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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 Synced via automated research pipeline

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

DateRepresentativeTypeAmount
2026-06-18Michael T. McCaulSale$1,001 - $15,000
2025-01-23Michael T. McCaulPurchase$15,001 - $50,000
2024-08-26Michael T. McCaulSale$1,001 - $15,000
2024-01-17Michael T. McCaulSale$1,001 - $15,000
2024-01-17Michael T. McCaulSale$1,001 - $15,000
2023-11-01Michael T. McCaulPurchase$15,001 - $50,000
2023-11-01Michael T. McCaulPurchase$15,001 - $50,000
2023-05-04Michael T. McCaulSale$1,001 - $15,000
2023-05-04Michael T. McCaulSale$1,001 - $15,000
2022-12-14Michael T. McCaulSale$1,001 - $15,000
2022-12-14Michael T. McCaulSale$1,001 - $15,000
2022-10-17Michael T. McCaulPurchase$1,001 - $15,000
2022-10-17Michael T. McCaulPurchase$1,001 - $15,000
2022-05-06Michael T. McCaulPurchase$1,001 - $15,000
2022-05-06Michael T. McCaulPurchase$1,001 - $15,000
2022-04-20Michael T. McCaulPurchase$1,001 - $15,000
2022-04-20Michael T. McCaulPurchase$1,001 - $15,000
2022-04-14Michael T. McCaulPurchase$1,001 - $15,000
2022-04-14Michael T. McCaulPurchase$1,001 - $15,000
2022-03-21Michael T. McCaulPurchase$1,001 - $15,000
2022-03-21Michael T. McCaulPurchase$1,001 - $15,000
2022-03-10Michael T. McCaulPurchase$1,001 - $15,000
2022-03-10Michael T. McCaulPurchase$1,001 - $15,000
2022-02-16Michael T. McCaulPurchase$1,001 - $15,000
2022-02-15Michael T. McCaulPurchase$1,001 - $15,000
2022-01-28Michael T. McCaulSale$1,001 - $15,000
2022-01-28Michael T. McCaulSale$1,001 - $15,000
2022-01-11Lois FrankelSale (Full)$1,001 - $15,000
2021-12-14Michael T. McCaulSale$1,001 - $15,000
2021-10-28Kim SchrierSale (Full)$1,001 - $15,000
2020-03-06Lois FrankelPurchase$1,001 - $15,000
2020-01-31Michael GallagherSale (Full)$15,001 - $50,000
2020-01-13Michael GallagherSale (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.

Neutral signal Drivers: fundamentals. Moteurs : fondamentaux.

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

MetricTrend2026-07-312025-07-312024-07-312023-07-312022-07-31
Gross Profit Margin34.6%34.8%35.5%33.8%32.3%
Ebit Margin16.0%14.0%15.5%14.2%13.7%
Ebitda Margin16.0%16.7%18.3%16.9%16.6%
Operating Profit Margin15.4%15.1%15.2%14.0%13.4%
Pretax Profit Margin15.1%13.3%14.9%13.7%13.3%
Continuous Operations Profit Margin11.7%9.9%11.5%10.5%10.1%
Net Profit Margin11.7%9.9%11.5%10.5%10.1%
Bottom Line Profit Margin11.7%9.9%11.5%10.5%10.1%
Current Ratio2.0761.9301.8381.7002.234
Quick Ratio1.4071.2521.2291.1471.436
Solvency Ratio0.2040.3060.3600.3110.291
Cash Ratio0.3110.2380.2970.2470.307
Price To Earnings Ratio24.04123.29121.81321.29820.431
Price To Earnings Growth Ratio0.895-2.3501.3412.2041.104
Forward Price To Earnings Growth Ratio0.895-2.3501.3412.2041.104
Price To Earnings Diluted Ratio24.47823.59722.13621.66620.662
Price To Earnings Diluted Growth Ratio0.933-2.4171.3372.4011.102
Price To Book Ratio6.1855.8776.0655.7945.999
Price To Sales Ratio2.8092.3152.5182.2312.056
Price To Free Cash Flow Ratio25.59925.13322.19417.94740.540
Price To Operating Cash Flow Ratio22.10520.39818.33714.05526.893
Debt To Assets Ratio0.3320.2240.2050.2370.266
Debt To Equity Ratio0.7510.4600.4020.4960.611
Debt To Capital Ratio0.4290.3150.2870.3320.379
Long Term Debt To Capital Ratio0.4200.3030.2450.2730.362
Financial Leverage Ratio2.2602.0481.9572.0982.295
Working Capital Turnover Ratio4.9495.4276.0525.2524.676
Operating Cash Flow Ratio0.6140.5530.6290.7200.402
Operating Cash Flow Sales Ratio0.1270.1130.1370.1590.076
Free Cash Flow Operating Cash Flow Ratio0.8630.8120.8260.7830.663
Debt Service Coverage Ratio6.0627.9027.1462.63823.763
Interest Coverage Ratio16.66423.03325.42525.01029.765
Short Term Operating Cash Flow Coverage Ratio11.02011.0509.2403.42268.324
Operating Cash Flow Coverage Ratio0.3730.6270.8230.8300.365
Capital Expenditure Coverage Ratio7.3255.3085.7544.6102.971
Dividend Paid And Capex Coverage Ratio2.3671.9872.3632.3421.295
Dividend Payout Ratio0.3110.3590.2970.3190.331
Enterprise Value Multiple19.27914.66314.34313.99713.327

