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DCI logo

Donaldson Company, Inc. Stock Price

NYSE:DCI Community·US$10.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DCI Share Price Performance

US$89.25
8.20 (10.12%)
​
US$98.80
Fair Value
US$89.25
8.20 (10.12%)
9.7% undervalued intrinsic discount
US$98.80
Fair Value
Price US$89.25
AnalystConsensusTarget US$98.80
AnalystLowTarget US$79.00
AnalystHighTarget US$123.00
Wed, 19 Aug 26
Fair ValueUS$98.80
Share Pricen/a

DCI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$98.8 9.7% undervalued intrinsic discount

Environmental Regulations Will Expand Global Advanced Filtration Demand

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$79 13.0% overvalued intrinsic discount

AI And Data Center Demand Will Eventually Challenge This Filtration Supplier’s Earnings Resilience

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$123 27.4% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
DCI logo
Donaldson Company
9.7% undervalued intrinsic discount

Environmental Regulations Will Expand Global Advanced Filtration Demand

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 19 Aug
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DCI logo
Donaldson Company
13.0% overvalued intrinsic discount

AI And Data Center Demand Will Eventually Challenge This Filtration Supplier’s Earnings Resilience

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Jul
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DCI logo
Donaldson Company
27.4% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
DCI logo

DCI: Q3 Beat, Narrowed Guidance And Capital Returns Will Shape Balanced Outlook

Fair Value: US$98.8 9.7% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
DCI logo

DCI: Repurchase Completion And Dividend Increase Will Support Future Upside Potential

Fair Value: US$123 27.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
DCI logo

DCI: Strong Outlook And Higher Margin Assumptions Will Likely Outrun Future Returns

Fair Value: US$79 13.0% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Outstanding track record established dividend payer.

1 Risk
4 Rewards
View Full Analysis

Donaldson Company, Inc. Key Details

US$3.9b

Revenue

US$2.5b

Cost of Revenue

US$1.4b

Gross Profit

US$909.7m

Other Expenses

US$453.8m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
3.92
35.09%
11.68%
75.1%
View Full Analysis

About DCI

Founded
1915
Employees
15000
CEO
Richard Lewis
WebsiteView website
www.donaldson.com

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

Recent DCI News & Updates

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