Richard Lewis - Donaldson Senior Vice President - Global Operations

DCI Stock  USD 74.92  0.84  1.13%   

President

Mr. Richard B. Lewis is a Vice President Global Operations of the Company. Mr. Lewis joined the Company in 2002 and has held various positions, including Plant Manager, Frankfort, Indiana from 2004 to 2007 Plant Manager, Nicholasville, Kentucky from 2007 to 2008 Director of Operations, from 2008 to 2010 General Manager, Liquid Filtration, from 2010 to 2014 General Manager, Operations, from 2014 to 2015. Prior to joining the Company, Mr. Lewis held positions of Operations Manager, Seleco Inc. from 1998 to 2002, and Operations Manager, Ventra Corporation from 1997 to 1998. since 2018.
Age 52
Tenure 6 years
Address 1400 West 94th Street, Bloomington, MN, United States, 55431
Phone952 887 3131
Webhttps://www.donaldson.com

Donaldson Management Efficiency

The company has Return on Asset of 0.119 % which means that on every $100 spent on assets, it made $0.119 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2929 %, implying that it generated $0.2929 on every 100 dollars invested. Donaldson's management efficiency ratios could be used to measure how well Donaldson manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Capital Employed is estimated to decrease to 0.25. The current Return On Assets is estimated to decrease to 0.09. As of now, Donaldson's Other Assets are increasing as compared to previous years. The Donaldson's current Intangible Assets is estimated to increase to about 227.1 M, while Non Currrent Assets Other are projected to decrease to under 103.2 M.
The company has 655.7 M in debt with debt to equity (D/E) ratio of 0.61, which is OK given its current industry classification. Donaldson has a current ratio of 2.19, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Debt can assist Donaldson until it has trouble settling it off, either with new capital or with free cash flow. So, Donaldson's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Donaldson sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Donaldson to invest in growth at high rates of return. When we think about Donaldson's use of debt, we should always consider it together with cash and equity.

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Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company was founded in 1915 and is headquartered in Bloomington, Minnesota. Donaldson operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 14000 people. Donaldson (DCI) is traded on New York Stock Exchange in USA. It is located in 1400 West 94th Street, Bloomington, MN, United States, 55431 and employs 13,000 people. Donaldson is listed under Industrial Machinery & Supplies & Components category by Fama And French industry classification.

Management Performance

Donaldson Leadership Team

Elected by the shareholders, the Donaldson's board of directors comprises two types of representatives: Donaldson inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Donaldson. The board's role is to monitor Donaldson's management team and ensure that shareholders' interests are well served. Donaldson's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Donaldson's outside directors are responsible for providing unbiased perspectives on the board's policies.
Jay Ward, Sr. VP of Industrial Products
Tammylynne Jonas, Chief Officer
William Cook, Chairman of The Board
Tod Carpenter, Chairman of the Board, President, Chief Executive Officer
Richard Olson, Director
Peter Keller, Principal Accounting Officer, Corporate Controller
Kathryn Freytag, CTO, Vice President
Douglas Milroy, Independent Director
Michael Hoffman, Independent Director
Brad Pogalz, IR Contact Officer
John Wiehoff, Independent Director
Jeffrey Spethmann, Vice President - Global Industrial Air Filtration
Guillermo Briseno, Vice President Latin America
Trudy Rautio, Independent Director
Amy Becker, Vice President General Counsel, Secretary
Timothy Grafe, Vice President - New Business Development
Sheila Kramer, Vice President - Human Resources
Rick Olson, Director
Roger Miller, Vice President - Global Engine Products OEM Sales
Pilar Cruz, Independent Director
David Wood, Vice Development
James Shaw, Chief Fin. Compliance Officer and VP
Andrew Cecere, Independent Director
James Owens, Independent Director
Jacinth Smiley, Director
Richard Lewis, Senior Vice President - Global Operations
Andrew Cebulla, Principal Accounting Officer and Global Corporate Controller
Thomas Scalf, Senior Vice President - Engine Products
Jeffrey Noddle, Independent Director
Dennis Jandik, Vice President - Asia Pacific
Mary Perushek, Vice President CIO
Sheila Peyraud, CTO, Vice President
Scott Robinson, Chief Financial Officer, Senior Vice President, Principal Accounting Officer
Michael Wynblatt, Chief Officer
Ajita Rajendra, Independent Director
Sarika Dhadwal, Director Relations
Franklin Cardenas, Vice President - Global Engine Aftermarket
Wim Vermeersch, Vice President - Europe, Middle East, and Africa
Willard Oberton, Lead Independent Director

Donaldson Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Donaldson a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Donaldson

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Donaldson position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Donaldson will appreciate offsetting losses from the drop in the long position's value.

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The ability to find closely correlated positions to Donaldson could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Donaldson when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Donaldson - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Donaldson to buy it.
The correlation of Donaldson is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Donaldson moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Donaldson moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Donaldson can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Donaldson offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Donaldson's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Donaldson Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Donaldson Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Donaldson. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
For more detail on how to invest in Donaldson Stock please use our How to Invest in Donaldson guide.
Note that the Donaldson information on this page should be used as a complementary analysis to other Donaldson's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for Donaldson Stock analysis

When running Donaldson's price analysis, check to measure Donaldson's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Donaldson is operating at the current time. Most of Donaldson's value examination focuses on studying past and present price action to predict the probability of Donaldson's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Donaldson's price. Additionally, you may evaluate how the addition of Donaldson to your portfolios can decrease your overall portfolio volatility.
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Is Donaldson's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Donaldson. If investors know Donaldson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Donaldson listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.157
Dividend Share
1
Earnings Share
3.06
Revenue Per Share
28.734
Quarterly Revenue Growth
0.058
The market value of Donaldson is measured differently than its book value, which is the value of Donaldson that is recorded on the company's balance sheet. Investors also form their own opinion of Donaldson's value that differs from its market value or its book value, called intrinsic value, which is Donaldson's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Donaldson's market value can be influenced by many factors that don't directly affect Donaldson's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Donaldson's value and its price as these two are different measures arrived at by different means. Investors typically determine if Donaldson is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Donaldson's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.