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.
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 11/8/2026, 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 Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced the appointment of Jeff Stier
The Zacks Pollution Control industry is poised to gain from healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, CECO, FTEK and LIQT are some notable stocks in the industry.
Donaldson Company is rated Buy, driven by recurring replacement demand and a diversified filtration portfolio supporting margin recovery and growth. DCI's installed base and aftermarket sales provide resilience, while recent acquisitions like Facet enhance consumables exposure and recurring revenue streams. Fiscal 2027 projections include $4.18B revenue, 16.9% GAAP operating margin, and ~$4.30 EPS, with upside to $4.72 EPS in 2028 if operational improvements persist.
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
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 |
|---|---|---|---|---|---|---|---|
| $84.33 | $9.77B | 21.91 | 5.28% | 11.68% | 27.71% | 1.42% | |
| $917.79 | $115.72B | 31.50 | 8.31% | 16.62% | 24.65% | 0.8% | |
| $24.05 | $3.76B | 17.02 | 3.17% | 15.04% | 20.35% | 1.16% | |
| $476.60 | $48.1B | 18.29 | 12.26% | 30.71% | 13.53% | 0.69% | |
| $94.17 | $4.16B | 21.16 | 5.44% | 8.83% | 14.46% | 1.17% | |
| $48.60 | $2.84B | -77.51 | 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 in fiscal year 2026, which is also its trailing twelve months. That is 366% more than the $833.3M of fiscal year 1997.
Donaldson Company, Inc. (DCI) grew revenue by 5.3% over the trailing twelve months, compared with the twelve months before.
Yes. Donaldson Company, Inc. (DCI) earned $453.8M in net income over the trailing twelve months (a 11.7% net margin).
Yes. Donaldson Company, Inc. (DCI) pays a dividend that yields 1.42% at the current price, a moderate yield.
Donaldson Company, Inc. (DCI) had a return on equity (ROE) of 27.7% over the trailing twelve months. That is well above the market's typical 10-15%.
Donaldson Company, Inc. (DCI) generated $426.3M in free cash flow over the trailing twelve months.
