Donaldson Company, Inc.

Donaldson Company, Inc. is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Founded in 1915, the company's mission is "to advance the world's filtration for a cleaner, safer life." Headquartered in Bloomington, Minnesota, Donaldson operates with a commitment to innovation and sustainability.

The company's extensive product portfolio includes air, liquid, and exhaust filtration systems, as well as replacement parts for diverse applications. Key offerings span dust, fume, and mist collectors, compressed air purification systems, and specialized filtration for gas turbines, computer hard disk drives, and semiconductor manufacturing. Donaldson serves a wide array of sectors, categorized into three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences. These segments cater to industries such as commercial/industrial, aerospace, chemical, alternative energy, food & beverage, pharmaceuticals, construction, mining, agriculture, transportation, manufacturing, and power generation.

In recent leadership changes, Rich Lewis assumed the role of President and Chief Executive Officer on March 2, 2026, succeeding Tod Carpenter, who transitioned to executive chairman. Donaldson continues to expand its market presence, notably with the acquisition of Filtration Group's Facet Filtration business for $820 million in February 2026, enhancing its fuel and fluid filtration capabilities. The company also introduced its next-generation ArmorSeal™ air filtration technology in February 2026. Demonstrating its commitment to sustainability, Donaldson's fiscal year 2025 Sustainability Report, released in April 2026, highlighted an 80% increase in renewable energy use since FY21 and a more than 20% reduction in Scope 1 and 2 greenhouse gas emissions. The company reported record sales and earnings in fiscal year 2024, with $3.6 billion in sales and a GAAP EPS of $3.38.

Latest updates

Donaldson CFO to Address Investors at Oppenheimer Conference

Event summary

  • Donaldson Company’s CFO, Brad Pogalz, will present virtually at the Oppenheimer Industrial Growth Conference.
  • The presentation is scheduled for Monday, May 4, 2026, at 11:15 a.m. ET.
  • A live webcast will be available on Donaldson’s Investor Relations website (IR.Donaldson.com).
  • A replay of the webcast will be accessible for approximately 90 days following the event.

The big picture

Donaldson’s participation in the Oppenheimer conference signals a continued focus on investor relations and transparency. The conference itself is a significant gathering of industrial growth investors, suggesting Donaldson is seeking to actively engage with this key shareholder base. The presentation provides a valuable opportunity for management to articulate its strategic vision and address investor concerns regarding the company’s performance and future prospects.

What we're watching

Financial Outlook
The presentation will likely address Donaldson’s performance in the current macroeconomic environment, particularly given ongoing supply chain disruptions and inflationary pressures impacting industrial sectors.
Segment Performance
Analysts should scrutinize commentary regarding the Mobile, Industrial, and Life Sciences segments to assess the effectiveness of Donaldson’s diversification strategy and identify potential areas of concern or outperformance.
Growth Strategy
The presentation may reveal details about Donaldson’s plans for innovation and expansion, and whether the company can sustain its growth trajectory in a competitive landscape.
CID: 1771