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DCI
$88.40-$0.12 (-0.14%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$10.3B
116M shares
52-week range
$68.96 – $112.84
44% from low
Sector
INDUSTRIAL & COMMERCIAL FANS & BLOWERS & AIR PURIFYING EQUIP
Exchange
NYSE
CS
Borrow rate
0.28%
Easy to borrow
Price (6 mo)
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Change+$24.87
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.73B | $2.84B | $2.58B | $2.85B | $3.31B | $3.43B | $3.59B | $3.69B |
| Cost of revenue | $1.80B | $1.90B | $1.71B | $1.88B | $2.24B | $2.27B | $2.31B | $2.40B |
| Gross profit | $935.5M | $948.3M | $871.6M | $971.7M | $1.07B | $1.16B | $1.27B | $1.29B |
| Gross margin | 34.2% | 33.3% | 33.8% | 34.0% | 32.3% | 33.8% | 35.5% | 34.8% |
| R&D | $59.9M | $62.3M | $61.2M | $67.8M | $69.1M | $78.1M | $93.6M | $87.8M |
| Operating income | $380.0M | $388.2M | $340.1M | $384.7M | $443.5M | $480.2M | $544.1M | $557.4M |
| EBITDA | $456.7M | $476.2M | $440.2M | $489.3M | $547.6M | $580.2M | $655.1M | $615.9M |
| Net income | $180.3M | $267.2M | $257.0M | $286.9M | $332.8M | $358.8M | $414.0M | $367.0M |
| Net margin | 6.6% | 9.4% | 10.0% | 10.1% | 10.1% | 10.5% | 11.5% | 9.9% |
| EPS (diluted) | 1.36 | 2.05 | 2.00 | 2.24 | 2.66 | 2.90 | 3.38 | 3.05 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.9B | $3.95 | $3.94–$3.96 | 5 |
| 2027 | $4.1B | $4.37 | $4.30–$4.52 | 5 |
| 2028 | $4.4B | $4.87 | $4.80–$5.00 | 3 |
| 2029 | $4.6B | $5.30 | $5.21–$5.35 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$64.43
Price
$88.40
Implied downside
-27%
Peer comparison
Donaldson Company, Inc.
Donaldson is a leading manufacturer of filtration systems and replacement parts, including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors. The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.
ir.donaldson.com- Employees
- 15,000
- IPO / List date
- Jun 1, 1972
- HQ
- BLOOMINGTON, MN
Held by traders on TradeandTell
No one on the platform currently holds DCI.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 65,300 | $4.4M |
| Bridgewater Associatesas of 2025-12-31 | 6,558 | $581.4K |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 1.38% ($1.22/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-15 | $0.3200 | 2026-06-30 |
| 2026-02-12 | $0.3000 | 2026-02-27 |
| 2025-12-05 | $0.3000 | 2025-12-22 |
| 2025-08-12 | $0.3000 | 2025-08-27 |
| 2025-06-16 | $0.3000 | 2025-06-30 |
| 2025-02-13 | $0.2700 | 2025-02-28 |
| 2024-12-09 | $0.2700 | 2024-12-23 |
| 2024-08-13 | $0.2700 | 2024-08-28 |
| 2024-06-17 | $0.2700 | 2024-06-28 |
| 2024-02-09 | $0.2500 | 2024-02-28 |
Recent trades on TradeandTell
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