Industrials
Live Price
Offline$88.52
-0.66% today
1Y Change
+23.06%
Window
Jun 26, 2025 → Jun 24, 2026
Coverage: 250 bars · Jun 26, 2025 → Jun 24, 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 $88.52 and up 23.1% across the available one-year price window (Jun 26, 2025 → Jun 24, 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.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
DCI
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
DCI Max Drawdown
-26.25%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for DCI and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$2.9B
-13.7% YoY
FY Net Income
$286.9M
-13.8% YoY
Free Cash Flow
$343.6M
+104.9% YoY
Revenue Growth
+2.9%
EPS Growth
-9.9%
Gross Margin
34.4%
Net Margin
10.1%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 3.7B | 3.6B | 3.4B | 3.3B | 2.9B |
| Gross Profit | 1.3B | 1.3B | 1.2B | 1.1B | 972M |
| Operating Income | 557M | 544M | 480M | 444M | 385M |
| EBITDA | 616M | 655M | 580M | 548M | 489M |
| Net Income | 367M | 414M | 359M | 333M | 287M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 180M | 233M | 187M | 193M | 223M |
| Total Assets | 3.0B | 2.9B | 2.8B | 2.6B | 2.4B |
| Total Liabilities | 1.5B | 1.4B | 1.4B | 1.5B | 1.3B |
| Shareholder Equity | 1.5B | 1.5B | 1.3B | 1.1B | 1.1B |
| Total Debt | 730M | 598M | 656M | 693M | 528M |
| Net Debt | 550M | 366M | 469M | 500M | 305M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
402M
+59.0% YoY
Capital Expenditures
58M
+31.5% YoY
Free Cash Flow
344M
+104.9% YoY
Key ratios
Gross Margin
34.4%
Operating Margin
13.4%
Net Margin
10.1%
ROE
25.2%
Debt / Equity
0.43x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.