DCI
Neutral signalScored 2026-09-13 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
Donaldson Company, Inc.
- Nom
- Donaldson Company, Inc.
- Secteur
- Industrials
- Industrie
- Industrial - Machinery
- Bourse
- NYSE
- Capitalisation
- $9.8B
- Employés
- 15,500
- PDG
- Richard Lewis
- Site web
- https://www.donaldson.com
- Marché
- ATMUCECOWTS
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries. Additionally, it caters to the aftermarket through independent distributors, OEM dealership networks, private label accounts, and major fleet operators. The Industrial Products segment offers a diverse portfolio of filtration solutions, such as systems for collecting dust, fumes, and mist, as well as purification systems for compressed air. It also supplies gas and liquid filtration technologies for the food, beverage, and broader industrial sectors. Furthermore, this division manufactures air filtration systems for gas turbines, produces polytetrafluoroethylene (PTFE) membrane-based products, and designs specialized air and gas filtration systems for highly sensitive applications like hard disk drives and semiconductor manufacturing, complete with associated sensors, indicators, and monitoring systems. This segment's products are sold to a wide network of dealers and distributors, OEMs of gas-fired turbines, and various other OEMs and end-users seeking advanced air filtration solutions and replacement components. Established in 1915, Donaldson Company, Inc. maintains its corporate headquarters in Bloomington, Minnesota.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 3 032 titres (~275 912,00 $ US)
- Insiders
- Carpenter Tod E.
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$3,188,197
Avg sell (VWAP, 90d window) $91.09 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-08-31
- Last synced
-
2026-09-06 09:58:31
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-04 | Carpenter Tod E. | Sell · S | 31,968 | $91.10 | $2,912,285 | Form 4 |
| 2026-08-31 | Carpenter Tod E. | Sell · S | 3,032 | $91.00 | $275,912 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-06-18 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2025-01-23 | Michael T. McCaul | Purchase | $15,001 - $50,000 |
| 2024-08-26 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2024-01-17 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2024-01-17 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2023-11-01 | Michael T. McCaul | Purchase | $15,001 - $50,000 |
| 2023-11-01 | Michael T. McCaul | Purchase | $15,001 - $50,000 |
| 2023-05-04 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2023-05-04 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2022-12-14 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2022-12-14 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2022-10-17 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-10-17 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-05-06 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-05-06 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-04-20 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-04-20 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-04-14 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-04-14 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-03-21 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-03-21 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-03-10 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-03-10 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-02-16 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-02-15 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-01-28 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2022-01-28 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2022-01-11 | Lois Frankel | Sale (Full) | $1,001 - $15,000 |
| 2021-12-14 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2021-10-28 | Kim Schrier | Sale (Full) | $1,001 - $15,000 |
| 2020-03-06 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2020-01-31 | Michael Gallagher | Sale (Full) | $15,001 - $50,000 |
| 2020-01-13 | Michael Gallagher | Sale (Full) | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-09-13 Drivers: fundamentals. Moteurs : fondamentaux.
