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Donaldson Company, Inc. (DCI) Stock: Price, Forecast & Analyst Target

Donaldson Company, Inc. (DCI) — MoonshotScore 77/100 (Strong band), calculated Oct 5, 2026. Price $88.65 (+1.01%), as of the Oct 2, 2026 trading session; market cap $10.3B. Expected results Dec 3, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 41.13× (market value Oct 2, 2026; cash Jul 31, 2026) · expected results Dec 3, 2026

$88.65 +$0.89 (+1.01%) Market Cap $10.3B

Donaldson Company, Inc. · DCI · NYSE · Industrials · Industrial - Machinery

Research dated 2026-09-13: Donaldson makes filtration systems, monitoring components and replacement parts for mobile equipment, industrial processes and life-science applications. Replacement demand and portfolio breadth must keep lifting profit while power-generation disruption, factory closures and production ramp-up pressure Industrial Solutions.

Price as of Oct 2, 2026

Key Statistics

77 of 100

MoonshotScore v2 · Donaldson Company (DCI)

Strong
Business Quality Elite (82)
Financial Safety Sound (74)
Valuation Full (42)
Growth Durability Growing (79)
Momentum Rising (63)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

High quality, a strong balance sheet and durable growth, with no real weak spot — fairly priced, so not a bargain entry. Business Quality: Elite; Financial Safety: Sound; Valuation: Full; Growth Durability: Growing; Momentum: Rising.

  • quarterly revenue $1.06B (Q4 FY2026, quarter ended Jul 2026)
  • EPS beat 4 of 8
  • Altman Z 5.55 · Piotroski F 7

Helping: business quality, balance-sheet strength, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for DCI (29 recorded, newest six shown)
RecordedScoreBand
77Strong
77Strong
78Strong
78Strong
78Strong
78Strong

The score was 77 in the stored Oct 4, 2026 snapshot and remains 77 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$88.65
Change on the day+1.01%
52-week range$79.42–$112.84
Market capitalisation$10.3B
Price / earnings (trailing)22.61
Shares traded on the day705.0K
Beta (volatility vs the S&P 500)0.92
Dividends per share (last 12 months)$1.24
Dividend yield (last 12 months)1.40%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $80, high $109, latest $89. 4 reported quarters marked, 3 above and 1 below the recorded estimate. 1 other dated event marked. $109 $80 high $109 Dec 4, 2025 · Earnings results · reported above the recorded estimate · close $921Feb 26, 2026 · Earnings results · reported below the recorded estimate · close $932Jun 2, 2026 · Earnings results · reported above the recorded estimate · close $843Aug 26, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $924Aug 26, 2026 · Earnings results · reported above the recorded estimate · close $925 Sep 5, 2025 Oct 2, 2026 · $89 $81Sep 5, 2025$81Sep 19, 2025$83Oct 3, 2025$83Oct 17, 2025$84Oct 31, 2025$86Nov 14, 2025$90Nov 28, 2025$92Dec 12, 2025$91Dec 26, 2025$95Jan 9, 2026$101Jan 23, 2026$109Feb 6, 2026$108Feb 20, 2026$89Mar 6, 2026$84Mar 20, 2026$85Apr 2, 2026$89Apr 17, 2026$86May 1, 2026$82May 15, 2026$82May 29, 2026$86Jun 12, 2026$89Jun 26, 2026$89Jul 10, 2026$93Jul 24, 2026$99Aug 7, 2026$93Aug 21, 2026$91Sep 4, 2026$86Sep 18, 2026$89Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • We continue to expect margins to return to more normalized levels in the second half of fiscal 27, as a result of sales leverage, margin recovery and power generation, and ramped up production following our plant closures in fiscal 26.

    Bradley J. Pogalz · Statement from

  • From an operational perspective, we will start the year with some continued pressure in our industrial business We have talked about our power gen business and the first half pressure that comes from clearing out our facility in Mexico.

    Richard Lewis · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for Donaldson Company (DCI): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Moderate
Business Quality Strong
Financial Safety Moderate
Valuation Neutral

Legends Council

6 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Favorable read
Klarman-style lens (simulated) Seth Klarman Neutral read
Moon AI lens (model) Favorable read

Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Moderate
Margin of Safety Fairly Valued
Profit Margin Neutral
Revenue Growth Neutral
Debt/Equity Weak
ROE Strong
Gross Margin Neutral

Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 11, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the DCI film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Donaldson Company (DCI), and what does it report?

