DONALDSON Co INC

Industrial & Commercial Fans & Blowers & Air Purifing Equip·BLOOMINGTON, MN·FY end 07/31·CIK 29644

CEO Pay Ratio

140:1

Mr. Carpenter

CEO Total Comp

$8.3M

Mr. Carpenter

Median Employee

$59,175

Revenue

—

FY 2025

Net Income

$367.0M

FY 2025

Free Cash Flow

$339.9M

FY 2025

Net Margin

—

Insider Net (180d)

-$10.8M

0 buys / 18 sales

CEO Pay Accountability

CEO comp as % of net income

2.26%

For every $1,000 of profit, $22.61 flows to the CEO.

CEO comp as % of buybacks

2.50%

CEO comp equals 25.0‰ of cash returned to shareholders via buybacks.

5-year history · USD

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	Trend
Revenue	—	—	—	—	—	—
Gross Profit	$1.3B	$1.3B	$1.2B	$1.1B	$971.7M
Operating Income	$495.4M	$544.1M	$480.2M	$443.5M	$384.7M
Net Income	$367.0M	$414.0M	$358.8M	$332.8M	$286.9M
Operating CF	$418.8M	$492.5M	$544.5M	$252.8M	$401.9M
Capex	$78.9M	$85.6M	$118.5M	$85.5M	$59.0M
Free Cash Flow	$339.9M	$406.9M	$426.0M	$167.3M	$342.9M
Buybacks	$331.5M	$162.7M	$141.8M	$170.6M	$142.2M
Dividends	$131.9M	$122.8M	$114.4M	$110.1M	$107.2M

Gross Margin	—	—	—	—	—	—
Operating Margin	—	—	—	—	—	—
Net Margin	—	—	—	—	—	—
FCF Margin	—	—	—	—	—	—
R&D / Revenue	—	—	—	—	—	—
Effective Tax	25.4%	22.7%	23.4%	—	—
Debt / Equity	0.44	0.34	0.47	0.57	0.41
Buybacks / FCF	97.5%	40.0%	33.3%	102.0%	41.5%

FY 2025

Executive	Salary	Stock	Options	Bonus / Inc.	Other	Total
Tod E. CarpenterChairman, President and	$1.1M	$2.9M	$2.8M	$1.3M	$173.0K	$8.3M
Mr. CarpenterChairman, President and Chief Executive Officer	—	—	—	—	—	$8.3M
Richard B. LewisChief Operating Officer (8)	$540.4K	$497.6K	$499.9K	$512.1K	$84.3K	$2.1M
Bradley J. PogalzChief Financial Officer	$433.4K	$337.5K	$337.7K	$269.6K	$745.9K	$2.1M
Scott J. RobinsonFormer Chief Financial Officer (10)	$225.5K	$775.6K	$774.7K	$165.1K	$36.1K	$2.0M
Thomas R. ScalfFormer President, Enterprise Operations &	$500.0K	$453.7K	$450.1K	$351.5K	$104.9K	$1.9M
Amy C. BeckerChief Legal Officer and	$531.2K	$424.4K	$428.5K	$376.1K	$98.6K	$1.9M
Supply Chain	$497.7K	$402.0K	$399.8K	$349.2K	$82.6K	$1.7M