DCI

Donaldson Company, Inc. NYSE

Industrials ·Industrial - Machinery ·US · donaldson.com

$85.18

Mkt Cap $9.9B

52w Low $65.72 41.3% of range 52w High $112.84

50d MA $89.25 200d MA $87.15

P/E (TTM) 27.9x

EV/EBITDA 14.8x

P/B 7.0x

Debt/Equity 0.5x

ROE 23.1%

P/FCF 25.1x

RSI (14) —

ATR (14) —

Beta 1.06

50d MA $89.25

200d MA $87.15

Avg Volume 754.6K

About

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions …

Recent Earnings

Date	Time	Est	Rptd	Surp	Base	Gap%	D1%	D2%	D3%	D4%	D5%	1M%	Guide ▲★
Feb 26, 2026	AMC	0.90	0.83	-7.8%	92.17	-1.5%	+0.6%	+3.9%	+0.9%	+1.4%	-0.5%	-10.4%	—
Dec 4, 2025	AMC	0.92	0.94	+1.8%	94.16	-0.7%	-1.8%	-2.5%	-4.2%	-2.1%	-1.2%	-3.3%	—
Aug 27, 2025	AMC	1.02	1.03	+1.0%	82.14	+0.1%	-2.5%	-3.0%	-3.0%	-3.1%	-1.9%	-1.4%	—
Jun 3, 2025	AMC	0.95	0.99	+4.5%	69.29	+1.5%	+0.3%	+0.8%	+1.6%	+1.8%	+1.9%	+2.8%	—
Feb 27, 2025	AMC	0.85	0.83	-2.4%	67.59	+0.2%	+2.2%	+1.7%	-0.1%	+1.8%	+2.8%	-0.8%	—
Dec 3, 2024	AMC	0.82	0.83	+1.2%	72.68	-0.2%	+0.9%	+0.5%	+0.3%	-0.2%	-0.2%	-7.4%	—
Aug 28, 2024	AMC	0.89	0.94	+5.6%	71.79	-0.3%	-0.4%	+1.3%	-1.0%	-1.4%	-2.2%	+2.8%	—
Jun 4, 2024	AMC	0.84	0.92	+9.5%	73.12	+1.6%	+2.1%	+1.3%	+0.1%	+0.8%	+0.8%	-4.2%	—
Feb 28, 2024	AMC	0.74	0.81	+9.5%	70.67	+0.6%	+1.3%	+2.6%	+2.9%	+2.3%	+3.9%	+4.7%	—
Nov 29, 2023	AMC	0.72	0.75	+4.2%	60.03	+0.7%	+1.3%	+2.3%	+3.0%	+1.6%	+1.9%	+8.9%	—
Aug 29, 2023	AMC	0.78	0.78	+0.0%	63.47	+0.6%	+0.4%	+0.6%	+2.2%	-0.3%	-0.3%	-5.8%	—
May 31, 2023	AMC	0.74	0.76	+2.7%	58.53	-0.1%	+1.0%	+1.8%	-0.2%	+1.4%	+5.1%	+6.8%	—

