Donaldson: The Replacement Filter Business Has A Second Engine
Donaldson Company is rated Buy, driven by recurring replacement demand and a diversified filtration portfolio supporting margin recovery and growth. DCI's installed base and aftermarket sales provide resilience, while recent acquisitions like Facet enhance consumables exposure and recurring revenue streams. Fiscal 2027 projections include $4.18B revenue, 16.9% GAAP operating margin, and ~$4.30 EPS, with upside to $4.72 EPS in 2028 if operational improvements persist.
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
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 (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.
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.
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.
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.
Donaldson (DCI) Up 3.9% Since Last Earnings Report: Can It Continue?
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
Donaldson Company, Inc. (DCI) Presents at 46th Annual William Blair Growth Stock Conference Transcript
Donaldson Company, Inc. (DCI) Presents at 46th Annual William Blair Growth Stock Conference Transcript
Donaldson's Q3 Earnings & Revenues Top Estimates, Increase Y/Y
DCI beats Q3 earnings and revenue estimates as Mobile Solutions and Life Sciences growth lifted sales, while fiscal 2026 guidance remained intact.