Short answer · as of

Donaldson is not chiefly a seller of general-purpose machinery.

Research dated 2026-09-13.

Donaldson is not chiefly a seller of general-purpose machinery. It supplies air and liquid filtration, emissions controls, dust, fume and mist collection, compressed-air purification, membranes and sensitive-process filtration to equipment manufacturers, distributors, dealers, fleets and industrial end users; replacement filters connect original equipment sales with later aftermarket demand.

Reported revenue is divided among Mobile Solutions, Industrial Solutions and Life Sciences, with Mobile the dominant contributor. The figures therefore blend equipment-cycle exposure with replacement-part demand and filtration consumed inside ongoing industrial processes.

Sources (as of 2026-09-13): Legal name; Sector / industry (provider taxonomy); Business description; Revenue by segment

2 · Latest results

What do the latest results show for Donaldson Company (DCI)?

Short answer · as of

The most recent reported quarter, Q4 FY2026, carried revenue of $1.06B.

Research dated 2026-09-13.

The latest quarter established the high point in the displayed quarterly run for revenue, gross profit, operating profit, net income and operating cash flow. Annual revenue and net income also reached their strongest readings in the displayed annual history, marking a profit recovery after the preceding decline.

The latest release exceeded consensus on revenue as well as earnings per share. Management nevertheless expects continued pressure in the industrial business as power-generation operations clear a facility in Mexico and production ramps following plant closures; its stated margin recovery depends on sales leverage, better power-generation economics and smoother production.

Sources (as of 2026-09-13): Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Operating cash flow by quarter (USD millions); Reported versus estimated, last 8 quarters; Recent SEC filings; Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$1.06B Jul 31, 2026
Latest quarter · R&D
$19.10M Jul 31, 2026
Latest quarter · SG&A
$192.10M Jul 31, 2026
Latest quarter · FMP standardized operating result
$182.50M Jul 31, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jul 31, 2026$1.06B$19.10M$192.10M$182.50M
Apr 30, 2026$995.10M$19.20M$158.90M$155.30M
Jan 31, 2026$896.30M$18.60M$162.50M$118.70M
Oct 31, 2025$935.40M$19.20M$165.70M$143.40M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$1.06B Aug 26, 2026
Latest report · revenue estimate
$1.04B Aug 26, 2026
Latest report · revenue vs estimate
Above estimate Aug 26, 2026
Latest report · EPS vs estimate
Above estimate Aug 26, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 26, 2026$1.06B$1.04B$1.1500$1.1300
Jun 2, 2026$995.10M$973.65M$1.0600$1.0500
Feb 26, 2026$896.30M$898.69M$0.8300$0.9000
Dec 4, 2025$935.40M$922.94M$0.9400$0.9230

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q4 FY2026$1.06B$129M$1.10 (diluted)
Q3 FY2026$995M$118M$1.00 (diluted)
Q2 FY2026$896M$93M$0.78 (diluted)
Q1 FY2026$935M$114M$0.97 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Donaldson Company (DCI)?

Short answer

Cash and short-term investments were $250.40M at the Jul 31, 2026 balance-sheet date. Operating cash flow was $199.90M for the quarter ended Jul 31, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-13.

Operating cash flow remained positive throughout the listed quarterly run and surged to its strongest reading in the latest period, while capital spending stayed far below cash generated. The cash balance also rose to the highest point in the displayed history, liquidity ratios indicate near-term coverage, and the quality screens remain favorable.

Debt materially exceeds cash, so the balance sheet is not a net-cash cushion. A prolonged power-generation slowdown or a difficult production ramp after plant closures could delay the expected margin normalization; the large Mobile franchise also links demand to equipment-maker production and aftermarket activity. The dividend has continued, with recent payments stepped up from earlier entries.

