Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
| Revenue (TTM) | $3.89B |
| Gross Profit (TTM) | $1.36B |
| EBITDA | $713.60M |
| Operating Margin | 17.00% |
| Return on Equity | 28.20% |
| Return on Assets | 10.90% |
| Revenue/Share (TTM) | $33.55 |
| Book Value | $15.21 |
| Price-to-Book | 5.70 |
| Price-to-Sales (TTM) | 2.62 |
| EV/Revenue | 2.864 |
| EV/EBITDA | 15.29 |
| Quarterly Earnings Growth (YoY) | 14.00% |
| Quarterly Revenue Growth (YoY) | 8.00% |
| Shares Outstanding | $115.82M |
| Float | $115.09M |
| % Insiders | 0.58% |
| % Institutions | 93.09% |
Volatility is currently expanding
The Zacks Pollution Control industry is poised to gain from healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, CECO, FTEK and LIQT are some notable stocks in the industry.
Donaldson Company is rated Buy, driven by recurring replacement demand and a diversified filtration portfolio supporting margin recovery and growth. DCI's installed base and aftermarket sales provide resilience, while recent acquisitions like Facet enhance consumables exposure and recurring revenue streams. Fiscal 2027 projections include $4.18B revenue, 16.9% GAAP operating margin, and ~$4.30 EPS, with upside to $4.72 EPS in 2028 if operational improvements persist.
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
Donaldson Company, Inc. (DCI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript
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 executive officer will present at the Jefferies 2026 Global Industrials Conference on Tuesday, September 9, 2026, beginning at 9:30 a.m. ET. Brad Pogalz, chief financial officer, will present at the Morgan Stanley 14th Annual Laguna Conference on Tuesday, September 15, 2026, beginning at 1:00 p.m. E.
Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027.
Donaldson NYSE: DCI reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS increased 8% and operating margin reached a record 16%.
While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Donaldson (DCI) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.03 per share a year ago.
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