Donaldson Company Inc (DCI)

Currency in USD
101.94
-1.38(-1.34%)
Closed·
100.73-1.21(-1.19%)
·
Unusual trading volume
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Fair Value
Day's Range
100.73102.90
52 wk Range
57.45103.78
Key Statistics
Prev. Close
103.32
Open
101.93
Day's Range
100.73-102.9
52 wk Range
57.45-103.78
Volume
1.75M
Average Volume (3m)
725.98K
1-Year Change
43.1943%
Book Value / Share
13.09
Fair Value
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Fair Value Upside
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DCI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
97.20
Downside
-4.65%
Members' Sentiments
Bearish
Bullish
ProTips
3 analysts have revised their earnings downwards for the upcoming period

Donaldson Company Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Buy
Technical Indicators
Neutral
Moving Averages
Strong Buy

Donaldson Company Inc Company Profile

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. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

Donaldson Company Inc Earnings Call Summary for Q1/2026

  • Donaldson (DCI) exceeded Q1 FY2026 expectations with EPS of $0.94 (vs $0.92 forecast) and revenue of $935.4M (vs $922.62M forecast), driving shares up 2.74% to $90 pre-market.
  • The company reported record 15.5% operating profit margin, with EPS increasing 13% year-over-year and revenue growing 4% to $935M compared to the same period last year.
  • Management returned $127M to shareholders through repurchases and dividends while raising full-year EPS guidance to a midpoint of $4.03 with projected sales of approximately $3.8B (1-5% growth).
  • CEO Todd Carpenter highlighted the company's 'global region-for-region footprint' as a key competitive advantage, with strategic investments in innovative technologies for power generation and data center infrastructure.
  • Despite strong performance, Donaldson faces potential challenges from supply chain disruptions, though expected tariff impacts were reduced from $35M to $25M, and uncertainties in Asia-Pacific markets, particularly China.
Last Updated: 2025-12-04, 10:58 a/m
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Compare DCI to Peers and Sector

Metrics to compare
DCI
Peers
Sector
Relationship
P/E Ratio
30.8x25.6x12.5x
PEG Ratio
−4.531.220.03
Price/Book
7.8x5.1x1.4x
Price / LTM Sales
3.2x3.1x1.3x
Upside (Analyst Target)
−5.8%0.0%16.2%
Fair Value Upside
Unlock−2.2%6.3%Unlock

Analyst Ratings

2 Buy
5 Hold
1 Sell
Ratings:
8 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 97.20
(-4.65% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Jefferies
Buy120.00+17.72%92.00UpgradeJan 09, 2026
Morgan Stanley
Hold93.00-8.77%84.00MaintainDec 15, 2025
Stifel
Hold96.00-5.83%90.00MaintainDec 05, 2025
Jefferies
Hold92.00-9.75%86.00MaintainDec 05, 2025
Baird
Buy96.00-5.83%85.00MaintainDec 03, 2025

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 3.21%
Dividend Yield
1.18%
Industry Median 1.24%
Annualized payout
1.20
Paid quarterly
5-Years Growth
+6.85%
Growth Streak

Earnings

Latest Release
Dec 04, 2025
EPS / Forecast
0.94 / 0.92
Revenue / Forecast
935.40M / 922.62M
EPS Revisions
Last 90 days

DCI Income Statement

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FAQ

What Is the Donaldson (DCI) Stock Price Today?

The Donaldson stock price today is 101.94

What Stock Exchange Does Donaldson Trade On?

Donaldson is listed and trades on the New York Stock Exchange stock exchange.

What Is the Stock Symbol for Donaldson?

The stock symbol for Donaldson is "DCI."

Does Donaldson Pay Dividends? What’s The Current Dividend Yield?

The Donaldson dividend yield is 1.18%.

What Is the Donaldson Market Cap?

As of today, Donaldson market cap is 11.76B.

What Is Donaldson's Earnings Per Share (TTM)?

The Donaldson EPS (TTM) is 3.21.

When Is the Next Donaldson Earnings Date?

Donaldson will release its next earnings report on Mar 04, 2026.

From a Technical Analysis Perspective, Is DCI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Donaldson Stock Split?

Donaldson has split 8 times.

How Many Employees Does Donaldson Have?

Donaldson has 15000 employees.

What is the current trading status of Donaldson (DCI)?

As of Feb 01, 2026, Donaldson (DCI) is trading at a price of 101.94, with a previous close of 103.32. The stock has fluctuated within a day range of 100.73 to 102.90, while its 52-week range spans from 57.45 to 103.78.

What Is Donaldson (DCI) Price Target According to Analysts?

The average 12-month price target for Donaldson is USD97.20, with a high estimate of USD120 and a low estimate of USD77. 2 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Neutral. The stock has an -4.65% Downside potential.

What Is the DCI After Hours Price?

DCI's last after hours stock price is 100.73, the stock has decreased by -1.21, or -1.19%.
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