DCI · NYSE
Donaldson Company, Inc.
Specialty Industrial Machinery · United States
- Market cap (USD)
- US$10.02B
- Trailing P/E
- 22.45x
- Forward P/E
- 17.81x
- Quarterly revenue growth
- 8.0%
- Trailing net margin
- 11.7%
- Indicated dividend yield
- 1.4%
Snapshot 2026-09-20 · Latest financial period 2026-07-31 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Company background
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.
Company websiteQ3 FY2026
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Comparable businesses
DCI peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
No suitable peers with fresh, comparable size data are available. We have not substituted unrelated companies.
| Metric | DCIDonaldson Company, Inc.Snapshot 2026-09-20Financial period: 2026-07-31 |
|---|---|
| Market capMarket value, converted to USD | US$10.02B |
| Forward P/EProvider forward earnings estimate | 17.81x |
| EV / EBITDAEnterprise value / trailing EBITDA | 15.54x |
| Revenue growthLatest quarter vs prior-year quarter | 8.0% |
| Operating marginLatest reported quarter | 17.1% |
| Free cash flow yieldTrailing cash flow / market cap | 3.5% |
| Net debt / EBITDANet debt / trailing EBITDA | 1.50x |
| Debt / equityTotal debt / positive book equity | 0.75x |
| Trailing P/ETrailing twelve-month earnings | 22.45x |
| Price / bookPrice / positive book equity per share | 5.68x |
| EV / salesEnterprise value / trailing revenue | 2.86x |
| Earnings growthLatest quarter vs prior-year quarter | 14.0% |
| Gross marginTrailing twelve months | 35.1% |
| Net marginTrailing twelve months | 11.7% |
| Return on equityProvider trailing return; positive equity only | 28.2% |
| Free cash flow marginTrailing free cash flow / revenue | 8.9% |
| Dividend yieldIndicated annual dividend / price | 1.4% |
| Earnings payoutProvider trailing dividend payout | 31.7% |
| Current ratioCurrent assets / current liabilities | 2.08x |
| BetaProvider historical market sensitivity | 0.92 |
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
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Source: . Window ends at the latest available reporting period.
Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
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Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-09-20. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for DCI
Q4 FY20262026-06-02
Q3 FY20262026-06-02
DCI Stock: $1B Revenue Milestone -- Does It Change The Story? Q3 FY2026
Presentation · 2026-06-02 · YouTube