Donaldson Company, Inc.
DCI
Positions held
Your positionsDCI isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Donaldson Company is well-positioned in the specialty industrial machinery sector, benefiting from a strong market demand for filtration solutions across various industries.
- In the most recent quarter, revenue increased by 11% compared to the previous quarter, reaching $995 million.
- The operating margin expanded to 15.6%, indicating improved efficiency and profitability.
- Despite its strengths, Donaldson faces challenges such as a relatively high debt-to-equity ratio of 78.37, which may impact financial stability.
- The trailing P/E ratio stands at 23.41, suggesting that the stock may be overvalued compared to its earnings growth potential.
- The recommendation for the stock is currently 'hold', reflecting uncertainty in its future performance.
Fundamentals
| Market cap | $10.09B | Enterprise value | $11.24B | Trailing P/E | 22.64 | Forward P/E | 17.95 |
| PEG | 1.60 | Price / book | 5.73 | Beta | 0.87 | Dividend yield | 1.42% |
| Revenue growth | 8.0% | Earnings growth | 14.0% | Gross margin | 35.1% | Operating margin | 17.0% |
| Profit margin | 11.7% | ROE | 28.2% | ROA | 10.9% | Debt / equity | 0.78 |
| Current ratio | 2.08 | Free cash flow | $321.85M | Analyst recommendation | hold | Mean target | $100.40 |
| 52w high | $112.84 | 52w low | $79.42 |
Quarterly
| 2026-Q3 | 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|---|
| Revenue | — | $995M | $896M | $935M | $981M | $940M |
| Op margin | — | 15.6% | 13.2% | 15.0% | 15.5% | 15.8% |
| Net income | — | $118M | $92.5M | $114M | $114M | $57.8M |
| Gross margin | — | 33.5% | 33.4% | 35.2% | 34.5% | 34.2% |
| Gross profit | — | $333M | $300M | $329M | $339M | $322M |
| Operating income | — | $155M | $119M | $140M | $152M | $148M |
- Revenue +11% vs prior quarter ($995M vs $896M).
- Gross margin 33.5% (was 33.4% prior quarter).
- Operating margin expanded to 15.6%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $3.7B | $3.6B | $3.4B | $3.3B |
| Op margin | 15.1% | 15.2% | 14.0% | 13.4% |
| Net income | $367M | $414M | $359M | $333M |
| Gross margin | 34.8% | 35.5% | 33.8% | 32.3% |
| Gross profit | $1.3B | $1.3B | $1.2B | $1.1B |
| Operating income | $557M | $544M | $480M | $444M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-02 · Parker-Hannifin Benefits From Business Strength Amid Headwinds
2026-09-29 · Can CECO Sustain EBITDA Margin Momentum Amid Backlog Growth?
2026-09-27 · Donaldson (DCI) Stock Could Be 16% Undervalued On Durable Cash Flow
2026-09-27 · How Investors Are Reacting To Donaldson Company (DCI) Earnings Beat And New Buyback Plan
2026-09-25 · Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?
2026-09-23 · CECO's Industrial Process Solutions Unit Gains Momentum: Can It Sustain?
2026-09-21 · CECO Rises 16.1% YTD: Should You Buy the Stock Now or Wait?
2026-09-16 · Is The Buyback The Reason To Own Lincoln Electric Stock?
2026-09-16 · Should You Buy Donaldson Stock While Its Share Count Stops Shrinking?
2026-09-15 · 3 Reasons DCI is Risky and 1 Stock to Buy Instead
2026-09-15 · CECO Gains From Strength in Engineered Systems: Can the Momentum Last?
2026-09-11 · Graco Inc. Appoints Richard B. Lewis to the Board of Directors
Price (daily)
Full chart · RSI · MACD · patterns