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Donaldson Company Inc   (NYSE: DCI)
 

Donaldson Inc's Customers Performance

DCI



 
DCI's Source of Revenues Donaldson Inc's Corporate Customers have recorded a surge in their cost of revenue by 169.26 % in the 3 quarter 2026 year on year, sequentially costs of revenue grew by 91.65 %. During the corresponding time, Donaldson Company Inc recorded a revenue increase by 5.8 % year on year, sequentially revenue grew by 11.01 %. While revenue at the Donaldson Company Inc 's corporate clients recorded rose by 163.59 % year on year, sequentially revenue grew by 109.94 %.

List of DCI Customers




Donaldson Inc's Customers have recorded a surge in their cost of revenue by 169.26 % in the 3 quarter 2026 year on year, sequentially costs of revenue grew by 91.65 %, for the same period Donaldson Company Inc recorded revenue increase by 5.8 % year on year, sequentially revenue grew by 11.01 %.

List of DCI Customers

Donaldson Inc's Business Units
U S and Canada    42.95 % of total Revenue
Europe Middle East and Africa EMEA    29.09 % of total Revenue
Asia Pacific APAC    17.38 % of total Revenue
Latin America LATAM    10.65 % of total Revenue
Mobile Solutions Segment    63.34 % of total Revenue
Industrial Solutions Segment    28.33 % of total Revenue
Life Sciences Segment    8.4 % of total Revenue
Mobile Solutions Off-Road    10.46 % of total Revenue
Mobile Solutions On-Road    2.85 % of total Revenue
Mobile Solutions Aftermarket    50.04 % of total Revenue
Industrial Solutions Industrial Filtration Solutions    23.84 % of total Revenue
Industrial Solutions Aerospace and Defense    4.49 % of total Revenue
EMEA    29.09 % of total Revenue
APAC    17.38 % of total Revenue
LATAM    10.65 % of total Revenue




   
Customers Net Income grew in Q3 by Customers Net margin grew to
208.06 % 7.62 %
Customers Net Income grew in Q3 by 208.06 %


Customers Net margin grew to 7.62 %



Donaldson Inc's Customers, Q3 2026 Revenue Growth By Industry
Customers in Miscellaneous Fabricated Products Industry      14.71 %
Customers in Aerospace & Defense Industry      18.33 %
Customers in Construction & Mining Machinery Industry      17.85 %
Customers in Construction Services Industry      14.36 %
Customers in Industrial Machinery and Components Industry      6.57 %
Customers in Conglomerates Industry      25.31 %
Customers in Appliance & Tool Industry -4.88 %   
Customers in EV, Auto & Truck Manufacturers Industry      5.4 %
Customers in Auto & Truck Parts Industry      5.81 %
Customers in Recreational Products Industry      8.68 %
Customers in Electric & Wiring Equipment Industry      24.73 %
Customers in Consumer Financial Services Industry      2689.83 %
Customers in Major Pharmaceutical Preparations Industry  
Customers in Communications Services Industry      18.6 %
Customers in Cloud Computing & Data Analytics Industry -4.06 %   
Customers in Special Transportation Services Industry      8 %
     
• Customers Valuation • Customers Mgmt. Effect.


Donaldson Inc's Comment on Sales, Marketing and Customers



Donaldson serves a diverse customer base ranging from small business owners to major original equipment manufacturers (OEMs). The company operates across four regions: U.S. and Canada (44.2% of fiscal 2025 revenue), Europe, Middle East and Africa (27.8%), Asia Pacific (17.2%), and Latin America (10.8%). Its reportable segments include Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment, accounting for 62.1% of net sales, provides replacement filters and filtration systems for air, liquid, exhaust, and emissions to OEMs in construction, mining, agriculture, and transportation, as well as to independent distributors and OEM dealer networks. The Industrial Solutions segment represents 29.9% of net sales and offers products such as industrial air filtration, industrial gases, industrial hydraulics, power generation, and aerospace and defense equipment, components, replacement parts, and performance monitoring services to industrial customers worldwide. The company is focused on growth in bioprocessing markets within Life Sciences, alternative power solutions, and the expansion of connected service offerings and digital capabilities.





Donaldson Inc’s Comment on Sales, Marketing and Customers


Donaldson serves a diverse customer base ranging from small business owners to major original equipment manufacturers (OEMs). The company operates across four regions: U.S. and Canada (44.2% of fiscal 2025 revenue), Europe, Middle East and Africa (27.8%), Asia Pacific (17.2%), and Latin America (10.8%). Its reportable segments include Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment, accounting for 62.1% of net sales, provides replacement filters and filtration systems for air, liquid, exhaust, and emissions to OEMs in construction, mining, agriculture, and transportation, as well as to independent distributors and OEM dealer networks. The Industrial Solutions segment represents 29.9% of net sales and offers products such as industrial air filtration, industrial gases, industrial hydraulics, power generation, and aerospace and defense equipment, components, replacement parts, and performance monitoring services to industrial customers worldwide. The company is focused on growth in bioprocessing markets within Life Sciences, alternative power solutions, and the expansion of connected service offerings and digital capabilities.








DCI's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Donaldson Company Inc 10,618.37 3,805.80 438.80 14,000
Woodward Inc 20,559.32 3,997.73 513.80 10,200
Parsons Corporation 4,917.75 6,301.06 292.29 21,000
Proto Labs Inc 1,918.84 546.26 25.75 2,280
Polaris Inc 3,542.73 7,151.70 -464.80 14,500
Processa Pharmaceuticals Inc 5.78 0.00 -14.11 12
SUBTOTAL 5,866,995.62 2,947,953.58 89,408.58 4,257,696
53 more clients available

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Sources: Donaldson Company Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Donaldson Company Inc’s corporate clients.
For your research, we’ve provided 9 tables on Donaldson Company Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
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