Donaldson Company

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Donaldson is a global filtration technology company with leading positions in engine filtration, industrial dust collection, and life sciences, serving OEMs and industrial facilities in 40+ countries.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.47B)

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Mobile Solutions (55%)

Industrial Solutions (30%)

Life Sciences (15%)

Segment Breakdown & Key Customers

Product Details

Engine Filtration55%

Air, liquid, and exhaust filtration for on-road trucks, off-road construction equipment, and commercial vehicles.

Industrial Filtration30%

Dust collection, compressed air, process filtration, and membranes for manufacturing, food/bev, and pharma.

Life Sciences Filtration15%

Bioprocessing filtration, sterile venting, and liquid filtration for pharma and biotech plants.

Supply Chain Relationships

Key Customers

Caterpillar Inc.

Engine filtration for heavy equipment

Impact: significant

Deere & Company

Agricultural machinery filtration

Impact: significant

Macro & Market Context

산업재Sector News

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ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

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AI Analysis

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Company Info

Headquarters

Minneapolis, Minnesota, USA

Founded

1915

Employees

14,500

Website

donaldson.com

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