Market Cap 10.35B
Revenue (ttm) 3.89B
Net Income (ttm) 453.80M
EPS (ttm) N/A
PE Ratio 22.16
Forward PE 20.34
Profit Margin 11.68%
Debt to Equity Ratio 0.73
Volume 561,900
Avg Vol 662,656
Day's Range N/A - N/A
Shares Out 115.91M
Stochastic %K 28%
Beta 0.92
Analysts Sell
Price Target $104.40

Company Profile

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 (...

Industry: Specialty Industrial Machinery
Sector: Industrials
Phone: 952 887 3131
Address:
1400 West 94th Street, Bloomington, United States
macroaxis
macroaxis Aug. 29 at 3:37 PM
$DCI implied volatility stands at 0.39 for Donaldson https://www.macroaxis.com/stock-options/DCI/Donaldson?utm_source=dlvr.it&utm_medium=stocktwits
0 · Reply
27R
27R Aug. 26 at 4:05 PM
$DCI Buckle up — earnings after the close today.
0 · Reply
EarningsInsider
EarningsInsider Aug. 26 at 3:01 PM
https://www.marketbeat.com/earnings/reports/2026-8-25-donaldson-company-inc-stock/ $DCI Donaldson Earnings Transcript
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 1:08 PM
$PLAB $ANF $MOV $SJM $DCI PRE-MARKET MOVERS: Currently Higher After Earnings: - Photronics (PLAB) up 20.9% - Abercrombie & Fitch (ANF) up 13.4% - Movado (MOV) up 3.8% - J.M. Smucker (SJM) up 5.2% - Donaldson (DCI) up 3.8% - Semtech (SMTC) up 0.2% Currently Also Higher: - Cre8 Enterprise (CRE) up 139.7% after announcing that the number of customers it served and its project backlog each reached record levels as of June 30 - Target Hospitality (TH) up 5.5% after reporting a new multi-year lease and services agreement to provide facility and hospitality services for a hyperscaler's data center development in the Pecos region of West Texas Currently Lower After Earnings: - Intuit (INTU) down 10.3% - Kohl's (KSS) down 8.1% - Zoom Communications (ZM) down 6.4% - Dycom (DY) down 8.7% - Bath & Body Works (BBWI) down 2.5% - Li Auto (LI) down 1.2% - Williams Sonoma (WSM) down 5.0% Currently Also Lower: - Boston Scientific (BSX) down 5.6% after disclosing a cybersecurity incident affecting its information technology systems that has resulted in a global disruption to the company's operations
0 · Reply
OpenOutcrier
OpenOutcrier Aug. 26 at 12:20 PM
$DCI (+2.4% pre) Donaldson (DCI) Tops Q4 Earnings and Revenue Estimates https://ooc.bz/l/112350
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:45 AM
$DCI Donaldson sees FY27 CapEx $70M-$90M FY27 free cash flow conversion is projected to be between 95% and 105%. For the full year, Donaldson expects to repurchase approximately 1% of its shares outstanding.
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:43 AM
$DCI Donaldson sees FY27 mobile sales up 2%-6% y/y Mobile sales are expected to increase 2% to 6% year over year. Off-Road sales are projected to increase mid-single digits and On-Road sales are estimated to increase high-single digits due to favorable end-market conditions, including in construction and transportation. Aftermarket sales are forecast to grow mid-single digits, driven by ongoing market share gains and continued strength in vehicle utilization rates. Industrial sales are expected to grow mid-teens versus 2026. IFS sales are forecast to increase mid-single digits with strength across all businesses, including dust collection and Power Generation. Aerospace and Defense sales are projected to increase over 50%, driven by incremental Facet sales. Organic Aerospace and Defense sales growth is forecast in the mid-teens from improving supply chain conditions after pressure in 2026. Life Sciences sales are projected to grow between 7% and 11% compared with prior year from continued strength in Food & Beverage and Disk Drive volume growth. Operating margin is expected to be between 16.6% and 17.2% versus 15.4%, or 16.0% on an adjusted basis, in 2026, driven by gross margin expansion, partially offset by expense deleveraging, largely as a result of the full-year impact of Facet run-rate expenses as well as higher amortization expense.
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:42 AM
$DCI Donaldson sees FY27 EPS $4.22-$4.38, consensus $4.41 Sees FY27 sales growth of 5.5%-9.5%, consensus $4.16B. FY27 EPS inclusive of 12c of dilution from Facet acquisition .
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:42 AM
$DCI Donaldson reports Q4 adjusted EPS $1.15, consensus $1.13 Reports Q4 revenue $1.1B, consensus $1.05B. "Donaldson's fourth quarter sales and earnings reached an all-time high, driven by strong organic volume growth, augmented by the acquisition of Facet Filtration, and supported by robust execution across all three of our segments," said Rich Lewis, president and chief executive officer. "Our global teams successfully delivered another significant step-up in profitability through ongoing operational improvements in Industrial Solutions and continued momentum in Mobile Solutions and Life Sciences. "We enter fiscal 2027 focused on capitalizing on increasing demand in several of our key, higher-margin businesses, further improving our operating efficiency and thoughtfully investing for future profitable growth, all aimed at serving our customers through our differentiated technology-led solutions. We are forecasting another record year, including record sales, operating margin, and earnings, as we build an even stronger Donaldson for the future and continue our long history of shareholder value creation."
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Aug. 26 at 10:14 AM
$DCI Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.15 up 11.65% YoY • Reported revenue of $1.06B up 7.96% YoY • Donaldson Company, Inc. expects full-year fiscal 2027 sales growth between 5.5% and 9.5% and EPS between $4.22 to $4.38, inclusive of $0.12 of dilution from the Facet acquisition.
0 · Reply
Latest News on DCI
Donaldson price target raised to $95 from $91 at Stifel

