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DCI Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
87.090
Open
86.200
VWAP
86.02
Vol
2.18M
Mkt Cap
9.91B
Low
85.440
Amount
187.56M
EV/EBITDA(TTM)
15.20
Total Shares
115.91M
EV
10.32B
EV/OCF(TTM)
22.35
P/S(TTM)
2.65
Donaldson Company, Inc. specializes in technology-led filtration products and solutions, serving a range of industries and advanced markets. Its segments include Mobile Solutions, Industrial Solutions and Life Sciences. The 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. The 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. The Life Sciences segment is organized by end market and consists of the Food and Beverage, Disk Drive, Vehicle Electrification and Medical Device, Microelectronics and Bioprocessing Equipment and Consumables markets.
Show More

Events Timeline

(ET)
2026-06-02
16:30:00
US Stocks Surge to New Highs on AI Economic Strength
select
2026-06-02
12:10:00
Alphabet Secures Funding to Expand AI Infrastructure
select
2026-06-02
09:00:00
S&P 500 Futures Modestly Lower, HPE Shares Up 27%
select
2026-06-02
06:10:00
Donaldson Company Reports Q3 Revenue of $995.1M
select
2026-06-02
06:10:00
Mobile Sales Expected to Grow 3.5% to 5.5%
select
2026-06-02
06:10:00
FY26 Revenue Consensus at $3.82B, Sales Growth Forecast Raised to 3%-5%
select
2026-06-02
06:10:00
Capital Expenditures Forecast Between $60M and $75M
select
2026-05-29 (ET)
2026-05-29
14:00:00
Donaldson Announces Cash Dividend Increase to 32 Cents per Share
select

News

NASDAQ.COM
8.0
06-05NASDAQ.COM
Market Dynamics and Dividend Announcements
  • Strong Economic Data: The ISM Manufacturing Purchasing Managers' Index (PMI) rose to 54 in May, marking a four-year high and indicating ongoing economic expansion, although first-quarter GDP growth was revised down to 1.6%, suggesting a slowdown.
  • Stable Jobless Claims: Jobless claims remained low at 215,000, reflecting resilience in the labor market, despite weakened consumer sentiment due to high inflation and geopolitical risks, which may impact future spending.
  • Dividend Growth Trend: UnitedHealth Group (UNH) announced a dividend of $2.32 per share payable on June 23, having increased its dividend six times over the past five years, with a current payout ratio of 54%, indicating a solid financial structure.
  • Diversification Opportunities: In the current market environment, investors may consider companies like UnitedHealth, Donaldson (DCI), Lowe's, and ePlus, all of which have stable dividend records that can provide a safety margin amid market volatility.
Yahoo Finance
9.5
06-02Yahoo Finance
Donaldson Co Inc Reports 6% Revenue Growth in Q3
  • Revenue Growth: Donaldson Co Inc reported third-quarter revenue of $995 million, a 6% increase year-over-year, driven by currency translation, net pricing benefits, and volume growth, indicating strong market performance.
  • Margin Improvement: The company achieved an operating margin of 16.6%, marking a 30 basis point increase from the previous year and a 260 basis point improvement from the second quarter, reflecting enhanced management efficiency and effective cost control.
  • Portfolio Optimization: The acquisition of Facet Filtration is expected to enhance the company's Industrial Solutions product portfolio, particularly in aerospace and power generation, with approximately 70% of revenues driven by recurring regulated replacement part sales, improving long-term revenue stability.
  • Market Challenges: While Mobile Solutions and Life Sciences segments saw sales growth of 8% and 13% respectively, Industrial Solutions and Aerospace and Defense sales declined by 1% and 14%, highlighting challenges from supply chain constraints and short-term operational inefficiencies.
seekingalpha
9.5
06-02seekingalpha
Donaldson Company Reports Strong Q3 Fiscal 2026 Earnings
  • Strong Performance: Donaldson Company reported record sales of $995 million in Q3, with adjusted EPS of $1.06 reflecting a 7% year-over-year increase, indicating robust market performance and enhanced profitability.
  • Acquisition Progress: The successful acquisition of Facet Filtration, which derives approximately 70% of its revenue from high-margin replacement parts, is expected to strengthen the company's aftermarket position, contributing $25 million to $30 million in sales in Q4.
  • Cost Optimization: The company made strides in optimizing its cost structure by closing the last two plants, with full production efficiency recovery anticipated by mid-fiscal 2027, and projected annualized benefits of about $10 million, demonstrating a commitment to operational efficiency.
  • Future Outlook: The company expects organic sales growth of 3% to 5% for fiscal 2026, with an upward revision in Life Sciences sales growth to 9% to 11%, highlighting growth potential and market adaptability across multiple business segments.
NASDAQ.COM
2.0
06-02NASDAQ.COM
Donaldson (DCI) Q3 2026 Earnings Transcript
NASDAQ.COM
9.5
06-02NASDAQ.COM
Donaldson Company Forecasts Strong Earnings Growth for FY2026
  • Earnings Outlook: Donaldson Company forecasts Facet-related sales between $25 million and $30 million for FY2026, with an expected EPS dilution of approximately $0.03; however, organic adjusted EPS is projected to be between $3.94 and $4.01, reflecting a 7% to 9% increase compared to last year.
  • Q3 Financials: The company reported net earnings of $118.1 million for the third quarter, a significant increase from $57.8 million a year ago, with EPS rising from $0.48 to $1.00, indicating strong profitability and market demand.
  • Sales Growth: Third-quarter sales reached $995.1 million, up 5.8% year-over-year, driven by favorable foreign currency translation, net pricing benefits, and increased volume, showcasing the company's enhanced competitiveness in the market.
  • Acquisition Impact: Donaldson completed the acquisition of Facet Filtration for $829 million in cash on May 4, 2026, with financial results from this acquisition expected to be reported in the Industrial Solutions segment starting in Q4, further propelling the company's growth trajectory.
NASDAQ.COM
9.5
06-02NASDAQ.COM
Donaldson Company Reports Increased Q3 Earnings
  • Significant Profit Growth: Donaldson Company reported a third-quarter profit of $118.1 million, translating to earnings per share of $1.00, a substantial increase from last year's $57.8 million and $0.48 per share, indicating strong market performance.
  • Adjusted Earnings Rise: Excluding special items, the company reported adjusted earnings of $125.5 million or $1.06 per share, further reflecting the robustness of its core business and enhanced profitability.
  • Revenue Growth Continues: The company's revenue for the third quarter rose 5.9% to $995.1 million from $940.1 million last year, demonstrating success in sales and market expansion efforts.
  • Optimistic Future Outlook: Donaldson provided full-year EPS guidance in the range of $3.94 to $4.01, showcasing management's confidence in future performance and likely continuing to drive positive investor sentiment.
Wall Street analysts forecast DCI stock price to rise
5 Analyst Rating
Wall Street analysts forecast DCI stock price to rise
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
93.00
Averages
105.50
High
123.00
Current: 0.000
sliders
Low
93.00
Averages
105.50
High
123.00
Stifel
Hold
downgrade
$96 -> $91
AI Analysis
2026-06-04
Reason
Stifel
Price Target
$96 -> $91
AI Analysis
2026-06-04
downgrade
Hold
Reason
Stifel lowered the firm's price target on Donaldson to $91 from $96 and keeps a Hold rating on the shares. The firm updated estimates following a fiscal Q3 beat and organic guidance being narrowed.
Baird
Outperform
downgrade
$104 -> $95
2026-03-30
Reason
Baird
Price Target
$104 -> $95
2026-03-30
downgrade
Outperform
Reason
Baird lowered the firm's price target on Donaldson to $95 from $104 and keeps an Outperform rating on the shares. The firm remains positive on the advanced industrial technology group, saying the sector's Middle East exposure is minimal while cyclical indicators continue to point towards improvement in 2026 and 2027. Baird sees the recent pullback in the stocks as a buying opportunity.
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Valuation Metrics

