Company profile

Ticker
DCI
Exchange
CEO
Tod E. Carpenter
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
410222640

DCI stock data

(
)

Calendar

25 Sep 20
3 Dec 20
31 Jul 21

News

Quarter (USD) Apr 20 Jan 20 Oct 19 Apr 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Jul 20 Jul 19 Jul 18 Jul 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Donaldson earnings reports.

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
9 Oct 20 Michael J Hoffman Common Stock Option exercise Aquire M No 29.5 14,400 424.8K 62,465
9 Oct 20 Michael J Hoffman Stock Option Common Stock Option exercise Dispose M No 29.5 14,400 424.8K 0
6 Oct 20 Carpenter Tod E. Common Stock Payment of exercise Dispose F No 50.46 11,770 593.91K 179,799
6 Oct 20 Carpenter Tod E. Common Stock Option exercise Aquire M No 29.07 15,000 436.05K 191,569
6 Oct 20 Carpenter Tod E. Employee Stock Option Common Stock Option exercise Dispose M No 29.07 15,000 436.05K 0
2 Oct 20 Rajendra Ajita G Common Stock Sell Dispose S No 47.98 8,839 424.1K 29,526
2 Oct 20 Rajendra Ajita G Common Stock Sell Dispose S No 44.9 22 987.8 38,365
2 Oct 20 Rajendra Ajita G Common Stock Option exercise Aquire M No 29.5 14,400 424.8K 38,387
2 Oct 20 Rajendra Ajita G Stock Option Common Stock Option exercise Dispose M No 29.5 14,400 424.8K 0
24 Sep 20 Peter Joseph Keller Employee Stock Option Common Stock Grant Aquire A No 46.06 2,000 92.12K 2,000
78.1% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 356 349 +2.0%
Opened positions 40 61 -34.4%
Closed positions 33 38 -13.2%
Increased positions 104 96 +8.3%
Reduced positions 130 132 -1.5%
13F shares
Current Prev Q Change
Total value 58.83B 46.39B +26.8%
Total shares 98.67M 98.42M +0.3%
Total puts 15.8K 13K +21.5%
Total calls 110.74K 50.74K +118.2%
Total put/call ratio 0.1 0.3 -44.3%
Largest owners
Shares Value Change
Vanguard 11.76M $545.92M -5.3%
State Farm Mutual Automobile Insurance 11.13M $516.81M 0.0%
BLK Blackrock 10.48M $486.45M -3.8%
STT State Street 4.88M $226.57M -7.5%
Mairs & Power 3.58M $166.15M -3.0%
FMR 3.34M $154.86M -3.5%
BEN Franklin Resources 3.26M $151.29M -0.3%
Atlanta Capital Management Co L L C 2.72M $126.4M +0.4%
Kayne Anderson Rudnick Investment Management 2.18M $101.43M +2.5%
Boston Trust Walden 2.13M $98.7M +1.4%
Largest transactions
Shares Bought/sold Change
Vanguard 11.76M -654.35K -5.3%
Sprucegrove Investment Management 669.6K +554.3K +480.7%
Greenhouse Funds LLLP 492.95K +492.95K NEW
Balyasny Asset Management 453.95K +453.95K NEW
Adage Capital Partners GP, L.L.C. 447.79K -437.64K -49.4%
BLK Blackrock 10.48M -413.74K -3.8%
STT State Street 4.88M -393.18K -7.5%
Arrowstreet Capital, Limited Partnership 891.52K +347.97K +64.0%
Ubs Global Asset Management Americas 1.13M +259.76K +29.8%
Tocqueville Asset Management 242.22K +242.22K NEW

Financial report summary

?
Risks
  • Coronavirus Business Disruption - pandemics and unexpected events like COVID-19 has and could continue to have a negative effect on our business, results of operation, financial condition and cash flows.
  • Economic Environment - the demand for our products is impacted by economic, industrial and political conditions worldwide.
  • Products - maintaining a competitive advantage requires consistent investment with uncertain returns.
  • Evolving Customer Needs - disruptive technologies may threaten our growth in certain industries.
  • Competition - we participate in highly competitive markets with pricing pressure.
  • Intellectual Property - demand for our products may be affected by new entrants that copy our products and/or infringe on our intellectual property.
  • Global Operations - we have a broad footprint and global operations may present challenges.
  • Customer Concentration and Retention - a number of our customers operate in similar cyclical industries. Economic conditions in these industries could impact our sales.
  • Supply Chain - unavailable raw materials, significant demand fluctuations and material cost inflation could impact our sales.
  • Operations - inability to meet demand could result in the loss of customers.
  • Technology Investments and Security Risks - vulnerability of our information technology systems and security.
  • Legal and Regulatory - costs associated with lawsuits, investigations or complying with laws and regulations.
  • Income Tax - changes in our effective tax rate in various jurisdictions.
  • Personnel - our success may be affected if we are not able to attract, engage and retain qualified personnel.
  • Liquidity - changes in the capital and credit markets may negatively affect our ability to access financing to support strategic initiatives.
  • Acquisitions, divestitures and other strategic transactions - the execution of our acquisitions, divestitures and other strategic transactions may not provide the desired return on investment.
  • Impairment - if our operating units do not meet performance expectations, intangible assets could be subject to impairment.
  • Productivity Improvements - if we do not successfully manage productivity improvements, we may not realize the expected benefits.
  • Business Disruption - unexpected events, including natural disasters, may increase our cost of doing business or disrupt our operations.
  • Internal Controls - if we fail to maintain an effective system of internal control over financial reporting, we may not be able to accurately report our financial results and prevent material fraud, which could adversely affect the value of our common stock.
  • BREXIT - the United Kingdom’s decision to end its membership in the European Union could materially and adversely impact our results of operations, financial condition and cash flows.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
New words: abate, Arabia, atypical, avoided, brought, California, carryover, cautionary, Centre, channel, commencement, comment, compounded, compounding, debit, Disease, dispute, distancing, divestiture, downtime, EBITDA, economy, explicitly, foreseeable, formally, geopolitical, grew, halted, health, hindsight, identification, Imaging, implicit, instrument, iv, left, lessee, lessen, lessor, magnified, magnitude, mandated, meaningful, merchant, Mexico, navigate, NOL, notify, obsolescence, outbreak, pace, package, pendency, prioritizing, quarantine, recession, release, remeasurement, repayment, rest, rotorcraft, Saudi, Semicon, small, spread, sum, Synteq, temperature, travel, unclear, user, weak, weakened, weakest, worsening
Removed: agent, aircraft, bidding, cautioned, clarify, Clarifying, collecting, compromising, declining, deduction, depict, disaggregate, drawn, employed, equivalent, expanded, flat, identifying, IRS, issuance, leased, light, March, operable, people, percent, prospective, prospectively, reliance, reputational, restructuring, retrospectively, robust, secular, semiconductor, separately, strength, undue, vast, venting

Patents

APP
Utility
Filter Element Having Inner Support and Methods
26 Nov 20
A filter element includes a construction of pleated filter media defining an interior volume.
GRANT
Utility
Dosing and mixing arrangement for use in exhaust aftertreatment
24 Nov 20
A dosing and mixing arrangement including an exhaust conduit defining a central axis; a mixing conduit positioned within the exhaust conduit; a dispersing arrangement (e.g., a mesh) disposed at the upstream end of the mixing conduit; an injector coupled to the exhaust conduit and configured to direct reactants into the exhaust conduit towards the mesh; and an annular bypass defined between the mixing conduit and the exhaust conduit for allowing exhaust to bypass the upstream end of the mixing conduit and to enter the mixing conduit downstream of the mesh.
APP
Utility
Spin-on Filter with External Threads and Methods
19 Nov 20
A filter arrangement for threadably securing to a filter head includes a housing having a surrounding wall defining an interior volume, an open mouth providing access to the interior volume and an end opposite of the open mouth.
APP
Utility
Filtration Media Packs Comprising Plurality of Bosses Between Filter Media, Filter Elements, and Methods for Manufacturing
19 Nov 20
The present disclosure relates to filtration media packs, filter elements, and methods for manufacturing filtration media packs and filter elements.
APP
Utility
Air Cleaner Assembly with Restriction Indicator
19 Nov 20
An air cleaner assembly with a restriction indicator (14) includes a housing (12) having an exterior surface around an interior volume.