Donaldson Company, Inc. (DNZ)
XMUN 
Summary
DNZ Chart
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.
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Donaldson Company, Inc. Profile
| Machinery Industry | Industrials Sector | Richard Lewis CEO | XMUN Exchange | US2576511099 ISIN |
| US Country | 15,500 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.
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