DCI shows solid operational fundamentals with healthy liquidity (score 75) and improving margins, but the weak catalyst score (35) driven by a modest earnings beat is significantly undermined by insider and…
The first sentence of the analysis written for DCI on 2026-09-13 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 2.08 · operating margin 15%
Market snapshot
Financial ratios
| Metric | Trend | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 34.6% | 34.8% | 35.5% | 33.8% | 32.3% | |
| Ebit Margin | 16.0% | 14.0% | 15.5% | 14.2% | 13.7% | |
| Ebitda Margin | 16.0% | 16.7% | 18.3% | 16.9% | 16.6% | |
| Operating Profit Margin | 15.4% | 15.1% | 15.2% | 14.0% | 13.4% | |
| Pretax Profit Margin | 15.1% | 13.3% | 14.9% | 13.7% | 13.3% | |
| Continuous Operations Profit Margin | 11.7% | 9.9% | 11.5% | 10.5% | 10.1% | |
| Net Profit Margin | 11.7% | 9.9% | 11.5% | 10.5% | 10.1% | |
| Bottom Line Profit Margin | 11.7% | 9.9% | 11.5% | 10.5% | 10.1% | |
| Current Ratio | 2.076 | 1.930 | 1.838 | 1.700 | 2.234 | |
| Quick Ratio | 1.407 | 1.252 | 1.229 | 1.147 | 1.436 | |
| Solvency Ratio | 0.204 | 0.306 | 0.360 | 0.311 | 0.291 | |
| Cash Ratio | 0.311 | 0.238 | 0.297 | 0.247 | 0.307 | |
| Price To Earnings Ratio | 24.041 | 23.291 | 21.813 | 21.298 | 20.431 | |
| Price To Earnings Growth Ratio | 0.895 | -2.350 | 1.341 | 2.204 | 1.104 | |
| Forward Price To Earnings Growth Ratio | 0.895 | -2.350 | 1.341 | 2.204 | 1.104 | |
| Price To Earnings Diluted Ratio | 24.478 | 23.597 | 22.136 | 21.666 | 20.662 | |
| Price To Earnings Diluted Growth Ratio | 0.933 | -2.417 | 1.337 | 2.401 | 1.102 | |
| Price To Book Ratio | 6.185 | 5.877 | 6.065 | 5.794 | 5.999 | |
| Price To Sales Ratio | 2.809 | 2.315 | 2.518 | 2.231 | 2.056 | |
| Price To Free Cash Flow Ratio | 25.599 | 25.133 | 22.194 | 17.947 | 40.540 | |
| Price To Operating Cash Flow Ratio | 22.105 | 20.398 | 18.337 | 14.055 | 26.893 | |
| Debt To Assets Ratio | 0.332 | 0.224 | 0.205 | 0.237 | 0.266 | |
| Debt To Equity Ratio | 0.751 | 0.460 | 0.402 | 0.496 | 0.611 | |
| Debt To Capital Ratio | 0.429 | 0.315 | 0.287 | 0.332 | 0.379 | |
| Long Term Debt To Capital Ratio | 0.420 | 0.303 | 0.245 | 0.273 | 0.362 | |
| Financial Leverage Ratio | 2.260 | 2.048 | 1.957 | 2.098 | 2.295 | |
| Working Capital Turnover Ratio | 4.949 | 5.427 | 6.052 | 5.252 | 4.676 | |
| Operating Cash Flow Ratio | 0.614 | 0.553 | 0.629 | 0.720 | 0.402 | |
| Operating Cash Flow Sales Ratio | 0.127 | 0.113 | 0.137 | 0.159 | 0.076 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.863 | 0.812 | 0.826 | 0.783 | 0.663 | |
| Debt Service Coverage Ratio | 6.062 | 7.902 | 7.146 | 2.638 | 23.763 | |
| Interest Coverage Ratio | 16.664 | 23.033 | 25.425 | 25.010 | 29.765 | |
| Short Term Operating Cash Flow Coverage Ratio | 11.020 | 11.050 | 9.240 | 3.422 | 68.324 | |
| Operating Cash Flow Coverage Ratio | 0.373 | 0.627 | 0.823 | 0.830 | 0.365 | |
| Capital Expenditure Coverage Ratio | 7.325 | 5.308 | 5.754 | 4.610 | 2.971 | |
| Dividend Paid And Capex Coverage Ratio | 2.367 | 1.987 | 2.363 | 2.342 | 1.295 | |
| Dividend Payout Ratio | 0.311 | 0.359 | 0.297 | 0.319 | 0.331 | |
| Enterprise Value Multiple | 19.279 | 14.663 | 14.343 | 13.997 | 13.327 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 34.6% | ▼-0.2% | ▲0.4% |
