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Donaldson Company (DCI) Stock News, Sep 2025-Jan 2026

DCI NYSE

Donaldson Company, Inc. reports news on filtration products and solutions for mobile equipment, industrial applications and life sciences. The company manufactures air filtration systems, liquid filtration systems, replacement parts, and dust, fume and mist collectors used in end markets such as construction, mining, agriculture, trucking and industrial operations.

Recurring Donaldson updates include operating and financial results, earnings conference calls, investor conference presentations, governance matters and capital-structure disclosures. Product news also covers filtration technologies such as ArmorSeal air filtration for on-road and off-road heavy-duty equipment.

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Donaldson (NYSE: DCI) announced that its board elected chief operating officer Richard Lewis as president and chief executive officer, effective March 2, 2026. Lewis will join the board and succeed Tod Carpenter, who will transition to executive chairman after a 30-year career, including 11 years as CEO. Lewis joined Donaldson in 2002 and became COO in August 2025.

This is a planned succession emphasizing internal continuity, board confidence, and leadership stability as the company continues operations across its Mobile Solutions, Industrial Solutions and Life Sciences segments.

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Donaldson (NYSE: DCI) announced a regular cash dividend of $0.30 per share, payable February 27, 2026, to shareholders of record on February 12, 2026. The board declared the quarterly payout as part of the firm's long-standing distribution policy.

Donaldson reported calendar year 2025 as its 30th consecutive year of annual dividend increases and noted it has paid a cash dividend every quarter for 70 years. The company is a member of the S&P High-Yield Dividend Aristocrats Index.

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Donaldson (NYSE: DCI) reported record first quarter fiscal 2026 results with sales of $935.4M, up 3.9% year-over-year, and GAAP diluted EPS of $0.97, up 19.0%.

Adjusted first quarter EPS was $0.94 (+13.3%) and adjusted operating margin improved 60 bps to 15.5%. The company raised fiscal 2026 adjusted EPS guidance to $3.95–$4.11 and expects full-year sales growth of 1%–5% with adjusted operating margin of 16.2%–16.8%. Cash actions included $91.9M of share repurchases (≈1% of shares) and $34.7M of dividends paid.

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Donaldson (NYSE: DCI) held its 2025 annual meeting on November 21, 2025 and reported preliminary voting results. Stockholders owning a majority supported the election of four directors, including new director Dan Shine; approval of the company’s executive compensation; and ratification of PricewaterhouseCoopers as Donaldson’s independent public accountant. Will Oberton, former lead independent director, retired after 19 years of service. The company said it will file final voting results on a Form 8-K with the SEC.

Dan Shine is senior vice president and president, analytical instruments at Thermo Fisher Scientific and holds degrees in economics and public accounting.

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Donaldson (NYSE: DCI) declared a regular quarterly cash dividend of $0.30 per share, payable December 22, 2025 to shareholders of record on December 5, 2025. The company noted calendar year 2025 marks its 30th consecutive year of annual dividend increases and that it has paid a quarterly cash dividend for 70 years. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index. The announcement reiterates the company’s dividend track record and provides key payment dates for investors.

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Donaldson (NYSE: DCI) said Tod Carpenter, chairman, president, and CEO, will present at the Baird 2025 Global Industrial Conference in Chicago on Wednesday, November 12, 2025 starting at 7:20 a.m. CT. The announcement reiterates Donaldson's position as a global provider of filtration products across three segments: Mobile Solutions, Industrial Solutions, and Life Sciences.

The company noted its history since 1915 and presence at more than 150 locations on six continents. Additional corporate contact and investor information are available through the company website.

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Donaldson (NYSE: DCI) will webcast its first quarter fiscal 2026 earnings conference call on Thursday, December 4, 2025 at 9:00 a.m. CT. Investors can listen live via the company’s Investor Relations site at IR.Donaldson.com under “Events & Presentations.”

A replay will be posted in the same section beginning at approximately 12:00 p.m. CT on December 4, 2025. Donaldson operates three primary business segments: Mobile Solutions, Industrial Solutions, and Life Sciences. For media or investor inquiries contact Sarika Dhadwal at (952) 887-3753 or Sarika.Dhadwal@Donaldson.com.

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Ginkgo Bioworks (NYSE: DNA) was awarded a BARDA BioMaP-Consortium project agreement on November 3, 2025 to develop cost-reducing, scalable domestic biomanufacturing innovations for monoclonal antibodies (mAbs) against filoviruses such as Ebola (EBOV) and Sudan virus (SUDV).

The contract value is up to $22.2 million. Ginkgo will lead a partner team (Advanced BioScience Laboratories, Isolere Bio by Donaldson, NeuImmune, and ProteoNic) to integrate technologies across the mAb production process and to produce an anti-filovirus mAb cocktail (1C3 and 1C11) discovered at Emory University. The project is funded in whole or in part by BARDA/ASPR under OT number 75A50123D00003.

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Donaldson (NYSE: DCI) announced that Tod Carpenter, chairman, president, and CEO, will present at the Gabelli Funds 49th Annual Automotive Aftermarket Symposium on Monday, November 3, 2025 at 3:00 p.m. PDT. A live webcast will be available via the company’s Investor Relations site under Events & Presentations at IR.Donaldson.com.

The release notes Donaldson’s global position in filtration products across three segments: Mobile Solutions, Industrial Solutions, and Life Sciences, and directs investors to additional company information at Donaldson.com.

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Donaldson Company (NYSE: DCI), a global filtration technology leader, announced upcoming presentations at two major investor conferences. Chairman, President, and CEO Tod Carpenter will present at the Jefferies 2025 Industrials Conference on September 3, 2025, at 9:30 a.m. ET. Additionally, CFO Brad Pogalz will present at the Morgan Stanley 13th Annual Laguna Conference on September 10, 2025, at 4:05 p.m. ET.

Both presentations will be available via live webcast through Donaldson's Investor Relations website, with replays accessible for approximately 90 days following each event.

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FAQ

What is the current stock price of Donaldson (DCI)?

Donaldson (DCI) last closed at $82.96.

What is the market cap of Donaldson (DCI)?

The market cap of Donaldson (DCI) is approximately $9.6B.