Update shared on29 Aug 2025
Fair value Increased 7.73%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.
- Completed share buyback of 6,631,404 shares (5.56% of shares outstanding) for $455.84 million under the buyback program announced November 2023.
- Formed a strategic partnership with Mighty Distributing System, expanding heavy-duty product offerings and inventory management services for fleet and equipment operators.
- Reported $62 million in intangible asset impairment charges for the third quarter ended April 2025.
- Fiscal 2025 sales forecast reaffirmed with 1% to 3% year-over-year growth, driven largely by pricing, with minimal impact from currency and tariffs.
Valuation Changes
Summary of Valuation Changes for Donaldson Company
- The Consensus Analyst Price Target has risen from $72.40 to $78.00.
- The Consensus Revenue Growth forecasts for Donaldson Company has significantly fallen from 4.6% per annum to 4.1% per annum.
- The Future P/E for Donaldson Company has risen slightly from 18.69x to 19.53x.
Disclaimer
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