Sources (as of 2026-09-13): Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash against market value; Trailing twelve-month ratio set; Distress and quality screens; Revenue by segment; Management outlook — dated call excerpts; Recent dividends paid

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$199.90M Jul 31, 2026
Previous quarter · operating cash flow
$135.40M Apr 30, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jul 31, 2026$199.90M−$14.90M
Apr 30, 2026$135.40M−$23.30M
Jan 31, 2026$33.00M−$15.00M
Oct 31, 2025$125.40M−$14.20M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Donaldson Company (DCI)?

Short answer · as of

The next earnings report is expected on Dec 3, 2026.

Research dated 2026-09-13.

At the scheduled earnings release, compare Industrial Solutions margins with management’s recovery path. Power-generation profitability, progress clearing the Mexico facility and production after plant closures will reveal whether sales leverage is beginning to outweigh the disruption.

Consensus continues to assume rising annual revenue and earnings, while the near-term revenue estimate sits below the latest quarterly result. Operating cash flow and the cash balance also deserve attention after reaching the strongest readings in their displayed histories; retreat would matter more if industrial margins remain pressured.

Sources (as of 2026-09-13): Next earnings report; Analyst revenue and earnings estimates (average); Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Management outlook — dated call excerpts

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. We continue to expect margins to return to more normalized levels in the second half of fiscal 27, as a result of sales leverage, margin recovery and power generation, and ramped up production following our plant closures in fiscal 26.

    Bradley J. Pogalz ·

  2. From an operational perspective, we will start the year with some continued pressure in our industrial business We have talked about our power gen business and the first half pressure that comes from clearing out our facility in Mexico.

    Richard Lewis ·

5 · Peer comparison

How does Donaldson Company compare with its peers?

Short answer

Donaldson Company's score ranks 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-13.

Compared with industrial businesses built mainly around large equipment deliveries, Donaldson pairs filtration systems with replacement filters sold through distributors, dealer networks, private-label accounts and fleet operators. That aftermarket connection gives an installed filtration system economic relevance after the original sale.

Donaldson also reaches beyond mobile equipment into industrial air handling, food and beverage filtration, gas turbines, life sciences and sensitive semiconductor and storage applications. Mobile remains the dominant reported segment, so this is not a pure process-filtration business; its demand combines equipment cycles, replacement activity and cleanliness requirements inside operating facilities.

Sources (as of 2026-09-13): Business description; Revenue by segment; Annual revenue and net result (USD millions); Trailing twelve-month ratio set

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Graco Inc. (GGG) Same industry, near in market value$78.00 Oct 2, 2026$12.6B91 5-pillar Oct 5, 2026
Watts Water Technologies, Inc. (WTS) Same industry, near in market value$363.07 Oct 2, 2026$12.1B90 5-pillar Oct 5, 2026
A. O. Smith Corporation (AOS) Same industry, near in market value$56.75 Oct 2, 2026$7.86B84 5-pillar Oct 5, 2026
Nordson Corporation (NDSN) Same industry, near in market value$333.54 Oct 2, 2026$18.6B83 5-pillar Oct 5, 2026
IDEX Corporation (IEX) Same industry, near in market value$233.07 Oct 2, 2026$17.2B78 5-pillar Oct 5, 2026
Donaldson Company (DCI) — this page$88.65$10.3B77
Gates Industrial Corporation plc (GTES) Same industry, near in market value$27.65 Oct 2, 2026$7.02B73 5-pillar Oct 5, 2026
Crane Company (CR) Same industry, near in market value$208.20 Oct 2, 2026$12.0B69 5-pillar Oct 5, 2026
Pentair plc (PNR) Same industry, near in market value$53.03 Oct 2, 2026$8.47B69 5-pillar Oct 5, 2026
SPX Technologies, Inc. (SPXC) Named competitor$173.09 Oct 2, 2026$8.67B67 5-pillar Oct 5, 2026
Flowserve Corporation (FLS) Named competitor$74.37 Oct 2, 2026$9.53B65 5-pillar Oct 5, 2026
EnPro Industries, Inc. (NPO) Same industry, near in market value$332.56 Oct 2, 2026$7.03B62 5-pillar Oct 5, 2026
ITT Inc. (ITT) Same industry, near in market value$206.17 Oct 2, 2026$18.4B62 5-pillar Oct 5, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Industrials stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$91.00 – $105.00
Consensus target
$96.50
Median target
$95.00

Consensus record · Captured .

