Donaldson Company, Inc. (DCI)
| Market Cap | 10.17B +8.3% |
| Revenue (ttm) | 3.89B +5.3% |
| Net Income | 453.80M +23.7% |
| EPS | 3.85 +26.2% |
| Shares Out | 115.91M |
| PE Ratio | 22.80 |
| Forward PE | 20.27 |
| Dividend | $1.28 (1.46%) |
| Ex-Dividend Date | Aug 17, 2026 |
| Volume | 708,443 |
| Open | 87.56 |
| Previous Close | 87.21 |
| Day's Range | 86.34 - 87.83 |
| 52-Week Range | 79.61 - 112.84 |
| Beta | 0.87 |
| Analysts | Hold |
| Price Target | 100.40 (+14.39%) |
| Est. Earnings | Dec 3, 2026 |
About DCI
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, an... [Read more]
Financial Performance
In fiscal year 2026, Donaldson Company's revenue was $3.89 billion, an increase of 5.28% compared to the previous year's $3.69 billion. Earnings were $453.80 million, an increase of 23.65%.
Financial StatementsAnalyst Summary
According to 8 analysts, the average rating for DCI stock is "Hold." The 12-month stock price target is $100.4, which is an increase of 14.39% from the latest price.
News
Donaldson Company Proxy statement: Proxy filing
Donaldson Company filed a proxy statement on October 6, 2026, providing details for shareholder voting and corporate governance matters.
Donaldson Company Proxy statement: Proxy filing
Donaldson Company filed a proxy statement on October 6, 2026, providing details for shareholder voting and corporate governance matters.
Donaldson price target raised to $95 from $91 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Donaldson (DCI) to $95 from $91 and keeps an Equal Weight rating on the shares.
Donaldson Company Transcript: Morgan Stanley's 14th Annual Laguna Conference
Strategic priorities remain steady, with evolving execution and a focus on portfolio optimization and disciplined pricing. Recurring revenue and aftermarket parts drive stability, while acquisitions like Facet expand market reach. Margins are set to rebound as cost initiatives and pricing strategies take effect.
Graco Inc. Appoints Richard B. Lewis to the Board of Directors
MINNEAPOLIS--(BUSINESS WIRE)--Graco Inc. (NYSE:GGG) announced today that Richard B. Lewis has been appointed as a member of the company's Board of Directors, effective December 3, 2026. Mr. Lewis is P...
Donaldson Company Transcript: Jefferies Global Industrials Conference 2026
A technology-driven filtration company projects 7.5% sales growth and 8% EPS growth for FY2027, driven by price, share gains, and the Facet acquisition. Strong performance is expected across all segments, with a focus on high-margin recurring revenue and disciplined capital allocation.
Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Rich Lewis, president, and chief e...
Donaldson price target raised to $95 from $91 at Stifel
Stifel raised the firm’s price target on Donaldson (DCI) to $95 from $91 and keeps a Hold rating on the shares. After fiscal Q4 results beat expectations on sales and…
Donaldson price target raised to $110 from $105 at Baird
Baird analyst Quinn Fredrickson raised the firm’s price target on Donaldson (DCI) to $110 from $105 and keeps an Outperform rating on the shares. The firm updated its model following…
Donaldson Company Earnings Call Transcript: Q4 2026
Record annual sales and EPS were achieved, with Q4 sales surpassing $1 billion for the first time, driven by volume, pricing, and the Facet acquisition. Fiscal 2027 guidance calls for continued growth, margin expansion, and strong cash flow, with all segments contributing and operational headwinds expected to normalize by mid-year.
Donaldson Company Earnings release: Q4 2026
Donaldson Company released its Q4 2026 earnings on August 26, 2026, summarizing the period's financial results.
Donaldson Company Slides: Q4 2026
Donaldson Company has posted slides in relation to its Q4 2026 quarterly earnings report, which was published on August 26, 2026.
Donaldson Company Annual report: Q4 2026
Donaldson Company has published its Q4 2026 annual report on August 26, 2026.
Donaldson reports Q4 adjusted EPS $1.15, consensus $1.13
Reports Q4 revenue $1.1B, consensus $1.05B. “Donaldson’s (DCI) fourth quarter sales and earnings reached an all-time high, driven by strong organic volume growth, augmented by the acquisition of Facet...
Donaldson sees FY27 CapEx $70M-$90M
FY27 free cash flow conversion is projected to be between 95% and 105%. For the full year, Donaldson (DCI) expects to repurchase approximately 1% of its shares outstanding. Published first…
Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported fiscal 2026 GAAP net e...
Donaldson price target raised to $105 from $95 at Baird
Baird raised the firm’s price target on Donaldson (DCI) to $105 from $95 and keeps an Outperform rating on the shares. The firm updated it model ahead of it Q4…
Donaldson to Webcast Fourth Quarter Fiscal 2026 Earnings Conference Call
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its fourth quarter 2026 earnings conferenc...
Donaldson Company Declares Quarterly Cash Dividend
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) today announced its Board of Directors declared a regular cash dividend of 32.0 cents per share. The dividend is payable August 31st, ...
Donaldson Company Transcript: 46th Annual William Blair Growth Stock Conference
A pure-play filtration leader reported record Q3 results and expects fiscal 2026 to set new highs in sales, profit, and EPS. Strategic acquisitions, pricing discipline, and expansion into high-purity and AI-driven markets are fueling growth and margin gains.
Donaldson price target lowered to $91 from $96 at Stifel
Stifel lowered the firm’s price target on Donaldson (DCI) to $91 from $96 and keeps a Hold rating on the shares. The firm updated estimates following a fiscal Q3 beat…
Donaldson Company Earnings Call Transcript: Q3 2026
Record quarterly sales and margins were achieved, driven by strong Mobile Solutions and Life Sciences performance, while Industrial Solutions faced temporary margin pressure from plant transitions. The Facet acquisition expands high-margin recurring revenue, and full-year guidance was raised for sales, margin, and EPS.
Donaldson Company Earnings release: Q3 2026
Donaldson Company released its Q3 2026 earnings on June 2, 2026, summarizing the period's financial results.
Donaldson Company Slides: Q3 2026
Donaldson Company has posted slides in relation to its Q3 2026 quarterly earnings report, which was published on June 2, 2026.
Donaldson Company Quarterly report: Q3 2026
Donaldson Company has published its Q3 2026 quarterly earnings report on June 2, 2026.