Donaldson Company, Inc.

NYSE:DCI Stock Report

Market Cap: US$9.7b

Donaldson Company Management

Management criteria checks 4/4

Donaldson Company's CEO is Rich Lewis, appointed in Aug 2025, has a tenure of less than a year. total yearly compensation is $2.13M, comprised of 25.3% salary and 74.7% bonuses, including company stock and options. directly owns 0.04% of the company’s shares, worth $3.91M. The average tenure of the management team and the board of directors is 3.3 years and 8.3 years respectively.

Key information

Rich Lewis

Chief executive officer

US$2.1m

Total compensation

CEO salary percentage25.32%
CEO tenureless than a year
CEO ownership0.04%
Management average tenure3.3yrs
Board average tenure8.3yrs

Recent management updates

Recent updates

Rich Multiple And Weak Results Put Donaldson In The Penalty Box

Feb 26

When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?

Jan 30
When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?

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 29
Does Donaldson Company (NYSE:DCI) Have A Healthy Balance Sheet?

Donaldson Company (NYSE:DCI) Is Achieving High Returns On Its Capital

Nov 16
Donaldson Company (NYSE:DCI) Is Achieving High Returns On Its Capital

Donaldson Company (NYSE:DCI) Has A Pretty Healthy Balance Sheet

Sep 06
Donaldson Company (NYSE:DCI) Has A Pretty Healthy Balance Sheet

Estimating The Fair Value Of Donaldson Company, Inc. (NYSE:DCI)

Aug 23
Estimating The Fair Value Of Donaldson Company, Inc. (NYSE:DCI)

Why The 25% Return On Capital At Donaldson Company (NYSE:DCI) Should Have Your Attention

Aug 10
Why The 25% Return On Capital At Donaldson Company (NYSE:DCI) Should Have Your Attention

Donaldson Company, Inc.'s (NYSE:DCI) P/E Still Appears To Be Reasonable

Jul 23
Donaldson Company, Inc.'s (NYSE:DCI) P/E Still Appears To Be Reasonable

Is There Now An Opportunity In Donaldson Company, Inc. (NYSE:DCI)?

Jul 07
Is There Now An Opportunity In Donaldson Company, Inc. (NYSE:DCI)?

Some May Be Optimistic About Donaldson Company's (NYSE:DCI) Earnings

Jun 10
Some May Be Optimistic About Donaldson Company's (NYSE:DCI) Earnings

Donaldson Company, Inc. (NYSE:DCI) Shares Could Be 23% Below Their Intrinsic Value Estimate

May 16
Donaldson Company, Inc. (NYSE:DCI) Shares Could Be 23% Below Their Intrinsic Value Estimate

There's Reason For Concern Over Donaldson Company, Inc.'s (NYSE:DCI) Price

Apr 24
There's Reason For Concern Over Donaldson Company, Inc.'s (NYSE:DCI) Price

Do Donaldson Company's (NYSE:DCI) Earnings Warrant Your Attention?

Apr 13
Do Donaldson Company's (NYSE:DCI) Earnings Warrant Your Attention?

Donaldson Company (NYSE:DCI) Is Aiming To Keep Up Its Impressive Returns

Apr 02
Donaldson Company (NYSE:DCI) Is Aiming To Keep Up Its Impressive Returns

Is Donaldson Company (NYSE:DCI) Using Too Much Debt?

Mar 22
Is Donaldson Company (NYSE:DCI) Using Too Much Debt?

