Summary
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.
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 $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS increased 8% and operating margin reached a record 16%.
Donaldson (DCI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Donaldson Company, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 63 | $5,077.57 | $6,180.93 | $1,103.36 | 21.73% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,015 | $1.1M | $1.28M | $181,819.55 | 16.51% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 58,100 | $3.99M | $5.63M | $1.64M | 41.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 497 | $34,638.07 | $48,164.27 | $13,526.2 | 39.05% |
| NA Nizar Araji National Bank Of Canada /FI/ | 16,158 | $1.07M | $1.59M | $524,544.8 | 49.09% |
Donaldson Company, Inc. (DCI) FAQ
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Donaldson Company, Inc. Profile
| Machinery Industry | Industrials Sector | Richard Lewis CEO | NYSE Exchange | 257651109 CUSIP |
| US Country | 15,000 Employees | 17 Aug 2026 Last Dividend | 26 Mar 2012 Last Split | - IPO Date |
Overview
Donaldson Company, Inc., founded in 1915 and headquartered in Bloomington, Minnesota, plays a pivotal role worldwide in manufacturing and selling advanced filtration systems and replacement parts. The company's operations are categorized into three main segments: Mobile Solutions, Industrial Solutions, and Life Sciences, catering to a diverse range of markets including construction, mining, agriculture, aerospace, defense, transportation, and more. With its commitment to innovation and quality, Donaldson Company, Inc. ensures cleanliness and environmental integrity across various applications and industries globally.
Products and Services
- Mobile Solutions - This segment focuses on delivering cutting-edge replacement filters for air and liquid filtration applications. Its portfolio includes:
- Air filtration systems designed for optimized engine performance.
- Liquid filtration systems for fuel, lube, and hydraulic applications, ensuring machinery operates smoothly with reduced wear and tear.
- Exhaust and emissions systems and sensors developed to meet stringent environmental standards.
- Indicators and monitoring systems that provide critical insights into filter performance and maintenance requirements.
- Industrial Solutions - Catering to a broader sector, this segment offers a suite of products aimed at improving industrial air quality and process purity, including:
- Dust, fume, and mist collectors to ensure cleaner work environments.
- Systems for the purification of compressed air and industrial gases that are critical for many manufacturing and processing applications.
- Filtration solutions for hydraulic and lubricated rotating equipment applications, safeguarding vital components from contamination.
- Filtration products for gas and liquid in industrial processes, protecting equipment and ensuring the quality of the output.
- Life Sciences - Focusing on critical environments in food, beverage, and industrial processes, as well as bioprocessing and specialized manufacturing, this segment provides:
- Micro-environment gas and liquid filtration products that maintain purity and integrity in sensitive applications.
- Bioprocessing equipment such as bioreactors and fermenters for the pharmaceutical and biotechnology industries.
- Bioprocessing consumables including chromatography devices, reagents, filters, and polytetrafluoroethylene membrane-based products for various laboratory and industrial processes.
- Specialized air and gas filtration systems used in manufacturing of sensitive components such as hard disk drives, semiconductors, battery systems, and powertrain components.
