Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Donaldson Company, Inc. ( DCI ) Jefferies Global Industrials Conference 2026 September 9, 2026 9:30 AM EDT Company Participants Richard Lewis - President, CEO, COO & Director Brad Pogalz - Chief Financial Officer Conference Call Participants Laurence Alexander - Jefferies LLC, Research Division Presentation Laurence Alexander Jefferies LLC, Research Division So good morning for the first day of the Jefferies Industrials Conference. It's Laurence Alexander with the Jefferies Chemicals team. It's my pleasure to introduce Rich Lewis, the CEO of Donaldson. And without any further ado, Rich, I'd like to pass it over to you. Richard Lewis President, CEO, COO & Director All right. Thank you. Good morning, everybody. Welcome to the Donaldson presentation. As Laurence said, my name is Rich Lewis, President and CEO of Donaldson Company. Looking forward to sharing our story with you today. So we'll start with the safe harbor statement. I know everybody has seen this a million times. We released our fourth quarter fiscal year '26 and full year results 2 weeks ago to this day. So everything will be anchored back to the guidance and the results we presented at that time. I'll spend a little bit of time on this slide because I think this is the slide that gives you a little bit more intimate picture of who we are as a company. We are a filtration company, and we are a technology-led filtration company. So what does that mean? I'll anchor on the words technology and filtration and take you down a little bit into some more detail. So when we talk about filtration, filtration touches really every corner of our economy, every corner of our daily lives. It's pretty much present in all the business verticals in the industrial spaces. And it's a really wide-playing field. The second part is technology. We play where technology matters. We've invested