HIGHBuilt-inProduct / Revenue mix
62.3%
Mobile Solutions segment
“10-K Item 1: 'The Mobile Solutions segment, which represents 62.3% of net sales in fiscal 2026'”
DCI · Concentration risk · 10-K extracted
Donaldson Company (DCI) concentration risks
Updated
The most significant concentration Donaldson Company discloses is Mobile Solutions segment at 62.3%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Donaldson Company’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
42.5%
U.S. and Canada
“10-K Item 1: 'their contributing share of fiscal year 2026 revenue are as follows: the U.S. and Canada 42.5%'”
MEDIUMBuilt-inCommodity
steel, filter media and petrochemical-based raw materials
“10-K Item 1: 'The principal raw materials the Company uses are steel, filter media and petrochemical-based products including plastic, rubber and adhesive products.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18Donaldson's concentrations are structural, reflecting where it sells and what it sells rather than reliance on any single counterparty. The Mobile Solutions segment represents 62.3% of net sales in fiscal 2026, a high-share exposure, so the company's results track engine-related filtration demand and the cycles of the vehicle and equipment markets it serves. Geographically, the U.S. and Canada contributed 42.5% of fiscal 2026 revenue, a medium-share exposure, which leaves the rest of the revenue base spread across other regions and tempers dependence on any one economy. On the cost side, the principal raw materials are steel, filter media and petrochemical-based products including plastic, rubber and adhesive products, a medium-share exposure with no disclosed percentage. These inputs are commodity-linked, so input-cost swings can pressure margins, though they are broad categories rather than a single sourced item. Taken together, the segment concentration is the dominant structural feature and sets the company's cyclical sensitivity. The geographic and commodity exposures are broader and more diversified, and none of the disclosed items points to a single-supplier or single-customer dependency.
For the engine’s reasoning on DCI’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Industrial Machinery
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| DCI● | Donaldson Company, Inc. | 1 | 2 | 0 | 3 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| AMSC | American Superconductor Corpora | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.