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Donaldson Company Inc T.DCI


Primary Symbol: DCI

Donaldson Company, Inc. specializes in technology-led filtration products and solutions, serving a range of industries and advanced markets. The Company's segments include Mobile Solutions, Industrial Solutions and Life Sciences. Mobile Solutions segment is organized based on a combination of customers and products and consists of the off-road, on-road and aftermarket business units. Its products consist of replacement filters for both air and liquid filtration applications and filtration housings for new equipment production and systems related to exhaust and emissions. Industrial Solutions segment is organized based on product type and consists of industrial air filtration, industrial gasses, industrial hydraulics, power generation and aerospace and defense products. Life Sciences segment is organized by end market and consists of the bioprocessing equipment and consumables, food and beverage, vehicle electrification and medical device, microelectronics and disk drive markets.


NYSE:DCI - Post by User

Comment by torontoguy1972on May 19, 2013 1:59am
103 Views
Post# 21415415

RE: RE: what happened today?

RE: RE: what happened today?

Certainly. It's on page 7 of the Q1 2013 MD&A (found on Sedar.com). To be clear, I am referring to the results from the original business....The Canadian, U.S. and Mexico operations that existed prior to the 2012 acquisitions.....And I was incorrect. The drop in year over year revenue was actually 28%.......Bottom line, although DC's overall revenue increased just over 100% year-over-year, DC is also now carrying just under $200 Million in long term debt that they didn't have last year.......two major issues: 1. Horrible performance in their 'original' market - 'The Americas', that is being camouflaged by new revenue in the new acquisitions, and 2. With the massive long term debt, DC is highly susceptible to a major hit with even a slight rise in interest rates.

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