Donaldson Company (DCI) Stock Overview
Manufactures and sells filtration systems and replacement parts worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 6/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
DCI Community Fair Values
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Analyst Price Targets
Donaldson Company, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$89.25 |
| 52 Week High | US$112.84 |
| 52 Week Low | US$79.42 |
| Beta | 0.92 |
| 1 Month Change | -6.98% |
| 3 Month Change | 2.83% |
| 1 Year Change | 10.12% |
| 3 Year Change | 44.49% |
| 5 Year Change | 49.62% |
| Change since IPO | 21,320.03% |
Recent News & Updates
Seeking Alpha • Aug 26
Donaldson Company: Continued Execution Can Validate Valuation
Summary Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027. The balance sheet remains healthy with leverage at 1.4x; deleveraging is prioritized, with buybacks likely to resume as leverage approaches 1.0x. Read the full article on Seeking Alpha
Narrative Update • Aug 19
DCI: Q3 Beat, Narrowed Guidance And Capital Returns Will Shape Balanced Outlook
Analysts have modestly raised their fair value estimate for Donaldson Company from $96.80 to $98.80. They point to the recent adjustment in Street price targets, including a move to $91 from $96 following the fiscal Q3 update and narrowed organic guidance, as key context for this change.Recent updates
Seeking Alpha • Aug 26
Donaldson Company: Continued Execution Can Validate Valuation
Summary Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027. The balance sheet remains healthy with leverage at 1.4x; deleveraging is prioritized, with buybacks likely to resume as leverage approaches 1.0x. Read the full article on Seeking AlphaNarrative Update • Aug 19
DCI: Q3 Beat, Narrowed Guidance And Capital Returns Will Shape Balanced Outlook
Analysts have modestly raised their fair value estimate for Donaldson Company from $96.80 to $98.80. They point to the recent adjustment in Street price targets, including a move to $91 from $96 following the fiscal Q3 update and narrowed organic guidance, as key context for this change.
Narrative Update • Jul 24
DCI: Repurchase Completion And Dividend Increase Will Support Future Upside Potential
Analysts now see Donaldson Company’s fair value edging up by $3 to $123, supported by updated assumptions for revenue growth, profit margin, and future P/E following recent price target revisions after the fiscal Q3 results and narrowed organic guidance. What's in the News for Donaldson Company Donaldson Company issued earnings guidance for the fourth quarter of fiscal 2026, with expected sales between $25 million and $30 million.
Narrative Update • Jul 10
DCI: Strong Outlook And Higher Margin Assumptions Will Likely Outrun Future Returns
Analysts have nudged their fair value estimate for Donaldson Company to $79, reflecting updated assumptions on growth, profitability, and P/E expectations following recent price target revisions around the $91 level after the fiscal Q3 update. What’s in the News for Donaldson Company Donaldson reported Q1 financial results that were ahead of analyst expectations, with year-over-year revenue growth and support from solid sector performance in gas and liquid handling (source: recent earnings coverage).Narrative Update • Jun 26
DCI: Q3 Beat And Narrowed Guidance Will Shape Balanced Future Returns
Analysts have trimmed their 12 month price target on Donaldson Company by $5 to $91 from $96, citing updated estimates after a fiscal Q3 beat and narrower organic guidance. Analyst Commentary Recent commentary around Donaldson Company focuses on how the latest fiscal Q3 results and updated organic growth guidance feed into valuation expectations over the next year.Narrative Update • Jun 04
DCI: Margin Expansion And Facet Deal Will Support Future Share Returns
Analysts have reduced their consolidated price target for Donaldson Company to about $91. This change reflects updated views on revenue growth assumptions, profit margin expectations, and future P/E levels following recent estimate revisions.Narrative Update • May 21
DCI: Filtration Advances And Buybacks Will Support Future Share Returns
Analysts have nudged their price targets on Donaldson stock lower, with one firm cutting its target by $9 and another trimming its view to $91 from $93. The changes reflect refreshed models for the machinery and construction group.Narrative Update • Apr 23
DCI: Next Generation Filtration And Buybacks Will Support Future Share Performance
Analysts have adjusted their price targets on Donaldson in both directions recently, with some firms trimming targets by up to $9 and others lifting them by as much as $10. This reflects updated models on the machinery and construction group rather than a broad shift in the investment case.Narrative Update • Apr 09
DCI: Mining Recovery And New Filtration Are Expected To Support Shares