The current forward P/E ratio for Donaldson Company Inc (DCI.N) is 19.61, compared to its 5-year average forward P/E of 19.85. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.85
Current PE
19.61
Overvalued PE
21.87
Undervalued PE
17.82

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.13
Current EV/EBITDA
13.26
Overvalued EV/EBITDA
14.74
Undervalued EV/EBITDA
11.52

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.24
Current PS
2.38
Overvalued PS
2.50
Undervalued PS
1.98

Financials

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Whales Holding DCI

P
Parallel Advisors, LLC
Holding
DCI
+22.55%
3M Return
H
Heartland Advisors, Inc.
Holding
DCI
+14.99%
3M Return
F
Fuller & Thaler Asset Management, Inc.
Holding
DCI
+13.42%
3M Return
C
Carnegie Capital Asset Management, LLC
Holding
DCI
+12.93%
3M Return
S
Seizert Capital Partners, LLC
Holding
DCI
+12.92%
3M Return
M
Mairs and Power, Inc.
Holding
DCI
+12.68%
3M Return

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Frequently Asked Questions

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

The current price of DCI is 85.52 USD — it has increased 0.2

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

Donaldson Company, Inc. specializes in technology-led filtration products and solutions, serving a range of industries and advanced markets. Its segments include Mobile Solutions, Industrial Solutions and Life Sciences. The 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. The 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. The Life Sciences segment is organized by end market and consists of the Food and Beverage, Disk Drive, Vehicle Electrification and Medical Device, Microelectronics and Bioprocessing Equipment and Consumables markets.

What is the price predicton of DCI Stock?

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 is105.50 USD with a low forecast of 93.00 USD and a high forecast of 123.00 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.

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

Donaldson Company Inc revenue for the last quarter amounts to 995.10M USD, increased 5.85

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

Donaldson Company Inc. EPS for the last quarter amounts to 1.00 USD, increased 108.33

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

Donaldson Company Inc (DCI) has 15000 emplpoyees as of June 20 2026.

What is Donaldson Company Inc (DCI) market cap?

Today DCI has the market capitalization of 9.91B USD.