Donaldson Company, Inc. (NYSE: DCI) is a Industrials company in the Industrial - Machinery industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 22.45 | EPS (ttm) | 3.85 | Insider Own | 1.02% | Shs Outstand | 115.91M | Perf Week | -3.15% |
| Market Cap | 10.02B | Forward P/E | 17.88 | EPS next Y | 4.83 | Insider Trans | -4.76% | Shs Float | 115.13M | Perf Month | -6.85% |
| Enterprise Value | 11.09B | PEG | 2.48 | EPS next Q | 0.98 | Inst Own | - | Short Float | 2.38% | Perf Quarter | 1.08% |
| Income | 454.00M | P/S | 2.58 | EPS this Y | 13.10% | Inst Trans | - | Short Ratio | 3.56 | Perf Half Y | 2.78% |
| Sales | 3.88B | P/B | 5.68 | EPS next Y | 11.02% | ROA | 11.38% | Short Interest | 2.74M | Perf YTD | -2.50% |
| Book/sh | 15.22 | P/C | 40.08 | EPS next 5Y | 9.07% | ROE | 27.71% | 52W High | 112.85 -23.40% | Perf Year | 7.19% |
| Cash/sh | 2.16 | P/FCF | 24.27 | EPS past 3/5Y | 9.91% 11.44% | ROIC | 14.40% | 52W Low | 79.42 8.84% | Perf 3Y | 40.48% |
| Dividend Est. | 1.28 (1.48%) | EV/EBITDA | 17.84 | Sales past 3/5Y | 4.24% 6.37% | Gross Margin | 34.64% | Volatility | 2.20% 2.14% | Perf 5Y | 44.84% |
| Dividend TTM | 1.24 (1.43%) | EV/Sales | 2.86 | EPS Y/Y TTM | 26.23% | Oper. Margin | 15.44% | ATR (14) | 2.00 | Perf 10Y | 136.11% |
| Dividend Ex-Date | Aug 17, 2026 | Quick Ratio | 1.41 | Sales Y/Y TTM | 5.26% | Profit Margin | 11.68% | RSI (14) | 33.60 | Recom | 2.86 |
| Dividend Gr. 3/5Y | 8.74% 6.85% | Current Ratio | 2.08 | EPS Q/Q | 7.07% | SMA20 | -4.10% | Beta | 0.87 | Target Price | 97.00 |
| Payout | 31.11% | Debt/Eq | 0.75 | Sales Q/Q | 7.95% | SMA50 | -6.21% | Rel Volume | 3.38 | Prev Close | 86.05 |
| Employees | 15,000 | LT Debt/Eq | 0.73 | Earnings | Dec 03 | SMA200 | -5.45% | Avg Volume | 709.96K | Price | 86.44 |
| IPO Date | Mar 17, 1980 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 1.23% 2.20% | Net Debt/EBITDA | 1.73 | Volume | 2,399,506 | Change | 0.45% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-28-26 | Reiterated | Stifel Nicolaus | Hold | $91 → $95 |
| Aug-19-26 | Reiterated | Robert W. Baird | $95 → $105 | |
| Jun-04-26 | Reiterated | Stifel Nicolaus | Hold | $96 → $91 |
| Jun-04-26 | Reiterated | Wells Fargo | $91 | |
| Mar-09-26 | Reiterated | Morgan Stanley | Equal Weight | $84 → $91 |
| Feb-24-26 | Reiterated | UBS | $96 | |
| Feb-02-26 | Reiterated | Robert W. Baird | $100 → $110 | |
| Jan-09-26 | Upgrade | Jefferies | Hold → Buy | $81 → $120 |
| Dec-05-25 | Reiterated | Robert W. Baird | $96 → $100 | |
| Dec-05-25 | Reiterated | Stifel Nicolaus | Hold | $90 → $96 |
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.
