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    Donaldson Company Inc (DCI)

    Official site

    INDUSTRIALS • SPECIALTY INDUSTRIAL MACHINERY • NYSE

    $87.21
    +0.05 (+0.06%)

    Market Cap: $10.10B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    78%(31/40)
    Avg Surprise
    +3.21%
    Streak
    2 Q

    Upcoming Estimates

    Period ending Oct 31, 2026
    EPS Consensus$0.97
    Range$0.93 - $0.99
    6 analysts
    EPS RevisionsNo revisions (7d)
    0
    3
    30d
    EPS Estimate DriftChange to current
    90d ago$1.02-5.5%
    60d ago$1.02-5.5%
    30d ago$0.97-0.7%
    7d ago$0.97-0.7%
    Current$0.97
    Revenue Consensus
    $1.0B
    Range$1.0B - $1.0B
    5 analysts
    Period ending Jan 31, 2027
    EPS Consensus$0.90
    Range$0.87 - $0.94
    6 analysts
    EPS RevisionsNo revisions (7d)
    0
    3
    30d
    EPS Estimate DriftChange to current
    90d ago$0.95-5.9%
    60d ago$0.95-5.9%
    30d ago$0.90-0.1%
    7d ago$0.90-0.1%
    Current$0.90
    Revenue Consensus
    $979M
    Range$969M - $984M
    5 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Jan 27EST
    		-$0.90---
    Oct 26EST
    		-$0.97---
    Jul 26
    Reported Aug 26
    		$1.15$1.12+2.68%Beat+11.7%
    Apr 26
    Reported Jun 2
    		$1.06$1.05+0.95%Beat+7.1%
    Jan 26
    Reported Feb 26
    		$0.83$0.90-7.78%Miss+0.0%
    Oct 25
    Reported Dec 4
    		$0.94$0.92+2.17%Beat+13.3%
    Jul 25
    Reported Aug 27
    		$1.03$1.02+0.98%Beat+9.6%
    Apr 25
    Reported Jun 3
    		$0.99$0.95+4.21%Beat+7.6%
    Jan 25
    Reported Feb 27
    		$0.83$0.85-2.35%Miss+2.5%
    Oct 24
    Reported Dec 3
    		$0.83$0.82+1.22%Beat+10.7%
    Jul 24
    Reported Aug 28
    		$0.94$0.89+5.62%Beat+20.5%
    Apr 24
    Reported Jun 4
    		$0.92$0.84+9.52%Beat+21.1%
    Jan 24
    Reported Feb 28
    		$0.81$0.74+9.46%Beat+8.0%
    Oct 23
    Reported Nov 29
    		$0.75$0.72+4.17%Beat+0.0%
    Jul 23
    Reported Aug 29
    		$0.78$0.78+0.00%Beat-7.1%
    Apr 23
    Reported May 31
    		$0.76$0.74+2.70%Beat+13.4%
    Jan 23
    Reported Mar 1
    		$0.75$0.68+10.29%Beat+31.6%
    Oct 22
    Reported Nov 30
    		$0.75$0.70+7.14%Beat+23.0%
    Jul 22
    Reported Aug 31
    		$0.84$0.84+0.00%Beat+27.3%
    Apr 22
    Reported Jun 1
    		$0.67$0.72-6.94%Miss+1.5%
    Jan 22
    Reported Mar 2
    		$0.57$0.62-8.06%Miss+9.6%
    Oct 21
    Reported Dec 1
    		$0.61$0.55+10.91%Beat+27.1%
    Jul 21
    Reported Sep 2
    		$0.66$0.66+0.00%Beat+32.0%
    Apr 21
    Reported Jun 2
    		$0.66$0.58+13.79%Beat+32.0%
    Jan 21
    Reported Feb 25
    		$0.52$0.51+1.96%Beat+4.0%
    Oct 20
    Reported Dec 3
    		$0.48$0.45+6.67%Beat-5.9%
    Jul 20
    Reported Sep 3
    		$0.50$0.44+13.64%Beat-18.0%
    Apr 20
    Reported Jun 2
    		$0.50$0.38+31.58%Beat-13.8%
    Jan 20
    Reported Mar 5
    		$0.50$0.48+4.17%Beat+6.4%
    Oct 19
    Reported Dec 3
    		$0.51$0.53-3.77%Miss-8.9%
    Jul 19
    Reported Sep 5
    		$0.61$0.60+1.67%Beat+5.2%
    Apr 19
    Reported Jun 4
    		$0.58$0.62-6.45%Miss+9.4%
    Jan 19
    Reported Mar 6
    		$0.47$0.51-7.84%Miss+9.3%
    Oct 18
    Reported Dec 4
    		$0.56$0.57-1.75%Miss+21.7%
    Jul 18
    Reported Sep 6
    		$0.58$0.58+0.00%Beat+13.7%
    Apr 18
    Reported May 31
    		$0.53$0.52+1.92%Beat+17.8%
    Jan 18
    Reported Mar 6
    		$0.43$0.43+0.00%Beat+22.9%
    Oct 17
    Reported Nov 30
    		$0.46$0.42+9.52%Beat+21.1%
    Jul 17
    Reported Sep 7
    		$0.51$0.53-3.77%Miss-
    Apr 17
    Reported Jun 1
    		$0.45$0.44+2.27%Beat-
    Jan 17
    Reported Mar 1
    		$0.35$0.32+9.38%Beat-
    Oct 16
    Reported Dec 1
    		$0.38$0.35+8.57%Beat-

