Donaldson Company

Environmental Regulations Will Expand Global Advanced Filtration Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

10 Dec 25

Views

98

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

35.2%

7D

-0.3%

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1Y

35.2%

7D

-0.3%

You can edit this narrative until Dec 11 2:11 AM. Then, changes will post as Updates.

Author's Valuation

US$89.82.4% overvalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Increased 7.42%

DCI: AI Demand And Aftermarket Strength Will Shape A Balanced Earnings Outlook

Analysts have raised their price target on Donaldson Company to approximately $90 from the low $80s. This reflects slightly higher projected revenue growth, modestly improved profit margins, and increasing confidence that AI driven data center demand and resilient aftermarket trends can support stronger long term earnings.

Shared on 25 Nov 25

Fair value Increased 4.50%

DCI: Aftermarket Demand And AI Infrastructure Investments Will Shape Earnings Outlook

Analysts have increased their price target for Donaldson Company from $80.00 to $83.60. They cite stronger aftermarket demand and anticipated benefits from ongoing AI infrastructure investments as key factors supporting the upward revision.

Shared on 29 Aug 25

Fair value Increased 10%

Despite a notable decline in revenue growth forecasts, increased valuation multiples have driven Donaldson Company's consensus analyst price target higher from $72.40 to $78.00. What's in the News Fiscal 2026 earnings guidance issued: EPS expected between $3.92 and $4.08, with sales projected to increase 1% to 5% to $3.8 billion at midpoint, including a 1% pricing benefit.

Shared on 07 May 25

Fair value Increased 1.03%

Shared on 30 Apr 25

Fair value Increased 2.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.30%

AnalystConsensusTarget has decreased revenue growth from 4.8% to 4.0%.

Shared on 09 Apr 25

Fair value Decreased 2.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.067%

AnalystConsensusTarget Fair Value

US$89.8

2.4% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.14%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.41%

Calculation

US$551.40m

Earnings '28

x

21.39x

PE Ratio '28

=

US$11.79b

Market Cap '28

US$11.79b

Market Cap '28

/

103.89m

No. shares '28

=

US$113.51

Share Price '28

US$113.51 Share Price '28

Discounted to 2025 @ 8.44% p.a.

=

US$89.03

Fair Value '25