2026-08-28T17:25:25.000Z - 16 days ago

Donaldson price target raised to $95 from $91 at Stifel


Donaldson price target raised to $110 from $105 at Baird

2026-08-27T10:46:04.000Z - 17 days ago

Donaldson price target raised to $110 from $105 at Baird


Donaldson Company Earnings Call Transcript: Q4 2026

Aug 26, 2026, 10:00 AM EDT - 18 days ago

Donaldson Company Earnings Call Transcript: Q4 2026


Donaldson Company Earnings release: Q4 2026

Aug 26, 2026, 10:00 AM EDT - 18 days ago

Donaldson Company Earnings release: Q4 2026


Donaldson Company Slides: Q4 2026

Aug 26, 2026, 10:00 AM EDT - 18 days ago

Donaldson Company Slides: Q4 2026


Donaldson reports Q4 adjusted EPS $1.15, consensus $1.13

2026-08-26T10:05:58.000Z - 18 days ago

Donaldson reports Q4 adjusted EPS $1.15, consensus $1.13


Donaldson sees FY27 CapEx $70M-$90M

2026-08-26T10:05:24.000Z - 18 days ago

Donaldson sees FY27 CapEx $70M-$90M


Donaldson price target raised to $105 from $95 at Baird

2026-08-19T10:55:07.000Z - 25 days ago

Donaldson price target raised to $105 from $95 at Baird


Donaldson Company Declares Quarterly Cash Dividend

Jul 31, 2026, 2:55 PM EDT - 6 weeks ago

Donaldson Company Declares Quarterly Cash Dividend


Donaldson price target lowered to $91 from $96 at Stifel

2026-06-04T11:27:16.000Z - 3 months ago

Donaldson price target lowered to $91 from $96 at Stifel


Donaldson Company Earnings Call Transcript: Q3 2026

Jun 2, 2026, 10:00 AM EDT - 3 months ago

Donaldson Company Earnings Call Transcript: Q3 2026


Donaldson Company Earnings release: Q3 2026

Jun 2, 2026, 10:00 AM EDT - 3 months ago

Donaldson Company Earnings release: Q3 2026


Donaldson Company Slides: Q3 2026

Jun 2, 2026, 10:00 AM EDT - 3 months ago

Donaldson Company Slides: Q3 2026


Donaldson Company Quarterly report: Q3 2026

Jun 2, 2026, 10:00 AM EDT - 3 months ago

Donaldson Company Quarterly report: Q3 2026


Donaldson raises quarterly cash dividend 6.7% to 32c per share

2026-05-29T18:01:06.000Z - 3 months ago

Donaldson raises quarterly cash dividend 6.7% to 32c per share


Donaldson Company Increases Quarterly Cash Dividend 6.7%

May 29, 2026, 1:53 PM EDT - 3 months ago

Donaldson Company Increases Quarterly Cash Dividend 6.7%


Donaldson Honors Patent Recipients and Inventor Award Winners

May 12, 2026, 2:01 PM EDT - 4 months ago

Donaldson Honors Patent Recipients and Inventor Award Winners


Donaldson Completes Acquisition of Facet Filtration

