Donaldson Company Inc at Morgan Stanley Laguna Conference (Virtual) Transcript

Sep 14, 2021 / 05:30PM GMT
Dillon Gerard Cumming - Morgan Stanley, Research Division - Research Associate

Great. Good afternoon, everyone. My name is Dillon Cumming. I'm with the machinery team here at Morgan Stanley, covering the space together with Courtney Yakavonis.

We're going to keep things moving along here with Donaldson, which is a worldwide manufacturer and global leader in filtration systems and replacement parts across a wide variety of industrial end markets.

But before we begin, I'm going to read one quick disclaimer. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

So with that out of the way, I'm very pleased to have with me here today Tod Carpenter, Chairman and CEO of the company; Scott Robinson, CFO; and Charlie Brady, who's the Director of Investor Relations. Guys, thanks for being with us today.

Tod E.

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