Donaldson Company, Inc.

Day range

$84.45 – $86.04

Open

$85.38

Prev close

$86.12

Volume

123.38K

Market cap

$9.97B

Shares out

115.82M

P/E

21.98

P/S

2.57

P/B

5.65

P/FCF

23.40

ROE

25.7%

ROA

11.4%

Debt/Equity

0.75

Div yield

1.42%

As of Oct 22, 2026

• Board of directorsJul 24, 2026

  On July 23, 2026, Douglas A. Milroy notified the Board of Directors of Donaldson Company, Inc. of his decision to resign from the Board, effective July 31, 2026. Mr. Milroy has served on the Board since 2016.

• Debt activityApr 10, 2026

  On April 8, 2026, Donaldson Company, Inc. entered into a Term Loan Credit Agreement among the Company, certain lenders from time to time party to the Agreement, and Wells Fargo Bank, National Association, as administrative agent for the Lenders. The Agreement creates a new three-year committed, unsecured, delayed draw term loan credit facility in the amount of $400 million available to the Company.

• Deal agreementsFeb 2, 2026

  On January 31, 2026, Donaldson Company, Inc. (the "Company") entered into a Securities Purchase Agreement (the "Purchase Agreement") with Facet Group Holdings II LLC, a Delaware limited liability company ("U.S. Seller"), Facet Holdings II B.V., an entity organized and existing under the laws of the Netherlands ("OUS Seller"). Pursuant to the Purchase Agreement, the Company will purchase from U.S. Seller all right, title and interest in and to all of the issued and outstanding equity interests of Facet (Oklahoma) LLC and Facet Netherlands B.V. Pursuant to the terms of the Purchase Agreement, the Company has agreed to pay a purchase price of $820 million in cash, subject to customary adjustments.

• Executive leadershipJan 29, 2026

  Mr. Lewis succeeds Tod E. Carpenter who, on January 28, 2026, gave notice of his retirement as President and Chief Executive Officer, effective at the end of the day on March 1, 2026. Mr. Carpenter will continue as Executive Chairman of the Board to facilitate a smooth transition.

• Debt activityJun 17, 2025

  On June 12, 2025, Donaldson Company, Inc. entered into a Second Amendment to Credit Agreement...pursuant to which the parties amended the Company's existing Credit Agreement...The Second Amendment provides for, among other things, the following amendments to the Existing Agreement: (i) the maturity date of the revolving credit facility was extended from May 21, 2026 to June 12, 2030, (ii) the aggregate revolving credit limit was increased from $500 million to $600 million, (iii) a new term loan facility was added in the amount of $200 million with a maturity date of June 12, 2028.

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Days to cover

4.6

Short interest

3.36M

Avg volume

732.3K

As of Sep 30, 2026 · reported to FINRA twice monthly.

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