Donaldson Company, Inc.

NYSE:DCI 株式レポート

時価総額：US$9.9b

Donaldson Company 過去の業績

過去 基準チェック /66

Donaldson Companyは、平均年間6.9%の収益成長を遂げていますが、 Machinery業界の収益は、年間 成長しています。収益は、平均年間8.3% 5.4%収益成長率で 成長しています。 Donaldson Companyの自己資本利益率は25.9%であり、純利益率は11.5%です。

主要情報

6.91%

収益成長率

8.41%

EPS成長率

Machinery 業界の成長8.77%
収益成長率5.38%
株主資本利益率25.88%
ネット・マージン11.52%
前回の決算情報30 Apr 2026

最近の業績更新

分析記事 • Jun 10

Some May Be Optimistic About Donaldson Company's (NYSE:DCI) Earnings

Soft earnings didn't appear to concern Donaldson Company, Inc.'s ( NYSE:DCI ) shareholders over the last week. We did...

Recent updates

ナラティブの更新 • May 21

DCI: Filtration Advances And Buybacks Will Support Future Share Returns

Analysts have nudged their price targets on Donaldson stock lower, with one firm cutting its target by $9 and another trimming its view to $91 from $93. The changes reflect refreshed models for the machinery and construction group.
ナラティブの更新 • Apr 23

DCI: Next Generation Filtration And Buybacks Will Support Future Share Performance

Analysts have adjusted their price targets on Donaldson in both directions recently, with some firms trimming targets by up to $9 and others lifting them by as much as $10. This reflects updated models on the machinery and construction group rather than a broad shift in the investment case.
ナラティブの更新 • Apr 09

DCI: Mining Recovery And New Filtration Are Expected To Support Shares

Analysts have nudged the fair value estimate for Donaldson slightly lower to $96.40 from $98.20, reflecting modestly higher discount rate assumptions and a somewhat reduced future P/E multiple in recent model updates. Analyst Commentary Recent research on Donaldson presents a mixed picture, with analysts updating models, resetting price targets, and revisiting ratings as sector assumptions and discount rates move around.
ナラティブの更新 • Mar 26

DCI: Mining Turn And New Filtration Will Support Future Upside

Analysts have modestly adjusted their blended price target on Donaldson to reflect a mix of upward revisions, including from Jefferies and Baird, and a slight reduction from $93 to $91 at one large bank, while also recognizing a higher assumed future P/E multiple of 25.0x from 23.2x. Analyst Commentary Recent research points to a split view on Donaldson, with some bullish analysts focusing on upside tied to end market trends and others taking a more cautious stance and keeping targets closer to current trading levels.
ナラティブの更新 • Mar 11

DCI: Mining Turn And New Filtration Technology Will Support Balanced Outlook

Narrative Update: Donaldson Company Our analyst price target for Donaldson edges slightly lower by about $1.60 to reflect a modest trim to fair value and profit margin assumptions, even as other analysts adjust their targets in both directions based on updated machinery group models and a more supportive backdrop for key end markets. Analyst Commentary Recent Street research on Donaldson points to a mix of optimism and caution, with some analysts raising targets and ratings while others trim their assumptions as they refresh machinery group models.
Seeking Alpha • Feb 26

Rich Multiple And Weak Results Put Donaldson In The Penalty Box

Summary Donaldson Company, Inc. shares plunged 16% after a mixed quarter, with EPS missing expectations and margin compression across segments. DCI's $820M Facet Filtration acquisition increases leverage to 1.8-2.0x, with accretion expected in FY2027 but at a premium valuation. Management cut FY guidance, citing weaker demand post-tariff front-loading and ongoing margin pressures, especially in Industrial Solutions. I remain on the sidelines, seeking entry near $80 and viewing DCI as a "show me" stock amid macro and execution uncertainties. Read the full article on Seeking Alpha
ナラティブの更新 • Feb 25

DCI: Mining And Construction Recovery Will Support A Fairly Balanced Outlook

Analysts have raised their average price target on Donaldson by a single-digit amount in dollar terms. They cite recent target increases from firms that point to improving conditions in mining, non-residential construction, and related industrial end markets as key supports for the updated view.
ナラティブの更新 • Feb 09

