DCI

Donaldson Company Inc

Add to Watchlist

Advanced Chart

71.930

+0.66(0.926%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

71.940

Open

71.710

VWAP

71.77

Vol

530.51K

Mkt Cap

8.38B

Low

70.765

Amount

38.08M

EV/EBITDA(TTM)

13.52

Total Shares

120.41M

8.93B

EV/OCF(TTM)

23.67

P/S(TTM)

2.40

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 gasses, 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 disk drive markets.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q1

FY2025Q4

892.24M

+2.56%

0.915

+10.24%

918.04M

+1.99%

0.925

+11.45%

949.39M

+1.5%

1.017

+8.21%

Estimates Revision

The market is revising Upward the revenue expectations for Donaldson Company, Inc. (DCI) for FY2025, with the revenue forecasts being adjusted by 0.06% over the past three months. During the same period, the stock price has changed by 9.82%.

Revenue Estimates for FY2025

Revise Upward

+0.06%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+1.61%

In Past 3 Month

Stock Price

Go Up

+9.82%

In Past 3 Month

4 Analyst Rating

0.10% Upside

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 72.00 USD with a low forecast of 69.00 USD and a high forecast of 78.00 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.

1 Buy

2 Hold

1 Sell

Hold

0.10% Upside

Current: 71.930

Low

69.00

Averages

72.00

High

78.00

0.10% Upside

Current: 71.930

Low

69.00

Averages

72.00

High

78.00

Morgan Stanley

Underweight

maintain

$65 -> $69

2025-06-06

Reason

Morgan Stanley

Price Target

$65 -> $69

2025-06-06

maintain

Underweight

Reason

Morgan Stanley raised the firm's price target on Donaldson to $69 from $65 and keeps an Underweight rating on the shares. The firm updated estimates and is rolling forward its valuation to FY26 and increasing share repurchase expectations, but remains Underweight following fiscal Q3 reporting as it continues to see risk to the Life Sciences growth strategy, the analyst tells investors.

Baird

Robert Mason

Outperform

maintain

$76 -> $78

2025-06-04

Reason

Baird

Robert Mason

Price Target

$76 -> $78

2025-06-04

maintain

Outperform

Reason

Baird analyst Robert Mason raised the firm's price target on Donaldson to $78 from $76 and keeps an Outperform rating on the shares. The firm updated its model following Q3 results which showed Q4 is tracking inline with expectations.

Stifel

Nathan Jones

Hold

Maintains

$70 → $63

2025-04-14

Reason

Stifel

Nathan Jones

Price Target

$70 → $63

2025-04-14

Maintains

Hold

Reason

Stifel analyst Nathan Jones lowered the firm's price target on Donaldson to $63 from $70 and keeps a Hold rating on the shares. The firm is assuming U.S. trade policy leads to a modest industrial recession in the second half of this year through the first half of 2026 and assumes uncertainty leads to lower customer capital and operating expenditures, which cause Donaldson and/or its customers to slow production.

Baird

Richard Eastman

Buy

Maintains

$81 → $83

2024-12-04

Reason

Baird

Richard Eastman

Price Target

$81 → $83

2024-12-04

Maintains

Buy

Reason

Baird analyst Robert Mason raised the firm's price target on Donaldson to $83 from $81 and keeps an Outperform rating on the shares. The firm said they expect better operating leverage through in 2H25E. Also, guidance reiteration seems prudent with industrial macro still stabilizing, and the recent CFO transition.

Morgan Stanley

Angel Castillo

Sell

Maintains

$67 → $68

2024-12-04

Reason

Morgan Stanley

Angel Castillo

Price Target

$67 → $68

2024-12-04

Maintains

Sell

Reason

Morgan Stanley raised the firm's price target on Donaldson to $68 from $67 and keeps an Underweight rating on the shares after revising the firm's estimates post fiscal Q1 reporting.

