
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
| Revenue (TTM) | $3.81B |
| Gross Profit (TTM) | $1.32B |
| EBITDA | $682.90M |
| Operating Margin | 16.30% |
| Return on Equity | 27.80% |
| Return on Assets | 12.00% |
| Revenue/Share (TTM) | $32.82 |
| Book Value | $14.63 |
| Price-to-Book | 6.09 |
| Price-to-Sales (TTM) | 2.67 |
| EV/Revenue | 2.818 |
| EV/EBITDA | 15.45 |
| Quarterly Earnings Growth (YoY) | 108.30% |
| Quarterly Revenue Growth (YoY) | 5.80% |
| Shares Outstanding | $115.91M |
| Float | $115.13M |
| % Insiders | 0.57% |
| % Institutions | 90.51% |
Volatility is currently expanding

Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?

Donaldson Company, Inc. (DCI) Presents at 46th Annual William Blair Growth Stock Conference Transcript

DCI beats Q3 earnings and revenue estimates as Mobile Solutions and Life Sciences growth lifted sales, while fiscal 2026 guidance remained intact.

Dividend increases include a boost of 6.67% from Dividend Champion Donaldson and a raise of 4.17% from Dividend King Lowe's. Canadian banks BMO, RY, and TD announced modest dividend hikes but are overvalued, with compressed yields near 3%. CSWC declared a special dividend, but its payout ratio above 100% and low quality and safety scores signal caution.

Some stocks are hot. Others are scorching.

Donaldson says Q3 execution and not demand was the issue, as it posts record sales and EPS, narrows its 2026 guidance, and closes Facet.

DCI raises its dividend again, extending a decades-long streak of shareholder returns backed by strong cash flow.

Donaldson Company, Inc. (DCI) Q3 2026 Earnings Call Transcript

Donaldson NYSE: DCI reported record third-quarter fiscal 2026 sales, adjusted operating margin and adjusted earnings per share, as strength in its Mobile Solutions and Life Sciences segments helped offset operational pressure in Industrial Solutions.

The headline numbers for Donaldson (DCI) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.