- 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
All right. We'll get started here. Everyone, thanks for joining us. I'm Nathan Jones. I'm the Stifel analyst that covers Donaldson. Very happy to have Donaldson with us today. I'm going to use a bit of a different format for the conference presentation here where I'm going to present 3 bear cases, Tod and Scott and Sarika are going to tell me why I'm in idiot for presenting those 3, and then I'm going to present 3 bull cases on the stock, and they're going to tell me what a genius I'm for presenting those 3.
So getting started here, and I guess I'll introduce everybody, CEO, Todd Carpenter; CFO, Scott Robinson; and IR Sarika Dhadwal.
Questions & Answers
Okay. Bear case number one, you haven't heard this one before. Electrification of vehicles is going to drive diesel engines out of the market and create secular headwinds for the engine business, driving a declining revenue base in the long run, hydrogen and other alternative fuels are not viable
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