Measured against a quoted price of $88.65 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 24, 2026

Transactions
32
Identified insiders
9
Purchases
0
Sales
5
Other transactions
27

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
91.5% Period end Jun 30, 2026
Previous quarter · ownership
87.3% Prior to period end Jun 30, 2026
Reporting holders
638 Period end Jun 30, 2026
Previous quarter · holders
625 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.11,941,762
State Farm Mutual Automobile Insurance Co9,142,617
Vanguard Portfolio Management LLC6,523,217
Vanguard Capital Management LLC5,249,585
State Street Corp5,031,135

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Donaldson Company (DCI)?

Read these with our analysis →

Common Questions About DCI (Industrials)

Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

Why do replacement filters matter to Donaldson’s Mobile Solutions model?

Donaldson sells filtration systems to equipment manufacturers and then serves aftermarket demand through distributors, dealer networks, private-label accounts and major fleets. Replacement parts extend the commercial relationship beyond the original equipment sale.

Sources (as of 2026-09-13): Business description; Revenue by segment

What is disrupting Donaldson’s power-generation filtration margins?

Management described continued industrial pressure while power-generation operations clear a facility in Mexico and production ramps after plant closures. Its recovery plan relies on sales leverage, improved power-generation margins and normalized production.

Sources (as of 2026-09-13): Management outlook — dated call excerpts; Revenue by segment

Is Mobile Solutions Donaldson’s largest reported segment?

Mobile Solutions contributes far more reported revenue than Industrial Solutions or Life Sciences. That makes equipment manufacturers and aftermarket channels especially important to Donaldson’s overall sales mix.

Sources (as of 2026-09-13): Revenue by segment; Business description

How does Donaldson serve equipment makers after the original filtration system is sold?

Replacement filters move through independent distributors, equipment-maker dealerships, private-label accounts and major fleet operators. This channel structure links the installed equipment base with later parts demand.

Sources (as of 2026-09-13): Business description

What is the DCI stock price today?

The last price recorded on this page for Donaldson Company, Inc. (DCI) is $88.65, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the DCI price target?

The analyst consensus price target for Donaldson Company, Inc. (DCI) is $96.50 (range $91.00 to $105.00, median $95.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Does DCI pay a dividend?

Yes. Donaldson Company, Inc. (DCI) shows a trailing 12-month dividend yield of 1.40%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-13): Business description; Revenue by segment; Annual revenue and net result (USD millions); Quarterly income statement (USD thousands); Management outlook — dated call excerpts

Sources — records for every figure on this page (85 figures)

The 85 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsBradley J. Pogalz (Aug 26, 2026): We continue to expect margins to return to more normalized levels in the second half of fiscal 27, as a result of sales leverage, margin recovery and power generation, and ramped up production following our plant closures in fiscal 26. Richard Lewis (Aug 26, 2026): From an operational perspective, we will start the year with some continued pressure in our industrial business We have talked about our power gen business and the first half pressure that comes from clearing out our facility in Mexico.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressBloomington, MNOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1400 West 94th Street, Bloomington, MN, 55431, US".

