Donaldson Company (DNZ) Price & Analysis
DNZ Stock Chart & Stats
- Day’s Range
- EUR 74.00 - EUR 75.50
- 52-Week Range
- EUR 68.00 - EUR 93.50
- Previous Close
- EUR 76.00
- Volume
- 0
- Average Volume (3M)
- 3
- Market Cap
- EUR 8.57B
- Enterprise Value
- EUR 12.24B
- Total Cash (Recent Filing)
- EUR 250.40M
- Total Debt (Recent Filing)
- EUR 1.38B
- Price to Earnings (P/E)
- 21.2
- Beta
- 0.35
- Next Earnings
- Dec 02, 2026
- EPS Estimate
- 0.87
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.44%
Bulls Say, Bears Say
Bulls Say
Recurring Aftermarket Demand
A substantial aftermarket business creates recurring demand because filters and media must be replaced periodically. This installed-base revenue can provide resilience across equipment cycles, support customer retention, and give original-equipment sales a pathway to future replacement purchases.
Improving Profitability And Cash Generation
Strong cash generation alongside higher margins indicates that Donaldson is converting its filtration franchise into meaningful financial resources. This supports debt reduction, reinvestment, dividends, and selective acquisitions while improving the company’s ability to absorb operational volatility.
Growth And Margin Expansion Outlook
Management’s FY27 outlook points to continued revenue expansion and roughly 90 basis points of operating-margin improvement at the midpoint. The forecast is supported by Facet, pricing, and growth across several businesses, suggesting improving earnings power over coming quarters.
Bears Say
Higher Debt And Interest Burden
The Facet-related increase in absolute debt has raised expected interest expense and makes earnings more sensitive to financing costs. Although leverage improved and debt paydown has begun, higher obligations can reduce flexibility for acquisitions, buybacks, or investment if conditions weaken.
Industrial Margin And Execution Pressure
Industrial profitability is currently being constrained by Facet expenses, amortization, expense deleveraging, and production transitions. These pressures may persist until operational improvements and footprint savings mature, limiting near-term margin conversion despite broader company strength.
Slower Organic Growth In Key Areas
Recent organic softness shows that reported growth is partly dependent on acquisition contribution and that some end markets remain uneven. Declines in aerospace and defense and project-based IFS can make revenue less predictable and place greater importance on successful Facet integration.
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Donaldson Company Stock Smart Score
Company Description
Donaldson Company
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Richard Lewis
- Employees
- 15,500
- Website
- www.donaldson.com
- Address
- 1400 West 94th Street, Bloomington, MN, 55431, US
Donaldson Company (DNZ) Earnings & Revenues
DNZ Company Deck
DNZ Earnings Call
Earnings Call SentimentPositive
The call conveyed a predominantly positive outlook: management reported record fiscal 2026 results (sales, EPS, gross margin, and operating margin), strong Q4 momentum across mobile and life sciences, and confident FY27 guidance with expected revenue and margin expansion. The largest near-term negatives are acquisition-related costs (amortization and higher interest), transitional execution issues in power generation and certain industrial projects, and some organic softness in aerospace & defense. Management provided clear mitigation plans (plant ramp-ups, debt paydown, targeted synergies) and characterized most headwinds as temporary, supporting a constructive outlook.
View all DE:DNZ earnings summariesDNZ Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 5 | 13 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 1 | 0 | 11 |