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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产品与营收

产品营收占比

营收构成 ($3.47B)

静态数据（加载实时财务…）

Mobile Solutions (55%)

Industrial Solutions (30%)

Life Sciences (15%)

业务板块构成与主要客户

产品详情

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.

供应链关系

主要客户

Caterpillar Inc.

Engine filtration for heavy equipment

影响: significant

Deere & Company

Agricultural machinery filtration

影响: significant

宏观与市场背景

산업재行业新闻

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

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

近期催化剂

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

AI 分析

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企业信息

总部

Minneapolis, Minnesota, USA

成立时间

1915

员工人数

14,500

官网

donaldson.com

行业概况 — 산업재

行业新闻