Morningstar

Donaldson Co Inc DCI

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Stock XNYS Rating as of
$73.70 +0.48 (0.66%)
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As of Delayed Price Post-Trading: $73.70 0.00

Company Report

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Donaldson Earnings: Aftermarket Sales Growth Boosts Profitability Despite Lagging Life Sciences

Krzysztof Smalec,

Narrow-moat Donaldson reported mixed fourth-quarter results, as solid financial performance was overshadowed by updated guidance for fiscal 2026. Management lowered its growth and profitability expectations for the life sciences segment. Shares closed down 3.5%, though we believe the market overlooked improved profitability expectations in the other two segments. As a result, we have slightly increased our fair value estimate by $1 to $68 per share.

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Price vs Fair Value

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DCI is trading at a 272% premium.
Price
$73.22
Fair Value
$84.00
Uncertainty
Medium
1-Star Price
$58.70
5-Star Price
$71.80
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Donaldson generates a healthy stream of recurring revenue, as aftermarket parts and consumables account for over 60% of sales, which helps mitigate the firm’s exposure to cyclical end markets.

Bears

In the long run, the advent of electric powertrains poses a threat to Donaldson’s engine segment.

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News

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Trading Information

Previous Close Price
$73.22
Day Range
$73.13–73.93
52-Week Range
$57.05–78.03
Bid/Ask
$58.73 / $76.00
Market Cap
$8.82 Bil
Volume/Avg
459,664 / 446,312

Key Statistics

Price/Earnings (Normalized)
21.41
Price/Sales
2.50
Dividend Yield (Trailing)
1.42%
Dividend Yield (Forward)
1.47%
Total Yield
3.28%

Company Profile

Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Small Core
Total Number of Employees
14,000
Website
https://ir.donaldson.com

Competitors

Valuation

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Metric
DCI
NDSN
IEX
Price/Earnings (Normalized)
 21.4127.0926.72
Price/Book Value
 5.915.124.38
Price/Sales
 2.505.525.02
Price/Cash Flow
 17.6323.6124.34
Price/Earnings
DCI
NDSN
IEX

Financial Strength

Metric
DCI
NDSN
IEX
Quick Ratio
 1.101.362.36
Current Ratio
 1.842.363.41
Interest Coverage
 26.017.7918.19
Quick Ratio
DCI
NDSN
IEX

Profitability

Metric
DCI
NDSN
IEX
Return on Assets (Normalized)
 14.85%10.82%10.31%
Return on Equity (Normalized)
 29.89%20.04%17.13%
Return on Invested Capital (Normalized)
 21.72%14.21%12.85%
Return on Assets
DCI
NDSN
IEX

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