FilingsTodayDonaldson
At a glance
Donaldson reported 2025 revenue of $3.69B, up 2.9% from $3.59B in 2024. Over 4 years since 2021 ($2.85B), that is growth of about 6.6% a year. Operating margin was 13.4%, down from 13.5% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 5 insiders reported 0 open-market purchases and 6 sales ($8.6M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $2.9M by Chairman, President and CEO Tod E. Carpenter on Sep 10, 2026.
Donaldson filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), material agreement (3), new financial obligation (2) and officer or director change (2). The latest officer or director change was reported on Jul 24, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.
1 of the 20 investors tracked here held Donaldson at the last quarter end, worth $1.4M combined. It is the largest weight for Bridgewater Associates (0% of its portfolio). New this quarter: Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $286.9M | $333M | $359M | $414M | $367M |
| Diluted EPS | $2.24 | $2.66 | $2.90 | $3.38 | $3.05 |
| Dividend per share | $0.86 | $0.90 | $0.96 | $1.04 | $1.14 |
Fiscal year ends Jul 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined