DONALDSON CO INC

DCINYSE

🏆 #662 by market capEarnings Aug 26 · PostUS Equity

$339.01▼ $14.20 (−4.19%)

🌙 After hours$96.91▼ 71.41%Simulated price

1h—

24h▼ 4.2%

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14d—

30d—

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🏦Market Cap

$11.23B

Mid Cap

📈Revenue Growth (YoY)

+4.4%

Slowing

📊Gross Margin

34.6%

Moderate

💵FCF Margin

10.2%

Healthy

⚖️P/S Ratio

3.0x

Cheap

Otter Score

Weak

No chart data available for DCI.

Trading Snapshot

Day Range: $334.52 – $343.31
52-Week Range: $71.79 – $112.84
Volume: $3.36B
Avg Volume: $2.64B
Shares Outstanding: 115.9M
Next Earnings: Sep 22, 2026

Fundamentals Snapshot

Annual Revenue: $3.69B
Last Q Revenue: $995M
P/E Ratio: 26.0
P/S Ratio: 3.0x
EPS (TTM): $3.72
Dividend Yield: 1.22%

Why Investors Own DCI

✓High-growth profile — revenue up +38.5% YoY with expanding US Equity exposure.
✓Healthy economics — 26% gross margin and 8% free-cash-flow margin.
✓New products and segments could unlock additional revenue streams.

⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)

$3.69B▲ +36.2% YoY

Gross Margin (TTM)

26.0%▲ +2.7% YoY

Operating Income (TTM)

$598M▲ +36.2% YoY

Free Cash Flow (TTM)

$299M▲ +36.2% YoY

About DONALDSON CO INC

Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.

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