- Q3 2024 Donaldson Company Inc Earnings Call TranscriptJun 04, 2024$73.12 (+1.63%)Earnings
- Q2 2024 Donaldson Company Inc Earnings Call TranscriptFeb 28, 2024$70.67 (+5.26%)Earnings
- Donaldson Company Inc at Citi Global Industrial Tech and Mobility Conference TranscriptFeb 20, 2024
- Q1 2024 Donaldson Company Inc Earnings Call TranscriptNov 29, 2023$60.03 (+2.14%)Earnings
- Donaldson Company Inc at Gabelli Funds Automotive Symposium TranscriptOct 30, 2023
- Donaldson Company Inc at Morgan Stanley Laguna Conference TranscriptSep 12, 2023
- Donaldson Company Inc at Jefferies Industrials Conference TranscriptSep 06, 2023
- Q4 2023 Donaldson Company Inc Earnings Call TranscriptAug 29, 2023$63.47 (+3.52%)Earnings
- Donaldson Company Inc at Stifel Cross Sector Insight Conference TranscriptJun 07, 2023
- Donaldson Company Inc at William Blair Growth Stock Conference TranscriptJun 06, 2023
- Q3 2023 Donaldson Company Inc Earnings Call TranscriptMay 31, 2023$58.53 (-8.68%)Earnings
- Donaldson Company Inc at Oppenheimer Industrial Growth Conference (Virtual) TranscriptMay 09, 2023
- Donaldson Company Inc Investor Day TranscriptApr 04, 2023
- Q2 2023 Donaldson Company Inc Earnings Call TranscriptMar 01, 2023$65.77 (+3.98%)Earnings
- Donaldson Company Inc at Credit Suisse Global Industrials Conference TranscriptDec 01, 2022
- Q1 2023 Donaldson Company Inc Earnings Call TranscriptNov 30, 2022$60.92 (+2.99%)Earnings
- Donaldson Company Inc at Gabelli Funds Automotive Symposium TranscriptOct 31, 2022
- Donaldson Company Inc at Morgan Stanley Laguna Conference TranscriptSep 15, 2022
- Q4 2022 Donaldson Company Inc Earnings Call TranscriptAug 31, 2022$51.35 (-2.93%)Earnings
- Donaldson Company Inc at Jefferies Industrials Conference TranscriptAug 09, 2022
- Donaldson Company Inc at Stifel Cross Sector Insight Conference TranscriptJun 07, 2022
- Q3 2022 Donaldson Company Inc Earnings Call TranscriptJun 01, 2022$50.99 (-2.47%)Earnings
- Q2 2022 Donaldson Company Inc Earnings Call TranscriptMar 02, 2022$53.27 (+0.89%)Earnings
- Q1 2022 Donaldson Company Inc Earnings Call TranscriptDec 01, 2021$55.35 (-1.91%)Earnings
- Donaldson Company Inc Annual Shareholders Meeting TranscriptNov 19, 2021
- Donaldson Company Inc at Gabelli Automotive Aftermarket Symposium (Virtual) TranscriptNov 01, 2021
- Donaldson Company Inc at Morgan Stanley Laguna Conference (Virtual) TranscriptSep 14, 2021
- Q4 2021 Donaldson Company Inc Earnings Call TranscriptSep 02, 2021$64.22 (-4.51%)Earnings
- Donaldson Company Inc at Stifel Cross Sector Insight Conference (Virtual) TranscriptJun 08, 2021
- Q3 2021 Donaldson Company Inc Earnings Call TranscriptJun 02, 2021$62.86 (+0.69%)Earnings
- Donaldson Company Inc at Bank of America Global Industrials Conference (Virtual) TranscriptMar 16, 2021
- Q2 2021 Donaldson Company Inc Earnings Call TranscriptFeb 25, 2021$60.04 (-3.11%)Earnings
- Q1 2021 Donaldson Company Inc Earnings Call TranscriptDec 03, 2020$53.58 (+0.83%)Earnings
- Donaldson Company Inc Annual Shareholders Meeting TranscriptNov 20, 2020
- Donaldson Company Inc at Morgan Stanley Laguna Conference (Virtual) TranscriptSep 16, 2020
- Q4 2020 Donaldson Company Inc Earnings Call TranscriptSep 03, 2020$47.33 (-8.20%)Earnings
- Donaldson Company Inc at CFA Institute Intellisight Investment Conference (Virtual) TranscriptAug 12, 2020
- Donaldson Company Inc at Stifel Cross Sector Insight Conference (Virtual) TranscriptJun 08, 2020
- Q3 2020 Donaldson Company Inc Earnings Call TranscriptJun 02, 2020$49.04 (+2.25%)Earnings
- Q2 2020 Donaldson Company Inc Earnings Call TranscriptMar 05, 2020$48.06 (-0.35%)Earnings
- Q1 2020 Donaldson Company Inc Earnings Call TranscriptDec 03, 2019$53.91 (-2.28%)Earnings
- Donaldson Company Inc Annual Shareholders Meeting TranscriptNov 22, 2019
- Donaldson Company Inc at Robert W Baird Global Industrial Conference TranscriptNov 05, 2019
- Donaldson Company Inc at Gabelli Automotive Aftermarket Symposium TranscriptNov 04, 2019
- Q4 2019 Donaldson Company Inc Earnings Call TranscriptSep 05, 2019$50.98 (+8.54%)Earnings
- Donaldson Company Inc at CFA Institute Intellisight Investor Conference TranscriptAug 14, 2019
- Donaldson Company Inc at Stifel Cross Sector Insight Conference TranscriptJun 10, 2019
- Donaldson Company Inc at William Blair Growth Stock Conference TranscriptJun 06, 2019
- Q3 2019 Donaldson Company Inc Earnings Call TranscriptJun 04, 2019$48.72 (+0.37%)Earnings
- Donaldson Company Inc Investor Day TranscriptApr 09, 2019
- Q2 2019 Donaldson Company Inc Earnings Call TranscriptMar 06, 2019$49.13 (-5.04%)Earnings
Donaldson Company Inc at Stifel Cross Sector Insight Conference Transcript
Good morning, everybody. Welcome to the Stifel Cross Sector Insight Conference. My name is Adam Farley, and today, I have the pleasure of introducing Donaldson Company. With us, we have Scott Robinson, CFO; and Sarika Dhadwal, Director of Investor Relations.
So for today's format, I will be doing 3 bear cases and 3 bull cases to better understand the story. So with that, I'll start with bear case #1, electrification of vehicles is going to drive diesel engines out of the market through secular headwind in revenue (inaudible)...
Questions & Answers
So the first thing I would say about that is certainly, electrification, I mean, our focus right now is primarily passenger cars. Great headwinds there. But we don't have any sales on passenger in terms of the [Audio Gap]. The question is, how long will electrification [indiscernible] will ultimately (inaudible) when it comes to different
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