Donaldson Company, Inc. (DCI)

Filtration plants, 60% in production. Read October 19, 2026 from the annual report for the period ending July 31, 2026, filed September 25, 2026. Ranked 111 of the 175 Industrials companies read so far, by the share within reach now.

The filing states 15,500 full-time employees, 60% in production roles, making engine and industrial filtration products, with no count by segment, so the split is by description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 18% now, 28% at the end of 2027, 32% at the end of 2028, 34% at the end of 2030. By the patterns, the work is about 34% desk work, 15% people work and 51% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 65% of the working time stays with people (conversation, in-person and hands-on work), 28% becomes checking a model's work and 4% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

15,500 employees as of July 31, 2026 (stated). Not stated; the United States and Canada are 43% of revenue.

The filing: “As of July 31, 2026, the Company had approximately 15,500 full time employees, of which 60% were in production related roles.”

The workforce as industry patterns

What the filing says about the workforce: 15,500 full-time, 60% in production related roles; production facilities use contingent labor when necessary, outside the count (rule 8); no part-time or union figure stated.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Machinery Manufacturing (3331, 3332, 3334, and 3339 only), largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Caterpillar Inc. (CAT, 118,000 employees)18% now, 37% by 2028
• Deere & Company (DE, 73,100 employees)20% now, 37% by 2028
• Parker-Hannifin Corporation (PH, 59,850 employees)18% now, 38% by 2028
• Carrier Global Corporation (CARR, 47,000 employees)19% now, 36% by 2028
• Trane Technologies plc (TT, 44,000 employees)18% now, 33% by 2028
• Stanley Black & Decker, Inc. (SWK, 43,500 employees)19% now, 34% by 2028
• Illinois Tool Works Inc. (ITW, 43,000 employees)19% now, 37% by 2028
• Applied Materials, Inc. (AMAT, 36,500 employees)19% now, 36% by 2028

What the filing says about AI

13 sentences in the filing name AI. Thirteen sentences, risk factors: the company's growing use of AI across technology development and operations may not achieve intended outcomes, and deficiencies in algorithms, training data or implementation could produce inaccurate outputs or disruptions.

• “Artificial Intelligence (AI) - the development, deployment, and use of AI technologies may not achieve the intended outcomes.”
• “Our growing use of AI technologies across technology development activities and business operations may expose us to a range of competitive, legal, regulatory, operational and other risks, including the following: Operational and Technical Risks: AI technologies are complex and rapidly evolving and may not perform as intended.”
• “Deficiencies in AI algorithms, training methodologies, datasets, or system implementation could result in inaccurate outputs, operational disruptions, data loss or other adverse outcomes that impair the effectiveness of utilizing AI in our operations.”
• “Legal and Regulatory Risks: The legal and regulatory framework governing AI continues to evolve and varies across jurisdictions.”
• “Compliance with existing and emerging requirements may increase costs, restrict our use of AI technologies and expose us to legal, regulatory and reputational risks.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20211median 0
• Fiscal 20221median 0
• Fiscal 20231median 1
• Fiscal 20241median 4
• Fiscal 20252median 10
• Fiscal 202613

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• No count by segment: the split between filtration equipment and vehicle filters is by description (c), with the Mobile segment divided between off-road and on-road work.
• The collector's sentence was weak (no plain headcount sentence found); the human capital section states 15,500 full-time employees.
• The U.S. share is not stated.

Source: the company's annual report on EDGAR, accession 0000029644-26-000085, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.