Donaldson Company Inc (DCI)

Currency in USD
88.52
-0.72(-0.81%)
Closed·
88.520.00(0.00%)
·
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Fair Value
Day's Range
87.0288.84
52 wk Range
61.17112.84
Key Statistics
Prev. Close
89.24
Open
88.65
Day's Range
87.02-88.84
52 wk Range
61.17-112.84
Volume
1.08M
Average Vol. (3m)
749.9K
1-Year Change
41.7454%
Book Value / Share
13.66
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
96.40
Upside
+8.90%
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
Strong Buy
Technical Indicators
Buy
Moving Averages
Strong Buy

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 Q2/2026

  • Donaldson Q2 FY2026 EPS of $0.83 missed forecast of $0.89 by 6.74%; revenue of $896.3M slightly below expectations at $898.59M.
  • Stock plunged 8.49% in premarket trading to $95.55 as operational inefficiencies drove operating margin down 120bps to 14.0% year-over-year.
  • Despite record Q2 sales of $896M (up 3% YoY), gross margin declined 150bps to 33.7% due to manufacturing challenges and supply chain constraints.
  • Company projects Q3 FY2026 EPS of $1.07 and Q4 EPS of $1.16, with revenues of $974.46M and $1.013B respectively; expects margin improvements ahead.
  • CEO Carpenter emphasized strategic Facet acquisition will enhance long-term performance as company addresses near-term operational headwinds.
Last Updated: 02/26/2026, 11:51 AM
Read Full Transcript
Donaldson investor slides for Q2/2026
Donaldson Q2 FY26 slides
Last Update: Feb 26, 2026
See full investor slides

Compare DCI to Peers and Sector

Metrics to compare
DCI
Peers
Sector
Relationship
P/E Ratio
27.1x34.6x12.6x
PEG Ratio
−4.171.980.03
Price / Book
6.5x5.1x1.4x
Price / LTM Sales
2.7x4.0x1.3x
Upside (Analyst Target)
6.5%13.5%20.0%
Fair Value Upside
Unlock−5.0%5.5%Unlock

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 96.40
(+8.90% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Baird
Buy95.00+7.32%104.00MaintainMar 30, 2026
Morgan Stanley
Hold93.00+5.06%-MaintainMar 09, 2026
Baird
Buy104.00+17.49%110.00MaintainFeb 27, 2026
Stifel
Hold96.00+8.45%96.00MaintainFeb 24, 2026
Jefferies
Buy123.00+38.95%120.00MaintainFeb 02, 2026

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 3.20%
Dividend Yield
1.35%
Industry Median 1.43%
Annualized Payout
1.20
Paid quarterly
5-Years Growth
+7.39%
Growth Streak

Earnings

Latest Release
Feb 26, 2026
EPS / Forecast
0.83 / 0.89
Revenue / Forecast
896.3M / 898.59M
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 88.52 USD.

What Stock Exchange Does Donaldson Trade On?

Donaldson is listed and trades on the New York 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 1.35%.

What Is the Donaldson Market Cap?

As of today, Donaldson market cap is 10.24B USD.

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

The Donaldson EPS (TTM) is 3.20.

When Is the Next Donaldson Earnings Date?

Donaldson will release its next earnings report on Jun 09, 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 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 Apr 16, 2026, Donaldson (DCI) is trading at a price of 88.52 USD, with a previous close of 89.24 USD. The stock has fluctuated within a day range of 87.02 USD to 88.84 USD, while its 52-week range spans from 61.17 USD to 112.84 USD.

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

The average 12-month price target for Donaldson is 96.40 USD, with a high estimate of 123 USD and a low estimate of 77 USD. 2 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Neutral. The stock has an +8.90% Upside potential.
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