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Donaldson Company, Inc.(DCI)Earnings, Financials & Key Ratios
DCI•NYSE
$89.54
29.4× P/E·Price updated Jul 7, 2026
AboutDonaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets. The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is headquartered in Bloomington, Minnesota.Show more
- Revenue$3.69B+2.9%
- EBITDA$657M+2.2%
- Net Income$367M-11.4%
- EPS (Diluted)3.05-9.8%
- Gross Margin34.85%-1.9%
- EBITDA Margin17.8%-0.7%
- Operating Margin15.1%-0.5%
- Net Margin9.94%-13.9%
- ROE24.94%-15.4%
DCI Price & Volume
Donaldson Company, Inc. (DCI) stock price & volume — 10-year historical chart
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Resilient Filtration Margins Offset Cyclical Revenue Volatility
Investment Thesis • Updated 2026Q3
VerdictNeutral
Growth:Mixed
Profitability:Stable
Financial:Fortress
Cash Flow:Robust
Primary Risk:Cyclical OEM demand exposure
Key Thesis Takeaways
- Donaldson Company maintains a robust competitive moat through its proprietary filtration technology, which consistently supports gross margins within the 33% to 36% range despite cyclical headwinds in industrial equipment demand.
- While top-line growth remains sensitive to global industrial utilization, the company's fortress balance sheet, characterized by a 0.36 debt-to-equity ratio, provides significant flexibility for ongoing shareholder returns.
- Investors should monitor the company's ability to manage operating leverage, which has shown variance from 9.3% to 15.6% over the last ten quarters, as a key indicator of future earnings quality.
Verdict Logic
while the company demonstrates strong cash conversion and a disciplined capital structure, the current P/E of 29.02 and a PEG ratio of 3.30 suggest that the stock may be fully valued relative to its recent mixed revenue growth trajectory.
DCI Growth Metrics
Donaldson Company, Inc. (DCI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.52%
5 Years7.41%
3 Years3.73%
TTM4.44%
Profit CAGR
10 Years5.84%
5 Years7.39%
3 Years3.31%
TTM21.08%
EPS CAGR
10 Years7.43%
5 Years8.81%
3 Years4.67%
TTM24.83%
Return on Capital
10 Years23.6%
5 Years24.14%
3 Years25.32%
Last Year25.62%
DCI Recent Earnings
Donaldson Company, Inc. (DCI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q3 2026Latest
Jun 2, 2026Metric
Actual
Est
EPS
$1.06+1.0%
$1.05
Rev
$995M+2.2%
$974M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.83-7.8%
$0.90
Rev
$896M-0.3%
$899M
Q4 2025
Dec 4, 2025Metric
Actual
Est
EPS
$0.94+1.8%
$0.92
Rev
$935M+1.3%
$923M
Q3 2025
Aug 27, 2025Metric
Actual
Est
EPS
$1.03+1.0%
$1.02
Rev
$981M+3.1%
$951M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 2, 2026 | $1.06vs $1.05+1.0% | $995Mvs $974M+2.2% |
| Q1 2026 | Feb 26, 2026 | $0.83vs $0.90-7.8% | $896Mvs $899M-0.3% |
| Q4 2025 | Dec 4, 2025 | $0.94vs $0.92+1.8% | $935Mvs $923M+1.3% |
| Q3 2025 | Aug 27, 2025 | $1.03vs $1.02+1.0% | $981Mvs $951M+3.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Donaldson Company, Inc. (DCI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $89.54 | $10.38B | 29.36 | 2.92% | 9.94% | 24.94% | 1.22% | |
| $957.51 | $120.85B | 35.31 | -0.4% | 16.58% | 24.26% | — | |
| $25.10 | $3.93B | 20.57 | 8.75% | 14.17% | 20.74% | — | |
| $363.76 | $37.44B | 25.62 | 12.26% | 21.12% | 8.75% | — | |
| $102.77 | $4.54B | 31.62 | 5.44% | 6.91% | 11.44% | — | |
| $78.84 | $2.83B | 57.55 | 38.79% | 2.11% | 5.45% | — |
Compare DCI vs Peers
Donaldson Company, Inc. (DCI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DCI SEC Filings & Documents
Donaldson Company, Inc. (DCI) SEC filings — annual & quarterly reports (10-K, 10-Q)
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DCI Frequently Asked Questions
Donaldson Company, Inc. (DCI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Donaldson Company, Inc.'s revenue?
Donaldson Company, Inc. (DCI) reported $3.81B in revenue for fiscal year 2025. This represents a 402% increase from $758.6M in 1996.
How fast is Donaldson Company, Inc. growing?
Donaldson Company, Inc. (DCI) grew revenue by 2.9% over the past year. Growth has been modest.
Is DCI profitable?
Yes, Donaldson Company, Inc. (DCI) is profitable, generating $438.8M in net income for fiscal year 2025 (9.9% net margin).
Dividend & Returns
Does DCI pay dividends?
Yes, Donaldson Company, Inc. (DCI) pays a dividend with a yield of 1.22%. This makes it attractive for income-focused investors.
What is DCI's return on equity?
Donaldson Company, Inc. (DCI) has a return on equity (ROE) of 24.9%. This is excellent, indicating efficient use of shareholder capital.
What is Donaldson Company, Inc.'s free cash flow?
Donaldson Company, Inc. (DCI) generated $388.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.