Zacks Investment Research·Sep 25, 2026
Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
Donaldson's organic revenue growth has accelerated to 8.0% in 2026Q4, with operating income expanding 19.9% year-over-year, demonstrating strong pricing power and operating leverage. However, the recent $822.4 million Facet Filtration acquisition has fundament...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 8.0% in 2026Q4, driving a 19.9% year-over-year increase in operating income and expanding gross margin to a multi-year high of 36.3%, indicating strong pricing power and favorable mix.
Donaldson Company reported record sales across all three segments in its recent fiscal Q2 2026 update, reinforcing confidence in its full-year outlook.
Donaldson's stock has surged by 17% over the last three months, reflecting positive market sentiment.
As a global leader in technology-led filtration products, Donaldson serves diverse industries and advanced markets with a presence in over 140 locations worldwide.
Trailing total returns as of 10/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $1.15+1.8% vs $1.13 | $1.1B+1.5% vs $1.0B |
Q3 2026 Jun 2, 2026 | $1.06+1.0% vs $1.05 | $995M+2.2% vs $974M |
Q1 2026 Feb 26, 2026 | $0.83-7.8% vs $0.90 | $896M-0.3% vs $899M |
Q4 2025 Dec 4, 2025 | $0.94+1.8% vs $0.92 | $935M+1.3% vs $923M |
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
GEA Group (OTCMKTS:GEAGF - Get Free Report) and Donaldson (NYSE: DCI - Get Free Report) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, earnings, dividends and risk. Insider and Institutional Ownership 82.8% of Donaldson shares are
Engineers Gate Manager LP acquired a new position in Donaldson Company, Inc. (NYSE: DCI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 14,280 shares of the industrial products company's stock, valued at approximately $1,282,000. Several other institutional investors have also added to
Baird Financial Group Inc. cut its stake in Donaldson Company, Inc. (NYSE: DCI) by 21.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,960 shares of the industrial products company's stock after selling 7,244 shares during the
Benchmark DCI against direct peers instead of judging its metrics in isolation.
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 |
|---|---|---|---|---|---|---|---|
| $90.11 | $10.44B | 29.54 | 2.92% | 9.94% | 24.94% | 1.22% | |
| $984.91 | $124.18B | 115.33 | -71.01% | 16.97% | 25.1% | — | |
| $21.96 | $3.44B | 18.00 | 8.75% | 15.02% | 21.21% | — | |
| $362.28 | $36.56B | 25.51 | 12.26% | 30.24% | 12.94% | — | |
| $99.25 | $4.39B | 30.82 | 5.44% | 7.06% | 11.55% | — | |
| $75.45 | $4.41B | 55.07 | 38.79% | -2.98% | -3.58% | — |
Donaldson Company, Inc. (DCI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Donaldson Company, Inc. (DCI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Jun 2, 2026·SEC
Apr 10, 2026·SEC
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Donaldson Company, Inc. (DCI) stock FAQ — growth, dividends, profitability & financials explained
Donaldson Company, Inc. (DCI) reported $3.89B in revenue for fiscal year 2025. This represents a 412% increase from $758.6M in 1996.
Donaldson Company, Inc. (DCI) grew revenue by 2.9% over the past year. Growth has been modest.
Yes, Donaldson Company, Inc. (DCI) is profitable, generating $453.8M in net income for fiscal year 2025 (9.9% net margin).
Yes, Donaldson Company, Inc. (DCI) pays a dividend with a yield of 1.22%. This makes it attractive for income-focused investors.
Donaldson Company, Inc. (DCI) has a return on equity (ROE) of 24.9%. This is excellent, indicating efficient use of shareholder capital.
Donaldson Company, Inc. (DCI) generated $426.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
