Donaldson Co Inc (NYSE:DCI)

$ 75.16 0.17 (0.23%) Market Cap: 9.05 Bil Enterprise Value: 9.47 Bil PE Ratio: 24.48 PB Ratio: 6.57 GF Score: 93/100

Donaldson Company Inc at Morgan Stanley Laguna Conference Transcript

Sep 12, 2023 / 09:00PM GMT

Release Date Price: $61.79 (-0.90%)

Transcript 10-K

Dillon Cumming

Good afternoon, everyone, and thanks for joining us. Pleased to welcome here today Donaldson. We have CFO Scott Robinson with us; and Sarika Dhadwal, Senior Director of IR. So thank you both for joining us.

Scott J. Robinson

Donaldson Company, Inc. - CFO

Thanks for having us.

Sarika Dhadwal

Donaldson Company, Inc. - Director of IR

Thanks so much.

Questions & Answers

Dillon Cumming

So I'd just start maybe a little bit more higher level because I think filtration business, I don't know about everybody here, but it's a little bit perhaps not as well understood or not as many peers out there are doing the same thing to kind of understand. So maybe at a higher level, we'd just love to understand, as we think about secular themes or bigger picture macro things that are taking place, right, infrastructure, public-private spending, I wanted to get a high-level view from you, how does that impact the Donaldson business and just your general outlook as to how maybe

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