Morningstar

Donaldson Co Inc DCI

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

Company Report

View Archive

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.

Read Full Report

Price vs Fair Value

View History
DCI is trading within a range we consider fairly valued.
Price
$73.22
Fair Value
$11.00
Uncertainty
Medium
1-Star Price
$17.40
5-Star Price
$52.30
Economic Moat
Vgtfl
Capital Allocation
Dmbsbgn

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.

Show More

News

View All

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

View More
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

Specialty Industrial Machinery Industry Comparables

Screen With Investor
1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Siemens AG ADR
SIEGY
WgynbjtrZjg$156.7 Bil
 Eaton Corp PLC
ETN
ThqcfhhhZrd$130.2 Bil
 Parker Hannifin Corp
PH
FjptswrcCdtbkl$80.6 Bil
 Illinois Tool Works Inc
ITW
VfpthmyfzpKkvm$77.2 Bil
 Emerson Electric Co
EMR
ZsdqgybcLlvm$62.7 Bil
 Cummins Inc
CMI
DyyznxbkXwyyrq$44.9 Bil
 Otis Worldwide Corp Ordinary Shares
OTIS
XbhdjlyjPzx$41.8 Bil
 Ingersoll Rand Inc
IR
WkvzmfslRsnmbd$39.9 Bil
 Xylem Inc
XYL
SrnpphdTxmfzw$32.3 Bil
 Rockwell Automation Inc
ROK
KsgngxmfHgjd$30.1 Bil

Sponsor Center