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Donaldson Company, Inc. (DCI)

83.35 -0.37 (-0.44%)
At close: May 28 at 4:00:02 PM EDT
83.89 +0.54 (+0.65%)
Pre-Market: 7:26:45 AM EDT
Trade DCI on Coinbase
Chart Range Bar
Loading chart for DCI
  • Previous Close 83.72
  • Open 83.18
  • Bid 33.70 x 110000
  • Ask 87.35 x 30000
  • Day's Range 82.21 - 83.62
  • 52 Week Range 67.71 - 112.84
  • Volume 423,896
  • Avg. Volume 622,772
  • Market Cap (intraday) 9.653B
  • Beta (5Y Monthly) 1.00
  • PE Ratio (TTM) 26.05
  • EPS (TTM) 3.20
  • Earnings Date Jun 2, 2026
  • Forward Dividend & Yield 1.20 (1.44%)
  • Ex-Dividend Date Feb 12, 2026
  • 1y Target Est 96.40

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.

www.donaldson.com

15,000

Full Time Employees

July 31

Fiscal Year Ends

Industrials

Sector

Performance Overview

Trailing total returns as of 5/28/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

DCI
5.73%
S&P 500 (^GSPC)
10.49%

1-Year Return

DCI
22.04%
S&P 500 (^GSPC)
28.45%

3-Year Return

DCI
35.40%
S&P 500 (^GSPC)
79.85%

5-Year Return

DCI
46.04%
S&P 500 (^GSPC)
79.91%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 896.3M
Earnings 97.5M

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
200M
400M
600M
800M

Analyst Insights

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Analyst Price Targets

77.00
96.40 Average
83.35 Current
123.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 3/30/2026
Analyst Baird
Rating Action Maintains
Rating Outperform
Price Action Lowers
Price Target 104 -> 95

Statistics

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Valuation Measures

Annual
As of 5/28/2026
  • Market Cap

    9.65B

  • Enterprise Value

    10.14B

  • Trailing P/E

    26.05

  • Forward P/E

    19.16

  • PEG Ratio (5yr expected)

    1.60

  • Price/Sales (ttm)

    2.63

  • Price/Book (mrq)

    6.13

  • Enterprise Value/Revenue

    2.70

  • Enterprise Value/EBITDA

    16.19

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    10.09%

  • Return on Assets (ttm)

    11.80%

  • Return on Equity (ttm)

    24.27%

  • Revenue (ttm)

    3.75B

  • Net Income Avi to Common (ttm)

    378.5M

  • Diluted EPS (ttm)

    3.20

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    194.4M

  • Total Debt/Equity (mrq)

    43.22%

  • Levered Free Cash Flow (ttm)

    252.96M

Compare

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Company Insights

Fair Value

83.35 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports

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  • Raising target price to $81.00

    DONALDSON CO INC has an Investment Rating of HOLD; a target price of $81.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Medium.

    Rating
    Price Target
  • Lowering target price to $77.00

    DONALDSON CO INC has an Investment Rating of HOLD; a target price of $77.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Medium.

    Rating
    Price Target
  • Lowering target price to $81.00

    DONALDSON CO INC has an Investment Rating of HOLD; a target price of $81.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Medium.

    Rating
    Price Target
  • Rating decreased to a HOLD

    DONALDSON CO INC has an Investment Rating of HOLD; a target price of $82.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Medium.

    Rating
    Price Target

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