Donaldson Company Management
Management criteria checks 4/4
Donaldson Company's CEO is Tod Carpenter, appointed in Apr 2015, has a tenure of 10.83 years. total yearly compensation is $8.30M, comprised of 13.2% salary and 86.8% bonuses, including company stock and options. directly owns 0.28% of the company’s shares, worth $34.65M. The average tenure of the management team and the board of directors is 3.6 years and 9.1 years respectively.
Key information
Tod Carpenter
Chief executive officer
US$8.3m
Total compensation
| CEO salary percentage | 13.20% |
| CEO tenure | 10.8yrs |
| CEO ownership | 0.3% |
| Management average tenure | 3.6yrs |
| Board average tenure | 9.1yrs |
Recent management updates
Recent updates
When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?
Jan 30
Power Generation And Data Center Demand Will Reshape This Filtration Leader’s Long Term Outlook
Catalysts About Donaldson Company Donaldson Company focuses on filtration solutions across Mobile, Industrial and Life Sciences applications, using a recurring “razor to sell razorblades” model built around replacement parts. What are the underlying business or industry changes driving this perspective?Does Donaldson Company (NYSE:DCI) Have A Healthy Balance Sheet?
Dec 29Donaldson: High-Quality Industrial Compounder Positioned For Multi-Year Growth And P/E Re-Rating
Dec 09Donaldson Company (NYSE:DCI) Is Achieving High Returns On Its Capital
Nov 16Donaldson Company (NYSE:DCI) Has A Pretty Healthy Balance Sheet
Sep 06Estimating The Fair Value Of Donaldson Company, Inc. (NYSE:DCI)
Aug 23Why The 25% Return On Capital At Donaldson Company (NYSE:DCI) Should Have Your Attention
Aug 10Donaldson Company, Inc.'s (NYSE:DCI) P/E Still Appears To Be Reasonable
Jul 23Is There Now An Opportunity In Donaldson Company, Inc. (NYSE:DCI)?
Jul 07Some May Be Optimistic About Donaldson Company's (NYSE:DCI) Earnings
Jun 10Donaldson Company, Inc. (NYSE:DCI) Shares Could Be 23% Below Their Intrinsic Value Estimate
May 16There's Reason For Concern Over Donaldson Company, Inc.'s (NYSE:DCI) Price
Apr 24Do Donaldson Company's (NYSE:DCI) Earnings Warrant Your Attention?
Apr 13Donaldson Company (NYSE:DCI) Is Aiming To Keep Up Its Impressive Returns
Apr 02Is Donaldson Company (NYSE:DCI) Using Too Much Debt?
Mar 22Donaldson Company: Remain On The Sidelines For Now
Mar 11Is Now The Time To Look At Buying Donaldson Company, Inc. (NYSE:DCI)?
Feb 28Donaldson: Stay The Course And Keep Reinvesting Those Dividends
Jan 31Donaldson's Bullish Dividend Metrics Point To More Share Price Gains
Nov 09
Tactical Investments And R&D Propel Growth In Life Sciences And Enhance Shareholder Returns
Strategic investments and focus on hollow fiber membrane technology in the Life Sciences segment indicate potential for revenue and market share growth.Donaldson: Execution Rewarded, But Above-Average Growth Potential Is Worth Watching
Aug 22CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Oct 31 2025 | n/a | n/a | US$382m |
| Jul 31 2025 | US$8m | US$1m | US$367m |
| Apr 30 2025 | n/a | n/a | US$362m |
| Jan 31 2025 | n/a | n/a | US$418m |
| Oct 31 2024 | n/a | n/a | US$421m |
| Jul 31 2024 | US$8m | US$1m | US$414m |
| Apr 30 2024 | n/a | n/a | US$396m |
| Jan 31 2024 | n/a | n/a | US$376m |
| Oct 31 2023 | n/a | n/a | US$364m |
| Jul 31 2023 | US$7m | US$1m | US$359m |
| Apr 30 2023 | n/a | n/a | US$368m |
| Jan 31 2023 | n/a | n/a | US$357m |
| Oct 31 2022 | n/a | n/a | US$343m |
| Jul 31 2022 | US$7m | US$1m | US$333m |
| Apr 30 2022 | n/a | n/a | US$316m |
| Jan 31 2022 | n/a | n/a | US$318m |
| Oct 31 2021 | n/a | n/a | US$302m |
| Jul 31 2021 | US$7m | US$1m | US$287m |
| Apr 30 2021 | n/a | n/a | US$267m |
| Jan 31 2021 | n/a | n/a | US$246m |
| Oct 31 2020 | n/a | n/a | US$254m |
| Jul 31 2020 | US$5m | US$1m | US$257m |
| Apr 30 2020 | n/a | n/a | US$251m |
| Jan 31 2020 | n/a | n/a | US$263m |
| Oct 31 2019 | n/a | n/a | US$258m |
| Jul 31 2019 | US$6m | US$970k | US$267m |
Compensation vs Market: Tod's total compensation ($USD8.30M) is below average for companies of similar size in the US market ($USD13.25M).
Compensation vs Earnings: Tod's compensation has been consistent with company performance over the past year.
CEO
Tod Carpenter (66 yo)
Mr. Tod E. Carpenter has been the Chief Executive Officer and President of Donaldson Company, Inc. since April 1, 2015. He serves as Independent Director at AMETEK, Inc. since June 17, 2019. Mr. Carpenter...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 10.8yrs | US$8.30m | 0.28% $ 34.7m | |
| Chief Financial Officer | 1.3yrs | US$2.12m | 0.0011% $ 133.0k | |
| Chief Operating Officer | less than a year | US$2.13m | 0.042% $ 5.2m | |
| Chief Legal Officer & Corporate Secretary | 11.5yrs | US$1.86m | 0.050% $ 6.2m | |
| Director of Investor Relations | 5.1yrs | no data | no data | |
| Vice President of Corporate Development | 4.1yrs | no data | no data | |
| Chief Human Resources Officer | 1.3yrs | no data | 0.0034% $ 416.4k | |
| President of Industrial Solutions | 3.3yrs | no data | 0.025% $ 3.2m | |
| President of Mobile Solutions Aftermarket | 3.2yrs | no data | 0.0045% $ 555.6k | |
| Treasurer | no data | no data | no data | |
| VP & Corporate Controller | 3.9yrs | no data | 0.0017% $ 207.6k |
Experienced Management: DCI's management team is considered experienced (3.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 11.8yrs | US$8.30m | 0.28% $ 34.7m | |
| Independent Director | 15.9yrs | US$278.44k | 0.021% $ 2.6m | |
| Independent Director | 11.1yrs | US$285.43k | 0.024% $ 2.9m | |
| Lead Independent Director | 4.3yrs | US$263.42k | 0.013% $ 1.7m | |
| Independent Director | 9.9yrs | US$263.44k | 0.013% $ 1.6m | |
| Independent Director | 12.9yrs | US$263.42k | 0.019% $ 2.4m | |
| Independent Director | 4.1yrs | US$263.44k | 0.0053% $ 656.2k | |
| Independent Director | 4.1yrs | US$263.44k | 0.0066% $ 824.0k | |
| Independent Director | 8.3yrs | US$263.47k | 0.015% $ 1.8m | |
| Director Nominee | less than a year | no data | 0.00087% $ 108.1k |
Experienced Board: DCI's board of directors are considered experienced (9.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/02/23 21:27 |
| End of Day Share Price | 2026/02/20 00:00 |
| Earnings | 2025/10/31 |
| Annual Earnings | 2025/07/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Donaldson Company, Inc. is covered by 19 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Mason | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| Andrew Obin | BofA Global Research |