May 4, 2026, 4:12 PM EDT - 4 months ago

Donaldson Completes Acquisition of Facet Filtration


Donaldson price target lowered to $95 from $104 at Baird

2026-03-30T09:38:57.000Z - 5 months ago

Donaldson price target lowered to $95 from $104 at Baird


Donaldson Company Earnings Call Transcript: Q2 2026

Feb 26, 2026, 10:00 AM EST - 6 months ago

Donaldson Company Earnings Call Transcript: Q2 2026


Donaldson Company Quarterly report: Q2 2026

Feb 26, 2026, 10:00 AM EST - 6 months ago

Donaldson Company Quarterly report: Q2 2026


Donaldson Company Earnings release: Q2 2026

Feb 26, 2026, 10:00 AM EST - 6 months ago

Donaldson Company Earnings release: Q2 2026


Donaldson Company Slides: Q2 2026

Feb 26, 2026, 10:00 AM EST - 6 months ago

Donaldson Company Slides: Q2 2026


Donaldson Company Earnings Call Transcript: Q1 2026

Dec 4, 2025, 10:00 AM EST - 9 months ago

Donaldson Company Earnings Call Transcript: Q1 2026


Donaldson Company Quarterly report: Q1 2026

Dec 4, 2025, 10:00 AM EST - 9 months ago

Donaldson Company Quarterly report: Q1 2026


Donaldson Company Earnings release: Q1 2026

Dec 4, 2025, 10:00 AM EST - 9 months ago

Donaldson Company Earnings release: Q1 2026


Donaldson Company Slides: Q1 2026

Dec 4, 2025, 10:00 AM EST - 9 months ago

Donaldson Company Slides: Q1 2026


Donaldson Company Transcript: 49th Annual Automotive Symposium

Nov 3, 2025, 6:00 PM EST - 10 months ago

Donaldson Company Transcript: 49th Annual Automotive Symposium


Donaldson Company Proxy statement: Proxy Filing

Oct 6, 2025, 8:00 AM EDT - 11 months ago

Donaldson Company Proxy statement: Proxy Filing


Donaldson Company Proxy statement: Proxy Filing

Oct 6, 2025, 8:00 AM EDT - 11 months ago

Donaldson Company Proxy statement: Proxy Filing


Donaldson Company Earnings Call Transcript: Q4 2025

Aug 27, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Earnings Call Transcript: Q4 2025


Donaldson Company Annual report: Q4 2025

Aug 27, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Annual report: Q4 2025


Donaldson Company Earnings release: Q4 2025

Aug 27, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Earnings release: Q4 2025


Donaldson Company Slides: Q4 2025

Aug 27, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Slides: Q4 2025


Donaldson Company Earnings Call Transcript: Q3 2025

Jun 3, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Earnings Call Transcript: Q3 2025