Recent Analyst Ratings

Date	Firm	Action	Grade	Target	Base	Open	Gap%	D1%	D2%	D3%	D4%	D5%
Mar 30	Baird	Maintains	Outperform → Outperform	—	$83.87	$84.71	+1.0%	-1.5%	+1.2%	+2.6%	+1.6%	+2.0%
Mar 9	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$88.73	$87.66	-1.2%	+0.2%	+0.0%	-0.3%	-2.0%	-3.3%
Feb 27	Baird	Maintains	Outperform → Outperform	—	$92.17	$90.82	-1.5%	+0.6%	+3.9%	+0.9%	+1.4%	-0.5%
Feb 3	Jefferies	Maintains	Buy → Buy	—	$101.17	$102.18	+1.0%	+2.2%	+6.0%	+5.8%	+7.8%	+7.9%
Jan 9	Jefferies	Upgrade	Hold → Buy	—	$93.02	$95.43	+2.6%	+2.1%	+3.2%	+4.1%	+5.9%	+8.3%
Dec 5	Stifel	Maintains	Hold → Hold	—	$94.16	$93.49	-0.7%	-1.8%	-2.5%	-4.2%	-2.1%	-1.2%
Dec 5	Baird	Maintains	Outperform → Outperform	—	$94.16	$93.49	-0.7%	-1.8%	-2.5%	-4.2%	-2.1%	-1.2%
Dec 3	Baird	Maintains	Outperform → Outperform	—	$88.16	$88.79	+0.7%	-0.6%	+6.8%	+4.9%	+4.1%	+2.3%
Nov 24	Morgan Stanley	Upgrade	Underweight → Equal Weight	—	$87.68	$88.84	+1.3%	+1.1%	+3.3%	+2.9%	+2.5%	+0.4%
Nov 24	Stifel	Maintains	Hold → Hold	—	$87.68	$88.84	+1.3%	+1.1%	+3.3%	+2.9%	+2.5%	+0.4%
Sep 2	Morgan Stanley	Maintains	Underweight → Underweight	—	$79.67	$79.18	-0.6%	-0.0%	-0.1%	+1.2%	+1.7%	+2.0%
Aug 29	Baird	Maintains	Outperform → Outperform	—	$80.12	$80.25	+0.2%	-0.6%	-0.6%	-0.6%	+0.6%	+1.1%
Aug 28	Stifel	Maintains	Hold → Hold	—	$82.14	$82.22	+0.1%	-2.5%	-3.0%	-3.0%	-3.1%	-1.9%
Jun 6	Morgan Stanley	Maintains	Underweight → Underweight	—	$69.86	$70.61	+1.1%	+0.7%	+1.0%	+1.0%	-0.1%	-0.3%
Jun 4	Baird	Maintains	Outperform → Outperform	—	$69.29	$70.31	+1.5%	+0.3%	+0.8%	+1.6%	+1.8%	+1.9%
Apr 14	Stifel	Maintains	Hold → Hold	—	$63.41	$64.00	+0.9%	-0.0%	-0.3%	-1.5%	-1.1%	-2.7%
Apr 8	Morgan Stanley	Maintains	Underweight → Underweight	—	$59.87	$61.56	+2.8%	-1.2%	+6.9%	+3.8%	+5.9%	+5.9%
Dec 4	Baird	Maintains	Outperform → Outperform	—	$72.68	$72.56	-0.2%	+0.9%	+0.5%	+0.3%	-0.2%	-0.2%
Dec 4	Morgan Stanley	Maintains	Underweight → Underweight	—	$72.68	$72.56	-0.2%	+0.9%	+0.5%	+0.3%	-0.2%	-0.2%
Aug 29	Stifel	Maintains	Hold → Hold	—	$71.79	$71.61	-0.3%	-0.4%	+1.3%	-1.0%	-1.4%	-2.2%
Jun 3	Baird	Maintains	Outperform → Outperform	—	$73.68	$73.84	+0.2%	-2.3%	-0.8%	+1.3%	+0.6%	-0.7%
Apr 11	Baird	Maintains	Outperform → Outperform	—	$74.17	$74.27	+0.1%	+0.2%	-0.9%	-2.3%	-2.3%	-3.0%
Nov 30	Stifel	Maintains	Hold → Hold	—	$60.03	$60.45	+0.7%	+1.3%	+2.3%	+3.0%	+1.6%	+1.9%
Aug 30	Baird	Maintains	Outperform → Outperform	—	$63.47	$63.87	+0.6%	+0.4%	+0.6%	+2.2%	-0.3%	-0.3%
Jun 1	Morgan Stanley	Maintains	Overweight → Overweight	—	$58.53	$58.46	-0.1%	+1.0%	+1.8%	-0.2%	+1.4%	+5.1%
Apr 20	Morgan Stanley	Maintains	Overweight → Overweight	—	$63.53	$63.61	+0.1%	+0.7%	+0.6%	+1.2%	-0.3%	-2.1%
Mar 2	Morgan Stanley	Maintains	Overweight → Overweight	—	$65.77	$65.74	-0.0%	+0.9%	+1.7%	+0.5%	+0.6%	+0.3%
Dec 1	Baird	Maintains	Outperform → Outperform	—	$60.92	$61.90	+1.6%	+0.1%	-0.2%	-2.2%	-2.8%	-2.8%
Dec 1	Morgan Stanley	Maintains	Overweight → Overweight	—	$60.92	$61.90	+1.6%	+0.1%	-0.2%	-2.2%	-2.8%	-2.8%
