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Donaldson Company, Inc.
DCI
NYSE·Industrials·Industrial - Machinery·Mkt cap $10.3B
$87.80
▼ -0.81%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$69.03 - $112.84
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 24.4% 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
Stable
+3.9% over 3m
Quality
Stable
Excellent business quality
Dividend
Modest
1.38% 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: Aug 26, 2026
JUN 2, 2026
Reported EPS of $1.06 vs $1.05 consensus (+0.9% surprise). Revenue of $995.1M vs $973.6M expected (+2.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+0.9%
Next: Aug 26, 2026
Revenue trend · last 8Q
—
—
—
—
+1%
+5%
+4%
+3%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
$927.9M
$935.4M
$900.1M
$870.0M
$940.1M
$980.7M
$935.4M
$896.3M
Margins · last 8Q
Gross
33.4%
Operating
13.2%
Profit
10.3%
Wall Street consensus
3 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Baird · Mar 30, 2026