| Ebit Margin | 16.0% | ▲2.0% | ▲1.3% |
| Ebitda Margin | 16.0% | ▼-0.7% | ▼-0.9% |
| Operating Profit Margin | 15.4% | ▲0.3% | ▲0.8% |
| Pretax Profit Margin | 15.1% | ▲1.7% | ▲1.0% |
| Continuous Operations Profit Margin | 11.7% | ▲1.7% | ▲0.9% |
| Net Profit Margin | 11.7% | ▲1.7% | ▲0.9% |
| Bottom Line Profit Margin | 11.7% | ▲1.7% | ▲0.9% |
| Current Ratio | 2.076 | ▲0.146 | ▲0.121 |
| Quick Ratio | 1.407 | ▲0.154 | ▲0.112 |
| Solvency Ratio | 0.204 | ▼-0.102 | ▼-0.090 |
| Cash Ratio | 0.311 | ▲0.073 | ▲0.031 |
| Price To Earnings Ratio | 24.041 | ▲0.750 | ▲1.866 |
| Price To Earnings Growth Ratio | 0.895 | ▲3.245 | ▲0.256 |
| Forward Price To Earnings Growth Ratio | 0.895 | ▲3.245 | ▲0.256 |
| Price To Earnings Diluted Ratio | 24.478 | ▲0.881 | ▲1.970 |
| Price To Earnings Diluted Growth Ratio | 0.933 | ▲3.350 | ▲0.262 |
| Price To Book Ratio | 6.185 | ▲0.308 | ▲0.201 |
| Price To Sales Ratio | 2.809 | ▲0.494 | ▲0.423 |
| Price To Free Cash Flow Ratio | 25.599 | ▲0.466 | ▼-0.683 |
| Price To Operating Cash Flow Ratio | 22.105 | ▲1.706 | ▲1.747 |
| Debt To Assets Ratio | 0.332 | ▲0.108 | ▲0.079 |
| Debt To Equity Ratio | 0.751 | ▲0.291 | ▲0.207 |
| Debt To Capital Ratio | 0.429 | ▲0.114 | ▲0.081 |
| Long Term Debt To Capital Ratio | 0.420 | ▲0.118 | ▲0.100 |
| Financial Leverage Ratio | 2.260 | ▲0.211 | ▲0.128 |
| Working Capital Turnover Ratio | 4.949 | ▼-0.478 | ▼-0.322 |
| Operating Cash Flow Ratio | 0.614 | ▲0.061 | ▲0.030 |
| Operating Cash Flow Sales Ratio | 0.127 | ▲0.014 | ▲0.004 |
| Free Cash Flow Operating Cash Flow Ratio | 0.864 | ▲0.052 | ▲0.074 |
| Debt Service Coverage Ratio | 6.062 | ▼-1.840 | ▼-3.440 |
| Interest Coverage Ratio | 16.664 | ▼-6.369 | ▼-7.316 |
| Short Term Operating Cash Flow Coverage Ratio | 11.020 | ▼-0.030 | ▼-9.591 |
| Operating Cash Flow Coverage Ratio | 0.373 | ▼-0.254 | ▼-0.231 |
| Capital Expenditure Coverage Ratio | 7.325 | ▲2.017 | ▲2.131 |
| Dividend Paid And Capex Coverage Ratio | 2.367 | ▲0.380 | ▲0.296 |
| Dividend Payout Ratio | 0.311 | ▼-0.048 | ▼-0.012 |
| Enterprise Value Multiple | 19.279 | ▲4.616 | ▲4.157 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $10.91B | $8.54B | $9.03B | $7.65B | $6.80B | |
| Enterprise value | $11.99B | $9.03B | $9.40B | $8.12B | $7.30B | |
| EV / Sales | 3.08x | 2.45x | 2.62x | 2.37x | 2.21x | |
| EV / Op. cash flow | 24.28x | 21.56x | 19.08x | 14.91x | 28.87x | |
| EV / Free cash flow | 28.12x | 26.57x | 23.09x | 19.05x | 43.52x | |
| EV / EBITDA | 19.28x | 14.66x | 14.34x | 14.00x | 13.33x | |
| Net debt / EBITDA | 1.73x | 0.79x | 0.56x | 0.81x | 0.91x | |
| Current ratio | 2.08x | 1.93x | 1.84x | 1.70x | 2.23x | |
| Income quality | 1.09x | 1.14x | 1.19x | 1.52x | 0.76x | |
| Graham number | $37 | $29 | $31 | $27 | $24 | |
| Graham net-net | -$10 | -$5 | -$4 | -$5 | -$5 | |
| Tax burden | 77.5% | 74.6% | 77.3% | 76.6% | 75.9% | |
| Interest burden | 94.2% | 95.3% | 96.2% | 96.1% | 96.7% | |
| Working capital | $865.6M | $704.5M | $655.6M | $529.6M | $776.9M | |
| Invested capital | $2.89B | $2.00B | $1.95B | $1.85B | $1.82B | |
| Return on assets | 11.4% | 12.3% | 14.2% | 13.0% | 12.8% | |
| Operating ROA | 17.2% | 18.9% | 19.1% | 17.9% | 17.7% | |
| Return on tangible assets | 17.5% | 15.4% | 18.3% | 17.1% | 15.4% | |
