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Donaldson Company, Inc. (DCI)

84.88 -0.18 (-0.22%)
As of 2:17:19 PM EDT. Market Open.
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Chart Range Bar
Loading chart for DCI
  • Previous Close 85.06
  • Open 85.40
  • Bid 84.99 x 20000
  • Ask 85.08 x 40000
  • Day's Range 84.87 - 85.81
  • 52 Week Range 79.61 - 112.84
  • Volume 195,961
  • Avg. Volume 627,435
  • Market Cap (intraday) 9.83B
  • Beta (5Y Monthly) 0.87
  • PE Ratio (TTM) 22.05
  • EPS (TTM) 3.85
  • Earnings Date Aug 26, 2026
  • Forward Dividend & Yield 1.24 (1.46%)
  • 1y Target Est 100.40
  • Morningstar Rating Rating available with Stock Picks access

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 platforms, missile systems, and ground defense vehicles and naval platforms. This segment sells its products to various distributors, OEMs, and direct-to-consumer. 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

15,500

Full Time Employees

July 31

Fiscal Year Ends

Industrials

Sector

Recent News

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Performance Overview

Trailing total returns as of 10/29/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

DCI
3.33%
S&P 500 (^GSPC)
12.47%

1-Year Return

DCI
2.87%
S&P 500 (^GSPC)
11.73%

3-Year Return

DCI
54.86%
S&P 500 (^GSPC)
86.99%

5-Year Return

DCI
52.68%
S&P 500 (^GSPC)
67.18%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q4 FY26
Revenue 1.06B
Earnings 129.3M
Profit Margin 12.21%

Q1

FY26

Q2

FY26

Q3

FY26

Q4

FY26

0
200M
400M
600M
800M
1B
10.5%
11.0%
11.5%
12.0%

Analyst Insights

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Analyst Price Targets

79.00
100.40 Average
84.88 Current
123.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 9/29/2026
Analyst Morgan Stanley
Rating Action Maintains
Rating Equal-Weight
Price Action Raises
Price Target 91 -> 95

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    11.68%

  • Return on Assets (ttm)

    10.91%

  • Return on Equity (ttm)

    28.21%

  • Revenue (ttm)

    3.89B

  • Net Income Avi to Common (ttm)

    453.8M

  • Diluted EPS (ttm)

    3.85

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    250.4M

  • Total Debt/Equity (mrq)

    78.37%

  • Levered Free Cash Flow (ttm)

    321.85M

Company Insights

Research Reports

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