Donaldson Company acquires Facet Filtration for $820 million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy DCI?
Source: moomoo
Donaldson Company Inc. (DCI) has seen its stock price rise by 3.92% as it reaches a 52-week high.
The increase is attributed to Donaldson's announcement of acquiring Facet Filtration for approximately $820 million, which is expected to enhance its market presence in durable sectors such as aerospace and power generation. This strategic acquisition is projected to significantly boost Donaldson's revenue and profit margins, with Facet's sales expected to reach $108 million in 2025, primarily from high-margin replacement parts. The deal is anticipated to solidify Donaldson's leadership in the filtration market and create long-term growth opportunities.
This acquisition not only reflects Donaldson's commitment to expanding its product portfolio but also positions the company for sustained profitability and competitive advantage in the filtration industry.
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Analyst Views on DCI
Wall Street analysts forecast DCI stock price to rise
5 Analyst Rating
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 88.730
Low
93.00
Averages
105.50
High
123.00
Current: 88.730
Low
93.00
Averages
105.50
High
123.00
About DCI
Donaldson Company, Inc. specializes in technology-led filtration products and solutions, serving a range of industries and advanced markets. The Company's segments include Mobile Solutions, Industrial Solutions and Life Sciences. Mobile Solutions segment is organized based on a combination of customers and products and consists of the off-road, on-road and aftermarket business units. Its products consist of replacement filters for both air and liquid filtration applications and filtration housings for new equipment production and systems related to exhaust and emissions. Industrial Solutions segment is organized based on product type and consists of industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace and defense products. Life Sciences segment is organized by end market and consists of the bioprocessing equipment and consumables, food and beverage, vehicle electrification and medical device, microelectronics and bioprocessing equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Tool Promotion: NYSE encourages investors to download the NYSE TV app for market insights and IPO activity updates, enhancing investor engagement and access to critical market information.
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- Company Celebration: Donaldson Company (NYSE: DCI) will ring the Closing Bell today to celebrate the appointment of Richard Lewis as the new CEO, marking a new chapter in the company's 111-year history, which may positively affect its stock price.
See More
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- First Solar Earnings Miss: First Solar, Inc. saw an 18.59% drop this week due to worse-than-expected Q4 EPS results and FY26 sales guidance falling below estimates, prompting multiple analysts to lower their price targets, reflecting concerns over the company's growth prospects.
- Zoom's Mixed Results: Zoom Communications, Inc. (NASDAQ:ZM) declined 17.38% this week after reporting mixed Q4 financial results and issuing Q1 and FY27 adjusted EPS guidance below estimates, indicating challenges in a competitive market.
- Donaldson's Performance Drop: Donaldson Company, Inc. (NYSE:DCI) fell 13.28% this week after reporting disappointing Q2 financial results and cutting its FY26 adjusted EPS guidance, which may undermine investor confidence.
See More
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- Bank Stocks Plummet: The collapse of UK private lender Market Financial Solutions Ltd raised fears of rising defaults, leading to significant declines in bank stocks, with Morgan Stanley and Goldman Sachs both down over 7%, indicating instability within the financial sector.
- Economic Data Impact: The US January PPI rose 0.5% month-over-month, exceeding expectations of 0.3%, while the Chicago PMI unexpectedly increased to 57.7, demonstrating economic resilience, although market speculation regarding Fed rate cuts was dampened.
- Rising Oil Prices Pressure: WTI crude oil prices surged over 2% to a 7-month high due to President Trump's pessimistic remarks on Iranian nuclear negotiations, exacerbating geopolitical risks that could further impact airline profits, leading to declines in related stocks.
See More
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- Earnings Impact: Donaldson Company reported a 3% revenue growth in Q2 of fiscal 2026, yet a decline in sales volumes due to lower global truck production led to an 18.2% drop in stock price post-earnings, indicating market disappointment with future expectations.
- Guidance Adjustment: The company revised its fiscal 2026 adjusted earnings per share guidance down to $3.93-$4.01 from $3.95-$4.11, reflecting ongoing challenges from delayed project timings in aerospace and defense and weakness in trucking.
- Acquisition Plan: Donaldson announced plans to acquire Facet for $820 million, a company specializing in filtration solutions for aerospace and defense, which is expected to significantly expand Donaldson's international footprint, with over 40% of Facet's sales generated outside North America.
- Investment Opportunity: Despite the stock price drop due to disappointing earnings, the market outlook for Donaldson remains optimistic, as the acquisition of Facet could add substantial long-term value, suggesting that the current dip may present a buying opportunity for investors.
See More
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- Market Weakness: The S&P 500 index fell by 0.61%, the Dow Jones Industrial Average dropped by 1.17%, and the Nasdaq 100 index decreased by 0.41%, reflecting investor concerns over the disruptive potential of AI, which has put overall market sentiment under pressure.
- Producer Prices Rise: The US January Producer Price Index (PPI) increased by 0.5% month-over-month and 2.9% year-over-year, exceeding expectations, indicating rising inflationary pressures that could influence the Fed's interest rate decisions and increase market uncertainty.
- Strong Economic Data: Despite the market downturn, the February Chicago PMI unexpectedly rose to 57.7, signaling signs of economic expansion, which may alleviate some investor concerns about a slowdown in economic growth.
- Airline Stocks Under Pressure: With WTI crude oil prices reaching a 6.5-month high, airline stocks are generally declining, with United Airlines down over 8%, reflecting the potential threat of rising fuel costs on airline profitability.
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