Loading…
Donaldson Company, Inc.
🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High | BRS 67 Forming View all →
📈 Stage 2 detected Find the fundamental catalyst → → run Growth Triggers in Ask AI
$11.1B
Market Cap
23.6
P/E
1.85
PEG
19.8%
ROCE
24.9%
ROE
0.46
D/E
13.4%
OPM
-14.8%
% from 52W High
71
α RS
🔍 DCI is showing a high-conviction setup because it matches 14 of 37 tracked screener presets, RS Rating is 71, and it's within 14.8% of its 52-week high. Net: Broad signal stack, not a recommendation. ? Conviction RS Rating 52W High
Sources
Conviction 14/37 · RS Rating 71 · 14.8% from 52W high
⚖️ Compare 🔒 Generate Report 🔒 Research Packet 📚 Guides
🌏 Global Investor Returns
Currency-adjusted total returns for DCI including FX impact
🌏
Click 🌏 Returns tab to load data
📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
Loading…
⭐ Superinvestors Holding DCI
View All Superinvestors →
Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 161.2K $13.7M 0.02% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔒
Premium Feature
AI-generated 10-section company profile — business model, financials, strengths, risks & management quality
Upgrade to Premium
Already a member? Log in
📐
3-Statement Financial Model
Bear / Base / Bull projections · DCF fair value · Reverse-DCF
Open Model →
🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →
📊 MIXED Donaldson Q3 2026: Record sales $995M, adj. EPS $1.06, strong aftermarket growth
Revenue & Profitability
Total sales in Q3 were $995 million, up 6% year-over-year. Adjusted operating margin was 16.6%, up 30 basis points, and adjusted EPS was $1.06, up 7%. For full fiscal 2026, management guided organic sales growth of 3%-5%, organic operating margin of 15.8%-16.2%, and adjusted EPS (excluding Facet) of $3.94-$4.01. Facet contributed $25-30 million in expected Q4 sales, with approximately $0.03 EPS dilution due to interest and amortization. Free cash flow conversion is expected to be between 85% and 95%.
Outlook
Management noted macro uncertainty but also saw positive indicators such as strengthening industrial production and capital expenditures in certain regions (North America and APAC). Vehicle utilization rates remain high globally, supporting aftermarket demand. However, ongoing supply chain constraints and project timing headwinds are pressuring the Aerospace & Defense segment. The power generation super cycle continues to benefit Industrial Solutions, particularly in EMEA.
Growth Drivers
Key growth levers include share gains in the aftermarket (double-digit independent channel growth), a competitive win with a major North America fleet operator, and strong performance in Life Sciences (food & beverage up over 30% and disk drive strength). In Industrial Solutions, power generation sales more than doubled in EMEA. China off-road sales increased 6%. New product introductions, such as the Stratos Mist Collector and LifeTec high-loading filter, are also driving growth in dust collection and liquid filtration.
Balance Sheet & CapEx
Capital expenditures for fiscal 2026 are expected to be between $60 million and $75 million. Investments are focused on new products and technologies across all segments. The company is also investing in its footprint optimization initiative, with the last two plant closures completed and production ramping up at receiving sites, expected to yield annualized benefits of approximately $10 million once at run-rate productivity in fiscal 2027.
Margins
Q3 adjusted operating margin of 16.6% was a record, up 30 bps year-over-year and up 260 bps sequentially. The improvement came from expense leverage, partially offset by 80 bps of pressure from power generation production shifts and 20 bps from footprint optimization. For fiscal 2026, organic operating margin is guided at 15.8%-16.2%, implying full-year expansion of 10-50 bps. The company expects these temporary headwinds to be fully recovered by mid-fiscal 2027.
Key Risks
Risks flagged by management include macro uncertainty, ongoing supply chain constraints in the Aerospace & Defense segment (causing project delays), temporary operational inefficiencies in Industrial Solutions (power gen and footprint optimization), and the impact of the Middle East conflict on operations in Abu Dhabi. The company is monitoring interest rate and tariff impacts, though current effects were negligible. Share repurchases were paused to focus on debt reduction from the Facet acquisition.
Generated by AI · Q3 2026 results · Not investment advice
🔒
Free Account Required

Create a free Finmagine account to access Finmagine™ Scorecard.

See how this company scores across 5 dimensions — Financial Health, Growth Prospects, Competitive Position, Management Quality, and Valuation — powered by 30+ computed ratios.

Create Free AccountLog In
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Ask AI.

Get 25 expert AI analysis templates — Business KPIs, Comprehensive, Forensic Governance, Peer Comparison, Risk-Reward, Full Research Report, IPO Decoder, Red Flag Detector, and more — ready to paste into ChatGPT, Claude, Gemini, or Perplexity.

Upgrade to PremiumCreate Free Account
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Peer Comparison.

Compare this company side-by-side against its sector peers with financial metrics, ratio benchmarking, and relative performance across all key dimensions.

Upgrade to PremiumCreate Free Account
✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
🔍
🔎 See cross-company document search → ?
📞 Earnings Call Transcripts (5)
Q3 2026 Q3 2026 2026-06-02
Record quarterly sales and margins were achieved, driven by strong Mobile Solutions and Life Sciences performance, while Industrial Solutions faced temporary margin pressure from plant transitions. The Facet acquisition expands high-margin recurring revenue, and full-year guidance was raised for sales, margin, and EPS.
Q2 2026 Q2 2026 2026-02-26
Record Q2 sales and robust segment growth were offset by margin pressures from operational inefficiencies and plant transitions. The Facet acquisition is expected to enhance margins and recurring revenue, while guidance remains strong for record sales and EPS in fiscal 2026.
Q1 2026 Q1 2026 2025-12-04
Record Q1 sales and profit margins were achieved, with strong growth in mobile aftermarket, power generation, and Life Sciences. Full-year guidance was raised for sales, margins, and EPS, supported by cost optimization and robust demand in key end markets.
Q4 2025 Q4 2025 2025-08-27
Record sales and margins were achieved, with strong performance across all segments and robust cash returns to shareholders. Fiscal 2026 guidance calls for continued growth, margin expansion, and disciplined capital allocation, despite ongoing macro and market uncertainties.
Q3 2025 Q3 2025 2025-06-03
Record Q3 sales and adjusted earnings were achieved, with strong aftermarket and aerospace/defense growth offsetting first-fit and bioprocessing headwinds. FY2025 guidance was raised for EPS and aerospace/defense, and capital returns to shareholders increased.
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Catalyst Timeline.

Every result, order win, insider trade, ECS update, earnings-call, and SEC announcement for this company — in one chronological lane.

Upgrade to PremiumCreate Free Account
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Full Report.

Read the complete Finmagine™ investment research report — comprehensive fundamental analysis, business model assessment, competitive positioning, and investment recommendation.

Upgrade to PremiumCreate Free Account

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯
Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.
📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.