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 9/10/2026, 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 is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027.
Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript
Donaldson NYSE: DCI reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS increased 8% and operating margin reached a record 16%.
While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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 |
|---|---|---|---|---|---|---|---|
| $89.81 | $10.41B | 29.45 | 2.92% | 9.94% | 24.94% | 1.22% | |
| $949.47 | $119.72B | 111.18 | -71.01% | 16.97% | 25.1% | — | |
| $23.99 | $3.75B | 19.66 | 8.75% | 15.02% | 21.21% | — | |
| $390.35 | $39.39B | 27.49 | 12.26% | 30.24% | 12.94% | — | |
| $98.26 | $4.34B | 30.52 | 5.44% | 7.06% | 11.55% | — | |
| $78.30 | $4.57B | 57.15 | 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.
