Donaldson/$DCI

13:30
15:10
16:45
18:25
20:00
1D1W1MYTD1Y5YMAX

About Donaldson

Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.

Ticker

$DCI

Primary listing

NYSE

Employees

15,000

Donaldson Metrics

BasicAdvanced
$9.4B
26.70
$3.05
1.01
$1.14
1.47%

What the Analysts think about Donaldson

Analyst ratings (Buy, Hold, Sell) for Donaldson stock.

Bulls say / Bears say

Donaldson’s Q4 FY25 sales increased 4.8% YoY to $981 million and adjusted EPS rose 9.6% to $1.03, exceeding expectations and setting a quarterly record.
In Q4, the company returned about $95 million to shareholders through buybacks and dividends, reflecting strong free cash flow and disciplined capital management.
For fiscal 2026, Donaldson projects full-year sales of $3.8 billion and EPS between $3.92 and $4.08, with an expanding operating margin, indicating management’s confidence in continued growth and greater profitability.
Gross margin narrowed due to higher tariff-related costs and negative inventory valuation, putting pressure on profitability in Q4 as cost of sales rose faster than revenue.
In the Mobile Solutions segment, sales for On-Road products fell even as Off-Road and aftermarket channels improved, pointing to ongoing weakness in demand from original equipment manufacturers (OEMs).
The capex guidance for fiscal 2026 of $65 million–$85 million could restrict free cash flow for dividends or debt reduction if operations face challenges.
Data summarised monthly by Lightyear AI. Last updated on 9 Oct 2025.

Donaldson Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Donaldson Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

Buy $DCI

Sign up or log in to buy
Capital at risk
Market closed

Upcoming events

No upcoming events
FAQs