ES
MARKETS / NYSE / DCI
NYSE · INDUSTRIAL & COMMERCIAL FANS & BLOWERS & AIR PURIFING EQUIP · LARGE CAP

Donaldson Company, Inc. DCI

17 fiscal years on record · USD · FY2025 reported
SEC FILINGS ONLY15 YEARS OF DIVIDEND GROWTH
Revenue · FY2025
$3.7B
▲ 2.9% vs FY2024
Dividend streak
15 yrs
Raised every year since 2011
EPS · FY25
$3.05
Dividend / sh · FY25
$1.14
Payout · FY25
36%
ROE · FY25
24.9%
Net margin · FY25
9.9%
Dividend coverage
2.7×
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Result
USD 3.7B
Revenue, FY2025 · full 17-year series below
Revenue Net income
12343.70.42009201220152018202120242025
12343.70.42016201920222025

10 cents of every revenue dollar became profit this year.

Per share
USD 3.05
Diluted EPS, FY2025
EPS Dividend
241.143.052009201220152018202120242025
241.143.052016201920222025

Earnings covered the dividend 2.7 times — the rest stayed in the company.

Profitability
24.9%
Return on equity, FY2025
ROE
816243224.9%2009201220152018202120242025
816243224.9%2016201920222025
Operating margin13.4%
Net margin9.9%
Return on assets12.5%

Each USD of equity produced 25 cents of profit this year.

Returned to shareholders
USD 434.8M
returned in FY2025 · dividends + net buybacks
Dividends paidUSD 131.9M
Net buybacksUSD 302.9M
Share of profit118.5%
Consecutive raises15 years

USD 131.9M in dividends and USD 302.9M in buybacks — 118% of the year's profit, so the payout drew on cash built up earlier.

Growth
+7.4% a year
revenue, compounded over five years
CAGR
3 yrs
5 yrs
10 yrs
15 yrs
Revenue
+3.7%
+7.4%
+4.5%
+4.6%
Net income
+3.3%
+7.4%
+5.8%
+5.4%
EPS, diluted
+4.7%
+8.8%
+7.4%
+7.4%
Dividend / share
+8.2%
+6.3%
+5.5%
+10.9%
Returned to shareholders
+17.5%
+19.9%
+2.7%
+11.1%

Compound annual rates per period — left blank where the series crosses a loss.

Share base
—
Shares outstanding, FY2025
Change, 5 years—
Change, 10 years—

A share split breaks the comparison across the period, so we leave it out.

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Balance sheet
USD 3.0B
total assets, end of FY2025
Total assetsUSD 3.0B
EquityUSD 1.5B
CashUSD 180.4M
Gross debtUSD 671.2M
Net debtUSD 490.8M
Current ratio1.93×

Net debt stands at 34% of equity.

History
17 fiscal years
Every figure from documents filed with the SEC · USD
Metric
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Revenue $B
3.7
3.6
3.4
3.3
2.9
2.6
2.8
2.7
2.4
2.2
2.4
2.5
2.4
2.5
2.3
1.9
1.9
Operating income $B
0.5
0.5
0.5
0.4
0.4
0.3
0.4
0.4
0.3
0.3
0.3
0.4
0.3
0.4
0.3
0.2
0.2
EBITDA $B
0.6
0.6
0.6
0.5
0.5
0.4
0.5
0.5
0.4
0.3
0.4
0.4
0.4
0.4
0.4
0.3
0.2
Income tax $B
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.2
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.0
Net income $B
0.4
0.4
0.4
0.3
0.3
0.3
0.3
0.2
0.2
0.2
0.2
0.3
0.2
0.3
0.2
0.2
0.1
EPS, diluted $
3.05
3.38
2.90
2.66
2.24
2.00
2.05
1.36
1.74
1.42
1.49
1.76
1.64
1.73
1.43
1.05
1.67
Dividend / sh $
1.14
1.04
0.96
0.90
0.86
0.84
0.80
0.74
0.71
0.69
0.67
0.61
0.45
0.34
0.28
0.24
0.46
Payout %
36
30
32
33
37
41
37
53
40
48
44
32
24
18
18
22
27
ROE %
24.9
29.5
29.2
29.3
26.9
27.3
30.5
21.1
28.6
24.6
23.4
24.9
24.8
28.7
26.8
23.2
19.2
Shares out B
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·

Slide the table for earlier years · "·" marks figures not disclosed in the filing for that year.

How we verifyAUDITED
66 of 66
checks passed before publication
EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidity

Every figure was compared against the original statement: 0 failures and 0 presentation gaps.

What we don’t show

We’d rather say what’s missing than fill the gap with an estimate.

P/E rationeeds a market quote — not yet licensed
Market capitalizationneeds a market quote — not yet licensed
Dividend yieldneeds a market quote — not yet licensed
Price-to-bookneeds a market quote — not yet licensed