Analysts have nudged the fair value estimate for Donaldson slightly lower to $96.40 from $98.20, reflecting modestly higher discount rate assumptions and a somewhat reduced future P/E multiple in recent model updates. Analyst Commentary Recent research on Donaldson presents a mixed picture, with analysts updating models, resetting price targets, and revisiting ratings as sector assumptions and discount rates move around.Narrative Update • Mar 26
DCI: Mining Turn And New Filtration Will Support Future Upside
Analysts have modestly adjusted their blended price target on Donaldson to reflect a mix of upward revisions, including from Jefferies and Baird, and a slight reduction from $93 to $91 at one large bank, while also recognizing a higher assumed future P/E multiple of 25.0x from 23.2x. Analyst Commentary Recent research points to a split view on Donaldson, with some bullish analysts focusing on upside tied to end market trends and others taking a more cautious stance and keeping targets closer to current trading levels.Narrative Update • Mar 11
DCI: Mining Turn And New Filtration Technology Will Support Balanced Outlook
Narrative Update: Donaldson Company Our analyst price target for Donaldson edges slightly lower by about $1.60 to reflect a modest trim to fair value and profit margin assumptions, even as other analysts adjust their targets in both directions based on updated machinery group models and a more supportive backdrop for key end markets. Analyst Commentary Recent Street research on Donaldson points to a mix of optimism and caution, with some analysts raising targets and ratings while others trim their assumptions as they refresh machinery group models.Narrative Update • Feb 25
DCI: Mining And Construction Recovery Will Support A Fairly Balanced Outlook
Analysts have raised their average price target on Donaldson by a single-digit amount in dollar terms. They cite recent target increases from firms that point to improving conditions in mining, non-residential construction, and related industrial end markets as key supports for the updated view.Narrative Update • Feb 09
DCI: AI Infrastructure And Aftermarket Demand Will Support A Fairly Balanced Outlook
Analysts have lifted their price targets on Donaldson Company by low single-digit dollar amounts, citing healthier demand in Mobile Solutions Aftermarket, support from data center and AI-related filtration needs, and a more balanced risk and reward profile as key reasons for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts link higher price targets to healthier demand in the Mobile Solutions Aftermarket channel, which they see as supportive for revenue resilience and cash flow quality.Analysis Article • Jan 30
When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?
Let's talk about the popular Donaldson Company, Inc. ( NYSE:DCI ). The company's shares led the NYSE gainers with a...New Narrative • Jan 27
Power Generation And Data Center Demand Will Reshape This Filtration Leader’s Long Term Outlook
Catalysts About Donaldson Company Donaldson Company focuses on filtration solutions across Mobile, Industrial and Life Sciences applications, using a recurring “razor to sell razorblades” model built around replacement parts. What are the underlying business or industry changes driving this perspective?Narrative Update • Jan 26
DCI: AI Infrastructure And Aftermarket Strength Will Support A Balanced Outlook
Narrative Update on Donaldson Company The updated analyst price target for Donaldson Company now reflects a modest adjustment in underlying assumptions. Research notes citing healthier mining and non residential construction trends, growing data center and AI related demand for filtration, and solid aftermarket channel feedback help explain the spread of targets ranging from $84 to $120.Narrative Update • Jan 11
DCI: AI Infrastructure And Aftermarket Demand Will Shape A Balanced Earnings Outlook
Narrative Update Analysts have lifted their implied fair value estimate for Donaldson Company from US$91.60 to US$97.20, pointing to higher price targets supported by improving conditions in mining and non residential construction, healthier demand in Mobile Solutions Aftermarket channels, and potential earnings support from data center and AI infrastructure related gas turbine exposure. Analyst Commentary Recent research updates on Donaldson Company focus on how end market trends and new demand drivers could influence earnings power, valuation support, and execution risk over the next few years.Analysis Article • Dec 29
Does Donaldson Company (NYSE:DCI) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative Update • Dec 24
DCI: AI Infrastructure And Aftermarket Demand Will Support A Balanced Earnings Outlook
