DCI Stock - Donaldson Company, Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $3.69B | $3.59B | $3.43B | $3.31B | $2.85B |
| Gross Profit | $1.29B | $1.27B | $1.16B | $1.07B | $971.70M |
| Gross Margin | 34.8% | 35.5% | 33.8% | 32.3% | 34.0% |
| Operating Income | $557.40M | $544.10M | $480.20M | $443.50M | $384.70M |
| Net Income | $367.00M | $414.00M | $358.80M | $332.80M | $286.90M |
| Net Margin | 9.9% | 11.5% | 10.5% | 10.1% | 10.1% |
| EPS | $3.09 | $3.43 | $2.95 | $2.69 | $2.27 |
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets. The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is headquartered in Bloomington, Minnesota.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| January 9th 2026 | Jefferies | Upgrade | Buy | $120 |
| November 24th 2025 | Morgan Stanley | Upgrade | Equal Weight | $84 |
| June 28th 2024 | Raymond James | Initiation | Market Perform | - |
| January 8th 2024 | Morgan Stanley | Initiation | Underweight | $59 |
| June 28th 2023 | Citigroup | Initiation | Neutral | $66 |
Earnings History & Surprises
DCIEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Jun 1, 2026 | — | — | — | — |
Q1 2026 | Feb 26, 2026 | $0.90 | — | — | — |
Q4 2025 | Dec 4, 2025 | $0.92 | $0.94 | +1.8% | ✓ BEAT |
Q3 2025 | Aug 27, 2025 | $1.02 | $1.03 | +1.0% | ✓ BEAT |
Q2 2025 | Jun 3, 2025 | $0.95 | $0.99 | +4.5% | ✓ BEAT |
Q1 2025 | Feb 27, 2025 | $0.85 | $0.83 | -2.4% | ✗ MISS |
Q4 2024 | Dec 3, 2024 | $0.82 | $0.83 | +1.2% | ✓ BEAT |
Q3 2024 | Aug 28, 2024 | $0.89 | $0.94 | +5.6% | ✓ BEAT |
Q2 2024 | Jun 4, 2024 | $0.84 | $0.92 | +9.5% | ✓ BEAT |
Q1 2024 | Feb 28, 2024 | $0.74 | $0.81 | +9.5% | ✓ BEAT |
Q4 2023 | Nov 29, 2023 | $0.72 | $0.75 | +4.2% | ✓ BEAT |
Q3 2023 | Aug 29, 2023 | $0.78 | $0.78 | 0.0% | = MET |
Q2 2023 | May 31, 2023 | $0.74 | $0.76 | +2.7% | ✓ BEAT |
Q1 2023 | Mar 1, 2023 | $0.74 | $0.75 | +1.4% | ✓ BEAT |
Q4 2022 | Nov 30, 2022 | $0.71 | $0.70 | -1.4% | ✗ MISS |
Q3 2022 | Aug 31, 2022 | $0.84 | $0.84 | 0.0% | = MET |
Q2 2022 | Jun 1, 2022 | $0.72 | $0.67 | -6.9% | ✗ MISS |
Q1 2022 | Mar 2, 2022 | $0.62 | $0.57 | -8.1% | ✗ MISS |
Q4 2021 | Dec 1, 2021 | $0.55 | $0.61 | +10.9% | ✓ BEAT |
Q3 2021 | Sep 2, 2021 | $0.66 | $0.66 | 0.0% | = MET |
Latest News
Baird Maintains Outperform on Donaldson, Raises Price Target to $100
📈 PositiveDonaldson Raises FY2026 Adj EPS Guidance from $3.92-$4.08 to $3.95-$4.11 vs $4.01 Est
📈 PositiveDonaldson Q1 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $935.400M Beat $922.944M Estimate
📈 PositiveBaird Maintains Outperform on Donaldson, Raises Price Target to $96
📈 PositiveMorgan Stanley Upgrades Donaldson to Equal-Weight, Raises Price Target to $84
📈 PositiveShares of companies in the broader machinery sector are trading higher. Stocks across sectors are rising after NY Fed President Williams indicated he sees room for a further policy adjustment in the near term.
📈 PositiveMorgan Stanley Maintains Underweight on Donaldson, Raises Price Target to $72
➖ NeutralBaird Maintains Outperform on Donaldson, Raises Price Target to $85
📈 PositiveDonaldson shares are trading higher after the company reported better-than-expected Q4 EPS and sales.
📈 PositiveDonaldson Company's Gross Margin Fell 130 Basis Points To 34.5%, Primarily Due To Tariff-related Inflation And Related Inventory Valuation Headwinds
📉 NegativeDonaldson Sees FY2026 Narrows FY2026 Sales Guidance from $3.800B-$4.300B to $3.800B vs $3.663B Est
➖ NeutralDonaldson Sees FY2026 Adj EPS $3.92-$4.08 vs $3.67 Est, Sales Are Projected To Increase Between 1% And 5%
📈 PositiveDonaldson Q4 Adj. EPS $1.03 Beats $1.02 Estimate, Sales $980.700M Beat $951.568M Estimate
📈 PositiveFrequently Asked Questions about DCI
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