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DCI Stock Chart & Stats
$92.41
$0.40(0.43%)
At close: 4:00 PM EDT
$92.41
$0.40(0.43%)
Day’s Range― - ―
52-Week Range$79.61 - $112.84
Previous CloseN/A
Volume603.52K
Average Volume (3M)652.03K
Market Cap
$10.15B
Enterprise Value$12.24B
Total Cash (Recent Filing)$250.40M
Total Debt (Recent Filing)$1.38B
Price to Earnings (P/E)22.6
Beta0.75
Next Earnings
Dec 02, 2026EPS Estimate
0.97Next Dividend Ex-DateN/A
Dividend Yield1.4%
Share Statistics
EPS (TTM)3.92
Shares Outstanding115,820,530
10 Day Avg. Volume528,073
30 Day Avg. Volume652,029
Financial Highlights & Ratios
PEG Ratio0.90
Price to Book (P/B)6.19
Price to Sales (P/S)2.81
P/FCF Ratio25.60
Enterprise Value/Market Cap1.21
Enterprise Value/Revenue3.15
Enterprise Value/Gross Profit9.10
Enterprise Value/Ebitda16.82
Forecast
1Y Price Target
$100.00Price Target Upside8.21% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)4.33
Revenue Forecast (FY)$4.19B
Bulls Say, Bears Say
Bulls Say
Diversified Growth Across Filtration MarketsDonaldson serves multiple end markets and expects continued growth across most segments. This diversification, combined with Facet expansion and improving organic demand, can reduce reliance on any single industry and support multi-quarter revenue growth.
Improving Margins And Operating ExecutionSustained margin improvement indicates benefits from pricing, volume, mix, and operational initiatives rather than growth alone. Further FY27 expansion suggests Donaldson can preserve stronger profitability while integrating Facet and funding future investment.
Strong Cash Generation And Recurring Aftermarket DemandHigh cash generation provides resources for debt reduction, dividends, buybacks, and disciplined acquisitions. The replacement-filter cycle also creates recurring demand, giving Donaldson a durable revenue base beyond new equipment production.
Bears Say
Higher Debt And Acquisition-related Financing CostsFacet increases scale but raises financial obligations and lowers near-term earnings through interest and amortization. Although more than $100M of debt has been repaid, elevated leverage still reduces flexibility if demand weakens or integration takes longer.
Industrial Margin Pressure And Operational Transition RiskIndustrial profitability remains exposed to Facet run-rate costs, expense deleveraging, and production changes. Recovery is expected only by mid-FY27, so execution delays or slower savings realization could constrain consolidated margin expansion.
Slower Organic Growth And Project-related VolatilityRecent organic growth is weaker than the longer-term revenue trend, while project-based IFS demand is lumpy and aerospace faces supply-chain constraints. Facet-supported guidance may therefore mask uneven underlying momentum across businesses.
Donaldson Company News
DCI FAQ
What was Donaldson Company’s price range in the past 12 months?
Donaldson Company lowest stock price was $79.61 and its highest was $112.84 in the past 12 months.
What is Donaldson Company’s market cap?
Donaldson Company’s market cap is $10.15B.
When is Donaldson Company’s upcoming earnings report date?
Donaldson Company’s upcoming earnings report date is Dec 02, 2026 which is in 41 days.
How were Donaldson Company’s earnings last quarter?
Donaldson Company released its earnings results on Aug 26, 2026. The company reported $1.15 earnings per share for the quarter, beating the consensus estimate of $1.127 by $0.023.
Is Donaldson Company overvalued?
According to Wall Street analysts Donaldson Company’s price is currently Undervalued.
Does Donaldson Company pay dividends?
Donaldson Company pays a Quarterly dividend of $0.32 which represents an annual dividend yield of 1.4%. See more information on Donaldson Company dividends here
What is Donaldson Company’s EPS estimate?
Donaldson Company’s EPS estimate is 0.97.
How many shares outstanding does Donaldson Company have?
Donaldson Company has 115,820,530 shares outstanding.
What happened to Donaldson Company’s price movement after its last earnings report?
Donaldson Company reported an EPS of $1.15 in its last earnings report, beating expectations of $1.127. Following the earnings report the stock price went up 2.123%.
Which hedge fund is a major shareholder of Donaldson Company?
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$100.00 (8.21% Upside)
$100.00 (8.21% Upside)
Blogger Sentiment
Bullish
DCI Sentiment 88%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Decreased
By 4.5K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.2M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 4.1%
Last 30 Days ▲ 1.4%
Last 30 Days ▲ 1.4%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
7.23%
12-Months-Change
Fundamentals
Return on Equity
27.71%
Trailing 12-Months
Asset Growth
33.91%
Trailing 12-Months
Learn more about TipRanks 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.
DCI Company Deck
DCI Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
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 DCI earnings summariesDCI Stock 12 Month Forecast
Average Price Target
$100.00
▲(8.21% Upside)
Technical Analysis
Ownership Overview
0.58% Insiders
25.33% Mutual Funds
1.91% Other Institutional Investors
44.36% Public Companies and
Individual Investors