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| Line Item (USD, M) | TTM — | FY 2026 7/31/2026 | FY 2025 7/31/2025 | FY 2024 7/31/2024 | FY 2023 7/31/2023 | FY 2022 7/31/2022 | FY 2021 7/31/2021 | FY 2020 7/31/2020 | FY 2019 7/31/2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 3,885 | 3,886 | 3,691 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 2,541 | 2,540 | 2,405 | — | — | — | — | — | — | |
| Gross Profit | 1,346 | 1,346 | 1,286 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 680 | 679 | 641 | — | — | — | — | — | — | |
| Research and Development | 76 | 76 | 88 | — | — | — | — | — | — | |
| Other Operating Expense | -10 | -9 | 0 | — | — | — | — | — | — | |
| Operating Income | 600 | 600 | 557 | — | — | — | — | — | — | |
| Interest Expense | 37 | 36 | 24 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 22 | 22 | -41 | — | — | — | — | — | — | |
| Net Income Before Taxes | 587 | 586 | 492 | — | — | — | — | — | — | |
| Income Taxes | 133 | 132 | 125 | — | — | — | — | — | — | |
| Consolidated Net Income | 454 | 454 | 367 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 454 | 454 | 367 | — | — | — | — | — | — | |
| Net Income | 454 | 454 | 367 | — | — | — | — | — | — | |
| EPS (Recurring) | 3.92 | 3.92 | 3.09 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 3.92 | 3.92 | 3.09 | — | — | — | — | — | — | |
| EPS (Diluted) | 3.85 | 3.85 | 3.05 | — | — | — | — | — | — | |
| EBITDA | 622 | 622 | 616 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 22.45 | 24.48 | 23.60 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.58 | 2.81 | 2.32 | — | — | — | — | — | — | |
| Gross Margin | 34.65 | 34.64 | 34.84 | — | — | — | — | — | — | |
| Operating Margin | 15.44 | 15.44 | 15.09 | — | — | — | — | — | — | |
| Net Margin | 11.69 | 11.68 | 9.94 | — | — | — | — | — | — | |
| Shares Outstanding | 116 | 116 | 119 | — | — | — | — | — | — | |
| Market Capitalization | 10,027 | 10,932 | 8,564 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Carpenter Tod E. | Chairman, President and CEO | Sep 04 '26 | Option Exercise | 42.72 | 31,968 | 1,365,673 | 330,667 | Sep 10 |
| Carpenter Tod E. | Chairman, President and CEO | Sep 04 '26 | Sale | 91.10 | 31,968 | 2,912,285 | 298,699 | Sep 10 |
| Carpenter Tod E. | Chairman, President and CEO | Aug 31 '26 | Option Exercise | 42.72 | 3,032 | 129,527 | 301,731 | Sep 01 |
| Carpenter Tod E. | Chairman, President and CEO | Aug 31 '26 | Sale | 91.00 | 3,032 | 275,912 | 298,699 | Sep 01 |
| Pogalz Bradley J. | Chief Financial Officer | Aug 27 '26 | Option Exercise | 42.72 | 3,000 | 128,160 | 3,434 | Aug 28 |
| Owens James | Director | Apr 14 '26 | Option Exercise | 45.48 | 13,753 | 625,422 | 29,718 | Apr 14 |
| Owens James | Director | Apr 14 '26 | Sale | 89.21 | 6,600 | 588,786 | 22,565 | Apr 14 |
| Owens James | Director | Apr 13 '26 | Option Exercise | 42.26 | 5,921 | 250,221 | 28,486 | Apr 14 |
| Owens James | Director | Apr 13 '26 | Sale | 89.02 | 5,921 | 527,087 | 22,565 | Apr 14 |
| Owens James | Director | Apr 10 '26 | Option Exercise | 42.26 | 126 | 5,325 | 22,691 | Apr 14 |
| Owens James | Director | Apr 10 '26 | Sale | 88.82 | 126 | 11,191 | 22,565 | Apr 14 |
| Briseno Guillermo | President | Mar 26 '26 | Option Exercise | 43.85 | 20,600 | 903,338 | 41,267 | Mar 27 |
| Briseno Guillermo | President | Mar 26 '26 | Sale | 84.97 | 8,600 | 730,742 | 29,267 | Mar 27 |
| Pogalz Bradley J. | Chief Financial Officer | Dec 09 '25 | Option Exercise | 28.00 | 1,000 | 28,000 | 1,000 | Dec 10 |
| Pogalz Bradley J. | Chief Financial Officer | Dec 09 '25 | Sale | 91.57 | 566 | 51,829 | 434 | Dec 10 |