Donaldson Inc's Business Segments
Donaldson Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Revenue Share by Reportable Segment - Q3 FY2026
- Mobile Solutions63.3%
- Industrial Solutions28.3%
- Life Sciences8.4%
Revenue by Reportable Segment - Q3 FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Mobile Solutions | $ 630 | 63.3% |
| Industrial Solutions | $ 282 | 28.3% |
| Life Sciences | $ 84 | 8.4% |
Revenue Share by Region - Q3 FY2026
- EMEA29.1%
- Asia Pacific17.4%
- Latin America10.6%
Revenue by Geographic Region - Q3 FY2026
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| EMEA | $ 289 | 29.1% |
| Asia Pacific | $ 173 | 17.4% |
| Latin America | $ 106 | 10.6% |
Revenue by Product & Service Category - Q3 FY2026
- Aftermarket Products50%
- Industrial Filtration Solutions Products23.8%
- Off Road Products10.5%
- Aerospace and Defense Products4.5%
- On Road Products2.8%
Revenue by Product & Service Category - Q3 FY2026
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Aftermarket Products | $ 498 | 50% |
| Industrial Filtration Solutions Products | $ 237 | 23.8% |
| Off Road Products | $ 104 | 10.5% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
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Description of Donaldson Inc
Donaldson Company, Inc. was founded in 1915 and organized in its present corporate
form under the laws of the State of Delaware in 1936.
The Company is a worldwide manufacturer of filtration systems and replacement
parts. The Company’s core strengths are leading filtration technology,
strong Customer relationships, and its global presence. Products are manufactured
at 41 plants around the world and through three joint ventures.
The Company has two reporting segments: Engine Products and Industrial Products.
Products in the Engine Products segment consist of air filtration systems, exhaust
and emissions systems, liquid filtration systems including hydraulics, fuel,
and lube systems, and replacement filters. The Engine Products segment sells
to original equipment manufacturers (OEMs) in the construction, mining, agriculture,
aerospace, defense, and truck markets, and to independent distributors, OEM
dealer networks, private label accounts, and large equipment fleets. Products
in the Industrial Products segment consist of dust, fume, and mist collectors,
compressed air purification systems, air filtration systems for gas turbines,
PTFE membrane-based products, and specialized air and gas filtration systems
for applications including computer hard disk drives and semi-conductor manufacturing.
The Industrial Products segment sells to various industrial dealers, distributors,
OEMs of gas-fired turbines, and OEMs and end-users requiring clean filtration
solutions and replacement filters.
1. Engine Products Segment
The Engine Products segment is a cornerstone of Donaldson’s offerings, focusing predominantly on filtration and emissions solutions for engines. The key products within this segment include:
- Air Filtration Systems: These systems are crucial for ensuring that the air entering engines is free from contaminants, thereby enhancing performance and longevity. They are particularly important for industries where equipment operates in dusty and challenging environments.
- Exhaust and Emissions Systems: Designed to reduce harmful output from engines, these systems not only comply with stringent regulatory standards but also contribute to sustainability efforts. This includes selective catalytic reduction (SCR) systems and diesel particulate filters (DPF).
- Liquid Filtration Systems: This range covers hydraulic, fuel, and lubrication filtration solutions crucial for the efficient functioning of various machinery. Ensuring the cleanliness of fluids in engines and hydraulic systems helps reduce wear and extend service life.
- Replacement Filters: Donaldson offers a wide array of replacement filters tailored to specific engine models and applications, ensuring that customers have access to necessary maintenance parts to keep their engines running optimally.
The Engine Products segment serves a spectrum of customers, including original equipment manufacturers (OEMs) across industries such as construction, mining, agriculture, aerospace, defense, and trucking. Additionally, Donaldson engages with independent distributors, OEM dealer networks, private label accounts, and large equipment fleets, broadening its market reach.
Industrial Products Segment
The Industrial Products segment encompasses a diverse portfolio aimed at providing clean air solutions for industrial applications. Key products include:
- Dust, Fume, and Mist Collectors: These systems are essential for maintaining air quality in manufacturing settings, capturing airborne particles and preventing them from contaminating the work environment or being released into the atmosphere.
- Compressed Air Purification Systems: Designed to ensure that compressed air systems operate efficiently and without contaminants, these purification systems are crucial in various industrial processes that demand high-quality air.
- Air Filtration Systems for Gas Turbines: Specialized filtration solutions that protect gas turbine engines from dust and other particulates, thus enhancing performance and reliability, especially in energy generation applications.
- PTFE Membrane-based Products: These high-performance products provide advanced filtration capabilities, often used in applications requiring extreme purity and performance.
- Specialized Filters for Computer Hard Disk Drives and Semiconductor Manufacturing: These niche products are engineered to meet the rigorous cleanliness requirements of the electronics industry, safeguarding sensitive equipment from contamination.
The Industrial Products segment caters to a variety of customers, including industrial dealers, distributors, and OEMs of gas-fired turbines, as well as direct end-users who need reliable filtration solutions.
International Operations
Donaldson Company Inc. maintains a significant international presence, with operations spanning across several continents, including North America, Europe, Asia, and Latin America. This global footprint enables the company to serve multinational customers and adapt to local market demands effectively.
In various international markets, Donaldson focuses on building relationships with OEMs, distributors, and end-users. It strategically tailors its product offerings to meet the specific regulatory requirements and operational challenges faced in different regions. For instance, in markets with stringent environmental regulations, Donaldson emphasizes its advanced emissions control technologies and filtration solutions.
The company continually invests in expanding its manufacturing capabilities and distribution networks globally. This expansion not only supports increased production capacity but also enhances customer service by reducing lead times and shipping costs for international clients.
In summary, Donaldson Company Inc. provides a comprehensive range of filtration and exhaust solutions through its Engine and Industrial Products segments, serving diverse industries globally while adapting to regional needs and regulations. Its ongoing commitment to innovation and quality has firmly established it as a leader in the filtration industry.