Stocks · Industrials · Industrial - Machinery
Donaldson Company, Inc. DCI
$88.65 +1.01% Close, Oct 2, 2026 · NYSE · Market cap $10.28B
Low risk
Next earnings report: Dec 3, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $3.85, up 26.2% year over year.
- Revenue over the last four quarters was $3.89B, up 5.3% from a year earlier.
- Operating margin widened to 15.4% from 13.4% a year earlier.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth54Neutral
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 40%
- EPS growth (TTM, YoY)Top 32%
- FCF growth (TTM, YoY)Top 38%
- Revenue growth, 3-year CAGRBottom 48%
- Revenue growth accelerationBottom 43%
Quality68Positive
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 14%
- Gross marginTop 36%
- Operating marginTop 21%
- Cash conversion (OCF / net income)Bottom 23%
- Accruals (lower is better)Bottom 21%
- Net debt / EBITDA (lower is better)Top 47%
- Interest coverTop 14%
Value55Neutral
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 25%
- Free-cash-flow yieldTop 39%
- EBITDA / enterprise valueBottom 45%
- Sales / enterprise valueBottom 37%
- P/E vs own 5-year history (lower is better)Bottom 44%
Momentum53Neutral
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 49%
- 6-month returnTop 49%
- 1-year return vs S&P 500Top 49%
- Distance from 52-week highTop 42%
- Trend checklist (0–4)Top 42%
Revisions13Very weak
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 32%
- Consecutive EPS beatsTop 45%
- Share of analysts rating BuyBottom 19%
- Upside to consensus price targetBottom 17%
Stability93Exceptional
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 2%
- Maximum drawdown, 3 yearsTop 7%
- Beta vs S&P 500 (lower is better)Top 25%
- Net debt / EBITDA (lower is better)Top 47%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 4.4% | 5.3% | ↑ |
| EPS growth (YoY) | 24.8% | 26.2% | ↑ |
| Gross margin | 34.8% | 34.6% | ↓ |
| Operating margin | 13.4% | 15.4% | ↑ |
| FCF margin | 9.2% | 11.0% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 5.3% | 4.4% | ↑ | Bottom 40% |
| EPS growth (TTM, YoY) | 26.2% | 24.8% | ↑ | Top 32% |
| Gross margin | 34.6% | 34.8% | ↓ | Top 36% |
| Operating margin | 15.4% | 13.4% | ↑ | Top 21% |
| Net margin | 11.7% | 9.9% | ↑ | — |
| Free-cash-flow margin | 11.0% | 9.2% | ↑ | — |
| Return on invested capital | 14.3% | — | Top 14% | |
| Revenue growth, 3-year CAGR | 4.2% | — | Bottom 48% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.09×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -1.0%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.5%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +9.2 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.82×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 16.7×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.37%
- Net buyback yield (TTM)
- 0.54%
- Shareholder yield
- 1.91%
- Share count change, 1 year
- -0.2%
- Share count change, 3-year CAGR
- -1.5%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jul 31, 2026 (filed Sep 25, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 2
- Beats in the last 8 reports
- 6 of 8
- Average EPS surprise, last 4
- -0.8%
- Average 2-day reaction, last 8
- +0.3%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $96.50
- Target vs current price
- +8.9%
- Analysts with a rating
- 14
- Share rating Buy or Strong Buy
- 36%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 26, 2026 | +1.8% | +2.1% | -3.8% | -7.0% | — |
| Jun 2, 2026 | +1.0% | +4.7% | +2.7% | +9.8% | +16.4% |
| Feb 26, 2026 | -7.8% | -11.7% | -10.5% | -16.6% | -20.9% |
| Dec 4, 2025 | +1.8% | +7.5% | +5.2% | +2.7% | +6.2% |
| Aug 27, 2025 | +1.0% | +8.6% | +5.3% | +5.7% | +12.7% |
| Jun 3, 2025 | +4.5% | +0.2% | +2.0% | +2.2% | +18.8% |
| Feb 27, 2025 | -2.4% | -2.4% | -0.7% | -0.8% | -0.6% |
