Donaldson Company

What Donaldson Company does

Donaldson Company, Inc. (NYSE: DCI) is a 111-year-old global filtration technology company headquartered in Bloomington, Minnesota. Founded in 1915, Donaldson designs and manufactures filtration systems and replacement parts across air intake, fuel, lube, coolant, hydraulic, industrial dust/mist/fume, gas turbine, sterile air/gas, liquid/process, and membrane/venting applications. The company reports through three segments — Mobile Solutions (engine and equipment filtration, its largest), Industrial Solutions (dust collection, compressed air/gas, gas turbines, aerospace and defense), and Life Sciences (bioprocessing, pharmaceuticals, food and beverage) — and holds more than 2,800 active U.S. and international patents supporting proprietary media technologies including Ultra-Web, Dura-Life, Synteq XP, Tetratex ePTFE, LifeTec PES, ArmorSeal, and PowerCore.

Donaldson operates across 150 locations on six continents with 10 innovation centers and approximately 1,300 scientists and engineers, reaching customers through a multi-channel go-to-market that combines enterprise field sales for OEM design-in relationships, a global distributor network, and a direct e-commerce storefront. Revenue is generated primarily through hardware sales of OEM-specified filtration products and a substantial recurring aftermarket replacement-parts stream; the recently acquired Facet Filtration business derives roughly 70% of revenue from recurring replacement parts, and Donaldson's broader Mobile Solutions aftermarket provides similar recurring characteristics. The company has recently completed its largest-ever acquisition, Facet Filtration ($820M, May 2026), expanding into aerospace, defense, and power generation, alongside earlier life-sciences acquisitions of Purilogics ($20M, 2022) and Univercells Technologies (€136M, 2023).

Donaldson is led by seventh CEO Rich Lewis (effective March 2, 2026, succeeding Tod Carpenter who moved to Executive Chairman). The company is publicly listed, profitable, and has delivered 30 consecutive years of dividend increases. FY2025 revenue was approximately $3.7 billion with Q3 FY2026 setting a quarterly sales record of $995.1 million and adjusted operating margin reaching an all-time high of 16.6%.

Name

Donaldson Company

Legal name

Donaldson Company, Inc.

Website

https://donaldson.com

Company type

Public

Founded year

1915

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Donaldson Company (NYSE: DCI) is a 111-year-old global filtration technology manufacturer serving engine OEMs, industrial operators, aerospace and defense customers, and life sciences producers across 150 locations on six continents via OEM partnerships, distributors, and e-commerce.

Ownership category

akta.pro rank

Product category

Industrial Filtration Systems

NAICS

Industrial and Commercial Fan and Blower and Air Purification Equipment Manufacturing (333413)

SIC

Industrial & Commercial Fans & Blowers & Air Purifing Equip (3564)

akta.pro primary industry

Separation & Filtration Equipment (Filters, Centrifuges, Membranes) (IMAHAEAB)

akta.pro secondary industries

Dust Collection & Air Filtration Equipment (Industrial) (IMAHALAF), Air Quality & Filtration Equipment (IAQ) (IMAHAKAI), Replacement Filter Cartridges & Consumables (CRAJAJAH), Industrial Filtration Media & Dust Collection Textiles (Air/Liquid Filtration) (IMAOADAC)

Keywords

• Industrial filtration systems
• Engine air filtration
• Aerospace fuel filtration
• Dust collection equipment
• Sterile process filtration

Headquarters

HQ city

Bloomington

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Operations, Personnel, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Mobile Solutions Segment: Sales of engine and equipment filtration products — air intake filters, fuel filters, lube oil filters, hydraulic filters, coolant filters, and bulk fluid filtration — primarily for on-road, off-road, and agricultural equipment. Includes OEM original equipment and strong aftermarket replacement parts channel. This is Donaldson's largest segment by revenue.
2. Industrial Solutions Segment: Sales of industrial air filtration (dust collectors, mist collectors, fume extractors), industrial process filtration (compressed air/gas, liquids, steam), gas turbine filtration, and engineered systems. Recently expanded through the Facet Filtration acquisition into aerospace & defense fuel and fluid filtration. Also includes disk drive filtration.
3. Life Sciences Segment: Sales of filtration products for bioprocessing, cell & gene therapy manufacturing, food & beverage, pharmaceutical, and sterile air/gas applications. Expanded through acquisitions of Univercells Technologies (€136M, 2023) and Purilogics ($20M, 2022). Growing segment targeting biologics drug development.
4. Aftermarket / Replacement Parts: Recurring replacement filter and parts sales to existing equipment owners. Facet generates approximately 70% of revenue from recurring replacement part sales. Donaldson also benefits from strong aftermarket demand in mobile solutions, with double-digit growth reported in food & beverage filtration. This recurring revenue stream provides stability across economic cycles.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Donaldson Company designs, manufactures, and sells filtration systems and replacement parts across three segments: Mobile Solutions (engine and equipment air, fuel, lube, hydraulic, and coolant filtration for on-road, off-road, and agricultural OEMs and their aftermarket channels), Industrial Solutions (industrial dust, mist, and fume collectors, compressed air and gas filtration, gas turbine inlet filtration, and — via Facet — aerospace and defense fuel and fluid filtration), and Life Sciences (sterile air, gas, liquid, and process filtration for bioprocessing, pharmaceutical, food and beverage, and cell and gene therapy applications). The company sells both OEM-embedded custom engineered solutions and a large recurring aftermarket replacement parts business supported by a global distribution and e-commerce network.

