Price
No data yet.
Social Signal Score
Revenue
$995.10M+28.72%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Richard Lewis
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 15,000
- Beta
- 0.93
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 8.14
Financials
Revenue
$995.10M+28.7%Net Income
$118.10M+40.1%EBITDA
$185.40M+30.6%Free Cash Flow
$112.10M+43.4%EPS (diluted)
$1.00+51.5%Shares Outstanding (diluted)
118.10M-7.6%Operating Expenses
$178.10MCash & Debt
$204.10MReturn of Capital
$34.70MRevenue by Segment (annual)
$3.69BDividend per Share
$0.32Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $3.69B | $367.00M | $3.09 |
| 2024 | $3.59B | $414.00M | $3.43 |
| 2023 | $3.43B | $358.80M | $2.95 |
| 2022 | $3.31B | $332.80M | $2.69 |
| 2021 | $2.85B | $286.90M | $2.27 |
| 2020 | $2.58B | $257.00M | $2.03 |
| 2019 | $2.84B | $267.20M | $2.08 |
| 2018 | $2.73B | $180.30M | $1.38 |
| 2017 | $2.37B | $232.80M | $1.76 |
| 2016 | $2.22B | $190.80M | $1.43 |
| 2015 | $2.37B | $208.11M | $1.51 |
| 2014 | $2.47B | $260.22M | $1.79 |
| 2013 | $2.44B | $247.38M | $1.67 |
| 2012 | $2.49B | $264.30M | $1.76 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from DCI's reported EPS growth of 4.4% a year over 13 years.
- EPS in 5 years
- $3.83
- Implied price
- $88.20
- Return from $93.11
- -1.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $43.85 — -52.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 20 | 23 | 26 | 29 |
|---|---|---|---|---|---|
| -5.6% | -15.8% | -13.0% | -10.6% | -8.3% | -6.3% |
| -0.6% | -11.3% | -8.4% | -5.8% | -3.5% | -1.3% |
| 4.4% | -6.9% | -3.8% | -1.1% | 1.4% | 3.6% |
| 9.4% | -2.4% | 0.8% | 3.7% | 6.2% | 8.6% |
| 14.4% | 2.0% | 5.4% | 8.4% | 11.1% | 13.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
110Social Signal Score
Mentions (2)
- Newszacks.com·4h ago·Positive
Donaldson Exhibits Strong Prospects Despite Persisting Headwinds DCI rides strong Mobile Solutions and Life Sciences growth, expands through acquisitions and raises shareholder returns despite pressure in Industrial Solutions.
View source ↗ - Newszacks.com·6h ago·Neutral
Unveiling Donaldson (DCI) Q4 Outlook: Wall Street Estimates for Key Metrics Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Donaldson (DCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.
View source ↗
Earnings
Wed, Aug 26(in 4 days)
Consensus estimate $1.13 per share
Typical surprise +1.0% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jun 2$1.06 vs $1.05beat
- Thu, Feb 26$0.83 vs $0.90miss
- Thu, Dec 4$0.94 vs $0.92beat
- Wed, Aug 27$1.03 vs $1.02beat
- Tue, Jun 3$0.99 vs $0.95beat
- Thu, Feb 27$0.83 vs $0.85miss
Estimates and results for DCI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by DCI officers and directors.
- Bought
- —
- Sold
- $4.6m
0 trades
8 trades
- Owens Jamessold
- Owens Jamessold
- Owens Jamessold
- Briseno Guillermosold
- Pogalz Bradley J.sold
- Rajendra Ajita Gsold
- Briseno Guillermosold
- Rautio Trudy A.sold
92 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
