Donaldson makes filters for engines and industrial equipment—think the air and fuel filters keeping trucks, tractors, and factory machinery running clean.
Money comes from selling replacement filters, a recurring aftermarket business with gross margins around 34% and net margins near 11.5% on USD 3.69B annual revenue.
Customers stick with Donaldson filters because they're engineered into OEM equipment and replacement parts carry switching costs, but Parker Hannifin and Mann+Hummel compete aggressively on price and innovation, eroding the edge.
Buy (sector percentile 83) — value B, growth B+, profitability B, momentum B-, revisions A. Updated daily, sector-relative, identical for every user.
Key events, in time order
Two independent sources confirm DCI's earnings release next week, drawing market attention.
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The post lists upcoming earnings reports for the week of August 24, 2026, including $DCI. It is a factual announcement of scheduled financial events.
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