Price
No data yet.
Social Signal Score
Analyst Ratings
14 analystsRevenue
$1.06B+91.46%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Richard Lewis
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 15,500
- Beta
- 0.92
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 5.55
Financials
Revenue
$1.06B+91.5%Net Income
$129.30M+122.9%EBITDA
$108.60M+5.0%Free Cash Flow
$185.00M+111.9%EPS (diluted)
$1.10+155.8%Shares Outstanding (diluted)
117.90M-12.4%Operating Expenses
$211.20MCash & Debt
$250.40MReturn of Capital
$37.20MRevenue by Segment (annual)
$3.89BDividend per Share
$0.32Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $3.89B | $453.80M | $3.92 |
| 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 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from DCI's reported EPS growth of 6.8% a year over 13 years.
- EPS in 5 years
- $5.45
- Implied price
- $130.68
- Return from $88.65
- 8.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $64.97 — -26.7% 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 | 16 | 20 | 24 | 28 | 32 |
|---|---|---|---|---|---|
| -3.2% | -9.7% | -5.6% | -2.0% | 1.0% | 3.8% |
| 1.8% | -5.0% | -0.7% | 3.0% | 6.2% | 9.1% |
| 6.8% | -0.3% | 4.2% | 8.1% | 11.5% | 14.5% |
| 11.8% | 4.3% | 9.1% | 13.1% | 16.7% | 19.8% |
| 16.8% | 9.0% | 14.0% | 18.2% | 21.9% | 25.2% |
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)
50-41.34%Social Signal Score
Mentions (21)
- Newszacks.com·10d ago·Neutral
Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report? Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
View source ↗ - News (RSS)fortune·14d ago·Neutral
Billionaire YouTuber MrBeast spent $10 million building a village in Ghana—he says viewers watch philanthropy videos less but ‘I’ll keep making them’ Donaldson wrote on social media platform X that his 14-year career on YouTube so far had been leading up to the humanitarian project, which took eight months to complete.
View source ↗ - Newsnewsfilecorp.com·20d ago·Neutral
Karus Mining Announces Appointment of Chris Donaldson as Chief Executive Officer and Director Vancouver, British Columbia--(Newsfile Corp. - September 16, 2026) - Karus Mining Corp. (CSE: KARU) ("Karus" or the "Company") is pleased to announce the appointment of Chris Donaldson as Chief Executive Officer of the Company, effective immediately. Chris Donaldson succeeds Interim CEO, Andrew Kaip who will step down as Interim CEO and continue to serve as a director of the Company.
View source ↗ - News (RSS)seekingalpha·20d ago·Positive
Donaldson Company, Inc. (DCI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·20d ago·Positive
Donaldson Company, Inc. (DCI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript Donaldson Company, Inc. (DCI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript
View source ↗ - 4chan /biz/biz·33d ago·Negative
…”' >Yet, a state criminal investigator, directly from the Attorney General’s office, had driven two hours to eyeball Burgod. And there was more. Significantly more. DCI’s investigation went far beyond Burgod’s office walls. >Four months prior, on March 30, Burgod had filed a petition to run for county commissioner. She only needed three signatures from local citizenry to file the paperwork, but in just-in-case mode, Burgod obtained nine signatures. >On August 6, one week after visiting Burgod…
View source ↗ - 4chan /biz/biz·34d ago·Negative
…”' >Yet, a state criminal investigator, directly from the Attorney General’s office, had driven two hours to eyeball Burgod. And there was more. Significantly more. DCI’s investigation went far beyond Burgod’s office walls. >Four months prior, on March 30, Burgod had filed a petition to run for county commissioner. She only needed three signatures from local citizenry to file the paperwork, but in just-in-case mode, Burgod obtained nine signatures. >On August 6, one week after visiting Burgod…
View source ↗ - News (RSS)yahoo·38d ago·Neutral
Donaldson’s (DCI) Billion-Dollar Quarter Hides A Costlier Bet Ahead
View source ↗ - News (RSS)seekingalpha·40d ago·Positive
Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript
View source ↗ - Newsseekingalpha.com·40d ago·Neutral
Donaldson Company: Continued Execution Can Validate Valuation Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027.
View source ↗ - Newsseekingalpha.com·40d ago·Positive
Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·40d ago·Neutral
Donaldson Q4 Earnings Call Highlights Donaldson NYSE: DCI reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS increased 8% and operating margin reached a record 16%.
View source ↗ - News (Marketaux)gurufocus.com·40d ago·Positive
DCI Looks 13.7% Overvalued on GF Value™ as Growth Prospects Brighten On August 26, 2026, Donaldson C[+191 characters]
View source ↗ - Newszacks.com·40d ago·Neutral
Donaldson (DCI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
View source ↗ - Newszacks.com·41d ago·Positive
Donaldson (DCI) Tops Q4 Earnings and Revenue Estimates Donaldson (DCI) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.03 per share a year ago.
View source ↗ - Newsbusinesswire.com·41d ago·Negative
Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported fiscal 2026 GAAP net earnings of $129.3 million in the fourth quarter and $453.8 million for the full year, compared with $114.3 million and $367.0 million, respectively, in fiscal 2025. Fiscal 2026 GAAP EPS were $1.10 in the fourth quarter and…
View source ↗ - Newszacks.com·42d ago·Neutral
Donaldson Gears Up to Report Q4 Earnings: What's in the Cards? DCI heads into fiscal Q4 with higher sales and earnings estimates, supported by segment growth and the Facet Filtration acquisition.
View source ↗ - 4chan /biz/biz·45d ago·Neutral
…in some GPs but never made it on the pro tour. was really close one time where I got jewed out of an easy win at the final table at a GP. I heard they don't even do DCI rankings anymore. I guess the game is for casuals now. Back when I played the pros were already leaving for poker because it paid better. Wild to see Hasboro s******* it so much nowadays. Great game, terrible player base, even worse company.
View source ↗ - Newszacks.com·45d 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·45d 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
Thu, Dec 3(in 8 weeks)
Consensus estimate $0.97 per share
Typical surprise +1.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 26$1.15 vs $1.13beat
- 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
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
- $5.7m
0 trades
8 trades
- Carpenter Tod E.sold
- Carpenter Tod E.sold
- Owens Jamessold
- Owens Jamessold
- Owens Jamessold
- Briseno Guillermosold
- Pogalz Bradley J.sold
- Rajendra Ajita Gsold
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.
Congress trades
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (25d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 14, 2025 (22d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 18, 2024 (23d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 22, 2024 (36d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 22, 2024 (36d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 22, 2023 (49d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 22, 2023 (49d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 14, 2022 (28d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 14, 2022 (28d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (39d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (39d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 25, 2022 (41d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 25, 2022 (41d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 25, 2022 (35d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 25, 2022 (35d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 18, 2022 (28d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.