Donaldson (DCI)
NYSE:DCI
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DCI Stock Chart & Stats
$89.20
-$0.07(-0.10%)
At close: 4:00 PM EST
$89.20
-$0.07(-0.10%)
Day’s Range― - ―
52-Week Range$67.71 - $112.84
Previous CloseN/A
Volume82.35K
Average Volume (3M)582.48K
Market Cap
$9.92B
Enterprise Value$9.97B
Total Cash (Recent Filing)$204.10M
Total Debt (Recent Filing)$601.90M
Price to Earnings (P/E)22.5
Beta0.76
Next Earnings
Sep 02, 2026EPS Estimate
1.14Next Dividend Ex-DateN/A
Dividend Yield1.28%
Share Statistics
EPS (TTM)3.78
Shares Outstanding115,911,060
10 Day Avg. Volume622,204
30 Day Avg. Volume582,480
Financial Highlights & Ratios
PEG Ratio-2.35
Price to Book (P/B)5.88
Price to Sales (P/S)2.31
P/FCF Ratio25.13
Enterprise Value/Market Cap1.01
Enterprise Value/Revenue2.62
Enterprise Value/Gross Profit7.66
Enterprise Value/Ebitda15.01
Forecast
1Y Price Target
$93.00Price Target Upside4.26% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)3.98
Revenue Forecast (FY)$3.82B
Bulls Say, Bears Say
Bulls Say
Recurring Aftermarket And Diversified ChannelsDonaldson's business model mixes OEM first-fit sales with a large recurring aftermarket of replacement filter elements. This installed-base driven consumable revenue creates durable, predictable demand, supporting steady revenue and margin stability over multiple years regardless of short-cycle equipment purchases.
Strong Cash Generation And Improving LeverageConsistent free cash flow generation and improving leverage provide structural financial flexibility. Strong FCF conversion supports disciplined capex, dividends and M&A while lower leverage reduces refinancing risk and preserves capacity for strategic investments or shareholder returns over the medium term.
Portfolio Expansion And Technology-led Market Share GainsThe Facet bolt-on and new product introductions broaden Donaldson's addressable markets and deepen recurring revenue in regulated replacement parts. Procurement synergies and complementary capabilities improve competitive positioning and create durable cross-sell opportunities across mobile, industrial and life-sciences end markets.
Bears Say
Industrial Segment Margin Pressure From Footprint ChangesNear-term production shifts and plant closures are causing meaningful industrial gross-margin headwinds and one-time costs. If execution or ramp-up of receiving sites is slower than planned, margin recovery could be delayed, creating sustained pressure on segment profitability into fiscal 2027 and beyond.
Aerospace & Defense Revenue Volatility And Supply ConstraintsAerospace & defense is characterized by lumpy projects and multi-quarter timing swings; ongoing supply-chain constraints and project timing reduce near-term revenue visibility. This structural volatility can depress margins and cash conversion in the segment until large-systems supply issues are resolved.
Slowing Organic Revenue Growth TrendTop-line expansion has slowed to low-single-digit organic growth, increasing reliance on pricing, FX and acquisitions to hit targets. Sustained slower end-market demand or failure to accelerate share gains could constrain long-term revenue momentum and make margin and EPS improvements harder to sustain.
Donaldson Company News
DCI FAQ
What was Donaldson’s price range in the past 12 months?
Donaldson lowest stock price was $67.70 and its highest was $112.84 in the past 12 months.
What is Donaldson’s market cap?
Donaldson’s market cap is $9.92B.
When is Donaldson’s upcoming earnings report date?
Donaldson’s upcoming earnings report date is Sep 02, 2026 which is in 90 days.
How were Donaldson’s earnings last quarter?
Donaldson released its earnings results on Jun 02, 2026. The company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.047 by $0.013.
Is Donaldson overvalued?
According to Wall Street analysts Donaldson’s price is currently Undervalued.
Does Donaldson pay dividends?
Donaldson pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 1.28%. See more information on Donaldson dividends here
What is Donaldson’s EPS estimate?
Donaldson’s EPS estimate is 1.14.
How many shares outstanding does Donaldson have?
Donaldson has 115,911,060 shares outstanding.
What happened to Donaldson’s price movement after its last earnings report?
Donaldson reported an EPS of $1.06 in its last earnings report, beating expectations of $1.047. Following the earnings report the stock price went up 4.707%.
Which hedge fund is a major shareholder of Donaldson?
Currently, no hedge funds are holding shares in DCI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Donaldson Company Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$93.00 (4.26% Upside)
$93.00 (4.26% Upside)
Blogger Sentiment
Bullish
DCI Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 160.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.5M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.5%
Last 30 Days ▲ 9.3%
Last 30 Days ▲ 9.3%
News Sentiment
Very Bullish
Bullish news 87%
Bearish news 13%
Bearish news 13%
Technicals
SMA
Negative
20 days / 200 days
Momentum
25.61%
12-Months-Change
Fundamentals
Return on Equity
25.19%
Trailing 12-Months
Asset Growth
3.04%
Trailing 12-Months
Company Description
Donaldson
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets. The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is headquartered in Bloomington, Minnesota.
DCI Company Deck
DCI Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call reflected a largely positive tone: record quarterly sales, a company-high operating margin and EPS, strong performance in mobile solutions and life sciences, successful completion of the Facet acquisition, and clear runway for footprint-driven cost savings. These positives are tempered by temporary but meaningful industrial gross margin headwinds from production shifts and footprint costs, aerospace & defense supply-chain/timing issues, and near-term acquisition-related interest expense. Management communicated confidence in operational recovery by mid fiscal 2027 and reiterated disciplined capital allocation and backlog-driven demand, so the highlights materially outweigh the lowlights.View all DCI earnings summariesDCI Stock 12 Month Forecast
Average Price Target
$93.00
▲(4.26% Upside)
Technical Analysis
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Ownership Overview
0.58% Insiders
24.46% Mutual Funds
27.53% Other Institutional Investors
19.91% Public Companies and
Individual Investors