Donaldson Company Förvaltning
Förvaltning kriterier kontrolleras 4/4
Donaldson Company VD är Rich Lewis, utsedd i Aug 2025, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 2.13M, bestående av 25.3% lön 74.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.04% av företagets aktier, värda $ 4.31M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.6 år respektive 8.7 år.
Viktig information
Rich Lewis
Verkställande direktör
US$2.1m
Total ersättning
| VD-lön i procent | 25.32% |
| Anställning som VD | less than a year |
| Ägande av VD | 0.04% |
| Ledningens genomsnittliga anställningstid | 3.6yrs |
| Styrelsens genomsnittliga mandatperiod | 8.7yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jul 24
DCI: Repurchase Completion And Dividend Increase Will Support Future Upside Potential
Analysts now see Donaldson Company’s fair value edging up by $3 to $123, supported by updated assumptions for revenue growth, profit margin, and future P/E following recent price target revisions after the fiscal Q3 results and narrowed organic guidance. What's in the News for Donaldson Company Donaldson Company issued earnings guidance for the fourth quarter of fiscal 2026, with expected sales between $25 million and $30 million.Seeking Alpha • Jul 16
Donaldson: Growth Through Acquisition Is Creating A Moat
Summary Donaldson is a Dividend Champion filtration company, recently expanding its aerospace & defense business via the Facet Filtration acquisition. DCI reported excellent Q3 FY2026 sales and EPS growth but faces cyclical end-market headwinds and a slightly elevated valuation at ~22.6x FY2026 EPS. The Facet acquisition boosts scale and recurring revenue in aerospace & defense but increases pro forma leverage to 1.8x and may pause share repurchases. Despite a 31-year dividend growth streak and solid safety, DCI's low yield and overvaluation support a 'hold' rating. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 10
DCI: Strong Outlook And Higher Margin Assumptions Will Likely Outrun Future Returns
Analysts have nudged their fair value estimate for Donaldson Company to $79, reflecting updated assumptions on growth, profitability, and P/E expectations following recent price target revisions around the $91 level after the fiscal Q3 update. What’s in the News for Donaldson Company Donaldson reported Q1 financial results that were ahead of analyst expectations, with year-over-year revenue growth and support from solid sector performance in gas and liquid handling (source: recent earnings coverage).
Uppdatering av berättelse • Jun 26
DCI: Q3 Beat And Narrowed Guidance Will Shape Balanced Future Returns
Analysts have trimmed their 12 month price target on Donaldson Company by $5 to $91 from $96, citing updated estimates after a fiscal Q3 beat and narrower organic guidance. Analyst Commentary Recent commentary around Donaldson Company focuses on how the latest fiscal Q3 results and updated organic growth guidance feed into valuation expectations over the next year.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$439m |
| Jan 31 2026 | n/a | n/a | US$379m |
| Oct 31 2025 | n/a | n/a | US$382m |
| Jul 31 2025 | US$2m | US$540k | US$367m |
| Apr 30 2025 | n/a | n/a | US$362m |
| Jan 31 2025 | n/a | n/a | US$418m |
| Oct 31 2024 | n/a | n/a | US$421m |
| Jul 31 2024 | US$2m | US$498k | US$414m |
| Apr 30 2024 | n/a | n/a | US$396m |
| Jan 31 2024 | n/a | n/a | US$376m |
| Oct 31 2023 | n/a | n/a | US$364m |
| Jul 31 2023 | US$2m | US$484k | US$359m |
| Apr 30 2023 | n/a | n/a | US$368m |
| Jan 31 2023 | n/a | n/a | US$357m |
| Oct 31 2022 | n/a | n/a | US$343m |
| Jul 31 2022 | US$2m | US$440k | US$333m |
Ersättning vs marknad: Rich s total kompensation ($USD 2.13M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.63M ).
Ersättning vs inkomst: Ersättningen från Rich har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Rich Lewis (54 yo)
less than a year
Anställning
US$2,134,248
Kompensation
Mr. Richard B. Lewis, also known as Rich, is President, CEO & Director of Donaldson Company, Inc. from March 2, 2026 and is its Chief Operating Officer since August 01, 2025. Mr. Lewis served as President...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman | 12.3yrs | US$8.30m | 0.28% $ 29.8m | |
| President | less than a year | US$2.13m | 0.040% $ 4.3m | |
| Chief Financial Officer | 1.7yrs | US$2.12m | 0.0011% $ 115.1k | |
| Chief Legal Officer & Corporate Secretary | 11.9yrs | US$1.86m | 0.050% $ 5.3m | |
| Chief Technology Officer | no data | inga uppgifter | inga uppgifter | |
| Director of Investor Relations | 5.5yrs | inga uppgifter | inga uppgifter | |
| Vice President of Corporate Development | 4.5yrs | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | 1.8yrs | inga uppgifter | 0.0033% $ 358.2k | |
| President of Industrial Solutions | 3.7yrs | inga uppgifter | 0.025% $ 2.7m | |
| President of Mobile Solutions Aftermarket | 3.6yrs | inga uppgifter | 0.0044% $ 478.6k | |
| Senior Vice President of Business Operations | no data | inga uppgifter | inga uppgifter | |
| Chief of Staff | no data | inga uppgifter | inga uppgifter |
3.6yrs
Genomsnittlig anställningstid
58.5yo
Genomsnittlig ålder
Erfaren ledning: DCI s ledningsgrupp anses vara erfaren ( 3.6 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman | 12.3yrs | US$8.30m | 0.28% $ 29.8m | |
| President | less than a year | US$2.13m | 0.040% $ 4.3m | |
| Independent Director | 16.3yrs | US$278.44k | 0.021% $ 2.2m | |
| Independent Director | 11.5yrs | US$285.43k | 0.024% $ 2.6m | |
| Lead Independent Director | 4.7yrs | US$263.42k | 0.014% $ 1.5m | |
| Independent Director | 10.3yrs | US$263.44k | 0.013% $ 1.4m | |
| Independent Director | 13.3yrs | US$263.42k | 0.020% $ 2.1m | |
| Independent Director | 4.5yrs | US$263.44k | 0.0053% $ 564.7k | |
| Independent Director | 4.5yrs | US$263.44k | 0.0071% $ 764.7k | |
| Independent Director | 8.7yrs | US$263.47k | 0.014% $ 1.6m | |
| Director Nominee | less than a year | inga uppgifter | 0.00086% $ 92.5k |
8.7yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder
Erfaren styrelse: DCI s styrelse anses vara erfaren ( 8.7 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/26 02:38 |
| Aktiekurs vid dagens slut | 2026/07/24 00:00 |
| Intäkter | 2026/04/30 |
| Årlig intjäning | 2025/07/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Donaldson Company, Inc. bevakas av 20 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Charles Brady | BMO Capital Markets Equity Research |