Differentiator

Problem solved

Functional benefit

Brands

• Torit: Industrial dust, fume, and mist collection equipment brand
• LifeTec
• Ultra-Web
• PowerCore
• Dura-Life
• ArmorSeal
• iCue
• Tetratex
• Synteq XP

Products and services

• ArmorSeal Air Filtration Technology Next-generation radial seal air filtration technology for heavy-duty on-road and off-road equipment. Reduces filter removal force by 30% versus prior RadialSeal designs and addresses seal integrity failures in high-vibration and dusty operating environments. Sold as a featured technology on Donaldson's engine air filter product line.
• iCue Connected Filtration Monitoring Technology Connected monitoring system using sensors to deliver real-time insights on filter and dryer performance across a plant. Available on Ultradryer+ heated desiccant dryers and Hy-Pro Vac-U-Dry vacuum dehydrators, enabling industrial operators to manage maintenance intervals, reduce unplanned downtime, and extend equipment life.
• Stratos Mist Collector Mist collector designed for continuous-duty operation in metalworking environments. Features electronically commutated motors with variable frequency drive, filter-life monitoring, and flexible configuration for machine-mount or floor-stand installation. Targets bearing manufacturers, CNC machine shops, and aluminum/metalworking operations.
• Aerospace Fuel, Hydraulic, Lube, and Air Filtration Systems Aerospace product family including engine air intake, avionics, cabin air, pneumatic bleed air, fuel, hydraulic, and lube oil filtration systems, with capabilities expanded by the May 2026 acquisition of Facet Filtration. Serves commercial aviation, defense, and aerospace OEMs.
• Defense Filtration and Enclosure Protection Solutions Defense filtration products and enclosure protection vents (EPVs) built on Tetratex ePTFE membrane and Snap-Fit technologies, qualified to extreme conditions (temperatures from -40°C to 121°C, gravel bombardment, explosive fragment simulation) for next-gen off-road military vehicles, ECU manufacturers, and U.S. military defense contractors.
• Engine and Equipment Air, Fuel, Lube, Coolant, and Hydraulic Filtration Donaldson's Mobile Solutions product line covering engine air intake filters, fuel filter assemblies, lube filtration, coolant filtration, hydraulic filtration, offline filtration, bulk fluid filtration, exhaust mufflers, and accessories for on-road, off-road, agricultural, construction, and mining equipment. Sold via OEM design-in and the global aftermarket replacement parts channel.
• Industrial Dust Collectors (Donaldson Torit) Donaldson Torit industrial dust collectors including baghouse collectors (Dalamatic, IRD, LP, RF, Modular, Unimaster, FT Series, Syvac, Rugged Pleat), cartridge collectors (Downflo Evolution, Downdraft Bench, DCE 100, TD Series, Vibra Shake), PowerCore collectors, and cyclone collectors. Uses Dura-Life, Ultra-Web, and PowerCore filter media for industrial dust collection across manufacturing, mining, food processing, and metalworking.
• Industrial Fume Extraction Systems Fume extraction systems for welding and metalworking, including EasyTrunk, PortaTrunk, Trunk 2000, DFPRE 1, Remote Weld Bench, Downflo Ambient, and Ambient configurations. Captures weld fumes and protects operators in industrial workplaces.
• Industrial Mist Collectors Mist collectors for wet manufacturing and metalworking, including Centrifugal, Dryflo, Mini Mist, Modular Media Filter (Horizontal and Vertical), WSO, WSO Flex, and Stratos models. Designed for CNC machine tools and machine-level mist collection.
• Gas Turbine Air Inlet Filtration and Engineered Solutions Air inlet filtration and engineered solutions for gas turbines, including cartridge filters, pre-filters, static panel filters, air heating and cooling systems, air inlet filter houses, extreme environment solutions, joints and ducting, silencers and noise attenuation, and replacement parts. Used by power generation operators.
• Compressed Air and Gas Filtration and Drying Systems Compressed air and gas treatment systems including breathing air systems, cooling and condensate management, refrigerated air dryers, heatless and heated desiccant dryers, modular heatless desiccant dryers, membrane dryers, hydrogen dryers/DeOxo units, CO2 dryers, biogas/natural gas dryers, filter elements, and housings. Serves industrial, food & beverage, pharmaceutical, and process industries.
• LifeTec Sterile Filtration Products LifeTec PES membrane filter elements and related sterile filtration products for food and beverage, pharmaceutical, and biotech applications. Provides asymmetric hydrophilic PES membranes with LRV 7 microbial retention, food-contact compliance per CFR Title 21 and EC/1935/2004, and long service life. Used by brewers (Budvar, Thatchers), wineries (Lővér Pince), dairy producers, and pharmaceutical manufacturers.
• Univercells Bioprocessing and Cell/Gene Therapy Manufacturing Technologies Bioprocessing and cell and gene therapy manufacturing technologies acquired through the June 2023 acquisition of Belgium-based Univercells Technologies for approximately €136 million. Expands Donaldson's life sciences portfolio into biomanufacturing for vaccines, cell therapies, and gene therapies.
• Purilogics Membrane Chromatography Products Membrane chromatography products acquired through the June 2022 acquisition of Purilogics for approximately $20 million, expanding Donaldson's life sciences portfolio and accelerating biologics drug development capabilities.
• Facet Filtration Aerospace and Defense Fuel and Fluid Filtration Mission-critical fuel and fluid filtration solutions acquired in May 2026 through the $820 million acquisition of Facet Filtration, Donaldson's largest deal in its 110-year history. Facet is a pioneer in aviation fuel filtration (refinery to end fueling point) serving aerospace and defense, power generation, and hydraulics markets.