Donaldson Company Quarterly report: Q3 2025

Jun 3, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Quarterly report: Q3 2025


Donaldson Company Earnings release: Q3 2025

Jun 3, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Earnings release: Q3 2025


Donaldson Company Slides: Q3 2025

Jun 3, 2025, 10:00 AM EDT - 1 year ago

Donaldson Company Slides: Q3 2025


Donaldson Appoints Richard Lewis Chief Operating Officer

Jun 2, 2025, 4:15 PM EDT - 1 year ago

Donaldson Appoints Richard Lewis Chief Operating Officer


Donaldson Company Increases Quarterly Cash Dividend 11.1%

May 30, 2025, 2:15 PM EDT - 1 year ago

Donaldson Company Increases Quarterly Cash Dividend 11.1%


Donaldson Company Earnings Call Transcript: Q2 2025

Feb 27, 2025, 10:00 AM EST - 1 year ago

Donaldson Company Earnings Call Transcript: Q2 2025


Donaldson Company Quarterly report: Q2 2025

Feb 27, 2025, 10:00 AM EST - 1 year ago

Donaldson Company Quarterly report: Q2 2025


Donaldson Company Earnings release: Q2 2025

Feb 27, 2025, 10:00 AM EST - 1 year ago

Donaldson Company Earnings release: Q2 2025


Donaldson Company Slides: Q2 2025

Feb 27, 2025, 10:00 AM EST - 1 year ago

Donaldson Company Slides: Q2 2025


Donaldson Company Earnings Call Transcript: Q1 2025

Dec 3, 2024, 10:00 AM EST - 1 year ago

Donaldson Company Earnings Call Transcript: Q1 2025


Donaldson Company Quarterly report: Q1 2025

Dec 3, 2024, 10:00 AM EST - 1 year ago

Donaldson Company Quarterly report: Q1 2025


Donaldson Company Earnings release: Q1 2025

Dec 3, 2024, 10:00 AM EST - 1 year ago

Donaldson Company Earnings release: Q1 2025


Donaldson Company Slides: Q1 2025

Dec 3, 2024, 10:00 AM EST - 1 year ago

Donaldson Company Slides: Q1 2025


Donaldson Company Proxy statement: Proxy Filing

Oct 2, 2024, 8:00 AM EDT - 1 year ago

Donaldson Company Proxy statement: Proxy Filing


Donaldson Company Proxy statement: Proxy Filing

Oct 2, 2024, 8:00 AM EDT - 1 year ago

Donaldson Company Proxy statement: Proxy Filing


macroaxis
macroaxis Aug. 29 at 3:37 PM
$DCI implied volatility stands at 0.39 for Donaldson https://www.macroaxis.com/stock-options/DCI/Donaldson?utm_source=dlvr.it&utm_medium=stocktwits
0 · Reply
27R
27R Aug. 26 at 4:05 PM
$DCI Buckle up — earnings after the close today.
0 · Reply
EarningsInsider
EarningsInsider Aug. 26 at 3:01 PM
https://www.marketbeat.com/earnings/reports/2026-8-25-donaldson-company-inc-stock/ $DCI Donaldson Earnings Transcript
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 1:08 PM
$PLAB $ANF $MOV $SJM $DCI PRE-MARKET MOVERS: Currently Higher After Earnings: - Photronics (PLAB) up 20.9% - Abercrombie & Fitch (ANF) up 13.4% - Movado (MOV) up 3.8% - J.M. Smucker (SJM) up 5.2% - Donaldson (DCI) up 3.8% - Semtech (SMTC) up 0.2% Currently Also Higher: - Cre8 Enterprise (CRE) up 139.7% after announcing that the number of customers it served and its project backlog each reached record levels as of June 30 - Target Hospitality (TH) up 5.5% after reporting a new multi-year lease and services agreement to provide facility and hospitality services for a hyperscaler's data center development in the Pecos region of West Texas Currently Lower After Earnings: - Intuit (INTU) down 10.3% - Kohl's (KSS) down 8.1% - Zoom Communications (ZM) down 6.4% - Dycom (DY) down 8.7% - Bath & Body Works (BBWI) down 2.5% - Li Auto (LI) down 1.2% - Williams Sonoma (WSM) down 5.0% Currently Also Lower: - Boston Scientific (BSX) down 5.6% after disclosing a cybersecurity incident affecting its information technology systems that has resulted in a global disruption to the company's operations
