Donaldson Company, Inc.

The grade, in three tenses

Headline 6.1 out of ten, 9 of 9 metrics filed: past 7.5 out of ten, present 6.7 out of ten, future 3.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 7.1 out of ten. No warning events in its filings since 2017. 71st percentile among 68 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 7.4 out of ten. +5.6% a year over 10 filed years; profitable in 10 of 10. 74th percentile among 64 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 8.4 out of ten. Share count shrank 1.6% a year. 71% of cash flow returned. Insiders: 11 sales, 0 purchases. 84th percentile among 57 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 7.2 out of ten. ROE 26%: 26¢ of profit per shareholder dollar. Leverage 56%: owes 56¢ per asset dollar. 72nd percentile among 65 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 6.3 out of ten. top 38% of 63 in its family; net margin 11.7%. 62nd percentile among 63 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 6.3 out of ten. top 36% of 55 in its family for leadership; chief executive since 2015. 64th percentile among 55 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 3.7 out of ten. bottom 37% of 63 in its family for room to expand. 37th percentile among 63 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 3.2 out of ten. bottom 32% of 64 in its family for growth drivers. 32nd percentile among 64 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 4.9 out of ten. bottom 49% of 62 in its family for expectations against reality. 49th percentile among 62 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-09-25 for the period ended 2026-07-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-06-02 for the period ended 2026-04-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-26 (on EDGAR). Newest filing: Form DEFA14A, 2026-10-06. Filings on record since 1994. Read from EDGAR 2026-10-12.

Where the revenue comes from

By geography: U.S. and Canada 43%, EMEA 29%, Asia Pacific 18%, Latin America 11%. As tagged in its annual report (Form 10-K, filed 2026-09-25).

Who runs it

Carpenter, Tod E. (Chairman, President and CEO); Driesen, Bart C. (President); Lewis, Richard Brent (President); Briseno, Guillermo (President); Dahlgren, Andrew C (President); Pogalz, Bradley J. (Chief Financial Officer); Becker, Amy C (Chief Legal Officer); Devincke, Darcy J (Chief Human Resources Officer); Cebulla, Andrew J. (Corporate Controller); Hilger, Christopher M. (director); and 9 more. 19 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-05.

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