CSIMarket
 
Donaldson Company Inc   (NYSE: DCI)
 

Donaldson Inc's Customers Performance

DCI



 
DCI's Source of Revenues Donaldson Inc's Corporate Customers have recorded an advance in their cost of revenue by 9.17 % in the 4 quarter 2026 year on year, sequentially costs of revenue grew by 6.53 %. During the corresponding time, Donaldson Company Inc recorded a revenue increase by 7.95 % year on year, sequentially revenue grew by 6.48 %. While revenue at the Donaldson Company Inc 's corporate clients recorded rose by 16.44 % year on year, sequentially revenue grew by 11.86 %.

• List of DCI Customers




Donaldson Inc's Customers have recorded an advance in their cost of revenue by 9.17 % in the 4 quarter 2026 year on year, sequentially costs of revenue grew by 6.53 %, for the same period Donaldson Company Inc recorded revenue increase by 7.95 % year on year, sequentially revenue grew by 6.48 %.

• List of DCI Customers

Donaldson Inc's Business Units
United States and Canada    156.03 % of total Revenue
EMEA    107.29 % of total Revenue
Asia Pacific    65.12 % of total Revenue
Latin America    38.54 % of total Revenue




   
Customers Net Income grew in Q4 by Customers Net margin fell to %
5.12 % 7.9 %
Customers Net Income grew in Q4 by 5.12 %


Customers Net margin fell to 7.9 % 7.9 %



Donaldson Inc's Customers, Q4 2026 Revenue Growth By Industry
Customers in Miscellaneous Fabricated Products Industry      14.09 %
Customers in Aerospace & Defense Industry      22.53 %
Customers in Construction & Mining Machinery Industry      20.98 %
Customers in Construction Services Industry      18.61 %
Customers in Industrial Machinery and Components Industry      5.2 %
Customers in Conglomerates Industry      23.13 %
Customers in Appliance & Tool Industry -3.26 %   
Customers in EV, Auto & Truck Manufacturers Industry      9.62 %
Customers in Auto & Truck Parts Industry      9.13 %
Customers in Recreational Products Industry      20.87 %
Customers in Electric & Wiring Equipment Industry      21.1 %
Customers in Consumer Financial Services Industry      3105.9 %
Customers in Major Pharmaceutical Preparations Industry  
Customers in Communications Services Industry      14.53 %
     
• 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 in four geographic regions: U.S. and Canada (42.5% of fiscal 2026 revenue), Europe, Middle East and Africa (29.2%), Asia Pacific (17.7%), and Latin America (10.6%). Donaldson's reportable segments include Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment accounts for 62.3% of net sales and provides replacement filters and filtration housings for air, liquid, exhaust, and emissions systems. This segment serves OEMs in construction, mining, agriculture, and transportation markets, as well as independent distributors and OEM dealer networks. The Industrial Solutions segment represents 29.1% of net sales and offers products such as dust, fume, and mist collectors; compressed air and industrial gases purification systems; hydraulic filtration; air inlet systems for power generation; and filtration solutions for aerospace and defense platforms, including fixed-wing and rotorcraft aerospace, missile systems, ground defense vehicles, and naval platforms. These products are sold through multiple channels, including OEMs.





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 in four geographic regions: U.S. and Canada (42.5% of fiscal 2026 revenue), Europe, Middle East and Africa (29.2%), Asia Pacific (17.7%), and Latin America (10.6%). Donaldson's reportable segments include Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment accounts for 62.3% of net sales and provides replacement filters and filtration housings for air, liquid, exhaust, and emissions systems. This segment serves OEMs in construction, mining, agriculture, and transportation markets, as well as independent distributors and OEM dealer networks. The Industrial Solutions segment represents 29.1% of net sales and offers products such as dust, fume, and mist collectors; compressed air and industrial gases purification systems; hydraulic filtration; air inlet systems for power generation; and filtration solutions for aerospace and defense platforms, including fixed-wing and rotorcraft aerospace, missile systems, ground defense vehicles, and naval platforms. These products are sold through multiple channels, including OEMs.








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 10,305.64 3,883.80 453.80 15,500
Woodward Inc 20,154.86 4,193.01 552.03 10,200
Parsons Corporation 4,668.44 6,301.06 292.29 21,000
Proto Labs Inc 2,350.02 560.54 30.48 2,280
Polaris Inc 3,043.92 7,274.50 -445.30 14,500
Processa Pharmaceuticals Inc 5.06 0.00 -13.44 12
SUBTOTAL 5,957,167.76 3,005,199.14 89,910.69 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.
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