FMP — 74 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateDec 3, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$88.65FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:41.943Z.
px.changeChange on the day+1.01%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$10.3BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-04T20:54:40.898Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars+$0.89FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q4 FY2026$1.06BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.range5252-week range$79.42–$112.84FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)22.61FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day705.0KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.92FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveRichard LewisFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees15,500FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2022 through FY2026: FY2022 revenue $3.31B, net result $332.80M; FY2023 revenue $3.43B, net result $358.80M; FY2024 revenue $3.59B, net result $414.00M; FY2025 revenue $3.69B, net result $367.00M; FY2026 revenue $3.89B, net result $453.80MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsLife Sciences Segment $333.20M · Mobile Solutions Segment $2.42B · Industrial Solutions Segment $1.13BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)34.6%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-07-31.revenue_kRevenue — period end 2026-07-31$1.06BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-07-31.rd_kR&D — period end 2026-07-31$19.10MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-07-31.sga_kSG&A — period end 2026-07-31$192.10MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-07-31.operating_result_kFMP standardized operating result — period end 2026-07-31$182.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.revenue_kRevenue — period end 2026-04-30$995.10MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.rd_kR&D — period end 2026-04-30$19.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.sga_kSG&A — period end 2026-04-30$158.90MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.operating_result_kFMP standardized operating result — period end 2026-04-30$155.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.revenue_kRevenue — period end 2026-01-31$896.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.rd_kR&D — period end 2026-01-31$18.60MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.sga_kSG&A — period end 2026-01-31$162.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.operating_result_kFMP standardized operating result — period end 2026-01-31$118.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.revenue_kRevenue — period end 2025-10-31$935.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.rd_kR&D — period end 2025-10-31$19.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.sga_kSG&A — period end 2025-10-31$165.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.operating_result_kFMP standardized operating result — period end 2025-10-31$143.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-26.revenue_actualRevenue · reported — report date 2026-08-26$1.06BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-26.revenue_estimatedRevenue · estimate — report date 2026-08-26$1.04BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-26.eps_actualEPS · reported — report date 2026-08-26$1.1500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-26.eps_estimatedEPS · estimate — report date 2026-08-26$1.1300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-02.revenue_actualRevenue · reported — report date 2026-06-02$995.10MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-02.revenue_estimatedRevenue · estimate — report date 2026-06-02$973.65MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-02.eps_actualEPS · reported — report date 2026-06-02$1.0600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-02.eps_estimatedEPS · estimate — report date 2026-06-02$1.0500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.revenue_actualRevenue · reported — report date 2026-02-26$896.30MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.revenue_estimatedRevenue · estimate — report date 2026-02-26$898.69MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.eps_actualEPS · reported — report date 2026-02-26$0.8300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.eps_estimatedEPS · estimate — report date 2026-02-26$0.9000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-04.revenue_actualRevenue · reported — report date 2025-12-04$935.40MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-04.revenue_estimatedRevenue · estimate — report date 2025-12-04$922.94MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-04.eps_actualEPS · reported — report date 2025-12-04$0.9400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-04.eps_estimatedEPS · estimate — report date 2025-12-04$0.9230Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q4 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$250.40MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$199.90MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-31. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$110.00MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$1.38BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value5.82×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-07-31.operating_cash_flow_mOperating cash flow — period end 2026-07-31$199.90MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-04-30.operating_cash_flow_mOperating cash flow — period end 2026-04-30$135.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-07-31.capex_mCapital expenditure (reported) — period end 2026-07-31−$14.90MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-04-30.capex_mCapital expenditure (reported) — period end 2026-04-30−$23.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-01-31.operating_cash_flow_mOperating cash flow — period end 2026-01-31$33.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-01-31.capex_mCapital expenditure (reported) — period end 2026-01-31−$15.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-10-31.operating_cash_flow_mOperating cash flow — period end 2025-10-31$125.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-10-31.capex_mCapital expenditure (reported) — period end 2025-10-31−$14.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$91.00 – $105.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$96.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$95.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP32 transactions · 0 purchases, 5 sales, 27 other transactions · 9 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 24, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership91.5%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership87.3%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders638FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders625FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot11,941,762FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesState Farm Mutual Automobile Insurance Co — shares in provider snapshot9,142,617FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesVanguard Portfolio Management LLC — shares in provider snapshot6,523,217FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesVanguard Capital Management LLC — shares in provider snapshot5,249,585FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesState Street Corp — shares in provider snapshot5,031,135FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 2 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 4 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-02 · Expired observation
fin.scoresDistress and quality screensAltman Z 5.55 · Piotroski F 7UNRECORDEDStored financial-scores observation — Captured 2026-10-03 · Expired observation

