Donaldson Co Inc (FRA:DNZ)
€ 67 -0.5 (-0.74%) Market Cap: 8.13 Bil Enterprise Value: 8.44 Bil PE Ratio: 22.37 PB Ratio: 5.87 GF Score: 93/100

Donaldson Company Inc at Stifel Cross Sector Insight Conference Transcript

Jun 07, 2022 / 12:35PM GMT
Release Date Price: €49.2 (-0.40%)
Adam Michael Farley
Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst

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

Scott J. Robinson
Donaldson Company, Inc. - Senior VP & CFO

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

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot