Donaldson Company Inc. (DCI) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$85.29 +0.27% NYSE • Public Delayed / 60s Snapshot

Donaldson Company Inc. (DCI) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (35% profit margin, 20% return on capital) with steady institutional support. Even if the broader market gets choppy, the company’s underlying cash engine and big-money support put the odds in buyers’ favor.

ROARABLE B- • BUY Cap $9.89B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B-
025507510070
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C · Rk B+
Cash (16)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+5.4% Base Target
$118 Bull$90 Base$70 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:56% Call Buyers ($2.5M)
44% PutsMax Pain: $84.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How DCI Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$339.9M (9.2% FCF Margin)
Revenue$3.69BGross Profit $1.29B (34.8%)Cost of Sales $2.40BOp Profit $495.4M (13.4%)OpEx (R&D/SG&A) $790.8MNet Profit$367.0M (9.9%)Tax/Other $128.4M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $3.69B
FY24
Rev $3.59B
FY25
Rev $3.69B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$3.69B34.8%13.4%$367.0M$339.9M19.1%
FY 2024$3.59B35.5%15.2%$414.0M$406.9M21.6%
FY 2023$3.69B0%13%$359.0M$544.5M11.6%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring DCI)

  • ✓Live walkthrough of DCI's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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DCI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.91%▼ SUPPORT BREAKDOWN
2026-10-30O $84.84H $85.82L $82.50C $82.96VOL 763.9K
RES: $106.0SUP: $86.81SMA50: $88.19SMA200: $90.65
$100.9$95.12$89.35$83.59$77.82RES $106.0SUP $86.81$82.962026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DCI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
20.5%/yr Implied 5Y Growth

vs. +1.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on DCI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for DCI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DCI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DCI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Donaldson Company Inc. (DCI)?

In FY 2025 (10-K), DCI converted $3.7B of revenue into a 34.8% gross margin, 13.4% operating margin, and $339.9M in free cash flow (9.2% FCF margin).