Quantifiable outcome

• ArmorSeal reduces filter removal force by 30% vs. RadialSeal, addressing seal integrity failures in high-vibration environments
• +13 more outcomes

Named customers23 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature9 records

Partnerships

Two partnerships are on record, tiered minor.

• Sequoia Solar (Power Purchase Agreement)minorOthers · 26 June 2026Donaldson Company is a long-term power purchaser under a purchase agreement from Sequoia Solar's $1.1 billion, 815 MW solar farm in Callahan County, Texas. The project powers major corporations including AT&T, Toyota, and PepsiCo alongside Donaldson, supporting Donaldson's renewable energy goals.
• Special Olympics USA Games 2026minorOthers · 11 April 2026Donaldson Company announced its commitment as an official partner of the 2026 Special Olympics USA Games, scheduled for June 2026 in Minneapolis, Minnesota. This community engagement partnership aligns with Donaldson's presence in Minnesota and corporate social responsibility initiatives.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Camfil: Swedish-based specialist in air filtration and clean air solutions for commercial, industrial, and healthcare applications. Closely competes with Donaldson's industrial air filtration, dust collection, and HVAC filtration products.
• Mann+Hummel: Closest direct competitor to Donaldson in engine and industrial filtration, supplying OEM and aftermarket air, oil, fuel, and cabin air filters. Operates globally with a comparable product portfolio in Mobile Solutions and Industrial Solutions, making it Donaldson's primary head-to-head rival.
• Cummins Filtration: Filtration division of Cummins, manufacturing Fleetguard filters for diesel engines and industrial equipment. Directly competes with Donaldson's Mobile Solutions segment in on-road and off-road engine filtration, with strong OEM relationships through Cummins engines.
• Freudenberg Filtration Technologies: German-based manufacturer of industrial and automotive filtration products, including air filters, liquid filters, and cabin air filters. Directly competes with Donaldson across both Mobile Solutions and Industrial Solutions segments globally.
• Pall Corporation: Danaher-owned leader in filtration, separation, and purification technologies serving bioprocessing, food & beverage, and industrial customers. Direct overlap with Donaldson's LifeTec PES membrane products and Industrial Solutions process filtration.

Broad incumbents

• Pentair: Water treatment and flow technologies company with a filtration division serving residential, commercial, and industrial water applications. Competes tangentially with Donaldson's process filtration and replacement filter cartridges, particularly in water-related applications.
• Parker Hannifin: Diversified motion and control technologies giant with a substantial filtration division serving aerospace, industrial, and life sciences. Overlaps directly with Donaldson across aerospace fuel/hydraulic filtration and industrial process filtration, though Parker's portfolio extends well beyond filtration into hydraulics, pneumatics, and aerospace systems.
• Atlas Copco: Industrial compressor and vacuum solutions giant with a substantial filtration business serving compressed air and gas applications. Overlaps with Donaldson's Industrial Solutions compressed air/gas filtration and gas turbine product lines.

Emerging players

• Sartorius: Bioprocessing-focused supplier of filtration and fluid management solutions for pharmaceutical and biotech manufacturers. Competes with Donaldson's Life Sciences segment (post-Univercells and Purilogics acquisitions) in cell/gene therapy and biologics manufacturing.

Others

• B/E Aerospace (now part of Rockwell Collins/Collins Aerospace): Acquired aerospace filtration capabilities through its filtration systems subsidiary, providing overlapping capabilities with the newly acquired Facet business. Increasingly relevant as Donaldson expands in aerospace and defense fuel/hydraulic filtration post-Facet acquisition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/donaldson

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A19 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Donaldson Company