Industrials
Donaldson Company, Inc.(DCI)
Live Price
Offline$85.52
+0.20% today
1Y Change
+25.21%
Window
Jun 25, 2025 β Jun 15, 2026
- Market Cap
- $9.99B
- Revenue Growth
- +2.9%
- EPS Growth
- -9.9%
- Dividend Yield
- 1.4%
Coverage: 245 bars Β· Jun 25, 2025 β Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Donaldson Company, Inc. (DCI) is a Industrials stock with a market cap of $9.99B and listed on NYSE. The stock last traded around $85.52 and up 25.2% across the available one-year price window (Jun 25, 2025 β Jun 15, 2026). Baseline metrics include revenue growth of +2.9%, EPS growth of -9.9%, a dividend yield of 1.4%. What stands out right now is revenue +2.9%, EPS -9.9%, free cash flow -16.5% with operating margin 13.4% and ROIC 15.8%. The dividend is present but secondary, with a yield around 1.4%. Valuation is more restrained than many high-expectation growth names at P/E 26.4 and price/sales 2.7. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines DCI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+2.9% vs +3.6% peer median
Operating Margin
Below sector median
+13.4% vs +16.9% peer median
P/E
Below sector median
26.4 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 2, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +2.9% and EPS is at -9.9%, with operating margin around 13.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.4%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.4% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 2, 2026 | β | -0.5% | +0.6% | β |
2026 Feb 26, 2026 | -7.8% | +0.6% | -0.5% | -8.1% |
2025 Dec 4, 2025 | +1.8% | -1.8% | -1.2% | -3.3% |
Benchmark Edge
DCI vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
DCI
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
DCI Max Drawdown
-26.25%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for DCI and SPY.
Company Overview
Donaldson Company, Inc.
NYSE
Donaldson Company, Inc. is a leading provider within the diversified industrial manufacturing sector, specializing in filtration systems and replacement parts. With a rich history dating back to 1915, Donaldson delivers innovative solutions to enhance equipment performance and protect the environment. Its product offerings are widely used across various industries, including aerospace, agriculture, construction, mining, and transportation, emphasizing its crucial role in promoting operational efficiency and reliability in diverse settings. The companyβs extensive portfolio includes air and liquid filtration systems, offering both standard and customized solutions to meet the specific needs of its clientele. Donaldsonβs reach is global, supported by a network of manufacturing facilities and distribution centers strategically located to optimally serve its customers worldwide. Continually advancing its technology to meet evolving environmental standards and industrial requirements, Donaldson Company, Inc. is recognized for its commitment to quality and innovation, maintaining a significant presence in the global filtration markets.
- Leadership
- Mr. Tod E. Carpenter
- Employees
- 15.0k
- Street Address
- 1400 West 94th Street
- Mailing
- Bloomington, MN, 55431
- Region
- Bloomington, MN, United States
- Last Updated
- May 15, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 26.4
- EV/EBITDA
- 16.7
- Price/Sales
- 2.7
- Price/Book
- 6.3
Growth
- Revenue
- +2.9%
- EPS
- -9.9%
- Free Cash Flow
- -16.5%
Profitability
- Gross Margin
- 34.4%
- Operating Margin
- 13.4%
- Net Margin
- 10.1%
- ROE
- 25.2%
- ROIC
- 15.8%
Balance Sheet
- Debt/Equity
- 0.43
- Current Ratio
- 2.29
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.