| Dec 3, 2024 | +1.2% | -6.9% | -7.1% | -13.7% | -11.9% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 26, 2026 | $1.15 | $1.13 | +1.8% | $1.06B |
| Jun 2, 2026 | $1.06 | $1.05 | +1.0% | $995.1M |
| Feb 26, 2026 | $0.83 | $0.90 | -7.8% | $896.3M |
| Dec 4, 2025 | $0.94 | $0.92 | +1.8% | $935.4M |
| Aug 27, 2025 | $1.03 | $1.02 | +1.0% | $980.7M |
| Jun 3, 2025 | $0.99 | $0.95 | +4.5% | $940.1M |
| Feb 27, 2025 | $0.83 | $0.85 | -2.4% | $870.0M |
| Dec 3, 2024 | $0.83 | $0.82 | +1.2% | $900.1M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 23.0× | 22.6× | 67th | Top 25% |
| P/E (forward) | 20.5× | — | — | — |
| EV / EBITDA | 18.3× | — | — | Bottom 45% |
| EV / Sales | 2.94× | — | — | Bottom 37% |
| Free-cash-flow yield | 4.15% | — | — | Top 39% |
| Earnings yield | 4.34% | — | — | Top 25% |
P/E over the past five years
Range 19.7× – 29.3× since Jul 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +8.0%
- Earnings per share growth (TTM)
- +26.2%
- Change in P/E multiple
- -14.5%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -0.8%
- 200-day average slope (20 days)
- -0.2%
- Distance from 50-day average
- -3.2%
- Distance from 200-day average
- -2.8%
- RSI (14)
- 50.0
- Relative volume
- 1.08×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 18.7%
- Volatility vs own 5-year history
- 19th percentile · Low for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.77
- Correlation with S&P 500
- 0.50
- Current drawdown from 1-year high
- -19.8%
- Maximum drawdown, 3 years
- -26.2%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Aug 30, 2021 | Jun 17, 2022 | -33.0% | 202 days | 425 days (Feb 28, 2024) |
| Feb 11, 2026 | May 19, 2026 | -26.3% | 67 days | Not yet recovered |
| Nov 25, 2024 | Apr 8, 2025 | -24.4% | 90 days | 97 days (Aug 27, 2025) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $10.28B
- P/E (TTM)
- 23.0
- EPS, diluted (TTM)
- $3.85
- Revenue (TTM)
- $3.89B
- Dividend yield
- 1.40%
- 52-week range
- $79.42 – $112.84
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $3.31B | $3.43B | $3.59B | $3.69B | $3.89B |
| Gross profit | $1.07B | $1.16B | $1.27B | $1.29B | $1.35B |
| Operating income | $443.5M | $480.2M | $544.1M | $557.4M | $599.9M |
| Net income | $332.8M | $358.8M | $414.0M | $367.0M | $453.8M |
| EPS (diluted) | $2.66 | $2.90 | $3.38 | $3.05 | $3.85 |
| Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $900.1M | $870.0M | $940.1M | $980.7M | $935.4M | $896.3M | $995.1M | $1.06B |
| Net income | $99.0M | $95.9M | $57.8M | $114.3M | $113.9M | $92.5M | $118.1M | $129.3M |
| EPS (diluted) | $0.81 | $0.79 | $0.48 | $0.97 | $0.97 | $0.78 | $1.00 | $1.10 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $252.8M | $544.5M | $492.5M | $418.8M | $493.7M |
| Capital expenditure | -$85.1M | -$118.1M | -$85.6M | -$78.9M | -$67.4M |
| Free cash flow | $167.7M | $426.4M | $406.9M | $339.9M | $426.3M |
| Dividends paid | -$110.1M | -$114.4M | -$122.8M | -$131.9M | -$141.2M |
| Net share buybacks | -$170.6M | -$103.5M | -$116.6M | -$302.9M | -$55.3M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $250.4M
- Total assets
- $3.99B
- Total liabilities
- $2.22B
- Total debt
- $1.38B
- Net debt
- $1.13B
- Shareholders’ equity
- $1.76B
As of Jul 31, 2026 (filed Sep 25, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 17, 2026 | $0.32 | Aug 31, 2026 |
| Jun 15, 2026 | $0.32 | Jun 30, 2026 |
| Feb 12, 2026 | $0.30 | Feb 27, 2026 |
| Dec 5, 2025 | $0.30 | Dec 22, 2025 |
| Aug 12, 2025 | $0.30 | Aug 27, 2025 |
| Jun 16, 2025 | $0.30 | Jun 30, 2025 |
| Feb 13, 2025 | $0.27 | Feb 28, 2025 |
| Dec 9, 2024 | $0.27 | Dec 23, 2024 |
Short interest
- Shares sold short
- 3,145,580
- Days to cover
- 5.11
- Change vs previous report
- +14.9%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Mar 26, 2012
- 2-for-1
- Mar 22, 2004
- 2-for-1
- Jan 14, 1998
- 2-for-1
- Apr 7, 1994
- 2-for-1
- Jul 13, 1992
- 3-for-2