Donaldson Company: Remain On The Sidelines For Now

Mar 11

Donaldson: Stay The Course And Keep Reinvesting Those Dividends

Jan 31

Donaldson's Bullish Dividend Metrics Point To More Share Price Gains

Nov 09
User avatar

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 22

CEO Compensation Analysis

How has Rich Lewis's remuneration changed compared to Donaldson Company's earnings?
DateTotal CompensationSalaryCompany Earnings
Jan 31 2026n/an/a

US$379m

Oct 31 2025n/an/a

US$382m

Jul 31 2025US$2mUS$540k

US$367m

Apr 30 2025n/an/a

US$362m

Jan 31 2025n/an/a

US$418m

Oct 31 2024n/an/a

US$421m

Jul 31 2024US$2mUS$498k

US$414m

Apr 30 2024n/an/a

US$396m

Jan 31 2024n/an/a

US$376m

Oct 31 2023n/an/a

US$364m

Jul 31 2023US$2mUS$484k

US$359m

Apr 30 2023n/an/a

US$368m

Jan 31 2023n/an/a

US$357m

Oct 31 2022n/an/a

US$343m

Jul 31 2022US$2mUS$440k

US$333m

Compensation vs Market: Rich's total compensation ($USD2.13M) is below average for companies of similar size in the US market ($USD13.90M).

Compensation vs Earnings: Rich's compensation has been consistent with company performance over the past year.


CEO

Rich Lewis (53 yo)

less than a year
Tenure
US$2,134,248
Compensation

Mr. Richard B. Lewis, also known as Rich, is President, CEO & Director of Donaldson Company, Inc. from March 2, 2026 and is its Chief Operating Officer since August 01, 2025. Mr. Lewis served as President...


Leadership Team

NamePositionTenureCompensationOwnership
Tod Carpenter
Executive Chairman11.9yrsUS$8.30m0.28%
$ 27.0m
Richard Lewis
Presidentless than a yearUS$2.13m0.040%
$ 3.9m
Bradley Pogalz
Chief Financial Officer1.3yrsUS$2.12m0.0011%
$ 104.2k
Amy Becker
Chief Legal Officer & Corporate Secretary11.6yrsUS$1.86m0.050%
$ 4.8m
David Mulder
Chief Technology Officerno datano datano data
Sarika Dhadwal
Director of Investor Relations5.2yrsno datano data
David Wood
Vice President of Corporate Development4.2yrsno datano data
Darcy Devincke
Chief Human Resources Officer1.4yrsno data0.0033%
$ 325.3k
Guillermo Briseño
President of Industrial Solutions3.3yrsno data0.025%
$ 2.5m
Bart Driesen
President of Mobile Solutions Aftermarket3.3yrsno data0.0045%
$ 434.4k
Jeff Stierman
Senior Vice President of Business Operationsno datano datano data
Todd Smith
Chief of Staffno datano datano data
3.3yrs
Average Tenure
57.5yo
Average Age

Experienced Management: DCI's management team is considered experienced (3.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Tod Carpenter
Executive Chairman11.9yrsUS$8.30m0.28%
$ 27.0m
Richard Lewis
Presidentno dataUS$2.13m0.040%
$ 3.9m
Ajita Rajendra
Independent Director16yrsUS$278.44k0.021%
$ 2.0m
Trudy Rautio
Independent Director11.2yrsUS$285.43k0.024%
$ 2.3m
Christopher Hilger
Lead Independent Director4.3yrsUS$263.42k0.013%
$ 1.3m
Douglas Milroy
Independent Director10yrsUS$263.44k0.013%
$ 1.3m
James Owens
Independent Director13yrsUS$263.42k0.019%
$ 1.9m
Richard Olson
Independent Director4.2yrsUS$263.44k0.0053%
$ 512.3k
Jacinth Smiley
Independent Director4.2yrsUS$263.44k0.0066%
$ 642.8k
Pilar Cruz
Independent Director8.3yrsUS$263.47k0.014%
$ 1.4m
Daniel Shine
Director Nomineeless than a yearno data0.00086%
$ 83.8k
8.3yrs
Average Tenure
61yo
Average Age

Experienced Board: DCI's board of directors are considered experienced (8.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/20 14:15
End of Day Share Price 2026/03/20 00:00
Earnings2026/01/31
Annual Earnings2025/07/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
Robert MasonBaird
Charles BradyBMO Capital Markets Equity Research
Andrew ObinBofA Global Research