Donaldson Analysts Raise Predictions After Impressive Q1 Earnings Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Source: Benzinga
Fiscal Performance: Donaldson Company, Inc. reported a 3.9% year-over-year increase in sales for Q1 fiscal 2026, reaching $935.4 million, and net earnings rose to $113.9 million, exceeding analyst expectations.
Guidance Update: The company raised its fiscal 2026 adjusted EPS guidance to a range of $3.95-$4.11 and revised sales growth expectations to 1%-5% year-over-year, reflecting a positive outlook.
Market Share Growth: CEO Tod Carpenter highlighted the company's ability to gain market share and grow replacement part sales despite a challenging macro environment, achieving a 13% growth in adjusted EPS.
Analyst Reactions: Following the earnings announcement, analysts adjusted their price targets for Donaldson, with Baird raising it to $100 and Stifel increasing it to $96, while the stock saw a slight dip of 1.8%.
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Analyst Views on DCI
Wall Street analysts forecast DCI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DCI is 102.25 USD with a low forecast of 93.00 USD and a high forecast of 120.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 101.750
Low
93.00
Averages
102.25
High
120.00
Current: 101.750
Low
93.00
Averages
102.25
High
120.00
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.
Donaldson Company Appoints New CEO
- Leadership Transition: Donaldson Company announced that Richard Lewis will succeed Tod Carpenter as CEO effective March 2, 2026, marking a smooth leadership transition after Carpenter's 30 years of service, including 11 years as CEO.
- Strategic Continuity: With a tenure at Donaldson since 2002 and experience in various senior roles, particularly in global operations and mobile solutions, Lewis's leadership is expected to maintain the company's growth trajectory and value creation.
- Performance Review: Under Carpenter's leadership, Donaldson significantly expanded revenue and profit while strengthening its operating model, creating long-term shareholder value through a strong corporate culture, showcasing the company's competitive edge in the industry.
- Future Outlook: Lewis expressed excitement about the opportunities ahead, emphasizing a commitment to customer focus and operational excellence, aiming to enhance value for employees, customers, and shareholders while building on the momentum established under Carpenter's leadership.
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Donaldson Company Appoints New CEO
- Executive Transition: Donaldson Company announced that Chief Operating Officer Richard Lewis will succeed Tod Carpenter as President and CEO effective March 2, 2026, with Carpenter transitioning to Executive Chairman, indicating a strategic leadership shift within the company.
- Leadership Experience: Lewis, who joined Donaldson in 2002, has held several senior leadership roles, including overseeing global operations and serving as president of Mobile Solutions and Life Sciences, reflecting the company's confidence in his extensive experience.
- Market Reaction: Donaldson's stock remained flat in after-hours trading at $103.32, indicating a cautious market response to the new CEO appointment, which may influence future investor confidence.
- Future Outlook: With Lewis's ascension, Donaldson is likely to continue driving its growth strategy in the filtration products sector, especially against a backdrop of record sales and margin expansion, which is expected to further enhance company performance.
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