Donaldson Company, Inc.

NYSE:DCI 주식 리포트

시가총액: US$10.0b

Donaldson Company 과거 순이익 실적

과거 기준 점검 6/6

Donaldson Company은 연평균 6.9%의 비율로 수입이 증가해 온 반면, Machinery 산업은 수입이 8.3% 증가했습니다. 매출은 연평균 5.4%의 비율로 증가했습니다. Donaldson Company의 자기자본이익률은 25.9%이고 순이익률은 11.5%입니다.

핵심 정보

6.91%

순이익 성장률

8.41%

주당순이익(EPS) 성장률

Machinery 산업 성장률8.77%
매출 성장률5.38%
자기자본이익률25.88%
순이익률11.52%
최근 순이익 업데이트30 Apr 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • Jun 04

DCI: Margin Expansion And Facet Deal Will Support Future Share Returns

Analysts have reduced their consolidated price target for Donaldson Company to about $91. This change reflects updated views on revenue growth assumptions, profit margin expectations, and future P/E levels following recent estimate revisions.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
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

매출 및 비용 세부 내역

Donaldson Company가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:DCI 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Apr 263,80843965180
31 Jan 263,75337964882
31 Oct 253,72638264584
31 Jul 253,69136764188
30 Apr 253,64636264591
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

양질의 수익: DCI는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: DCI의 현재 순 이익률 (11.5%)은 지난해 (9.9%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: DCI의 수익은 지난 5년 동안 연평균 6.9% 증가했습니다.

성장 가속화: 지난 1년간 DCI 의 수익 증가율(21.1%)은 연간 평균(6.9%)을 초과합니다.

수익 대 산업: DCI의 지난 1년 수익 증가율(21.1%)은 Machinery 업계의 2.4%를 상회했습니다.

자기자본이익률

높은 ROE: DCI의 자본 수익률(25.9%)은 높음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 16:32
종가2026/06/10 00:00
수익2026/04/30
연간 수익2025/07/31

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분석가 소스

Donaldson Company, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert MasonBaird
Quinn FredricksonBaird
Charles BradyBMO Capital Markets Equity Research