Donaldson Inc Stock Price, News & Analysis

Donaldson Company (NYSE: DCI) has declared a quarterly cash dividend of 30.0 cents per share, payable on August 27, 2025, to shareholders of record as of August 12, 2025.

The company, a global leader in filtration products and solutions, maintains its position in the S&P High-Yield Dividend Aristocrats Index, having increased its dividend for 29 consecutive years. Notably, Donaldson has maintained its quarterly dividend payments for 69 years, demonstrating a strong commitment to shareholder returns.

Donaldson Company (NYSE:DCI) has formed a strategic partnership with Mighty Distributing System of America to expand its heavy-duty filtration solutions distribution. The collaboration combines Donaldson's OE-grade filtration expertise with Mighty's inventory management services, targeting HD fleet facilities, diesel repair centers, and off-highway operations.

The partnership aims to serve a market of over 15 million Class 7 and 8 trucks in the U.S., with the heavy-duty parts aftermarket projected to reach $92.7 billion in 2025. Mighty will provide localized inventory support and premium Donaldson filtration products, including air, oil, fuel, and hydraulic filters, helping facilities reduce surplus stock and improve equipment uptime.

Donaldson Company (NYSE: DCI), a global leader in filtration products and solutions, announced that Tod Carpenter, chairman, president, and CEO, will present at the William Blair 45th Annual Growth Stock Conference on June 5, 2025, at 10:40 a.m. CT. The presentation will be available via live webcast through Donaldson's Investor Relations website, with replay access for approximately 90 days following the event. Founded in 1915, Donaldson operates through three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences, serving diverse industries with technology-led filtration solutions across 140 locations on six continents.

Donaldson Company (NYSE: DCI) reported Q3 FY2025 results with record sales of $940.1M, up 1.3% YoY. GAAP net earnings were $57.8M ($0.48 EPS), down from $113.5M ($0.92 EPS) in 2024, impacted by $65.8M in pre-tax charges including $62.0M for intangible asset impairment. Adjusted earnings were $118.9M ($0.99 EPS), up 4.8% YoY. The company raised FY2025 adjusted EPS guidance to $3.64-$3.70 and expects 1-3% sales growth. Mobile Solutions segment saw slight decline (-0.4%), while Industrial Solutions grew 5.3% and Life Sciences increased 0.7%. The company accelerated share repurchases to 3.3% of outstanding shares YTD and announced an 11% quarterly dividend increase.

Donaldson Company (NYSE: DCI) has appointed Richard Lewis as Chief Operating Officer, effective August 1, 2025. Lewis, who currently serves as president of the Life Sciences segment, will oversee the company's three segments, enterprise operations, supply chain, and corporate technology functions, reporting to CEO Tod Carpenter. With 23 years of experience at Donaldson, Lewis has held key leadership positions including President of Mobile Solutions and Senior Vice President of Global Operations. His appointment leverages his deep understanding of Donaldson's global portfolio, markets, and customer needs. Lewis holds a bachelor's degree in industrial engineering from the University of Louisville and an MBA from Indiana University.

Donaldson Company (NYSE: DCI) has announced an 11.1% increase in its quarterly cash dividend to 30.0 cents per share, up from the previous 27.0 cents. The dividend will be paid on June 30, 2025, to shareholders of record as of June 16, 2025. This increase marks Donaldson's 29th consecutive year of annual dividend increases, maintaining its position in the S&P High-Yield Dividend Aristocrats Index. The company has consistently paid quarterly dividends for 69 years. Founded in 1915, Donaldson is a global filtration technology leader operating through Mobile Solutions, Industrial Solutions, and Life Sciences segments, with operations across six continents at over 140 locations.

Donaldson Company (NYSE:DCI) celebrated its 2024 patent recipients and Inventor Award winners, recognizing over 100 employees for their contributions to innovation. The company registered 392 new patents in 2024 and currently holds 3,260 active U.S. and international patents. The ceremony honored inventors in five categories: Emerging Innovator, Manufacturing Excellence, Technology Champion, Technology Achievement, and Frank A. Donaldson Award.

Notable winners included Mikayla Yoder for oleophobic materials research, Jon Haag for virtual production line installation, Gert Willems for Clean Seal technology development, Vincent Kayaerts for thermoplastic elastomer seal products, and Dan Tuma for disk drive filtration technology advancements.

Univercells Technologies, a Donaldson Life Sciences business, has launched the scale-X™ nitro controller, expanding its fixed-bed bioreactor portfolio. The new controller operates both 200 and 600 m² scale-X nitro bioreactors, enabling rapid scalability from R&D to commercial production in just 8 months.

The compact system features a 1.6 m² footprint, supports both adherent and suspension cell cultures, and can reduce production costs by 36% to 82% compared to other adherent methods. It's designed for viral vaccines, exosomes, LV and AAV vector production, oncolytic viruses, and recombinant proteins manufacturing. Pre-orders will open in June 2025, with shipments starting in early 2026.

Donaldson Company (NYSE: DCI), a global filtration technology leader, has scheduled its third quarter fiscal 2025 earnings conference call for Tuesday, June 3, 2025, at 9:00 a.m. CT. The live webcast will be accessible through the "Events & Presentations" section of Donaldson's Investor Relations website at IR.Donaldson.com. A replay will be available from approximately 12:00 p.m. CT on the same day.

Founded in 1915, Donaldson operates through three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences, serving diverse industries and advanced markets across six continents with over 140 locations worldwide.