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Donaldson Company, Inc. Stock Price

NYSE:DCI Community·US$10.4b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

DCI Share Price Performance

US$88.06
9.99 (12.80%)
US$83.60
Fair Value
US$88.06
9.99 (12.80%)
5.3% overvalued intrinsic discount
US$83.60
Fair Value
Price US$88.06
AnalystConsensusTarget US$83.60

DCI Community Narratives

AnalystConsensusTarget·
Fair Value US$83.6 5.3% overvalued intrinsic discount

Environmental Regulations Will Expand Global Advanced Filtration Demand

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Updated Narratives

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DCI: Aftermarket Demand And AI Infrastructure Investments Will Shape Earnings Outlook

Fair Value: US$83.6 5.3% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet average dividend payer.

0 Risks
1 Reward

Donaldson Company, Inc. Key Details

US$3.7b

Revenue

US$2.4b

Cost of Revenue

US$1.3b

Gross Profit

US$925.7m

Other Expenses

US$367.0m

Earnings

Last Reported Earnings
Jul 31, 2025
Next Reporting Earnings
Dec 04, 2025
3.17
35.02%
9.94%
46.0%
View Full Analysis

About DCI

Founded
1915
Employees
15000
CEO
Tod Carpenter
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.

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