    Dividends

    Dividend Metrics

    Forward Yield1.42%
    Forward Annual Dividend$1.24
    Payout Ratio29.08%
    FrequencyQuarterly
    Pay MonthsFeb, Jun, Aug, Dec

    Growth

    3Y CAGR+8.74%
    5Y CAGR+6.85%
    DCI dividend history and ex-dividend datesRun DCI in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio21.91EV/EBITDA15.35x
    Price/FCF23.69xFCF Yield4.22%
    Profitability
    Profit Margin11.70%Operating Margin17.00%
    ROE28.20%ROIC15.59%
    Financial Health
    Debt/Equity0.75xInterest Coverage17.27x
    Current Ratio2.08xQuick Ratio1.41x
    Trading Statistics
    Beta0.87Avg Volume672.75K
    52-Week High$112.0552-Week Low$79.05

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$87.79
    SMA 20$87.25
    SMA 50$90.45
    SMA 200$90.70
    EMA 10$87.40
    EMA 20$87.79
    EMA 50$88.93
    EMA 200$88.08

    MACD

    Line: -0.64Signal: -0.75Hist: 0.11

    ADX

    ADX: 20.0+DI: 15.1-DI: 22.6

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down20.0
    PSAR$89.63

    Bollinger Bands

    Upper Band$89.34
    Lower Band$85.17
    %B Position478%(Upper)
    Band Width0.49

    RSI (14-Day)

    Neutral
    44.5

    Momentum Oscillators

    Stoch %K24.0
    Stoch %D24.2
    Williams %R-72.4
    ROC (10d)0.2%
    Momentum0.17
    CCI (20d)-24.3
    MFI (14d)58.8

    Volatility Measures

    ATR (14d)$1.68(1.9%)
    StdDev (20d)1.04
    Hist Vol14.7%(Low)

    Volume Flow

    VWAP$87.04
    OBV6.8M
    AD Line-126.0M
    CMF (20d)0.041

    Volume Metrics

    Avg Vol (20d)666.9K
    Vol Ratio0.8x
    VWMA (20d)$87.18

    Pivot Points

    R3$88.95
    R2$88.10
    R1$87.63
    Pivot Point$86.78
    S1$86.31
    S2$85.46
    S3$84.99

    Advanced Oscillators

    TSI-13.03
    Ultimate Osc43.0
    KST-25.85

    Financial Data

    QuarterJul 2026Apr 2026Jan 2026Oct 2025Jul 2025Apr 2025Jan 2025Oct 2024Jul 2024Apr 2024Jan 2024Oct 2023
    Total Revenue$1.06B$995.10M$896.30M$935.40M$980.70M$940.10M$870.00M$900.10M$935.40M$927.90M$876.70M$846.30M
    Cost of Revenue$674.90M$661.70M$596.50M$606.60M$641.90M$618.20M$564.10M$580.50M$600.60M$597.80M$568.10M$545.40M
    Gross Profit$383.90M$333.40M$299.80M$328.80M$338.80M$321.90M$305.90M$319.60M$334.80M$330.10M$308.60M$300.90M
    Operating Expenses$207.30M$178.10M$181.10M$179.50M$187.10M$234.50M$180.40M$188.80M$188.60M$186.50M$178.90M$176.30M
    R&D$19.10M$19.20M$18.60M$19.20M$22.50M$21.40M$21.20M$22.70M$25.40M$24.80M$22.10M$21.30M
    SG&A$188.20M$158.90M$162.50M$169.60M$164.60M$152.30M$159.20M$166.10M$163.20M$161.70M$156.80M$155.00M
    Operating Income$176.60M$155.30M$118.70M$149.30M$151.70M$87.40M$125.50M$130.80M$146.20M$143.60M$129.70M$124.60M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$14.70M$6.50M$7.70M$7.10M$7.10M$5.70M$5.90M$5.50M$5.30M$5.00M$5.60M$5.50M
    Income Before Tax$166.90M$154.80M$116.60M$147.50M$149.70M$87.00M$125.00M$130.50M$139.40M$144.00M$129.00M$122.90M
    Income Tax Expense$37.60M$36.70M$24.10M$33.60M$35.40M$29.20M$29.10M$31.50M$29.70M$30.50M$30.30M$30.80M
    Net Income$129.30M$118.10M$92.50M$113.90M$114.30M$57.80M$95.90M$99.00M$109.70M$113.50M$98.70M$92.10M
    EBITDA$214.60M$185.40M$148.90M$178.90M$181.20M$117.30M$155.90M$161.50M$169.60M$173.60M$159.20M$152.70M
    EBIT$181.60M$161.30M$124.30M$154.60M$156.80M$92.70M$130.90M$136.00M$144.70M$149.00M$134.60M$128.40M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $1.19M
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    -38.8%
    Active Awards
    12
    New Awards (TTM)
    8
    Avg Remaining Term
    6.9 mo