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments41.13×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $250.40M at Jul 31, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-07-31. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$1.24COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months1.40%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-08-26.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.06B) with the recorded estimate ($1.04B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-26.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.1500) with the recorded estimate ($1.1300) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v277 of 100 · Strong · pillars 82 / 74 / 42 / 79 / 63OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement77 (stored snapshot Oct 4, 2026) → 77 (current publication computed Oct 5, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-07-31. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-07-31.revenue_k, fin.q_table.depth.2026-07-31.rd_k, fin.q_table.depth.2026-07-31.sga_k, fin.q_table.depth.2026-07-31.operating_result_k, fin.q_table.depth.2026-04-30.revenue_k, fin.q_table.depth.2026-04-30.rd_k, fin.q_table.depth.2026-04-30.sga_k, fin.q_table.depth.2026-04-30.operating_result_k, fin.q_table.depth.2026-01-31.revenue_k, fin.q_table.depth.2026-01-31.rd_k, fin.q_table.depth.2026-01-31.sga_k, fin.q_table.depth.2026-01-31.operating_result_k, fin.q_table.depth.2025-10-31.revenue_k, fin.q_table.depth.2025-10-31.rd_k, fin.q_table.depth.2025-10-31.sga_k, fin.q_table.depth.2025-10-31.operating_result_k.
  2. Earnings-history note. Source series as of 2026-08-26. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-26.revenue_actual, earn.history.depth.2026-08-26.revenue_estimated, earn.history.depth.2026-08-26.revenue_actual.comparison, earn.history.depth.2026-08-26.eps_actual.comparison, earn.history.depth.2026-08-26.eps_actual, earn.history.depth.2026-08-26.eps_estimated, earn.history.depth.2026-06-02.revenue_actual, earn.history.depth.2026-06-02.revenue_estimated, earn.history.depth.2026-06-02.eps_actual, earn.history.depth.2026-06-02.eps_estimated, earn.history.depth.2026-02-26.revenue_actual, earn.history.depth.2026-02-26.revenue_estimated, earn.history.depth.2026-02-26.eps_actual, earn.history.depth.2026-02-26.eps_estimated, earn.history.depth.2025-12-04.revenue_actual, earn.history.depth.2025-12-04.revenue_estimated, earn.history.depth.2025-12-04.eps_actual, earn.history.depth.2025-12-04.eps_estimated.
  3. Cash-flow note. Source series as of 2026-07-31. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-07-31.operating_cash_flow_m, fin.opcf.depth.2026-04-30.operating_cash_flow_m, fin.opcf.depth.2026-07-31.capex_m, fin.opcf.depth.2026-04-30.capex_m, fin.opcf.depth.2026-01-31.operating_cash_flow_m, fin.opcf.depth.2026-01-31.capex_m, fin.opcf.depth.2025-10-31.operating_cash_flow_m, fin.opcf.depth.2025-10-31.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-13