| Return on equity | 25.7% | 25.2% | 27.8% | 27.2% | 29.4% | |
| Return on invested capital | 14.4% | 18.4% | 19.1% | 16.8% | 16.9% | |
| Return on capital employed | 18.8% | 25.1% | 25.5% | 23.8% | 22.5% | |
| Earnings yield | 4.2% | 4.3% | 4.6% | 4.7% | 4.9% | |
| Free cash flow yield | 3.9% | 4.0% | 4.5% | 5.6% | 2.5% | |
| Capex / Op. cash flow | 13.7% | 18.8% | 17.4% | 21.7% | 33.7% | |
| Capex / Depreciation | 63.6% | 79.3% | 87.0% | 128.0% | 90.7% | |
| Capex / Sales | 1.7% | 2.1% | 2.4% | 3.4% | 2.6% | |
| SG&A / Sales | 17.5% | 17.4% | 17.8% | 17.6% | 16.8% | |
| R&D / Sales | 2.0% | 2.4% | 2.6% | 2.3% | 2.1% | |
| Stock comp / Sales | 0.6% | 0.7% | 0.6% | 0.6% | 0.6% | |
| Intangibles / Total assets | 34.9% | 19.9% | 22.3% | 24.2% | 17.1% | |
| Days sales outstanding | 71d | 65d | 64d | 64d | 68d | |
| Days payables outstanding | 54d | 56d | 60d | 49d | 55d | |
| Operating cycle | 149d | 143d | 139d | 131d | 150d | |
| Cash conversion cycle | 94d | 87d | 79d | 82d | 95d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-09-04 Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Rich Lewis, president, a
- 2026-09-04 Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Rich Lewis, president, and chief executive officer will present at the Jefferies 2026 Global Industrials Conference on Tuesday, September 9, 2026, beginning at 9:30 a.m. ET. Brad Pogalz, chief financial officer, will present at the Morgan Stanley 14th Annual Laguna Conference on Tuesday, September 15, 2026, beginning at 1:00 p.m. E.
- 2026-09-04 AXQ Capital LP Takes $3.36 Million Position in Donaldson Company, Inc. $DCI AXQ Capital LP acquired a new position in shares of Donaldson Company, Inc. (NYSE: DCI) in the undefined quarter, according to its most recent 13F filing with the SEC. The fund acquired 37,402 shares of the industrial products company''s stock, valued at approximately $3,358,000. Several other institutional investors and hedge funds have also
- 2026-08-26 Donaldson Company: Continued Execution Can Validate Valuation 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.
- 2026-08-26 Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript
- 2026-08-26 Donaldson Q4 Earnings Call Highlights 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%.
- 2026-08-26 Donaldson (DCI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates 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.
- 2026-08-26 Donaldson (DCI) Tops Q4 Earnings and Revenue Estimates Donaldson (DCI) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.03 per share a year ago.
- 2026-08-26 Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported fiscal 2026 GAAP net earnings of $129.3 million in the fourth quarter and $453.8 million for the full year, compared with $114.3 million and $367.0 million, respectively, in fiscal 2025. Fiscal 2026 GAAP EPS were $1.10 in the fourth quarter and $3.85 for the full year, compared with $0.97 and $3.05, respectively, in the.
- 2026-08-25 New Ciena Research: Service Providers Expect High-Capacity AI Services and MOFN to Fuel Revenue Growth, But Network Upgrades are Needed A recent Ciena survey of service providers underscores the revenue potential of AI-driven networking. Ninety percent1 of respondents expect high-capacity AI net