Donaldson Company, Inc.
DCI
NYSE·Industrials·Industrial - Machinery·Mkt cap $10.6B
$91.03
▲ +0.47%
P/E
23.22
Mkt Cap
$10.6B
52-Wk Range
$79.42–$112.84
52-Week Range
$79.42 - $112.84
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 12.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- 100+ year heritage and brand recognition in filtration technology
- Diversified customer base including OEMs and independent distributors across multiple industries
- Recurring revenue model from replacement filters and maintenance products
- Comprehensive product portfolio addressing diverse filtration applications and regulatory requirements
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Increasing environmental and emissions regulations driving demand for advanced filtration solutions
Value
Fairly valued vs Industrial Machinery peers
Momentum
Strong
+8.8% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
1.36% yield
Smart-money signal
Who's buying DCI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Dec 3, 2026
AUG 26, 2026
Reported EPS of $1.15 vs $1.13 consensus (+1.8% surprise). Revenue of $1.1B vs $1.0B expected (+1.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.8%
Revenue trend · last 8Q
—
—
+1%
+5%
+4%
+3%
+6%
+8%
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
Q4 26
$900.1M
$870.0M
$940.1M
$980.7M
$935.4M
$896.3M
$995.1M
$1.1B
Margins · last 8Q
Gross
36.3%
Operating
17.2%
Profit
12.2%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Baird · Mar 30, 2026
vs Industry
How DCI stacks vs Industrial - Machinery
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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