DCI: AI Infrastructure And Aftermarket Demand Will Support A Fairly Balanced Outlook

Analysts have lifted their price targets on Donaldson Company by low single-digit dollar amounts, citing healthier demand in Mobile Solutions Aftermarket, support from data center and AI-related filtration needs, and a more balanced risk and reward profile as key reasons for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts link higher price targets to healthier demand in the Mobile Solutions Aftermarket channel, which they see as supportive for revenue resilience and cash flow quality.
分析記事 • Jan 30

When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?

Let's talk about the popular Donaldson Company, Inc. ( NYSE:DCI ). The company's shares led the NYSE gainers with a...
新しいナラティブ • Jan 27

Power Generation And Data Center Demand Will Reshape This Filtration Leader’s Long Term Outlook

Catalysts About Donaldson Company Donaldson Company focuses on filtration solutions across Mobile, Industrial and Life Sciences applications, using a recurring “razor to sell razorblades” model built around replacement parts. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 26

DCI: AI Infrastructure And Aftermarket Strength Will Support A Balanced Outlook

Narrative Update on Donaldson Company The updated analyst price target for Donaldson Company now reflects a modest adjustment in underlying assumptions. Research notes citing healthier mining and non residential construction trends, growing data center and AI related demand for filtration, and solid aftermarket channel feedback help explain the spread of targets ranging from $84 to $120.
ナラティブの更新 • Jan 11

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

Narrative Update Analysts have lifted their implied fair value estimate for Donaldson Company from US$91.60 to US$97.20, pointing to higher price targets supported by improving conditions in mining and non residential construction, healthier demand in Mobile Solutions Aftermarket channels, and potential earnings support from data center and AI infrastructure related gas turbine exposure. Analyst Commentary Recent research updates on Donaldson Company focus on how end market trends and new demand drivers could influence earnings power, valuation support, and execution risk over the next few years.
分析記事 • Dec 29

Does Donaldson Company (NYSE:DCI) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 • Dec 24

DCI: AI Infrastructure And Aftermarket Demand Will Support A Balanced Earnings Outlook

Analysts have modestly raised their price target on Donaldson Company to approximately $92 from about $90, citing healthier survey-based demand trends in the Mobile Solutions Aftermarket channel and improved earnings visibility from AI-driven data center and infrastructure exposure. Analyst Commentary Street research updates reflect a more balanced stance on Donaldson, with recent rating upgrades and target price increases acknowledging both the upside from AI infrastructure exposure and the limits of near term valuation upside.
ナラティブの更新 • Dec 10

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.
ナラティブの更新 • Nov 25

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.
分析記事 • Nov 16

Donaldson Company (NYSE:DCI) Is Achieving High Returns On Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Sep 06

Donaldson Company (NYSE:DCI) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 • Aug 29

Environmental Regulations Will Expand Global Advanced Filtration Demand

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.
分析記事 • Aug 23

Estimating The Fair Value Of Donaldson Company, Inc. (NYSE:DCI)

Key Insights Donaldson Company's estimated fair value is US$93.51 based on 2 Stage Free Cash Flow to Equity Donaldson...
分析記事 • Aug 10

Why The 25% Return On Capital At Donaldson Company (NYSE:DCI) Should Have Your Attention

NYSE:DCI 1 Year Share Price vs Fair Value Explore Donaldson Company's Fair Values from the Community and select yours...
分析記事 • Jul 23

Donaldson Company, Inc.'s (NYSE:DCI) P/E Still Appears To Be Reasonable

Donaldson Company, Inc.'s ( NYSE:DCI ) price-to-earnings (or "P/E") ratio of 22.9x might make it look like a sell right...
分析記事 • Jul 07

Is There Now An Opportunity In Donaldson Company, Inc. (NYSE:DCI)?

