029644-26-000068 |
| 2026-06-02 | 11:28 ET | [10-Q](/filings/0000029644-26-000052.md) | Quarterly report, period 2026-04-30 | 0000029644-26-000052 |
| 2026-06-02 | 17:41 ET | [8-K](/filings/0000029644-26-000049.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000029644-26-000049 |
| 2026-04-10 | 16:01 ET | [8-K](/filings/0001193125-26-151208.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001193125-26-151208 |
| 2026-02-26 | 11:03 ET | [10-Q](/filings/0000029644-26-000026.md) | Quarterly report, period 2026-01-31 | 0000029644-26-000026 |
| 2026-02-26 | 17:37 ET | [8-K](/filings/0000029644-26-000024.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000029644-26-000024 |

## Latest annual report

[Form 10-K for the fiscal year ended Jul 31, 2026](/filings/0000029644-26-000085.md), filed Sep 25, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 29644
- Tickers: DCI
- Exchange: NYSE
- SIC code: 3564 Industrial & Commercial Fans & Blowers & Air Purifing Equip
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 16:32 ET. No prices; not investment advice.