    Top agency: Department of Defense at 100.0% of trailing twelve month obligations across 1 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    SPE4A725PD841Department of DefenseDefense Logistics Agency$543600Aug 6, 2025
    SPE4A626P0830Department of DefenseDefense Logistics Agency$314400Oct 7, 2025
    SPE4A726P5057Department of DefenseDefense Logistics Agency$285040Jan 9, 2026
    SPE4A725PE040Department of DefenseDefense Logistics Agency$259700Aug 12, 2025
    SPE4A626P5988Department of DefenseDefense Logistics Agency$203600Nov 20, 2025
    SPE4A625V683HDepartment of DefenseDefense Logistics Agency$15600Sep 24, 2025
    SPE4A725V4818Department of DefenseDefense Logistics Agency$8022Aug 28, 2025
    SPE4A625PAAC5Department of DefenseDefense Logistics Agency$4590Aug 26, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Donaldson (NYSE:DCI) Is a Dividend Quality Play for Income Investors

    Donaldson (NYSE:DCI), a manufacturer of filtration systems, is identified as a quality dividend stock based on ChartMill's "Best Dividend Stocks" screen. The company boasts a strong Dividend Rating...

    ChartMill•10/15/26•Bullish

    Avity Investment Management Inc. Acquires 125,498 Shares of Donaldson Company, Inc. $DCI

    Avity Investment Management Inc. has acquired 125,498 shares of Donaldson Company, Inc. (NYSE:DCI) for approximately $10.9 million...

    MarketBeat•10/9/26•Bullish

    Donaldson Co Inc (DCI) Stock Down 3.2% but Still Overvalued -- G

    Donaldson Co Inc (DCI) shares recently dropped 3.2%, but the stock is still considered slightly overvalued based on its GF Value™ estimate of $84.72 against a current price of $87.26. Despite a strong GF Score™ of 92/100...

    GuruFocus•10/7/26•Somewhat-Bearish

    Form DEFA14A DONALDSON Co INC

    This article reports on the filing of Form DEFA14A by DONALDSON Co INC. It appears within a financial news platform that also provides various market data, alerts, and news categories such as earnings, dividends...

    StreetInsider•10/6/26•Neutral

    President Richard Brent Lewis receives 84,200 Donaldson (DCI) options at an $87.76 exercise price.

    Donaldson Co. (DCI) President Richard Brent Lewis was granted 84,200 employee stock options on October 1, 2026...

    Stock Titan•10/6/26•Neutral

    DCI Valuation and Fair Value

    P/E
    21.9x
    Forward P/E
    19.9x
    EV/EBITDA
    15.4x
    P/FCF
    23.7x
    PEG
    1.6x
    P/B
    5.7x
    See GNG's fair value

    DCI Profitability: Margins, ROIC and FCF

    Gross margin
    34.6%
    Operating margin
    17.0%
    Net margin
    11.7%
    ROIC
    15.6%
    ROE
    28.2%
    FCF margin
    11.0%
    FCF yield
    4.2%

    DCI Competitors

    CompanyTicker
    Regal Beloit CorporationRRX
    Chart Industries IncGTLS
    Knight Transportation IncKNX
    Rentokil Initial PLCRTO
    U-Haul Holding CompanyUHAL-B
    IES Holdings IncIESC
    Advanced Drainage Systems IncWMS
    Huntington Ingalls Industries IncHII

    Sector: Industrials

    DCI Analyst Ratings

    Consensus
    Hold
    Analysts
    8
    Strong Buy
    0
    Buy
    2
    Hold
    5
    Sell
    0
    Strong Sell
    1

    DCI Bull Case vs Bear Case

    Bull case

    • DCI earns a 15.6% return on invested capital.
    • DCI beat EPS estimates in 75.0% of its last 8 reported quarters.

    DCI Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    0.3%
    EPS estimate (fiscal period ending Oct 31, 2026)
    $0.97
    Estimate revisions (30 days, fiscal period ending Oct 31, 2026)
    0 up, 3 down

    DCI Dividend

    Forward yield
    1.4%
    Payout ratio
    29.1%
    3Y DPS growth
    8.7%
    5Y DPS growth
    6.9%
    Pay months
    Feb, Jun, Aug, Dec
    DCI dividend history

    Frequently Asked Questions About DCI

    What is DCI's current dividend yield?

    Donaldson Company Inc (DCI) has a forward dividend yield of 1.42%.

    Does DCI pay dividends?

    Yes, Donaldson Company Inc pays dividends with a forward dividend yield of 1.42%.

    What is DCI's P/E ratio?

    Donaldson Company Inc has a price-to-earnings (P/E) ratio of 21.91.

    What is DCI's market cap?

    Donaldson Company Inc (DCI) has a market capitalization of $10.10B with a current stock price of $87.21.

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