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10-Q

Quarterly Report

DONALDSON COMPANY, INC. DCI

0000029644-25-000147

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Filed
Dec 4, 2025 12:00 AM ET
Period of report
Restated figures. One or more values in this filing restate previously reported amounts.

On SEC.gov

Financials in this filing

Metric Period Value
Shares Outstanding Q1 2026 · Nov 24, 2025 115.34M sh
Shares Diluted Q1 2026 · Oct 31, 2025 117.8M sh
Shares Diluted Q1 2026 · Oct 31, 2024 121.9M sh
Stock Repurchased Q1 2026 · Oct 31, 2025 $91.5M
Stock Repurchased Q1 2026 · Oct 31, 2024 $74.4M
Dividends Paid Q1 2026 · Oct 31, 2025 $34.7M
Dividends Paid Q1 2026 · Oct 31, 2024 $32.4M
Capex Q1 2026 · Oct 31, 2025 $14.2M
Capex restated Q1 2026 · Oct 31, 2024 $25.1M
Operating Cash Flow Q1 2026 · Oct 31, 2025 $125.4M
Operating Cash Flow Q1 2026 · Oct 31, 2024 $72.9M
Short Term Debt Q1 2026 · Oct 31, 2025 $2.5M
Short Term Debt Q1 2026 · Jul 31, 2025 $31.2M
Cash And Equivalents Q1 2026 · Oct 31, 2025 $210.7M
Cash And Equivalents Q1 2026 · Jul 31, 2025 $180.4M
Stockholders Equity Q1 2026 · Oct 31, 2025 $1.52B
Stockholders Equity Q1 2026 · Jul 31, 2025 $1.45B
Stockholders Equity Q1 2026 · Oct 31, 2024 $1.54B
Stockholders Equity Q1 2026 · Jul 31, 2024 $1.49B
Current Liabilities Q1 2026 · Oct 31, 2025 $703.9M
Current Liabilities Q1 2026 · Jul 31, 2025 $757.2M
Total Liabilities Q1 2026 · Oct 31, 2025 $1.51B
Total Liabilities Q1 2026 · Jul 31, 2025 $1.52B
Current Assets Q1 2026 · Oct 31, 2025 $1.51B
Current Assets Q1 2026 · Jul 31, 2025 $1.46B
Total Assets Q1 2026 · Oct 31, 2025 $3.03B
Total Assets Q1 2026 · Jul 31, 2025 $2.98B
Eps Diluted Q1 2026 · Oct 31, 2025 $0.97
Eps Diluted Q1 2026 · Oct 31, 2024 $0.81
Eps Basic Q1 2026 · Oct 31, 2025 $0.98
Eps Basic Q1 2026 · Oct 31, 2024 $0.83
Sga Expense Q1 2026 · Oct 31, 2025 $169.6M
Sga Expense Q1 2026 · Oct 31, 2024 $166.1M
Rd Expense Q1 2026 · Oct 31, 2025 $19.2M
Rd Expense Q1 2026 · Oct 31, 2024 $22.7M
Net Income Q1 2026 · Oct 31, 2025 $113.9M
Net Income Q1 2026 · Oct 31, 2024 $99M
Operating Income Q1 2026 · Oct 31, 2025 $149.3M
Operating Income Q1 2026 · Oct 31, 2024 $130.8M
Gross Profit Q1 2026 · Oct 31, 2025 $328.8M
Gross Profit Q1 2026 · Oct 31, 2024 $319.6M
Cost Of Revenue Q1 2026 · Oct 31, 2025 $606.6M
Cost Of Revenue Q1 2026 · Oct 31, 2024 $580.5M