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
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.
2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Life Sciences Segment: $295.50M; Mobile Solutions Segment: $2.29B; Industrial Solutions Segment: $1.10B
2025-07-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2026 — R&D: $76.10M, Revenue: $3.89B, Period end: 2026-07-31, Net result: $453.80M
  • FY2025 — R&D: $87.80M, Revenue: $3.69B, Period end: 2025-07-31, Net result: $367.00M
  • FY2024 — R&D: $93.60M, Revenue: $3.59B, Period end: 2024-07-31, Net result: $414.00M
  • FY2023 — R&D: $78.10M, Revenue: $3.43B, Period end: 2023-07-31, Net result: $358.80M
  • FY2022 — R&D: $69.10M, Revenue: $3.31B, Period end: 2022-07-31, Net result: $332.80M
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-07-31 — EPS: $1.1 per share, R&D: $19.10M, SG&A: $192.10M, EPS basic: $1.12 per share, EPS basis: diluted, Revenue: $1.06B, EPS diluted: $1.1 per share, Net result: $129.30M, Gross profit: $383.90M, Operating result: $182.50M
  • Quarter ended 2026-04-30 — EPS: $1 per share, R&D: $19.20M, SG&A: $158.90M, EPS basic: $1.02 per share, EPS basis: diluted, Revenue: $995.10M, EPS diluted: $1 per share, Net result: $118.10M, Gross profit: $333.40M, Operating result: $155.30M
  • Quarter ended 2026-01-31 — EPS: $0.78 per share, R&D: $18.60M, SG&A: $162.50M, EPS basic: $0.8 per share, EPS basis: diluted, Revenue: $896.30M, EPS diluted: $0.78 per share, Net result: $92.50M, Gross profit: $299.80M, Operating result: $118.70M
  • Quarter ended 2025-10-31 — EPS: $0.97 per share, R&D: $19.20M, SG&A: $165.70M, EPS basic: $0.98 per share, EPS basis: diluted, Revenue: $935.40M, EPS diluted: $0.97 per share, Net result: $113.90M, Gross profit: $328.80M, Operating result: $143.40M
  • Quarter ended 2025-07-31 — EPS: $0.97 per share, R&D: $22.50M, SG&A: $164.60M, EPS basic: $0.98 per share, EPS basis: diluted, Revenue: $980.70M, EPS diluted: $0.97 per share, Net result: $114.30M, Gross profit: $338.80M, Operating result: $151.70M
  • Quarter ended 2025-04-30 — EPS: $0.48 per share, R&D: $21.40M, SG&A: $151.10M, EPS basic: $0.49 per share, EPS basis: diluted, Revenue: $940.10M, EPS diluted: $0.48 per share, Net result: $57.80M, Gross profit: $321.90M, Operating result: $87.40M
  • Quarter ended 2025-01-31 — EPS: $0.79 per share, R&D: $21.20M, SG&A: $159.20M, EPS basic: $0.8 per share, EPS basis: diluted, Revenue: $870.00M, EPS diluted: $0.79 per share, Net result: $95.90M, Gross profit: $305.90M, Operating result: $125.50M
  • Quarter ended 2024-10-31 — EPS: $0.81 per share, R&D: $22.70M, SG&A: $166.10M, EPS basic: $0.83 per share, EPS basis: diluted, Revenue: $900.10M, EPS diluted: $0.81 per share, Net result: $99.00M, Gross profit: $319.60M, Operating result: $130.80M
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Management outlook — dated call excerpts
Captured record · 2 entries
  • Call of 2026-08-26 — Quote: We continue to expect margins to return to more normalized levels in the second half of fiscal 27, as a result of sales leverage, margin recovery and power generation, and ramped up production following our plant closures in fiscal 26., Speaker: Bradley J. Pogalz
  • Call of 2026-08-26 — Quote: From an operational perspective, we will start the year with some continued pressure in our industrial business We have talked about our power gen business and the first half pressure that comes from clearing out our facility in Mexico., Speaker: Richard Lewis

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-08-26OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Legal name
DONALDSON Co INC

Our market-data provider lists the name as "Donaldson Company, Inc."; the filer's own record is used here.

2025-09-26OFFICIALSEC EDGAR — 10-K filed 2025-09-26
Sector / industry (provider taxonomy)
Industrials / Industrial - Machinery

The company's SEC filings classify it under SIC 3564 — Industrial & Commercial Fans & Blowers & Air Purifing Equip.

