Donaldson Company, Inc. · NYSE:DCI
Donaldson — Raymond James 47th Annual Institutional Investors Conference (March 2026)
13 slides from Donaldson's conference presentation, Mar 4, 2026
Slide 1: Donaldson Company Investor Presentation March 2026
DONALDSON COMPANY INVESTOR PRESENTATION MARCH 2026
Slide 2: Forward-Looking Statement Safe Harbor
Forward-Looking Statement Safe Harbor Statements in this presentation regarding future events and expectations, such as forecasts, plans, trends, and projections relating to the Company’s business and financial performance, are forward-looking statements within the meaning of the Private Securities
Slide 3: Key Investment Points
Key Investment Points Leader in filtration with long history of solving the most difficult filtration problems 1 and forming mission critical partnerships across global customer base Best-in-class technology and strategic organizational redesign strengthens ability 2 to drive long-term profitable gr
Slide 4: Donaldson Company Overview (NYSE: DCI)
Donaldson Company Overview (NYSE: DCI) Key Statistics 1915 ~14,000 ~150 3,000+ ~$10.2B ~12% Long-term Year Founded Employees Locations Active Patents Market Cap1 Dividend CAGR Diversified Revenue Base (FY25 Sales) Generating Meaningful Results Revenue Adjusted EPS(2) 8% $3.68 $3,691 $3.42 34% $3.04
Slide 5: Diverse Product Offering Across Industries on a Global Scale
Diverse Product Offering Across Industries on a Global Scale Global Sales Reach with Local Touch Physical sales presence in +80% of countries in which business is 28% conducted EMEA 75% of volume produced within region Ability to optimize manufacturing 44% locations for efficiency and cost- U.
Slide 6: Historical Financials Highlight Consistent EPS Growth
Historical Financials Highlight Consistent EPS Growth $3,691 $3,730-$3,880 $3,586 $3,431 • FY23-FY25 CAGR of ~4% driven by strategic initiatives (e.g., innovative products, replacement parts, process filtration) Sales ($M) • Expect FY26 YoY sales growth of +1% to +5% following record FY25 sales FY23
Slide 7: Optimization and Expansion Actions Position for Higher Margins Exiting FY26
Optimization and Expansion Actions Position for Higher Margins Exiting FY26 Adjusted Operating Margin Enhanced position Higher, sustainable margins Strong, consistent performance Temporary step • Increasing operating leverage back • Power Gen manufacturing at scale with higher efficiency • Volume de
Slide 8: Filtration Leader with Durable Competitive Advantages
Filtration Leader with Durable Competitive Advantages Long History of Filtration Technology Leadership Deep Customer Relationships • Over 100 years of filtration innovation • Solve mission critical needs with differentiated solutions • Invented the first engine air filter • Protect and build brands
Slide 9: Better Positioned to Address a Portfolio of Opportunities Across All Segments
Better Positioned to Address a Portfolio of Opportunities Across All Segments • Growing customer need for higher performance solutions MOBILE SOLUTIONS • Utilizing technology to improve efficiencies and fuel economies in all end markets • Increased activity in construction, agriculture, and mining m
Slide 10: A Balanced Capital Allocation Framework
A Balanced Capital Allocation Framework Use of Cash Over Last 3-Years Future Priorities Organic Investment Organic Investment 2/3 Growth | 1/3 Maintenance • Strategic footprint expansion focused on underserved markets and strengthening global presence • Capex expected to be ~2% of sales going forwar
Slide 11: Announced Acquisition of Facet
Announced Acquisition of Facet High-performance fuel and fluid filtration Highlights for mission-critical applications Designs and manufactures filter elements, housings, and integrated $108M 38% ~70% systems Sales1 EBITDA Margin1 Consumables Sales Trusted in applications where safety, Sales by End
Slide 12: Key Investment Points
Key Investment Points Leader in filtration with long history of solving the most difficult filtration problems 1 and forming mission critical partnerships across global customer base Best-in-class technology and strategic organizational redesign strengthens ability 2 to drive long-term profitable gr
Slide 13: Donaldson Company Q&A
DONALDSON COMPANY Q&A
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