DCI Donaldson Company, Inc.
USIndustrialsAs of 2026-07-09 11:26
Why DCI matters now
Donaldson Company, Inc. (DCI) is a US stock in Industrials. The latest InvestLog snapshot shows $88.58 with +1.03% on the session and $10.27B in market capitalization; recent performance reads 1-month +4.87% and YTD -3.54%.
The latest financial table shown here is Q3 2026, with revenue of $995.1M, net income of $118.1M, and EPS of $1.00. Investors can compare that operating picture with valuation signals such as P/E 27.13 and FCF yield 3.9%.
The latest indexable market news headline is "Donaldson (DCI) Up 3.9% Since Last Earnings Report: Can It Continue?" from Zacks Investment Research.
Additional event context on this page matters because analyst consensus is Hold with a median target of $93.50; recent insider activity includes Owens James filing M-Exempt. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
27.13
PEG
—
P/B
5.85
P/S
2.60
EV/EBITDA
14.85
DCF Value
$62.90
FCF Yield
3.9%
Div Yield
1.4%
Margins & Returns
Gross Margin
34.2%
Operating Margin
14.9%
Net Margin
11.5%
ROE
28.1%
ROA
14.2%
ROIC
18.1%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2026 | $995.1M | $118.1M | $1.00 |
| Q2 2026 | $896.3M | $92.5M | $0.78 |
| Q1 2026 | $935.4M | $113.9M | $0.97 |
| Q4 2025 | $980.7M | $114.3M | $0.97 |
Analyst Ratings
Consensus
Hold
Target (Consensus)
$100.33
Target (Median)
$93.50
Target Range
$91.00 - $123.00
Trading Activity
Insider Trades
Related Stocks
Latest News
Company Info
Sector
Industrials
Industry
Industrial - Machinery
Country
US
Exchange
—
Beta
0.95
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.