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

MetricCurrentvs 1Y agovs 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

MetricTrend20262025202420232022
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 / Sales3.08x2.45x2.62x2.37x2.21x
EV / Op. cash flow24.28x21.56x19.08x14.91x28.87x
EV / Free cash flow28.12x26.57x23.09x19.05x43.52x
EV / EBITDA19.28x14.66x14.34x14.00x13.33x
Net debt / EBITDA1.73x0.79x0.56x0.81x0.91x
Current ratio2.08x1.93x1.84x1.70x2.23x
Income quality1.09x1.14x1.19x1.52x0.76x
Graham number$37$29$31$27$24
Graham net-net-$10-$5-$4-$5-$5
Tax burden77.5%74.6%77.3%76.6%75.9%
Interest burden94.2%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 assets11.4%12.3%14.2%13.0%12.8%
Operating ROA17.2%18.9%19.1%17.9%17.7%
Return on tangible assets17.5%15.4%18.3%17.1%15.4%
Return on equity25.7%25.2%27.8%27.2%29.4%
Return on invested capital14.4%18.4%19.1%16.8%16.9%
Return on capital employed18.8%25.1%25.5%23.8%22.5%
Earnings yield4.2%4.3%4.6%4.7%4.9%
Free cash flow yield3.9%4.0%4.5%5.6%2.5%
Capex / Op. cash flow13.7%18.8%17.4%21.7%33.7%
Capex / Depreciation63.6%79.3%87.0%128.0%90.7%
Capex / Sales1.7%2.1%2.4%3.4%2.6%
SG&A / Sales17.5%17.4%17.8%17.6%16.8%
R&D / Sales2.0%2.4%2.6%2.3%2.1%
Stock comp / Sales0.6%0.7%0.6%0.6%0.6%
Intangibles / Total assets34.9%19.9%22.3%24.2%17.1%
Days sales outstanding71d65d64d64d68d
Days payables outstanding54d56d60d49d55d
Operating cycle149d143d139d131d150d
Cash conversion cycle94d87d79d82d95d

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

Valuation
Market cap ▲+27.7%EV / Sales ▲+26.1%EV / EBITDA ▲+31.5%EV / Op. cash flow ▲+2.717Earnings yield ▼-0.001Graham number ▲+7.467
Profitability
Return on equity ▲+0.005Return on assets ▼-0.009Return on invested capital ▼-0.040Return on capital employed ▼-0.063Operating ROA ▼-0.017Income quality ▼-0.053Tax burden ▲+0.029
Efficiency
Days sales outstanding ▲+5.727Days payables outstanding ▼-1.537Operating cycle ▲+5.191Cash conversion cycle ▲+6.727Capex / Sales ▼-0.004R&D / Sales ▼-0.004
Balance-sheet strength
Current ratio ▲+0.146Net debt / EBITDA ▲+0.936Working capital ▲+161100000.000Invested capital ▲+889800000.000Intangibles / Total assets ▲+0.150

Change over 5 years

Valuation
Market cap ▲+60.5%EV / Sales ▲+39.8%EV / EBITDA ▲+44.7%EV / Op. cash flow ▼-4.588Earnings yield ▼-0.007Graham number ▲+13.105
Profitability
Return on equity ▼-0.036Return on assets ▼-0.014Return on invested capital ▼-0.025Return on capital employed ▼-0.037Operating ROA ▼-0.005Income quality ▲+0.328Tax burden ▲+0.016
Efficiency
Days sales outstanding ▲+3.150Days payables outstanding ▼-0.766Operating cycle ▼-1.323Cash conversion cycle ▼-0.557Capex / Sales ▼-0.008R&D / Sales ▼-0.001
Balance-sheet strength
Current ratio ▼-0.157Net debt / EBITDA ▲+0.816Working capital ▲+88700000.000Invested capital ▲+1073400000.000Intangibles / Total assets ▲+0.178

Employee count

Peer market caps

Recent news