Stifel

Nathan Jones

Hold

Maintains

$76 → $71

2024-08-29

Reason

Stifel

Nathan Jones

Price Target

$76 → $71

2024-08-29

Maintains

Hold

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Donaldson Company Inc (DCI.N) is 18.46, compared to its 5-year average forward P/E of 20.34. For a more detailed relative valuation and DCF analysis to assess Donaldson Company Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

20.34

Current PE

18.46

Overvalued PE

22.83

Undervalued PE

17.85

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

13.08

Current EV/EBITDA

12.35

Overvalued EV/EBITDA

14.44

Undervalued EV/EBITDA

11.71

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

2.23

Current PS

2.24

Overvalued PS

2.47

Undervalued PS

1.99

Financials

Annual

Quarterly

FY2025Q3

YoY :

+1.31%

940.10M

Total Revenue

FY2025Q3

YoY :

+5.85%

152.00M

Operating Profit

FY2025Q3

YoY :

-49.07%

57.80M

Net Income after Tax

FY2025Q3

YoY :

-47.83%

0.48

EPS - Diluted

FY2025Q3

YoY :

-39.27%

73.00M

Free Cash Flow

FY2025Q3

YoY :

-2.95%

34.52

Gross Profit Margin - %

FY2025Q3

YoY :

-37.91%

8.19

FCF Margin - %

FY2025Q3

YoY :

-49.71%

6.15

Net Margin - %

FY2025Q3

YoY :

-13.83%

17.94

ROIC

Trading Trends

Insider

Insiders areSelling! The selling amount has increased 782.37% over the last month.

Sold

0-3

Months

4.8M

USD

3-6

Months

5.6M

USD

6-9

Months

1.1M

USD

0-12

Months

12.9M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

155.5K

Volume

6-9

Months

0.0

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

625.6K

Volume

Months

6-9

2.0M

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

32.5K

USD

Months

0-12

0.0

USD

Months

Insider

Insiders areSelling! The selling amount has increased 782.37% over the last month.

Sold

0-3

Months

4.8M

USD

3-6

Months

5.6M

USD

6-9

Months

1.1M

USD

0-12

Months

12.9M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

DCI News & Events

Events Timeline

2025-07-07 (ET)

2025-07-07

13:05:44

Donaldson enters strategic partnership with Mighty Distributing

2025-06-03 (ET)

2025-06-03

06:03:11

Donaldson raises FY25 adjusted EPS view to $3.64-$3.70, consensus $3.60

2025-06-03

06:00:46

Donaldson reports Q3 adjusted EPS 99c, consensus 95c

News

8.0

07-25Newsfilter

Donaldson Company Declares Quarterly Cash Dividend

8.0

07-25SeekingAlpha

Donaldson declares $0.30 dividend

7.5

07-07Newsfilter

Mighty Distributing Expands Heavy Duty Offering with Donaldson Partnership to Deliver Filtration Innovation and Inventory Expertise

People Also Watch

Charles River Laboratories International Inc

Graphic Packaging Holding Co

23.320

USD

+0.47%

FAQ

What is Donaldson Company Inc (DCI) stock price today?

The current price of DCI is 71.93 USD — it has increased 0.93 % in the last trading day.

DCI

Market Estimates

Valuation Metrics

Forward PE

Forward EV/EBITDA

Forward PS

Financials

Trading Trends

DCI News & Events

Events Timeline

News

People Also Watch

FAQ

What is Donaldson Company Inc (DCI) stock price today?

What is Donaldson Company Inc (DCI)'s business?

What is the price predicton of DCI Stock?

What is Donaldson Company Inc (DCI)'s revenue for the last quarter?

What is Donaldson Company Inc (DCI)'s earnings per share (EPS) for the last quarter?

What changes have occurred in the market's expectations for Donaldson Company Inc (DCI)'s fundamentals?

How many employees does Donaldson Company Inc (DCI). have?

What is Donaldson Company Inc (DCI) market cap?