2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-07-31 — Capital expenditure: -$14.90M, Operating cash flow: $199.90M
  • Quarter ended 2026-04-30 — Capital expenditure: -$23.30M, Operating cash flow: $135.40M
  • Quarter ended 2026-01-31 — Capital expenditure: -$15.00M, Operating cash flow: $33.00M
  • Quarter ended 2025-10-31 — Capital expenditure: -$14.20M, Operating cash flow: $125.40M
  • Quarter ended 2025-07-31 — Capital expenditure: -$20.30M, Operating cash flow: $167.80M
  • Quarter ended 2025-04-30 — Capital expenditure: -$16.30M, Operating cash flow: $87.70M
  • Quarter ended 2025-01-31 — Capital expenditure: -$18.90M, Operating cash flow: $90.40M
  • Quarter ended 2024-10-31 — Capital expenditure: -$25.00M, Operating cash flow: $72.90M
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-26 — EPS actual: $1.15 per share, EPS estimated: $1.13 per share, Revenue actual: $1.06B, Revenue estimated: $1.04B
  • Reported 2026-06-02 — EPS actual: $1.06 per share, EPS estimated: $1.05 per share, Revenue actual: $995.10M, Revenue estimated: $973.65M
  • Reported 2026-02-26 — EPS actual: $0.83 per share, EPS estimated: $0.9 per share, Revenue actual: $896.30M, Revenue estimated: $898.69M
  • Reported 2025-12-04 — EPS actual: $0.94 per share, EPS estimated: $0.923 per share, Revenue actual: $935.40M, Revenue estimated: $922.94M
  • Reported 2025-08-27 — EPS actual: $1.03 per share, EPS estimated: $1.02 per share, Revenue actual: $980.70M, Revenue estimated: $951.50M
  • Reported 2025-06-03 — EPS actual: $0.99 per share, EPS estimated: $0.947 per share, Revenue actual: $940.10M, Revenue estimated: $933.45M
  • Reported 2025-02-27 — EPS actual: $0.83 per share, EPS estimated: $0.85 per share, Revenue actual: $870.00M, Revenue estimated: $945.02M
  • Reported 2024-12-03 — EPS actual: $0.83 per share, EPS estimated: $0.82 per share, Revenue actual: $900.10M, Revenue estimated: $888.88M
2026-08-26FMPFinancial Modeling Prep (FMP) earnings
Recent SEC filings2026-08-26OFFICIALSEC EDGAR filer submissions
Cash, investments and debt
Total debt: $1.32B; Liquidity basis: cash and short-term investments; Total liabilities: $2.22B; Cash and short-term investments: $250.40M; Cash and investments: $250.40M; Long-term investments: $0; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-07-31FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and investment components
Total basis: cash short and long-term investments; Total: $250.40M; Cash and short-term investments: $250.40M; Long-term investments: $0; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-07-31COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-07-31 — Amount: $250.40M, Cash basis: cash and short-term investments
  • 2026-04-30 — Amount: $204.10M, Cash basis: cash and short-term investments
  • 2026-01-31 — Amount: $194.40M, Cash basis: cash and short-term investments
  • 2025-10-31 — Amount: $210.70M, Cash basis: cash and short-term investments
  • 2025-07-31 — Amount: $180.40M, Cash basis: cash and short-term investments
  • 2025-04-30 — Amount: $178.50M, Cash basis: cash and short-term investments
  • 2025-01-31 — Amount: $189.10M, Cash basis: cash and short-term investments
  • 2024-10-31 — Amount: $221.20M, Cash basis: cash and short-term investments
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash against market value
As of: 2026-07-31; Cash basis: cash and short-term investments; Net cash: -$1.07B; Total debt: $1.32B; Cash and investments: $250.40M

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-07-31COMPUTEDComputed from the balance sheet and the latest market capitalization
Trailing twelve-month ratio set
Quick ratio: 1.41; Current ratio: 2.08; Debt to equity: 0.75; Net margin: 11.7%; Gross margin: 34.6%; Operating margin: 15.4%; Return on assets: 11.4%; Return on equity: 27.7%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-13FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Distress and quality screens
Altman Z-score: 4.54; Piotroski F-score: 7

Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading.

2026-09-13FMPFinancial Modeling Prep (FMP) financial scores
Recent dividends paid
Captured record · 4 entries
  • Ex date: 2026-08-17, Payment date: 2026-08-31, Amount per share: $0.32
  • Ex date: 2026-06-15, Payment date: 2026-06-30, Amount per share: $0.32
  • Ex date: 2026-02-12, Payment date: 2026-02-27, Amount per share: $0.3
  • Ex date: 2025-12-05, Payment date: 2025-12-22, Amount per share: $0.3

Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here.

2026-08-17FMPFinancial Modeling Prep (FMP) dividend history
Next earnings report
Date: 2026-12-03; EPS estimate: $0.98 per share; Revenue estimate: $1.02B

The date is our provider's estimate until the company confirms it.

2026-09-13FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2027 — EPS average: $4.35 per share, Revenue average: $4.18B, Revenue low: $4.17B, Revenue high: $4.19B, Analysts (revenue): 7
  • FY2028 — EPS average: $4.83 per share, Revenue average: $4.37B, Revenue low: $4.23B, Revenue high: $4.43B, Analysts (revenue): 7
  • FY2029 — EPS average: $5.29 per share, Revenue average: $4.58B, Revenue low: $4.50B, Revenue high: $4.66B, Analysts (revenue): 3
  • FY2030 — EPS average: $5.65 per share, Revenue average: $4.83B, Revenue low: $4.73B, Revenue high: $4.88B, Analysts (revenue): 1
2026-09-13FMPFinancial Modeling Prep (FMP) analyst estimates
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.