Donaldson Co Inc (FRA:DNZ)
€ 72 0.5 (0.7%) Market Cap: 8.59 Bil Enterprise Value: 8.87 Bil PE Ratio: 22.80 PB Ratio: 6.22 GF Score: 92/100

Donaldson Company Inc at William Blair Growth Stock Conference Transcript

Jun 06, 2023 / 09:00PM GMT
Release Date Price: €56
Brian Paul Drab
William Blair & Company L.L.C., Research Division - Partner & Analyst

Okay. We'll go ahead and get started. Thank you all for coming. I'm Brian Drab, the industrial technology analyst at William Blair. I've covered Donaldson Corporation since 2008 at this point. I was -- it's amazing this stat. I woke up this morning and realized this is my 19th conference, including if I go back and conclude my internship. So in 5 years, I'll be able to say that I've attended half of the William Blair conferences if I have my math right. So today, we're lucky to have with us CEO of Donaldson, Tod Carpenter; CFO, Scott Robinson; and Head of Investor Relations, Sarika Dhadwal.

Donaldson, as I think probably most people in the room know, is a global leader in industrial filtration, specializing in engine filtration, specifically air intake filtration is one of the specialties, but any type of filtration, fluid, fuel, et cetera, and also a heavy focus on industrial businesses, dust collection. I really shouldn't say too much because then you're going to get up here and say you don't have. So

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