0 · Reply
OpenOutcrier
OpenOutcrier Aug. 26 at 12:20 PM
$DCI (+2.4% pre) Donaldson (DCI) Tops Q4 Earnings and Revenue Estimates https://ooc.bz/l/112350
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:45 AM
$DCI Donaldson sees FY27 CapEx $70M-$90M FY27 free cash flow conversion is projected to be between 95% and 105%. For the full year, Donaldson expects to repurchase approximately 1% of its shares outstanding.
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:43 AM
$DCI Donaldson sees FY27 mobile sales up 2%-6% y/y Mobile sales are expected to increase 2% to 6% year over year. Off-Road sales are projected to increase mid-single digits and On-Road sales are estimated to increase high-single digits due to favorable end-market conditions, including in construction and transportation. Aftermarket sales are forecast to grow mid-single digits, driven by ongoing market share gains and continued strength in vehicle utilization rates. Industrial sales are expected to grow mid-teens versus 2026. IFS sales are forecast to increase mid-single digits with strength across all businesses, including dust collection and Power Generation. Aerospace and Defense sales are projected to increase over 50%, driven by incremental Facet sales. Organic Aerospace and Defense sales growth is forecast in the mid-teens from improving supply chain conditions after pressure in 2026. Life Sciences sales are projected to grow between 7% and 11% compared with prior year from continued strength in Food & Beverage and Disk Drive volume growth. Operating margin is expected to be between 16.6% and 17.2% versus 15.4%, or 16.0% on an adjusted basis, in 2026, driven by gross margin expansion, partially offset by expense deleveraging, largely as a result of the full-year impact of Facet run-rate expenses as well as higher amortization expense.
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:42 AM
$DCI Donaldson sees FY27 EPS $4.22-$4.38, consensus $4.41 Sees FY27 sales growth of 5.5%-9.5%, consensus $4.16B. FY27 EPS inclusive of 12c of dilution from Facet acquisition .
0 · Reply
DonCorleone77
DonCorleone77 Aug. 26 at 10:42 AM
$DCI Donaldson reports Q4 adjusted EPS $1.15, consensus $1.13 Reports Q4 revenue $1.1B, consensus $1.05B. "Donaldson's fourth quarter sales and earnings reached an all-time high, driven by strong organic volume growth, augmented by the acquisition of Facet Filtration, and supported by robust execution across all three of our segments," said Rich Lewis, president and chief executive officer. "Our global teams successfully delivered another significant step-up in profitability through ongoing operational improvements in Industrial Solutions and continued momentum in Mobile Solutions and Life Sciences. "We enter fiscal 2027 focused on capitalizing on increasing demand in several of our key, higher-margin businesses, further improving our operating efficiency and thoughtfully investing for future profitable growth, all aimed at serving our customers through our differentiated technology-led solutions. We are forecasting another record year, including record sales, operating margin, and earnings, as we build an even stronger Donaldson for the future and continue our long history of shareholder value creation."
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Aug. 26 at 10:14 AM
