Donaldson Co INC: directors' dealings · United States · SEC (Form 4)

About Donaldson Co INC

Donaldson Company, Inc. (NYSE: DCI) is a United States-based industrial filtration specialist listed on the NYSE. Founded in 1915 and headquartered in Bloomington, Minnesota, the company develops technology-led filtration products and solutions for air, liquid and gas applications across demanding end markets. For French-speaking investors, Donaldson stands out as a mature industrial platform with a meaningful aftermarket component, combining exposure to new equipment demand with recurring replacement-part sales, which tends to support resilience across cycles. ([ir.donaldson.com](https://ir.donaldson.com/overview/?utm_source=openai)) The company operates through three reportable segments: Mobile Solutions, Industrial Solutions and Life Sciences. Mobile Solutions includes air filtration, fuel and lube filtration, hydraulic filtration and emissions-related products for off-road vehicles, agricultural machinery, construction equipment and other mobile platforms. Industrial Solutions serves industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace and defense customers. Life Sciences covers food and beverage, bioprocessing and certain advanced applications. This mix gives Donaldson exposure to a broad set of industrial and advanced markets, while reducing reliance on any single end market. ([sec.gov](https://www.sec.gov/Archives/edgar/data/29644/000002964425000098/dci-20250731.htm?utm_source=openai)) Donaldson’s competitive position is supported by its global footprint, installed base and recurring consumables model. The company highlights more than 140–150 locations across six continents, serving customers from small businesses and R&D organizations to large OEMs. It also emphasizes its extensive patent portfolio and innovation-driven product development. A key commercial advantage is the aftermarket nature of much of its business, especially in replacement filters and consumables, which helps build long-term customer relationships and steadier cash generation. ([ir.donaldson.com](https://ir.donaldson.com/overview/?utm_source=openai)) Recent developments have been constructive. In fiscal 2025 and early fiscal 2026, Donaldson reported higher sales, improved profitability and continued shareholder returns through dividends and share repurchases. In February 2026, the company announced an agreement to acquire Facet, a fuel and fluid filtration specialist, in an all-cash transaction, with management highlighting immediate margin accretion and a stronger presence in durable end markets such as aerospace and defense and power generation. Management has also communicated confidence in fiscal 2026, targeting record sales and earnings. These updates reinforce Donaldson’s positioning as a disciplined, innovation-led filtration leader on the NYSE in the United States. ([ir.donaldson.com](https://ir.donaldson.com/news/news-details/2025/Donaldson-Reports-Record-Fourth-Quarter-Full-Year-2025-Sales-and-Earnings/default.aspx?utm_source=openai))