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 %.
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 %.
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.
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.
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