$DCI Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.15 up 11.65% YoY • Reported revenue of $1.06B up 7.96% YoY • Donaldson Company, Inc. expects full-year fiscal 2027 sales growth between 5.5% and 9.5% and EPS between $4.22 to $4.38, inclusive of $0.12 of dilution from the Facet acquisition.
0 · Reply
Estimize
Estimize Aug. 26 at 10:01 AM
$DCI reported - EPS and - revenue for Q4. http://www.estimize.com/intro/dci?chart=historical&metric_name=eps&utm_content=DCI&utm_medium=act
0 · Reply
bittersaint
bittersaint Aug. 5 at 9:57 PM
$DCI Interesting
0 · Reply
Following_the_trend
Following_the_trend Jul. 28 at 2:26 PM
$DCI Great two month run and really turning up past three days. Very few followers.
0 · Reply
DividendPower
DividendPower Jul. 16 at 3:56 PM
Donaldson: Growth Through Acquisition Is Creating A Moat $DCI https://seekingalpha.com/article/4922684-donaldson-growth-through-acquisition-is-creating-a-moat
0 · Reply
BillionerOfKing
BillionerOfKing Jun. 24 at 4:43 PM
$DCI Current Stock Price: $85.71 Contracts to trade: $85.0 DCI Jul 17 2026 Call Entry: $2.55 Exit: $4.40 ROI: 72% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
Estimize
Estimize Jun. 4 at 10:00 AM
Wall St is expecting 1.14 EPS for $DCI Q4 [Reporting 09/02 BMO] http://www.estimize.com/intro/dci?chart=historical&metric_name=eps&utm_cont
0 · Reply
MarketBeat
MarketBeat Jun. 2 at 4:08 PM
https://marketbeat.com/a/8688559/ $DCI Donaldson Q3 Earnings Call Highlights
0 · Reply
EarningsInsider
EarningsInsider Jun. 2 at 3:02 PM
https://www.marketbeat.com/earnings/reports/2026-6-1-donaldson-company-inc-stock/ $DCI Donaldson Earnings Transcript
0 · Reply
stockpicker63
stockpicker63 Jun. 2 at 2:21 PM
Stocks to Watch Today – Strong Buy Signals 📊$AGCO Agco Corp is surging +5.2%, showing strong bullish momentum and approaching resistance. $DCI Donaldson Company is gaining traction with a +4.3% move, trending higher.
0 · Reply
DonCorleone77
DonCorleone77 Jun. 2 at 1:11 PM
$PE $CTRN $SIG $DG $DCI PRE-MARKET MOVERS: Currently Higher After Earnings: - HPE (HPE) up 27.5% - Citi Trends (CTRN) up 14.4% - Signet Jewelers (SIG) up 5.5% - Dollar General (DG) up 5.1% - Donaldson (DCI) up 3.3% Currently Also Higher: - Marvell (MRVL) up 16.3% after Nvidia (NVDA) CEO Jensen Huang said at Computex Week in Taipei that the company is set to be the "next trillion-dollar company" - Aveanna (AVAH) up 9.4% after raising its full-year outlook following completion of the acquisition of Family First Holding - Microchip (MCHP) up 7.6% after FY26 data center solution revenue pre-announcement Currently Lower After Earnings: - Oddity (ODD) down 23.5% - Credo Technology (CRDO) down 4.4% Currently Also Lower: - Fulcrum Therapeutics (FULC) down 51.5% after announcing the discontinuation of its pociredir program for the treatment of sickle cell disease and the initiation of a review of strategic alternatives - Philip Morris (PM) down 0.9% after cutting its full-year EPS view
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Jun. 2 at 10:17 AM
$DCI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.02 up 108.16% YoY • Reported revenue of $995.1M up 5.85% YoY • Donaldson narrowed its fiscal 2026 guidance, expecting organic adjusted full-year EPS between $3.94 and $4.01, an increase of 7% to 9% versus fiscal 2025, with organic sales growth of 3% to 5%.
0 · Reply
Estimize
Estimize Jun. 2 at 10:00 AM
$DCI reported - EPS and - revenue for Q3. http://www.estimize.com/intro/dci?chart=historical&metric_name=eps&utm_content=DCI&utm_medium=act
0 · Reply