Sep 1	Baird	Maintains	Outperform → Outperform	—	$51.35	$50.94	-0.8%	+0.6%	-1.0%	-0.4%	+1.7%	+1.9%
Jul 18	Morgan Stanley	Maintains	Overweight → Overweight	—	$48.71	$48.98	+0.6%	-0.8%	+3.6%	+4.3%	+5.7%	+5.1%
Jul 18	Stifel	Maintains	Hold → Hold	—	$48.71	$48.98	+0.6%	-0.8%	+3.6%	+4.3%	+5.7%	+5.1%
Jun 2	Morgan Stanley	Maintains	Overweight → Overweight	—	$50.99	$51.98	+1.9%	+5.2%	+4.4%	+4.5%	+4.9%	+3.5%
Jun 2	Baird	Maintains	Outperform → Outperform	—	$50.99	$51.98	+1.9%	+5.2%	+4.4%	+4.5%	+4.9%	+3.5%
Oct 13	Morgan Stanley	Maintains	Overweight → Overweight	—	$56.62	$56.57	-0.1%	+1.2%	+3.0%	+3.8%	+4.3%	+5.1%
Sep 3	Morgan Stanley	Maintains	Overweight → Overweight	—	$64.22	$63.53	-1.1%	-3.2%	-5.3%	-5.5%	-5.7%	-7.1%
Jul 13	Morgan Stanley	Maintains	Overweight → Overweight	—	$65.24	$65.40	+0.2%	+0.9%	+0.5%	+0.6%	+0.2%	-2.6%
Jun 3	Morgan Stanley	Maintains	Overweight → Overweight	—	$62.86	$62.83	-0.0%	+1.7%	+2.8%	-0.2%	+0.4%	-1.1%
Apr 12	Morgan Stanley	Maintains	Overweight → Overweight	—	$59.66	$59.52	-0.2%	+0.6%	-0.7%	-0.2%	+1.2%	+2.0%
Feb 26	Morgan Stanley	Maintains	Overweight → Overweight	—	$60.04	$60.38	+0.6%	-1.9%	+0.1%	-1.3%	-3.2%	-4.9%
Jan 22	Morgan Stanley	Maintains	Overweight → Overweight	—	$58.64	$58.60	-0.1%	+1.3%	+2.7%	+3.3%	+1.8%	+2.6%
Dec 15	Morgan Stanley	Maintains	Overweight → Overweight	—	$54.63	$55.44	+1.5%	+3.1%	+3.7%	+4.1%	+3.2%	+3.6%
Dec 4	Morgan Stanley	Maintains	Overweight → Overweight	—	$53.58	$53.98	+0.7%	+2.2%	+1.8%	+2.1%	+3.3%	+2.0%
Oct 2	Baird	Upgrade	Neutral → Outperform	—	$46.93	$47.35	+0.9%	+2.1%	+7.5%	+6.6%	+7.8%	+8.3%
Jun 26	Morgan Stanley	Maintains	Overweight → Overweight	—	$44.16	$44.44	+0.6%	+3.0%	+3.9%	+5.3%	+2.7%	+4.7%
Jun 3	Stifel	Maintains	Hold → Hold	—	$49.04	$49.97	+1.9%	+1.3%	+1.9%	+4.9%	+4.2%	+1.9%
Mar 19	Stifel	Maintains	Hold → Hold	—	$35.71	$35.10	-1.7%	+6.2%	+0.4%	-7.1%	+2.6%	+2.0%
Mar 6	Baird	Maintains	Neutral → Neutral	—	$48.06	$46.35	-3.6%	-4.6%	-4.7%	-3.7%	-8.0%	-16.2%
Sep 14	Stifel Nicolaus	Maintains	Hold → Hold	—	$57.44	$57.75	+0.5%	+2.8%	+2.3%	+2.3%	+1.7%	+1.6%
Sep 14	Stifel	Maintains	Hold → Hold	—	$57.44	$57.75	+0.5%	+2.8%	+2.3%	+2.3%	+1.7%	+1.6%

Recent Filings

8-K · 1.01 ! Medium

Unknown — 8-K 1.01: Financing / Debt Agreement

DCI secured $400 million in debt financing, providing capital for operations or acquisitions, but investors should monitor the debt-to-equity ratio and whether proceeds are deployed effectively to generate returns exceeding borrowing costs.

Apr 10

8-K

Donaldson Company, Inc. -- 8-K Filing

Donaldson Company's second quarter fiscal 2026 earnings slightly declined with net income falling to $92.5 million from $95.9 million year-over-year, and EPS dropping marginally to $0.78 from $0.79.

Feb 26

8-K · 1.01 !! High

Donaldson Company, Inc. -- 8-K 1.01: Material Agreement

Donaldson Company secured an $820 million investment from Facet Group Holdings II LLC, potentially strengthening its balance sheet and providing capital for growth or strategic initiatives.

Feb 2

Data updated apr 25, 2026 4:46am · Source: massive.com