Analysts have modestly raised their price target on Donaldson Company to approximately $92 from about $90, citing healthier survey-based demand trends in the Mobile Solutions Aftermarket channel and improved earnings visibility from AI-driven data center and infrastructure exposure. Analyst Commentary Street research updates reflect a more balanced stance on Donaldson, with recent rating upgrades and target price increases acknowledging both the upside from AI infrastructure exposure and the limits of near term valuation upside.Narrative Update • Dec 10
DCI: AI Demand And Aftermarket Strength Will Shape A Balanced Earnings Outlook
Analysts have raised their price target on Donaldson Company to approximately $90 from the low $80s. This reflects slightly higher projected revenue growth, modestly improved profit margins, and increasing confidence that AI driven data center demand and resilient aftermarket trends can support stronger long term earnings.Narrative Update • Nov 25
DCI: Aftermarket Demand And AI Infrastructure Investments Will Shape Earnings Outlook
Analysts have increased their price target for Donaldson Company from $80.00 to $83.60. They cite stronger aftermarket demand and anticipated benefits from ongoing AI infrastructure investments as key factors supporting the upward revision.Analysis Article • Nov 16
Donaldson Company (NYSE:DCI) Is Achieving High Returns On Its Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Narrative Update • Aug 29
Environmental Regulations Will Expand Global Advanced Filtration Demand
Despite a notable decline in revenue growth forecasts, increased valuation multiples have driven Donaldson Company's consensus analyst price target higher from $72.40 to $78.00. What's in the News Fiscal 2026 earnings guidance issued: EPS expected between $3.92 and $4.08, with sales projected to increase 1% to 5% to $3.8 billion at midpoint, including a 1% pricing benefit.Seeking Alpha • Mar 11
Donaldson Company: Remain On The Sidelines For Now
Summary Donaldson Company has decent financial metrics but has underperformed the broad market over the past decade. The company is a dividend champion, having raised its dividend for nearly 30 years, with another dividend increase expected in a few months. Valuation suggests DCI stock is trading for a small premium, and for the time being it'll remain on the watchlist. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Donaldson: Stay The Course And Keep Reinvesting Those Dividends
Summary Maintaining a bullish stance on Donaldson due to strong Q1 performance, despite shares trailing the S&P 500 and a recent lack of upward traction. DCI's historical resilience and strong technicals suggest staying long, with reinvested dividends enhancing returns during down moves. Above-average profitability, robust return on capital, and sustained revenue growth across segments highlight the Company's strong value-creation potential. Elevated margins and a strong balance sheet position Donaldson to defend profitability and capitalize on weaker competition amid rising inflation. Read the full article on Seeking AlphaShareholder Returns
| DCI | US Machinery | US Market | |
|---|---|---|---|
| 7D | -2.0% | -1.4% | -0.9% |
| 1Y | 10.1% | 29.2% | 14.2% |
Return vs Industry: DCI underperformed the US Machinery industry which returned 29.2% over the past year.
Return vs Market: DCI underperformed the US Market which returned 14.2% over the past year.
Price Volatility
| DCI volatility | |
|---|---|
| DCI Average Weekly Movement | 3.1% |
| Machinery Industry Average Movement | 6.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: DCI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: DCI's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1915 | 15,000 | Rich Lewis | www.donaldson.com |
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems.
Donaldson Company, Inc. Fundamentals Summary
| DCI fundamental statistics | |
|---|---|
| Market cap | US$10.35b |
| Earnings (TTM) | US$453.80m |
| Revenue (TTM) | US$3.89b |
22.8x
P/E Ratio2.7x
P/S RatioIs DCI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| DCI income statement (TTM) | |
|---|---|
| Revenue | US$3.89b |
| Cost of Revenue | US$2.52b |
| Gross Profit | US$1.36b |
| Other Expenses | US$909.70m |
| Earnings | US$453.80m |
Last Reported Earnings
Jul 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.92 |
| Gross Margin | 35.09% |
| Net Profit Margin | 11.68% |
| Debt/Equity Ratio | 75.1% |
How did DCI perform over the long term?
See historical performance and comparisonDividends
1.4%
Current Dividend Yield32%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 03:35 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/07/31 |
| Annual Earnings | 2026/07/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Donaldson Company, Inc. is covered by 18 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Quinn Fredrickson | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| Andrew Obin | BofA Global Research |