公司概况 - 公司成立于1915年，是全球领先的技术驱动型过滤产品和解决方案提供商，拥有140多个地点，员工分布在六大洲[67] 财务表现 - 2023年1月31日三个月净销售额为8.283亿美元，同比增长3.2%，净利润为8.6亿美元，同比增长19.8%[70][77] - 每股稀释后净收益为0.70美元，同比增长22.0%[77] - 2023年1月31日六个月净销售额为16.756亿美元，同比增长7.2%，净利润为17.32亿美元，同比增长16.4%[78][86] - 每股稀释后净收益为1.40美元，同比增长18.5%[86] 地区销售分布 - 2023年1月31日三个月净销售地区分布为美国和加拿大占41.8%，欧洲、中东和非洲占30.4%，亚太地区占17.2%，拉丁美洲占10.6%[70] - 2023年1月31日六个月净销售地区分布为美国和加拿大占43.1%，欧洲、中东和非洲占28.6%，亚太地区占17.5%，拉丁美洲占10.8%[78] 解决方案部门表现 - 移动解决方案部门在2023年1月31日的净销售额为522.5百万美元，较2022年同期增长1.7%[88] - 移动解决方案部门在2023年1月31日的税前收益为78.6百万美元，较2022年同期增长34.4%[88] - 工业解决方案部门在2023年1月31日的净销售额为246.4百万美元，较2022年同期增长12.8%[92] - 工业解决方案部门在2023年1月31日的税前收益为46.3百万美元，较2022年同期增长70.2%[92] - 生命科学部门在2023年1月31日的净销售额为59.4百万美元，较2022年同期下降15.6%[95] - 生命科学部门在2023年1月31日的税前收益为6.3百万美元，较2022年同期下降62.3%[95] 现金流及财务状况 - 公司在2023年1月31日的经营活动产生的现金为220.5百万美元，较2022年同期增长177.1%[99] - 公司在2023年1月31日的投资活动使用的现金为57.6百万美元，较2022年同期减少24.9%[100] - 公司在2023年1月31日的融资活动使用的现金为176.8百万美元，较2022年同期增加131.1%[101] - 公司截至2023年1月31日的总债务占总资本的比例为34.5%，较2022年同期下降1.9%[103] 应收账款、存货及应付账款情况 - 公司截至2023年1月31日的应收账款净额为5.745亿美元，较2022年7月31日的6.166亿美元减少4.21%，应收账款周转天数为64天，较2022年7月31日的62天增加[105] - 公司截至2023年1月31日的存货净额为5.013亿美元，较2022年7月31日的5.024亿美元减少1.1%，存货周转天数为84天，较2022年7月31日的78天增加，存货周转率分别为4.4次和4.7次[105] - 公司截至2023年1月31日的应付账款为3.021亿美元，较2022年7月31日的3.385亿美元减少3.64%，应付账款周转天数为53天，较2022年7月31日的52天增加[105]

Donaldson Company, Inc. (NYSE:DCI) Q2 2023 Earnings Conference Call March 1, 2023 10:00 AM ET Company Representatives Tod Carpenter - Chairman, Chief Executive Officer, President Scott Robinson - Chief Financial Officer Sarika Dhadwal - Senior Director of Investor Relations Conference Call Participants Bryan Blair - Oppenheimer Dan Rizzo - Jefferies Rob Mason - Baird Dillon Cumming - Morgan Stanley Operator Good morning. My name is Emma, and I will be your conference operator today. At this time, I would li ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ FORM 10-Q _____________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED OCTOBER 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHAN ...

Donaldson Company, Inc. (NYSE:DCI) Q1 2023 Earnings Conference Call November 30, 2022 10:00 AM ET Company Participants Sarika Dhadwal - Director, IR Tod Carpenter - Chairman, CEO & President Scott Robinson - SVP & CFO Conference Call Participants Brian Drab - William Blair Daniel Rizzo - Jefferies Dillon Cumming - Morgan Stanley Robert Mason - Baird Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended July 31, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from __________ to __________ Commission File Number: 1-7891 DONALDSON COMPANY, INC. (Exact name of registrant as specified in its charter) Delaware 41-0222640 (State or other jurisdi ...

Donaldson Company, Inc. (NYSE:DCI) Q4 2022 Earnings Conference Call August 31, 2022 10:00 AM ET Company Participants Sarika Dhadwal - Director of Investor Relations Scott Robinson - Senior Vice President & Chief Financial Officer Tod Carpenter - Chairman, Chief Executive Officer and President Conference Call Participants Bryan Blair - Oppenheimer Daniel Rizzo - Jefferies Dillon Cumming - Morgan Stanley Brian Drab - William Blair Rob Mason - Baird Adam Farley - Stifel Operator Good morning ladies and gentlem ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________ _____________________________________________________________ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED APRIL 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ...

Donaldson Company, Inc. (NYSE:DCI) Q3 2022 Earnings Conference Call June 1, 2022 10:00 AM ET Company Participants Sarika Dhadwal - Director of Investor Relations Scott Robinson - Senior Vice President & Chief Financial Officer Tod Carpenter - Chairman, Chief Executive Officer & President Conference Call Participants Brian Drab - William Blair Rob Mason - Baird Adam Farley - Stifel Operator Good morning. My name is Chris and I'll be your conference operator today. At this time, I'd like to welcome everyone t ...

Donaldson Company, Inc. (NYSE:DCI) Q2 2022 Earnings Conference Call March 2, 2022 10:00 AM ET Company Participants Tod Carpenter – Chairman, President & Chief Executive Officer Scott Robinson – Chief Financial Officer Sarika Dhadwal – Director Investor Relations Conference Call Participants Brian Blair – Oppenheimer Dillon Cumming – Morgan Stanley Daniel Rizzo – Jefferies Robert Mason – Robert Baird Brian Drab – William Blair Operator Good morning. My name is Shauntel and I will be your conference operator ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________ _____________________________________________________________ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JANUARY 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHAN ...