Donaldson Inc (DCI) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Donaldson Company Inc   (NYSE: DCI)

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Description of Donaldson Inc's Business Segments


Donaldson Company Inc. a global leader in filtration and exhaust solutions, operates through two primary segments: Engine Products and Industrial Products. Each segment encompasses a wide range of products tailored to meet diverse needs across various industries.

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.


Composition of Donaldson Company Inc Revenues by Segments

 
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

Q3 three months ended (Apr 30 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
U S and Canada 427.10 42.95 %
Europe Middle East and Africa EMEA 289.30 29.09 %
Asia Pacific APAC 172.80 17.38 %
Latin America LATAM 105.90 10.65 %
Mobile Solutions Segment 629.90 63.34 %
Industrial Solutions Segment 281.70 28.33 %
Life Sciences Segment 83.50 8.4 %
Mobile Solutions Off-Road 104.00 10.46 %
Mobile Solutions On-Road 28.30 2.85 %
Mobile Solutions Aftermarket 497.60 50.04 %
Industrial Solutions Industrial Filtration Solutions 237.10 23.84 %
Industrial Solutions Aerospace and Defense 44.60 4.49 %
EMEA 289.30 29.09 %
APAC 172.80 17.38 %
LATAM 105.90 10.65 %
Total 994.40 100 %




Q3 three months ended (Apr 30 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
U S and Canada 1.47 % 14.6 %
Europe Middle East and Africa EMEA 11.48 % 9.25 %
Asia Pacific APAC 9.16 % 4.66 %
Latin America LATAM 4.44 % 13.02 %
Mobile Solutions Segment 8.12 % 13.17 %
Industrial Solutions Segment -0.56 % 8.47 %
Life Sciences Segment 12.53 % 4.38 %
Mobile Solutions Off-Road 8.79 % 20.23 %
Mobile Solutions On-Road 5.2 % 23.04 %
Mobile Solutions Aftermarket 8.15 % 11.3 %
Industrial Solutions Industrial Filtration Solutions 2.29 % 6.51 %
Industrial Solutions Aerospace and Defense -13.4 % 20.22 %
EMEA 11.48 % 9.25 %
APAC 9.16 % 4.66 %
LATAM 4.44 % 13.02 %
Total 5.8 % 11.01 %




Q3 three months ended (Apr 30 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 118.10 11.88 %




Q3 three months ended (Apr 30 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total 104.33 % 27.68 %




Annual Report on Donaldson Company Inc Divisions, Sales by Country

 
U S and Canada   U S and Canada Segment contribution to total sales 44.23 % of total Revenue
Europe Middle East and Africa EMEA   Europe Middle East and Africa EMEA Segment contribution to total sales 27.84 % of total Revenue
Asia Pacific APAC   Asia Pacific APAC Segment contribution to total sales 17.23 % of total Revenue
Latin America LATAM   Latin America LATAM Segment contribution to total sales 10.72 % of total Revenue
Mobile Solutions Segment   Mobile Solutions Segment Segment contribution to total sales 62.08 % of total Revenue
Industrial Solutions Segment   Industrial Solutions Segment Segment contribution to total sales 29.93 % of total Revenue
Life Sciences Segment   Life Sciences Segment Segment contribution to total sales 8.01 % of total Revenue
Mobile Solutions Off-Road   Mobile Solutions Off-Road Segment contribution to total sales 9.74 % of total Revenue
Mobile Solutions On-Road   Mobile Solutions On-Road Segment contribution to total sales 3 % of total Revenue
Mobile Solutions Aftermarket   Mobile Solutions Aftermarket Segment contribution to total sales 49.34 % of total Revenue
Industrial Solutions Industrial Filtration Solutions   Industrial Solutions Industrial Filtration Solutions Segment contribution to total sales 24.77 % of total Revenue
Industrial Solutions Aerospace and Defense   Industrial Solutions Aerospace and Defense Segment contribution to total sales 5.15 % of total Revenue
EMEA   EMEA Segment contribution to total sales 27.84 % of total Revenue
APAC   APAC Segment contribution to total sales 17.23 % of total Revenue
LATAM   LATAM Segment contribution to total sales 10.72 % of total Revenue


Twelve months ended 2025
DCI s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
U S and Canada 1,632.30 44.23 %
Europe Middle East and Africa EMEA 1,027.20 27.84 %
Asia Pacific APAC 635.70 17.23 %
Latin America LATAM 395.70 10.72 %
Mobile Solutions Segment 2,291.00 62.08 %
Industrial Solutions Segment 1,104.40 29.93 %
Life Sciences Segment 295.50 8.01 %
Mobile Solutions Off-Road 359.50 9.74 %
Mobile Solutions On-Road 110.60 3 %
Mobile Solutions Aftermarket 1,820.90 49.34 %
Industrial Solutions Industrial Filtration Solutions 914.20 24.77 %
Industrial Solutions Aerospace and Defense 190.20 5.15 %
EMEA 1,027.20 27.84 %
APAC 635.70 17.23 %
LATAM 395.70 10.72 %
Total 3,690.20 100 %


Twelve months ended 2025
DCI s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total 367.00 9.95 %

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
U S and Canada 3.11 % -
Europe Middle East and Africa EMEA 1.41 % -
Asia Pacific APAC 5.69 % -
Latin America LATAM 1.77 % -
Mobile Solutions Segment 1.79 % -
Industrial Solutions Segment 3.55 % -
Life Sciences Segment 9.85 % -
Mobile Solutions Off-Road -5.59 % -
Mobile Solutions On-Road -20.89 % -
Mobile Solutions Aftermarket 5.24 % -
Industrial Solutions Industrial Filtration Solutions 1.45 % -
Industrial Solutions Aerospace and Defense 14.99 % -
EMEA 1.41 % -
APAC 5.69 % -
LATAM 1.77 % -
Total 2.9 % -



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