Donaldson Company (DCI) Aandelenoverzicht
Donaldson Company, Inc. produceert en verkoopt wereldwijd filtratiesystemen en vervangingsonderdelen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor DCI uit onze risicocontroles.
DCI Community Fair Values
Create NarrativeSee what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Donaldson Company, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$83.66 |
| 52 Week Hoogtepunt | US$112.84 |
| 52 Week Laag | US$67.71 |
| Bèta | 1.0 |
| 1 maand verandering | -5.96% |
| 3 maanden verandering | -19.88% |
| 1 Jaar Verandering | 18.95% |
| 3 jaar verandering | 30.54% |
| 5 jaar verandering | 34.01% |
| Verandering sinds IPO | 19,978.43% |
Recent nieuws en updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaSeeking 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 AlphaSeeking 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
Nieuw narratief • Aug 29
Tactical Investments And R&D Propel Growth In Life Sciences And Enhance Shareholder Returns
Strategic investments and focus on hollow fiber membrane technology in the Life Sciences segment indicate potential for revenue and market share growth.Rendement voor aandeelhouders
| DCI | US Machinery | US Markt | |
|---|---|---|---|
| 7D | 2.6% | 0.2% | 1.2% |
| 1Y | 19.0% | 41.3% | 28.7% |
Rendement versus industrie: DCI presteerde slechter dan de US Machinery -sector, die het afgelopen jaar een rendement van 41.3 % opleverde.
Rendement versus markt: DCI presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.7 % opleverde.
Prijsvolatiliteit
| DCI volatility | |
|---|---|
| DCI Average Weekly Movement | 3.5% |
| Machinery Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: DCI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van DCI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1915 | 15,000 | Rich Lewis | www.donaldson.com |
Donaldson Company, Inc. produceert en verkoopt wereldwijd filtratiesystemen en vervangingsonderdelen. Het bedrijf is actief in de segmenten Mobile Solutions, Industrial Solutions en Life Sciences. Het segment Mobiele Oplossingen levert vervangingsfilters voor lucht- en vloeistoffiltratietoepassingen, zoals luchtfiltersystemen, brandstof-, smeermiddelen- en hydraulische systemen, emissiesystemen en sensoren, indicatoren en controlesystemen.
Donaldson Company, Inc. Samenvatting
| DCI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$9.69b |
| Inkomsten(TTM) | US$378.50m |
| Inkomsten(TTM) | US$3.75b |
25.6x
Koers/Winstverhouding2.6x
P/S-verhoudingIs DCI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| DCI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.75b |
| Kosten van inkomsten | US$2.45b |
| Brutowinst | US$1.30b |
| Overige uitgaven | US$919.80m |
| Inkomsten | US$378.50m |
Laatst gerapporteerde inkomsten
Jan 31, 2026
Volgende inkomensdatum
Jun 02, 2026
| Winst per aandeel (EPS) | 3.27 |
| Brutomarge | 34.60% |
| Nettowinstmarge | 10.09% |
| Schuld/Eigen Vermogen Verhouding | 43.2% |
Hoe presteerde DCI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.4%
Huidig dividendrendement37%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/26 21:00 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Donaldson Company, Inc. wordt gevolgd door 20 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Charles Brady | BMO Capital Markets Equity Research |