Donaldson Company, Inc. ( NYSE:DCI ), might not be a large cap stock, but it saw a significant share price rise of 20...
分析記事 • Jun 10

Some May Be Optimistic About Donaldson Company's (NYSE:DCI) Earnings

Soft earnings didn't appear to concern Donaldson Company, Inc.'s ( NYSE:DCI ) shareholders over the last week. We did...
Seeking Alpha • Mar 11

Donaldson Company: Remain On The Sidelines For Now

Summary Donaldson Company has decent financial metrics but has underperformed the broad market over the past decade. The company is a dividend champion, having raised its dividend for nearly 30 years, with another dividend increase expected in a few months. Valuation suggests DCI stock is trading for a small premium, and for the time being it'll remain on the watchlist. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Donaldson: Stay The Course And Keep Reinvesting Those Dividends

Summary Maintaining a bullish stance on Donaldson due to strong Q1 performance, despite shares trailing the S&P 500 and a recent lack of upward traction. DCI's historical resilience and strong technicals suggest staying long, with reinvested dividends enhancing returns during down moves. Above-average profitability, robust return on capital, and sustained revenue growth across segments highlight the Company's strong value-creation potential. Elevated margins and a strong balance sheet position Donaldson to defend profitability and capitalize on weaker competition amid rising inflation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 09

Donaldson's Bullish Dividend Metrics Point To More Share Price Gains

Summary Upgraded Donaldson Company, Inc. to a Buy rating in July due to growing margins, strong volumes, and bullish fundamentals in key segments. Despite trailing the S&P's return, recent technical indicators and MACD crossover suggest a potential rally for DCI in the coming months. Donaldson's robust dividend growth, driven by consistent earnings growth and effective capital allocation, underscores the company's fundamental strength. Fiscal 2024 GAAP earnings grew by 15.64%, with Q4 earnings up 19.36%, highlighting profitability across Mobile, Industrial, and Life-Sciences segments. Read the full article on Seeking Alpha

収支内訳

Donaldson Company の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:DCI 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Apr 263,80843966480
31 Jan 263,75337964882
31 Oct 253,72638264584
31 Jul 253,69136764188
30 Apr 253,64636263991
31 Jan 253,63341865294
31 Oct 243,64042164995
31 Jul 243,58641463894
30 Apr 243,53039661390
31 Jan 243,47837660584
31 Oct 233,43036459781
31 Jul 233,43135958378
30 Apr 233,44136858975
31 Jan 233,41935757273
31 Oct 223,39334356071
31 Jul 223,30733355169
30 Apr 223,190316500118
31 Jan 223,102318510101
31 Oct 212,97830251384
31 Jul 212,85428751768
30 Apr 212,69826748661
31 Jan 212,56324646461
31 Oct 202,54625446261
31 Jul 202,58225746861
30 Apr 202,69125148362
31 Jan 202,77526349762
31 Oct 192,81625849962
31 Jul 192,84526749662
30 Apr 192,84331250660
31 Jan 192,83030650560
31 Oct 182,79119350460
31 Jul 182,73418049660
30 Apr 182,67014649055
31 Jan 182,57813647455
31 Oct 172,46423645655
31 Jul 172,37223344355
30 Apr 172,30622443156
31 Jan 172,26921942956
31 Oct 162,23521042556
31 Jul 162,22019142556
30 Apr 162,23718841260
31 Jan 162,24118141460
31 Oct 152,31319143860
31 Jul 152,37120846060

質の高い収益: DCIは 高品質の収益 を持っています。

利益率の向上: DCIの現在の純利益率 (11.5%)は、昨年(9.9%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: DCIの収益は過去 5 年間で年間6.9%増加しました。

成長の加速: DCIの過去 1 年間の収益成長率 ( 21.1% ) は、5 年間の平均 ( 年間6.9%を上回っています。

収益対業界: DCIの過去 1 年間の収益成長率 ( 21.1% ) はMachinery業界4.2%を上回りました。

株主資本利益率

高いROE: DCIの 自己資本利益率 ( 25.9% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/04 15:09
終値2026/06/04 00:00
収益2026/04/30
年間収益2025/07/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Donaldson Company, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Robert MasonBaird
Quinn FredricksonBaird
Charles BradyBMO Capital Markets Equity Research